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.

Preface

Who this book is for

What this book covers

To get the most out of this book

Free Chapter

Section 1: Security, Access, and Organization Management

Section 1: Security, Access, and Organization Management

Secure Data Access

Secure Data Access

Controlling who sees what

Profiles, permission sets, and object security

The Salesforce sharing model

Enterprise territory management

Sharing within Salesforce communities

Auditing and Monitoring

Auditing and Monitoring

Delegated administration

Monitoring your organization

Event monitoring

Change Management

Change Management

Testing using sandboxes

Deploying changes with change sets

Deploying changes with packages

Deploying changes with other tools

Handling data changes

Section 2: Data Model Management

Section 2: Data Model Management

Extending Custom Objects

Extending Custom Objects

Advanced aspects of object relationships

Validation rules

Picklist management

Section 3: Sales and Service Cloud Applications

Section 3: Sales and Service Cloud Applications

Support Sales Strategies with Sales Cloud Features

Support Sales Strategies with Sales Cloud Features

Managing products, product schedules, and pricebooks

Managing quotes and quote templates

Predicting deals with forecasts

Service Cloud Applications

Service Cloud Applications

Salesforce Knowledge

Configuring Omni-Channel

Live Agent chat and communities

Entitlements for SLA management (and more)

Section 4: Data and Content Management

Section 4: Data and Content Management

Improving Data Quality with Duplicate Management

Improving Data Quality with Duplicate Management

Understanding duplicate management

Exploring and customizing rules

Salesforce CRM Content Management

Salesforce CRM Content Management

Setting up Salesforce CRM Content

Handling content libraries

Adding files to libraries

Content delivery

Section 5: Reports and Dashboards

Section 5: Reports and Dashboards

Mastering Reports

Mastering Reports

Building reports

Tracking history on reports

Subscribing to reports

Further considerations

Visualizing Key Metrics with Dashboards

Visualizing Key Metrics with Dashboards

Building dashboards

Filtering dashboards

Subscribing to a dashboard

Limitations with dashboards

Section 6: Process Automation

Section 6: Process Automation

Automation with Workflows

Automation with Workflows

What is process automation?

Building workflow rules

Automated actions

Time-dependent actions

Further considerations on workflows

Automating Record Approval with Approval Processes

Automating Record Approval with Approval Processes

Understanding approvals

Using approvals

Limits and considerations

Lightning Process Builder

Lightning Process Builder

Setting up a Lightning Process Builder

Defining action groups

Managing the Process Builder

Final considerations for building with a Process Builder

Lightning Flows

Lightning Flows

Managing a flow

Transactions and governor limits

Limits and considerations

The Coding Approach

The Coding Approach

Exploring Apex triggers

User interface development

Section 7: Taking Your Certification Exam

Section 7: Taking Your Certification Exam

Tips and Tricks for Passing Your Exam

Tips and Tricks for Passing Your Exam

Facing the exam with the right attitude

Mock Test A and B

Mock Test A and B

Assessments

Other Books You May Enjoy

Other Books You May Enjoy

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