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

Picklist management

Picklist fields are a basic way to restrict user input: they deliver a default set of allowed values using a select list. From the user interface, it is impossible to set a different value than the ones listed, so you have a guarantee that no invalid value is stored.

This is not technically true, though. The picklist type field is just a UI-contained text field, but if it is not enforced, then you can set an invalid value by using other tools (such as REST APIs or Apex code).

Let's try managing a picklist field.

Let's create an Invoice Type picklist list field on the Case Detail object and uncheck the Restrict picklist to the values defined in the value set checkbox:

Simple picklist creation

Once the file is created and added to the page layout, you'll be able to create a new Case Detail record with the new Invoice Type field.

Let's do...