
Certified Administrator
Courses: TVB201, ADX201, CRT101General Resources
Trailhead Live Video
Admin Prep Trailmix
PDF with info to prep
- PDF – Administrator Certification Prep Part 1
- PDF – Administrator Certification Prep Part 3
- PDF – Administrator Certification Prep Part 4
Exam Guide – Cert info
Study for the Administrator Certification Exam
If you plan to take the practice exam, please do NOT review this, till you have completed the practice exam. (It will give you most of the answers to the practice exam questions)
Organizational Setup 3%
User Setup 7%
Security and Access 13%
Who See’s What series – and Live Video’s
- Youtube Video – Who Sees What: Overview (Lightning Experience) | Salesforce
- Trailhead Live Video – Preparing for Your Admin Certification: Exceptions: Sharing Rules, Teams and Manual Sharing
- Trailhead Live Video – Preparing for Your Admin Certification: Organization-wide Default Settings and Role Hierarchy
- Trailhead Live Video – Preparing for Your Admin Certification: Profiles
- Trailhead Live Video – Preparing for Your Admin Certification: Standard and Custom Fields: FLS and Deleting Fields
- Help – Control Who Sees What
- Blog – Salesforce Data Security Model — Explained Visually
Project: Protect your Data in SF
Record Access
- Trailhead Live Video – Preparing for Your Admin Certification: Security : Elements: OWD, Role, Role Hierarchy
- Trailhead Live Video – Preparing for Your Admin Certification: Organization-wide Default Settings and Role Hierarchy
- Trailhead Live Video – Preparing for Your Admin Certification: Exceptions: Sharing Rules, Teams and Manual Sharing
Network Access, session settings and Profile IP restrictions
Folders in Salesforce
Profile
- Help – Profiles
- Trailhead Live Video – Preparing for Your Admin Certification: Security: Profiles
- Trailhead Live Video – Preparing for Your Admin Certification: Profiles and Permission Sets
Permission Set
- Help – Permission Sets
- Youtube Video – Who Sees What: Permission Sets (Lighting Experience) | Salesforce
- Trailhead Live Video – Preparing for Your Admin Certification: Security: Permission Sets
- Trailhead Live Video – Preparing for Your Admin Certification: Profiles and Permission Sets
IP Restrictions and Trusted IP
Users Access
- Trailhead Live Video – Preparing for Your Admin Certification: Deactivating and Freezing a User
- Trailhead Live Video – Preparing for Your Admin Certification: Security: Users, Deactivate or Freeze
- Trailhead Live Video – Preparing for Your Admin Certification: Deactivating and Freezing a User
Security Super Badge
Standard and Custom Objects 14%
Object Relationships
- Youtube Video – Salesforce Essentials 101 | Salesforce
- Blog – Relationships Among Objects
- Help – Object Relationships Overview
- Trailhead Live Video – Preparing for Your Admin Certification: Standard and Custom Objects: Standard and Custom Fields and Field-Level Security
- Trailhead Live Video -Certification Prep: Standard Object Relationships and Related Records
Master Detail vs lookup Relationship
- Module – Master Detail vs Lookup (pros and cons)
- Help – Object Relationships Overview
- Help – Master Detail Relationship in Detail With Example
Customization
- Project – Prepare Your Salesforce Org for Users
- Module – Create Validation Rules
- Trailhead Live Video – Preparing for Your Admin Certification: Standard and Custom Fields: FLS and Deleting Fields
- Module – Picklist Administration
- Trailhead Live Video – Preparing for Your Admin Certification: Custom Objects
Picklists
Record Types/Business Processes
- Trailhead Live Video – Preparing for Your Admin Certification: Page Layouts, Record Types, and Business Processes
- Project – Customize a Salesforce Object
- Project – Create a Process for Managing Support Cases
- Help – Tailor Business Processes to Different Users Using Record Types
- Project – Customize a Sales Path for Your Team
- Youtube Video – Who Sees What: Record Types (Lightning Experience) | Salesforce
- Trailhead Live Video – Preparing for Your Admin Certification: Page Layouts, Record Types, and Business Processes
- Trailhead Live Video – Preparing for Your Admin Certification: Standard and Custom Objects: Page Layouts, Record Types, and Business Processes
Build a Data Model for a recruiting app
- Project – Build a Data Model for a Recruiting App
- Project – Improve Data Quality for a Recruiting App
Build a Battle Station App
Customize the User Interface for the Recruiting app
General overview (create App, Objects, Fields, Validation, Process Builder and Reports/Dashboards)
- Help – What Is a Cross-Object Formula?
- Help – Custom Field Types
- Help – Roll-Up Summary Field
- Project – Build a Suggestion Box App
- Trailhead Live Video – Preparing for Your Admin Certification: Standard and Custom Objects: Custom Fields, Field Level Security, and Deleting Fields
- Trailhead Live Video – Preparing for Your Admin Certification: Standard and Custom Objects: Custom Fields, Field Level Security, Deleting Fields
Sales and Marketing Applications 14%
Getting started with the Sales Cloud
- Module – Sales Cloud
- Youtube Video – Set Up Sales Cloud Essentials
- Trailhead Live Video – Preparing for your Admin Certification – Sales and Marketing Functionalities
- Project – Customize a Sales Path for Your Team
- Module – Sales Cloud Configuration Basics
- Module – Sales Cloud: Quick Look
- Trail – Discover Sales Cloud
- Trail – Get Started with Sales Cloud
- Help – Sales Cloud Basics
Manage Products, prices, quotes and orders
- Project – Manage Products, Prices, Quotes, and Orders
- Trailhead Live Video – Preparing for your Admin Certification: Products and Price Books
- Trailhead Live Video – Preparing for your Admin Certification: Products and Price Books
- Youtube Video – Qualify and Convert Leads Efficiently
Business processes (incl. Sales Processes)
All about leads, lead automation and Lead conversion
- Blog – Lead Routing in Salesforce
- Module – Getting Started with Salesforce: Create the User Experience
- Youtube Video – Qualify and Convert Leads Efficiently
- Youtube Video – Work Your Opportunities and Manage Your Pipeline
- Trailhead Live Video – Preparing for Your Admin Certification: How to Prepare and Exam Day Tips
- Trailhead Live Video – Preparing for Your Admin Certification: Standard and Custom Objects: Lead Conversion
- Trailhead Live Video – Preparing for Your Admin Certification: Lead Conversion
- Trailhead Live Video – Preparing for Your Admin Certification: Lead Conversion
- Trailhead Live Video – Preparing for Your Admin Certification: Lead Conversion
Campaigns
Campaign Members
Chatter vs. Docs vs. Content
Service and Support Applications 13%
Service Overview
- Youtube Video – Salesforce Service Cloud Overview Demo
- Youtube Video – Service Cloud Customer Service Demo
- Trailhead Live Video – Preparing for your Admin Certification – Service and Support Functionalities
- Module – Service Cloud
Service Cloud
- Module – Service Cloud for Salesforce Classic
- Trailhead Live Video – Preparing for your Admin Certification – Service and Support Functionalities
Service Cloud Platform: Quick Look
Improve Data Quality for your Sales and Support Teams
Project: Create a Process for Managing Support Cases:
Project: Build a community with Knowledge and Chat
Set up a Knowledge
Support Settings
Case Comments
General Setup, Queues and Automation Rules
- Module – Create Case Queues and an Assignment Rule
- Module – Automate Case Management
- Project – Customize an Org to Support a New Business Unit
- Trailhead Live Video – Preparing for Your Admin Certification: Assignment Rules and Queues
- Trailhead Live Video – Preparing for Your Admin Certification: Web-to-Lead and Case, Auto Response Rules, Email-to-Case
- Trailhead Live Video – Preparing for Your Admin Certification: Escalation Rules
- Trailhead Live Video – Preparing for Your Admin Certification: Automation: Escalation Rules
Activity Management and Collaboration 3%
Data Management 10%
Importing and Exporting
Data Validation
- Help – Validation Rules
- Trailhead Live Video – Preparing for Your Admin Certification: System and Custom Validation Rules
- Trailhead Live Video – Preparing for Your Admin Certification: System and Custom Validation Rules
Data Quality
Salesforce ID’s
- Help – Locate the Unique ID of a Record in Salesforce
- Help – Differences between the ‘External ID’ field and the ‘Unique ID’ field setting
Backup options
- Help – Best practices to backup Salesforce data
- Trailhead Live Video – Preparing for Your Admin Certification: Data Management: Data Export Service and Backup Options
- Trailhead Live Video – Preparing for Your Admin Certification: Data Export Service & Backup Options
This Trailhead module has a great video to make data clean up easy in Excel. Very useful
Data Management Tools
- Trailhead Live Video – Preparing for Your Admin Certification: Data Management: Data Loader
- Project – Import and Export with Data Management Tools
- Trailhead Live Video – Preparing for Your Admin Certification: Data Loader
- Trailhead Live Video – Preparing for Your Admin Certification: Data Management: Data Import Wizard
- Trailhead Live Video – Preparing for Your Admin Certification: Data Import Wizard
Order of Execution
Analytics—Reports and Dashboards 10%
Reporting
- Youtube Video – Reports and Dashboards – Sales Cloud Demo
- Youtube Video – Build a Report
- Trailhead Live Video – Preparing for Your Admin Certification: Dashboards, Running User, Subscribing and Scheduling Reports
- Module – Deliver Accurate Reporting
- Help – Create a Custom Report Type
- Project – Create Reports and Dashboards for Sales and Marketing Managers
- Project – Filter Report Data
- Project – Evaluate Report Data with Formulas
- Help – Relative Date Filter Reference
Report and Dashboard
- Project – Quick Start: Reports & Dashboards
- Trailhead Live Video – Admin Best Practices: Reports and Dashboards
- Youtube Video – Analytics Cloud – Operational Reporting
- Project – Create a Product Pipeline Dashboard with Einstein Analytics Charts
- Module – Reports & Dashboards for Lightning Experience
Conditional Highlighting
Scheduling Reports
Row Filter
- Youtube Video – Supercharge Your Reports
- Trailhead Live Video – Preparing for Your Admin Certification: Report Formulas and Charts
Source Report and Dashboard Filters
Folders
- Help – Share a Report or Dashboard Folder in Lightning Experience
- Youtube Video – Manage Report and Dashboard Folders
Running User
Dashboards
- Youtube Video – Build a Dashboard
- Trailhead Live Video – Preparing for Your Admin Certification: Dashboards, Running User, Subscribing and Scheduling Reports
Report Types/Report Formats/Report Folders
- Trailhead Live Video – Preparing for Your Admin Certification: Standard vs Custom Report Types and Folders
- Trailhead Live Video – Preparing for Your Admin Certification: Standard vs. Custom Reports and Report Folders
- Trailhead Live Video – Preparing for Your Admin Certification: Reporting: Standard vs Custom Folders
- Trailhead Live Video – Preparing for Your Admin Certification: Reporting: Standard vs Custom Folders
- Trailhead Live Video – Preparing for Your Admin Certification: Report Types and Report Formats
- Trailhead Live Video – Preparing for Your Admin Certification: Report Types and Report Formats
- Trailhead Live Video – Preparing for Your Admin Certification: Reporting: Report Types and Report Formats
Superbadge
Workflow/Process Automation 8%
Automation Tools Overview
- Help – Which Automation Tool Do I Use?
- Help – Differences Between Auto-Response Rules and Workflow Email Alerts
- Module – Workflow Rule Migration
Workflow Demo
- Youtube Video – Creating a Workflow Rule
- Trailhead Live Video – Preparing for Your Admin Certification: Automation: Workflow Rules and Approval Processes
- Trailhead Live Video – Preparing for Your Admin Certification: Workflow Rules and Approval Processes
Visual Workflow (now called Flow)
- Youtube Video – Visual Workflow: Cloud Flow Designer Overview
- Youtube Video – Visual Workflow: Building a Simple Flow
Process Builder
- Youtube Video – Salesforce Platform: Automate Business Processes
- Youtube Video – Process Builder – Salesforce Platform
- Project – Quick Start: Process Builder
- Trailhead Live Video – Preparing for Your Admin Certification: Automation: Process Builder
- Trailhead Live Video – Preparing for Your Admin Certification: Process Builder
Automation Tool Comparison
Workflow/Process Automation Superbadge
Approvals
Is there a cheat sheet of what flow and process builder can do and cannot do?