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

To get the most out of this book

Although this book covers most of the topics of the exam from scratch, knowledge of the following base concepts is regarded as having already been acquired by the reader:

  • The Salesforce Platform architecture
  • Standard object definitions and features in Sales Cloud and Service Cloud (accounts, contacts, opportunities, cases, and so on)
  • Data model customization (custom objects, custom fields, validation rules, record types, and so on)
  • User interface customization (page layouts, Lightning pages, applications and tabs, and so on)
  • Basic profiles, roles, and user management
  • The basic Salesforce object-sharing model
  • Process automation features (workflows, flows, Process Builder, and so on)
  • The difference between declarative and programmatic customization

Download the example code files

You can download the example code files for this book from your account at www.packt.com. If you purchased this book elsewhere, you can visit www.packt.com/support and register to have the files emailed directly to you.

You can download the code files by following these steps:

  1. Log in or register at www.packt.com.
  2. Select the SUPPORT tab.
  3. Click on Code Downloads & Errata.
  4. Enter the name of the book in the Search box and follow the onscreen instructions.

Once the file is downloaded, please make sure that you unzip or extract the folder using the latest version of:

  • WinRAR/7-Zip for Windows
  • Zipeg/iZip/UnRarX for Mac
  • 7-Zip/PeaZip for Linux

The code bundle for the book is also hosted on GitHub at https://github.com/PacktPublishing/Salesforce-Advanced-Administrator-Certification-Guide. In case there's an update to the code, it will be updated on the existing GitHub repository.

We also have other code bundles from our rich catalog of books and videos available at https://github.com/PacktPublishing/. Check them out!

Download the color images

Conventions used

There are a number of text conventions used throughout this book.

CodeInText: Indicates code words in text, database table names, folder names, filenames, file extensions, pathnames, dummy URLs, user input, and Twitter handles. Here is an example: " The Trigger keyword comes in handy as well and gives us access to current record values (and even to old ones):"

A block of code is set as follows:

1. trigger OpportunityTrigger on Opportunity (before insert, before update,
2. before delete, after insert, after update,
3. after delete, after undelete) {
4. //code goes here...
5. }

Bold: Indicates a new term, an important word, or words that you see on screen. For example, words in menus or dialog boxes appear in the text like this. Here is an example: "The User License field is one of the mandatory fields of the Salesforce user object."

Warnings or important notes appear like this.
Tips and tricks appear like this.