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

Validation rules

I bet you already know what a validation rule is, but let's discuss them again. A validation rule is a feature that is used to improve data quality. It is checked before a record is saved in the database.

They are defined by the following:

  • A name
  • An Active flag
  • A condition (formula) that should trigger the error (a chain of conditions on fields of the object or related objects that triggers an error if evaluated as true)
  • An error message that is displayed to the user
  • A place where the error can be displayed

Here is an example of a validation rule:

Example of a simple validation rule

This validation rule prevents a user from inserting a negative value in the Invoice Amount field:

Validation rule triggers if its conditions are met

Some of its configuration fields are easy to understand:

  • Error Message: Error displayed to the user if a condition is met.
  • ...