Salesforce Certified Administrator - Revision Guide

Salesforce Certified Administrator - Revision Guide

by Connie Hazendonk
Released July 2019
Publisher(s): Packt Publishing
ISBN: 9781838550813

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Video description

Salesforce is a fast-growing business solution suite, constantly improving and adding new functionality to its features. This course will serve as a key guide to help you in your certification journey by covering all the topics to help you update your skills and acquire in-depth knowledge of the Salesforce platform.

vThis course will enable you to sharpen your problem-solving skills and strengthen your knowledge of key topics in a practical way and is ideal for administrators at all levels (new and experienced). Every section will cover a module/topic which will be part of the certification. You will also review some example/mock questions that are highly likely to be asked in the certification exam. After covering basics such navigating the Salesforce environment and application and getting your organization ready for users, you will start by setting up and managing user types and profiles. You will cover data and security and also move on to maintaining and customizing Sales Cloud and Service Cloud apps. You will learn how to build reports and dashboards to maximize the look and feel of the application and to enhance user experience. You will set up workflows for automation and manage the support process. You will also look at the configuration, data management, data analytics, and mobile administration. You will cover techniques to enhance your system management efficiently.

By the end of this comprehensive course, you will be confident and proficient in your skills and will be all set to take up and succeed at your Salesforce Certified Administrator exam.

What You Will Learn

  • This course will help you to prepare for – and succeed at – your Salesforce Administrator Certification Exam
  • Topics will follow the outline in the Salesforce Administrator Certification Guide
  • Throughout the course, we will include real-life scenarios to improve your understanding and learning

Audience

This course is targeted at both new and experienced administrators, and at Salesforce professionals who want to upgrade their skills and move to the next career step with the help of Salesforce Certified Administrator certification.

About The Author

Connie Hazendonk: Connie Hazendonk is Salesforce Trainer with more than 5 years experience in it. Salesforce is a fast-growing business, constantly improving and adding new functionality to its platforms. As a Salesforce Admin, you will most likely take your first steps into this dynamic world. She has made this transition herself several years ago, coming from a data analytical background.

Since working with Salesforce, she has become a Certified Admin and Certified Trainer and has worked and travelled around the world, supporting international businesses across various industries. She uses her experience to create and deliver training courses for their end users. She has found this certification to give you a solid foundation for you to come back on a day-to-day basis.

Table of contents

  1. Chapter 1 : Introduction
    1. The Course Overview
    2. Exploring the Different Salesforce Clouds
    3. Salesforce Editions
    4. Set Up Your Trailhead Account
  2. Chapter 2 : Getting Around Salesforce
    1. Objects: What Are They and What Is a Standard Object?
    2. How Does Lead Conversion Work?
    3. Custom Objects and Object Relationships
    4. Getting Your First Lightning Experience Tour
    5. What Is the Guidance for Success?
    6. Creating List Views and Working with Kanban
    7. What Is Chatter?
    8. Activity Management
  3. Chapter 3 : Organization Set Up
    1. The Company Profile Page
    2. Locale Settings – How Do They Work?
    3. Working with Fiscal Years and Currencies
    4. Customize the Home Page
    5. Restricting Login Access
  4. Chapter 4 : User Set Up
    1. Settings versus Permissions
    2. What Can You Do with Standard Profiles?
    3. How to Create Your Own Custom Profiles?
    4. Understanding Object Permissions and Profiles
    5. Create New Users
  5. Chapter 5 : Data Access
    1. Understanding the Different Access Models (OWD)
    2. How Does Record Ownership Work?
    3. Using Roles and Role Hierarchy
    4. Using Sharing Rules
    5. What Are Public Groups?
    6. Where Can You Use Teams?
    7. Manual Sharing
    8. Field Level Security
  6. Chapter 6 : Object Customization
    1. What Can You Change on Standard Fields?
    2. How to Create Custom Fields?
    3. What Are Dependent and Controlling Pick Lists?
    4. How Do Lookups Work?
    5. Creating Formula Fields
    6. Page Layouts, Record Types, and Business Process
    7. Working with Validation Rules
  7. Chapter 7 : Automation
    1. Working with Email Templates
    2. Setting Up Workflow Rules
    3. What Does Process Builder Do?
    4. Working with Assignment Rules
    5. What Are Auto Response Rules?
    6. The Salesforce Order of Execution
    7. Setting Up an Approval Process
    8. What Is Lead Management?
  8. Chapter 8 : Support Process
    1. Understanding Case Management
    2. Working Through the Support Process
    3. What Automation Can We Do?
    4. What Is Email to Case?
    5. Expanding with CTI
    6. Exploring the Support Console
    7. Using Knowledge
  9. Chapter 9 : Managing Data
    1. When to Use the Import Wizard
    2. When to Use Data Loader
    3. How Can We Mass Transfer Records?
    4. Using the Salesforce Back-up Functionality
    5. The Importance of the Recycle Bin
  10. Chapter 10 : Reports and Dashboards
    1. How Do Folders Work?
    2. Guide Through the Report Builder
    3. What Report Types Are There?
    4. How Do Report Filters Work?
    5. Creating Formula Fields and Charts in Reports
    6. Export and Scheduling Reports
    7. Dashboard Components and the Importance of the Running User
    8. Expanding Your Reporting and Dashboard Skills
  11. Chapter 11 : Other Clouds and Elements
    1. Campaign Management in Sales Cloud
    2. Marketing Cloud
    3. How Do We Use Products and Price books
    4. Understanding Revenue Scheduling
    5. Introducing Salesforce Communities
  12. Chapter 12 : Admin Tasks
    1. Dealing with Login Issues
    2. SalesforceA – The Admin App
    3. Salesforce Mobile – User App
    4. Health Check
    5. Lightning for Outlook
  13. Chapter 13 : Preparation Guide
    1. Study Tips
    2. Exam Tips
    3. Exam Preparation

Product information

  • Title: Salesforce Certified Administrator - Revision Guide
  • Author(s): Connie Hazendonk
  • Release date: July 2019
  • Publisher(s): Packt Publishing
  • ISBN: 9781838550813