Book Image

Salesforce Advanced Administrator Certification Guide

By : Enrico Murru
Book Image

Salesforce Advanced Administrator Certification Guide

By: Enrico Murru

Overview of this book

The Salesforce Advanced Administrator certification extends beyond administrator certification, covering advanced platform features and functions such as configuration, automation, security, and customization. Complete with comprehensive coverage of all these topics and exam-oriented questions and mock tests, this Salesforce book will help you earn advanced administrator credentials. You'll start your journey by mastering data access security, monitoring and auditing, and understanding best practices for handling change management and data across organizations. The book then delves into data model management for improving data quality and lets you explore Sales features such as products, schedules, quotes, and forecasting capabilities. As you progress, this book will guide you in working with content management to set up and maintain Salesforce content. You'll also master organizing your files and data using reports and dashboards. Finally, you'll learn how to use a combination of automation tools to solve business problems. By the end of the book, you will have developed the skills required to get your advanced administrator credentials.
Table of Contents (27 chapters)
Free Chapter
1
Section 1: Security, Access, and Organization Management
5
Section 2: Data Model Management
7
Section 3: Sales and Service Cloud Applications
10
Section 4: Data and Content Management
13
Section 5: Reports and Dashboards
16
Section 6: Process Automation
22
Section 7: Taking Your Certification Exam

Exploring Apex triggers

All the automation we have seen so far is related to rules that are defined to interact with record change events (called DML events, or Data Manipulation Language events). To sum up, these are the topics we've already covered in the previous chapters:

  • Workflow rules: They execute actions on the originating record (or on its master record) when certain criteria on the originating record applies.
  • Approval processes: They define entry criteria that are used to determine whether a record should be further evaluated by approvers (we configure criteria and actions as well).
  • Process Builders: Like workflow rules, they are based on record events such as insert and update (but also on platform event creation), but they can execute actions on a wider variety of records (the record itself, its parents, or its children). Also, the kinds of actions available...