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

Monitoring your organization

The first place that we can use to monitor our organization is the System Overview page.

To reach this feature, navigate to Setup | Environments | System Overview to reach a place where we can monitor (in a dashboard mode) our main organization limits, such as the following:

  • Schema limits
  • API usage limits
  • Business logic limits
  • User interface limits
  • License limits
  • Portal roles

When a limit is reached (95% of its value), the item is highlighted with a big warning:

Keep an eye on this page at least daily: you never know when limits may be broken. Keeping on top of this will help you to resolve any issues before they can get worse.

This page shows the following limits:

  • Schema limits: This monitors custom objects, custom settings limits, and data storage limits. By clicking on each number, we are redirected to the corresponding setup page where these...