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

Configuring Omni-Channel

Customer happiness is a key success factor in CRM. If your customers are not satisfied with the support they are receiving, they may give your services and products a bad review, and that's not good for business.

Even if a customer has a problem with a product or service, being able to solve the issue quickly changes the customer's perception of the issue; they know that the business' support has prioritized them and that the issue will be fixed soon.

While multi-channels give the customer the freedom to choose their preferred channel (web, SMS, phone, chat, a email), Omni-Channel featured services allow agents to be delivered to the most important cases from all the channels. That's why we say that the Omni-Channel is an agent-facing feature.

The following diagram shows how Omni-Channel works:

Omni-Channel flow

Here's how it...