Salesforce Advanced Administrator Certification Guide

Salesforce Advanced Administrator Certification Guide

by Enrico Murru
Released November 2019
Publisher(s): Packt Publishing
ISBN: 9781838643898

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Book description

Master advanced Salesforce Administration concepts with expert tips, techniques, and mock tests

Key Features

  • Learn advanced features to reduce implementation time and enhance your Salesforce administration skills
  • Develop the ability to solve critical issues with a proactive approach and deliver the best solution
  • Explore complex automation with workflows, approvals, process builder, and custom Apex coding

Book Description

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.

What you will learn

  • Master data security to monitor your org effectively
  • Explore best practices for handling change management across orgs
  • Extend the capabilities of Salesforce objects using advanced relationships, validation rules, and duplicate management
  • Handle file libraries with Salesforce CRM content
  • Understand ways to deliver the best solutions with Sales and Service Cloud applications
  • Build reports and dashboards to visualize data for better decision making
  • Customize your CRM with process automation features

Who this book is for

If you've already achieved your Salesforce administrator certification, this book will help you prepare for the Salesforce Advanced Administrator certification. You'll also find this guide useful if you are a Salesforce administrator or developer and want to maximize your administration skills with deeper knowledge of advanced Salesforce declarative features. 1-2 years of experience as a Salesforce administrator or developer is enough to help you to get the most out of the book.

Table of contents

  1. Title Page
  2. Copyright and Credits
    1. Salesforce Advanced Administrator Certification Guide
  3. Dedication
  4. About Packt
    1. Why subscribe?
  5. Contributors
    1. About the author
    2. About the reviewers
    3. Packt is searching for authors like you
  6. Preface
    1. Who this book is for
    2. What this book covers
    3. To get the most out of this book
      1. Download the example code files
      2. Download the color images
      3. Conventions used
    4. Get in touch
      1. Reviews
  7. Section 1: Security, Access, and Organization Management
  8. Secure Data Access
    1. Controlling who sees what
      1. Licensing
      2. The sharing model
    2. Profiles, permission sets, and object security
      1. Permission sets
      2. Object-Level Security (OLS)
      3. Field-Level Security (FLS)
    3. The Salesforce sharing model
      1. OWD sharing
      2. Role hierarchies
      3. Sharing rules
        1. Public and personal groups
        2. Working with sharing rules
        3. Manual sharing
        4. Apex managed sharing
        5. Team sharing
          1. Account teams
        6. Opportunity teams
        7. Case teams
        8. Some considerations about sharing
    4. Enterprise territory management
    5. Sharing within Salesforce communities
      1. High-volume community users
    6. Summary
    7. Questions
  9. Auditing and Monitoring
    1. Delegated administration
    2. Monitoring your organization
      1. Monitoring object-specific limits
      2. Monitoring storage
      3. Monitoring the login history
      4. Monitoring the identity verification history
      5. Monitoring changes: View Setup Audit Trail
      6. Field history tracking
      7. Background job monitoring
      8. Debug log monitoring
      9. Monitoring email logs
      10. Health check monitor
    3. Event monitoring
    4. Summary
    5. Questions
  10. Change Management
    1. Testing using sandboxes
      1. Developer sandbox
      2. Developer Pro sandbox
      3. Partial Copy sandbox
      4. Full sandbox
      5. About sandbox flow architectures
    2. Deploying changes with change sets
    3. Deploying changes with packages
    4. Deploying changes with other tools
    5. Handling data changes
      1. Importing data with the Data Import Wizard
      2. Importing data with Data Loader
      3. Exporting data
    6. Summary
    7. Questions
  11. Section 2: Data Model Management
  12. Extending Custom Objects
    1. Advanced aspects of object relationships
      1. Master–detail relationships
        1. Roll-up fields
      2. Many-to-many relationships
      3. Lookup relationships
      4. Hierarchical relationships
      5. Formula fields and relations
      6. External relationships
    2. Validation rules
      1. VLOOKUP
      2. REGEX
      3. PRIORVALUE
    3. Picklist management
      1. Dependent picklists
    4. Summary
    5. Questions
  13. Section 3: Sales and Service Cloud Applications
  14. Support Sales Strategies with Sales Cloud Features
    1. Managing products, product schedules, and pricebooks
      1. Product schedules
    2. Managing quotes and quote templates
      1. Quote templates creation
      2. Quote versus opportunity synchronization
    3. Predicting deals with forecasts
      1. Setting up collaborative forecasting
    4. Summary
    5. Questions
  15. Service Cloud Applications
    1. Salesforce Knowledge
      1. Setting up Salesforce Lightning Knowledge
      2. Handling articles
      3. Managing data categories
      4. Importing external knowledge
    2. Configuring Omni-Channel
      1. Skill-based routing
      2. External routing
      3. Omni-Channel Supervisor app
    3. Live Agent chat and communities
      1. Salesforce Community setup
      2. Chat (Live Agent) Setup flow
      3. Einstein Bots
    4. Entitlements for SLA management (and more)
    5. Summary
    6. Questions
  16. Section 4: Data and Content Management
  17. Improving Data Quality with Duplicate Management
    1. Understanding duplicate management
      1. Local duplicate management
      2. Global duplicate management
    2. Exploring and customizing rules
      1. Customizing duplicate rules
      2. Customizing matching rules
      3. Considerations regarding duplicate management
    3. Summary
    4. Questions
  18. Salesforce CRM Content Management
    1. Setting up Salesforce CRM Content
      1. Further Salesforce CRM Content options
    2. Handling content libraries
    3. Adding files to libraries
      1. Enabling Google Docs
    4. Content packs
    5. Content delivery
    6. Content search
    7. Summary
    8. Questions
  19. Section 5: Reports and Dashboards
  20. Mastering Reports
    1. Building reports
      1. Report types
      2. Report formats
      3. Filtering reports
      4. Charting report data
      5. Advanced highlighting for report data
      6. Bucket fields
      7. Formulas in reports
      8. Joined reports
    2. Tracking history on reports
      1. Historical Tracking Reports
      2. Reporting Snapshots
    3. Subscribing to reports
    4. Further considerations
    5. Summary
    6. Questions
  21. Visualizing Key Metrics with Dashboards
    1. Building dashboards
      1. Reports and dashboards folders
      2. Setting up a dashboard
      3. Selecting the right charting option
    2. Filtering dashboards
    3. Subscribing to a dashboard
    4. Limitations with dashboards
    5. Summary
    6. Questions
  22. Section 6: Process Automation
  23. Automation with Workflows
    1. What is process automation?
      1. Which tool should you choose?
    2. Building workflow rules
    3. Automated actions
      1. Field updates
        1. Cross-object field updates
      2. Task actions
      3. Email alert actions
      4. Outbound message actions
    4. Time-dependent actions
    5. Further considerations on workflows
    6. Summary
    7. Questions
  24. Automating Record Approval with Approval Processes
    1. Understanding approvals
      1. Creating an approval process
      2. Creating approval steps
      3. Adding actions to approvals
    2. Using approvals
    3. Limits and considerations
    4. Summary
    5. Questions
  25. Lightning Process Builder
    1. Setting up a Lightning Process Builder
      1. Shaping a Process Builder
      2. Trigger selection
      3. Criteria definition
    2. Defining action groups
      1. Creating records
      2. Updating records
      3. Processes
      4. Posting to Chatter
      5. Email alerts
      6. Submitting for approval
      7. Flows
      8. Quick Actions
      9. Custom notifications
      10. Apex
    3. Managing the Process Builder
    4. Final considerations for building with a Process Builder
    5. Summary
    6. Questions
  26. Lightning Flows
    1. Flow concepts
      1. Building a flow
      2. Connecting flows and subflows
      3. Autolaunched flows
    2. Managing a flow
    3. Testing a flow
    4. Transactions and governor limits
    5. Limits and considerations
    6. Summary
    7. Questions
  27. The Coding Approach
    1. Exploring Apex triggers
      1. Order of execution
      2. Trigger features and rules
      3. Apex trigger anatomy
      4. The before event
      5. The after event
    2. User interface development
    3. Summary
    4. Questions
  28. Section 7: Taking Your Certification Exam
  29. Tips and Tricks for Passing Your Exam
    1. Keep studying
      1. Topics and scores
      2. Need more resources?
    2. Facing the exam with the right attitude
      1. Failure is an option
      2. Schedule it right now!
      3. Preparing for the exam
      4. Question format
    3. The final step
    4. Summary
  30. Mock Test A and B
    1. Mock Test A
    2. Mock Test B
  31. Assessments
    1. Chapter 1
    2. Chapter 2
    3. Chapter 3
    4. Chapter 4
    5. Chapter 5
    6. Chapter 6
    7. Chapter 7
    8. Chapter 8
    9. Chapter 9
    10. Chapter 10
    11. Chapter 11
    12. Chapter 12
    13. Chapter 13
    14. Chapter 14
    15. Chapter 15
    16. Chapter 17
      1. Mock Test A
      2. Mock Test B
  32. Other Books You May Enjoy
    1. Leave a review - let other readers know what you think

Product information

  • Title: Salesforce Advanced Administrator Certification Guide
  • Author(s): Enrico Murru
  • Release date: November 2019
  • Publisher(s): Packt Publishing
  • ISBN: 9781838643898