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

Advanced aspects of object relationships

As experienced administrators, we already know the basics of the relationships between Salesforce objects: they are links between different objects that allow you to connect different records all together. The best and easiest way to get a view of all relations between objects is the Schema Builder, which can be found at Setup | Objects and Fields | Schema Builder.

When we have a lot of relations, having a whole picture of how the objects relate to each other can be a hard job, and this tool can help to untangle the problem. Be careful! Don't select all the objects in your org; otherwise, all we will see is a plate of spaghetti, as shown in the following screenshot:

Using Schema Builder to inspect object relationships

On the left sidebar, let's select a few objects, such as Account, Contact, Case, and Opportunity. We will get...