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Certified Advanced Administrator

Certified Advanced Administrator Icon | Resources | Consulting On Demand

Certified Advanced Administrator

General Resources

  • Module – Advanced Administrator

Security and Access 20%

Who See’s What Series

  • Youtube Video – Who Sees What: Overview
  • Help – Control Who Sees What
  • 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
  • Blog – Salesforce Data Security Model — Explained Visually

Protect your Data in SF

  • Project – Protect Your Data in Salesforce
  • Trailhead Live Video – Preparing for Your Admin Certification: Profiles

Profile

  • Module – What is Delegated Administration and what is the difference between Administrator and Delegated Administrator?
  • Help – Delegate Administrative Duties
  • Module – Permission Sets vs Profile vs Roles Sharing Rules
  • Help – Profiles

FLS and deleting fields

  • Trailhead Live Video – Preparing for Your Admin Certification: Standard and Custom Fields: FLS and Deleting Fields

Keep data secure in a recruiting App

  • Project – Keep Data Secure in a Recruiting App

Permission Set

  • Help – Permission Sets

Territory Management

  • Help – Territory Management Concepts
  • Module – Territory Management Basics
  • Module – Advanced Territory Management
  • Help – Territory Management Best Practices
  • Help – Learn About Enterprise Territory Management
  • PDF – Enterprise Territory Management Implementation Guide

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

Extending Custom Objects and Applications 8%

  • Youtube Video – Salesforce Essentials 101
  • Module – 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

Master Detail vs lookup Relationship

  • Module – Master Detail vs Lookup (pros and cons)
  • Help – Object Relationships Overview
  • Module – Master Detail Relationship

Auditing and Monitoring 6%

  • Help – Set Up Debug Logging
  • Help – View Debug Logs
  • Module – Debug and Run Diagnostics
  • Module – Debugging in Salesforce

Setup Audit Trail

  • Help – Monitor Setup Changes with Setup Audit Trail
  • Help – Auditing

Sales Cloud Applications 10%

Product and Price Books

  • Trailhead Live Video – Preparing for your Admin Certification: Products and Price Books
  • Youtube Video – Qualify and Convert Leads Efficiently

Project to manage Productions, prices, quotes and orders

  • Project – Manage Products, Prices, Quotes, and Orders

Product Schedule and quotes

  • Help – Product Schedules
  • Youtube Video – Customizable Product Schedules
  • Youtube Video – Products & Price Books with Master Solution Architect Iman Maghroori
  • Help – Considerations for Using Product Schedules
  • Help – Quotes
  • Help – Create and Manage Quotes
  • Help – Quote Template and PDF Limitations
  • Module – Products, Quotes, & Contracts
  • Module – Relationship of Product and Quote in Opportunity

Forecasting

  • Help – Collaborative Forecasts Concepts
  • Youtube Video – Forecast Accurately With Collaborative Forecasts in Lightning Experience
  • Module – Sales Territories and Forecasting
  • Implementation Guide – Collaborative Forecasts
  • Help – Collaborative Forecasts

Service Cloud Applications 10%

  • Module – Service Cloud Basics
  • Trail – Get Started with Service Cloud for Lightning Experience
  • Superbadge – Service Cloud Specialist

Project: Build a community with Knowledge and Chat

  • Project – Build a Community with Knowledge and Chat

Set up a Knowledge

  • Project – Set Up Salesforce Knowledge
  • Trail – Enhance Service Cloud with Lightning Knowledge
  • Module – Lightning Knowledge Setup and Customization
  • Project – Set Up Salesforce Knowledge
  • Help – Work with Data Categories
  • Help – Knowledge Data Categories Best Practices
  • Help – Create and Modify Category Groups

Chat

  • Help – Set Up Chat in Lightning Experience
  • Help – Add Chat to the Console in Lightning Experience
  • Youtube Video – Service Cloud Live Agent Feature Demo
  • Help – What’s Different in Chat in Lightning Experience
  • Trailmix – Live Agent Chat Resources

Case Feed

  • Help – Case Feed
  • Help – Enable Case Feed Actions and Feed Items
  • Help – Settings for Feed Views in Case Feed

OmniChannel

  • Youtube Video – Service Cloud Omni Feature Demo
  • Youtube Video – Customer Engagement Channels in Service Cloud
  • Module – Omni-Channel for Lightning Experience
  • Module – Omni-Channel Routing and Digital Engagement

Console

  • Help – Lightning Service Console
  • Youtube Video – Service Cloud Customer Service Demo
  • Project – Set Up the Service Console
  • Help – Set Up and Work with Service Console

Data Management 10%

  • Help – Define Validation Rules
  • Module – Create Validation Rules
  • Help – Examples of Validation Rules
  • Module – Create Validation Rules

Duplicate Management

  • Help – Manage Duplicate Records
  • Module – Duplicate Management
  • Help – Customize Duplicate Management
  • Module – Manage Duplicate Contacts and Accounts
  • Youtube Video – Take Control of Duplicates—Use Duplicate Rules and the Potential Duplicates Component
  • Youtube Video – Use Matching Rules to Hunt Down Duplicate Records

Data Enrichment

  • Module – Apps

Content Management 3%

  • Help – Set Up Salesforce CRM Content
  • Help – Files and Content: What’s Different or Not Available in Lightning Experience

Change Management 10%

  • Youtube Video – Release Management: Deploying Changes Using Change Sets
  • Help – Deployment Connections for Change Sets
  • Module – Change Set Development Model
  • Help – Change Sets
  • Help – Deploy a Change Set
  • Help – Change Sets Best Practices
  • Help – Salesforce Project in Visual Studio Code and Searching for Hard-Coded References
  • Module – Move Data and Metadata to Another Org
  • Module – How to Migrate Organization Metadata From One Organization To Another?

Analytics, Reports and Dashboards 10%

  • Help – Define a Reporting Snapshot
  • Help – Report on Historical Data with Reporting Snapshots
  • Help – Schedule and Run a Reporting Snapshot
  • Youtube Video – Advanced Reporting Tips & Tricks for New Admins
  • Help – Limits and Limitations for Trending Data in Tableau CRM
  • Help – Report Limits, Limitations, and Allocations
  • Module – Deliver Accurate Reporting
  • Help – Create a Custom Report Type
  • Project – Filter Report Data
  • Project – Evaluate Report Data with Formulas

Report and Dashboard Super Badge

  • Superbadge – Lightning Experience Reports & Dashboards Specialist
  • Project – Quick Start: Reports & Dashboards
  • Trailhead Live Video – Admin Best Practices: Reports and Dashboards
  • Project – Create a Product Pipeline Dashboard with Einstein Analytics Charts
  • Module – Reports & Dashboards for Lightning Experience

Row Filter

  • Youtube Video – Supercharge Your Reports
  • Trailhead Live Video – Preparing for Your Admin Certification: Report Formulas and Charts

Cross Filter

  • Help – Filter Across Objects with Cross Filters

Source Report and Dashboard Filters:

  • Youtube Video – Build Awesome Dashboards with Master Source Reports & Dashboard Filters

Running User

  • Help – Dynamic Dashboards: Choose Who People View a Dashboard as in Lightning Experience

Custom Report Types

  • Help – Create a Custom Report Type
  • Module – Build Powerful Reports with Custom Report Types
  • Youtube Video – The Ultimate Guide to Report Types
  • Help – Limits on Report Types

Process Automation 13%

Automation Tools Overview

  • Help – Which Automation Tool Do I Use?

Automation Tool comparison

  • Module – Difference Between Workflows and ProcessBuilder

Flow

  • Flow Builder

Workflow/Process Automation

  • Superbadge – Process Automation Specialist

Approvals

  • Project – Build a Discount Approval Process

Cheat sheet of what flow and process builder can do and cannot do

  • Help – Which Automation Tool Do I Use?

Process Builder

  • Youtube Video – Salesforce Platform: Automate Business Processes
  • Youtube Video – Process Builder
  • Project – Quick Start: Process Builder

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