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Salesforce Advanced Administrator Certification Guide
TheSalesforceAdvancedAdministratorcertificationextendsbeyondadministratorcertification,coveringadvancedplatformfeaturesandfunctionssuchasconfiguration,automation,security,andcustomization.Completewithcomprehensivecoverageofallthesetopicsandexam-orientedquestionsandmocktests,thisSalesforcebookwillhelpyouearnadvancedadministratorcredentials.You'llstartyourjourneybymasteringdataaccesssecurity,monitoringandauditing,andunderstandingbestpracticesforhandlingchangemanagementanddataacrossorganizations.ThebookthendelvesintodatamodelmanagementforimprovingdataqualityandletsyouexploreSalesfeaturessuchasproducts,schedules,quotes,andforecastingcapabilities.Asyouprogress,thisbookwillguideyouinworkingwithcontentmanagementtosetupandmaintainSalesforcecontent.You'llalsomasterorganizingyourfilesanddatausingreportsanddashboards.Finally,you'lllearnhowtouseacombinationofautomationtoolstosolvebusinessproblems.Bytheendofthebook,youwillhavedevelopedtheskillsrequiredtogetyouradvancedadministratorcredentials.
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- Other Books You May Enjoy
- Mock Test B
- Mock Test A
- Chapter 17
- Chapter 15
品牌：中圖公司
上架時間：2021-06-24 12:05:13
出版社：Packt Publishing
本書數字版權由中圖公司提供，并由其授權上海閱文信息技術有限公司制作發行
- Leave a review - let other readers know what you think 更新時間：2021-06-24 12:25:06
- Other Books You May Enjoy
- Mock Test B
- Mock Test A
- Chapter 17
- Chapter 15
- Chapter 14
- Chapter 13
- Chapter 12
- Chapter 11
- Chapter 10
- Chapter 9
- Chapter 8
- Chapter 7
- Chapter 6
- Chapter 5
- Chapter 4
- Chapter 3
- Chapter 2
- Chapter 1
- Assessments
- Mock Test B
- Mock Test A
- Mock Test A and B
- Summary
- The final step
- Question format
- Preparing for the exam
- Schedule it right now!
- Failure is an option
- Facing the exam with the right attitude
- Need more resources?
- Topics and scores
- Keep studying
- Tips and Tricks for Passing Your Exam
- Section 7: Taking Your Certification Exam
- Questions
- Summary
- User interface development
- The after event
- The before event
- Apex trigger anatomy
- Trigger features and rules
- Order of execution
- Exploring Apex triggers
- The Coding Approach
- Questions
- Summary
- Limits and considerations
- Transactions and governor limits
- Testing a flow
- Managing a flow
- Autolaunched flows
- Connecting flows and subflows
- Building a flow
- Flow concepts
- Lightning Flows
- Questions
- Summary
- Final considerations for building with a Process Builder
- Managing the Process Builder
- Apex
- Custom notifications
- Quick Actions
- Flows
- Submitting for approval
- Email alerts
- Posting to Chatter
- Processes
- Updating records
- Creating records
- Defining action groups
- Criteria definition
- Trigger selection
- Shaping a Process Builder
- Setting up a Lightning Process Builder
- Lightning Process Builder
- Questions
- Summary
- Limits and considerations
- Using approvals
- Adding actions to approvals
- Creating approval steps
- Creating an approval process
- Understanding approvals
- Automating Record Approval with Approval Processes
- Questions
- Summary
- Further considerations on workflows
- Time-dependent actions
- Outbound message actions
- Email alert actions
- Task actions
- Cross-object field updates
- Field updates
- Automated actions
- Building workflow rules
- Which tool should you choose?
- What is process automation?
- Automation with Workflows
- Section 6: Process Automation
- Questions
- Summary
- Limitations with dashboards
- Subscribing to a dashboard
- Filtering dashboards
- Selecting the right charting option
- Setting up a dashboard
- Reports and dashboards folders
- Building dashboards
- Visualizing Key Metrics with Dashboards
- Questions
- Summary
- Further considerations
- Subscribing to reports
- Reporting Snapshots
- Historical Tracking Reports
- Tracking history on reports
- Joined reports
- Formulas in reports
- Bucket fields
- Advanced highlighting for report data
- Charting report data
- Filtering reports
- Report formats
- Report types
- Building reports
- Mastering Reports
- Section 5: Reports and Dashboards
- Questions
- Summary
- Content search
- Content delivery
- Content packs
- Enabling Google Docs
- Adding files to libraries
- Handling content libraries
- Further Salesforce CRM Content options
- Setting up Salesforce CRM Content
- Salesforce CRM Content Management
- Questions
- Summary
- Considerations regarding duplicate management
- Customizing matching rules
- Customizing duplicate rules
- Exploring and customizing rules
- Global duplicate management
- Local duplicate management
- Understanding duplicate management
- Improving Data Quality with Duplicate Management
- Section 4: Data and Content Management
- Questions
- Summary
- Entitlements for SLA management (and more)
- Einstein Bots
- Chat (Live Agent) Setup flow
- Salesforce Community setup
- Live Agent chat and communities
- Omni-Channel Supervisor app
- External routing
- Skill-based routing
- Configuring Omni-Channel
- Importing external knowledge
- Managing data categories
- Handling articles
- Setting up Salesforce Lightning Knowledge
- Salesforce Knowledge
- Service Cloud Applications
- Questions
- Summary
- Setting up collaborative forecasting
- Predicting deals with forecasts
- Quote versus opportunity synchronization
- Quote templates creation
- Managing quotes and quote templates
- Product schedules
- Managing products product schedules and pricebooks
- Support Sales Strategies with Sales Cloud Features
- Section 3: Sales and Service Cloud Applications
- Questions
- Summary
- Dependent picklists
- Picklist management
- PRIORVALUE
- REGEX
- VLOOKUP
- Validation rules
- External relationships
- Formula fields and relations
- Hierarchical relationships
- Lookup relationships
- Many-to-many relationships
- Roll-up fields
- Master–detail relationships
- Advanced aspects of object relationships
- Extending Custom Objects
- Section 2: Data Model Management
- Questions
- Summary
- Exporting data
- Importing data with Data Loader
- Importing data with the Data Import Wizard
- Handling data changes
- Deploying changes with other tools
- Deploying changes with packages
- Deploying changes with change sets
- About sandbox flow architectures
- Full sandbox
- Partial Copy sandbox
- Developer Pro sandbox
- Developer sandbox
- Testing using sandboxes
- Change Management
- Questions
- Summary
- Event monitoring
- Health check monitor
- Monitoring email logs
- Debug log monitoring
- Background job monitoring
- Field history tracking
- Monitoring changes: View Setup Audit Trail
- Monitoring the identity verification history
- Monitoring the login history
- Monitoring storage
- Monitoring object-specific limits
- Monitoring your organization
- Delegated administration
- Auditing and Monitoring
- Questions
- Summary
- High-volume community users
- Sharing within Salesforce communities
- Enterprise territory management
- Some considerations about sharing
- Case teams
- Opportunity teams
- Account teams
- Team sharing
- Apex managed sharing
- Manual sharing
- Working with sharing rules
- Public and personal groups
- Sharing rules
- Role hierarchies
- OWD sharing
- The Salesforce sharing model
- Field-Level Security (FLS)
- Object-Level Security (OLS)
- Permission sets
- Profiles permission sets and object security
- The sharing model
- Licensing
- Controlling who sees what
- Secure Data Access
- Section 1: Security Access and Organization Management
- Reviews
- Get in touch
- Conventions used
- Download the color images
- Download the example code files
- To get the most out of this book
- What this book covers
- Who this book is for
- Preface
- Packt is searching for authors like you
- About the reviewers
- About the author
- Contributors
- Why subscribe?
- About Packt
- Dedication
- Salesforce Advanced Administrator Certification Guide
- Copyright and Credits
- Title Page
- coverpage
- coverpage
- Title Page
- Copyright and Credits
- Salesforce Advanced Administrator Certification Guide
- Dedication
- About Packt
- Why subscribe?
- Contributors
- About the author
- About the reviewers
- Packt is searching for authors like you
- Preface
- Who this book is for
- What this book covers
- To get the most out of this book
- Download the example code files
- Download the color images
- Conventions used
- Get in touch
- Reviews
- Section 1: Security Access and Organization Management
- Secure Data Access
- Controlling who sees what
- Licensing
- The sharing model
- Profiles permission sets and object security
- Permission sets
- Object-Level Security (OLS)
- Field-Level Security (FLS)
- The Salesforce sharing model
- OWD sharing
- Role hierarchies
- Sharing rules
- Public and personal groups
- Working with sharing rules
- Manual sharing
- Apex managed sharing
- Team sharing
- Account teams
- Opportunity teams
- Case teams
- Some considerations about sharing
- Enterprise territory management
- Sharing within Salesforce communities
- High-volume community users
- Summary
- Questions
- Auditing and Monitoring
- Delegated administration
- Monitoring your organization
- Monitoring object-specific limits
- Monitoring storage
- Monitoring the login history
- Monitoring the identity verification history
- Monitoring changes: View Setup Audit Trail
- Field history tracking
- Background job monitoring
- Debug log monitoring
- Monitoring email logs
- Health check monitor
- Event monitoring
- Summary
- Questions
- Change Management
- Testing using sandboxes
- Developer sandbox
- Developer Pro sandbox
- Partial Copy sandbox
- Full sandbox
- About sandbox flow architectures
- Deploying changes with change sets
- Deploying changes with packages
- Deploying changes with other tools
- Handling data changes
- Importing data with the Data Import Wizard
- Importing data with Data Loader
- Exporting data
- Summary
- Questions
- Section 2: Data Model Management
- Extending Custom Objects
- Advanced aspects of object relationships
- Master–detail relationships
- Roll-up fields
- Many-to-many relationships
- Lookup relationships
- Hierarchical relationships
- Formula fields and relations
- External relationships
- Validation rules
- VLOOKUP
- REGEX
- PRIORVALUE
- Picklist management
- Dependent picklists
- Summary
- Questions
- Section 3: Sales and Service Cloud Applications
- Support Sales Strategies with Sales Cloud Features
- Managing products product schedules and pricebooks
- Product schedules
- Managing quotes and quote templates
- Quote templates creation
- Quote versus opportunity synchronization
- Predicting deals with forecasts
- Setting up collaborative forecasting
- Summary
- Questions
- Service Cloud Applications
- Salesforce Knowledge
- Setting up Salesforce Lightning Knowledge
- Handling articles
- Managing data categories
- Importing external knowledge
- Configuring Omni-Channel
- Skill-based routing
- External routing
- Omni-Channel Supervisor app
- Live Agent chat and communities
- Salesforce Community setup
- Chat (Live Agent) Setup flow
- Einstein Bots
- Entitlements for SLA management (and more)
- Summary
- Questions
- Section 4: Data and Content Management
- Improving Data Quality with Duplicate Management
- Understanding duplicate management
- Local duplicate management
- Global duplicate management
- Exploring and customizing rules
- Customizing duplicate rules
- Customizing matching rules
- Considerations regarding duplicate management
- Summary
- Questions
- Salesforce CRM Content Management
- Setting up Salesforce CRM Content
- Further Salesforce CRM Content options
- Handling content libraries
- Adding files to libraries
- Enabling Google Docs
- Content packs
- Content delivery
- Content search
- Summary
- Questions
- Section 5: Reports and Dashboards
- Mastering Reports
- Building reports
- Report types
- Report formats
- Filtering reports
- Charting report data
- Advanced highlighting for report data
- Bucket fields
- Formulas in reports
- Joined reports
- Tracking history on reports
- Historical Tracking Reports
- Reporting Snapshots
- Subscribing to reports
- Further considerations
- Summary
- Questions
- Visualizing Key Metrics with Dashboards
- Building dashboards
- Reports and dashboards folders
- Setting up a dashboard
- Selecting the right charting option
- Filtering dashboards
- Subscribing to a dashboard
- Limitations with dashboards
- Summary
- Questions
- Section 6: Process Automation
- Automation with Workflows
- What is process automation?
- Which tool should you choose?
- Building workflow rules
- Automated actions
- Field updates
- Cross-object field updates
- Task actions
- Email alert actions
- Outbound message actions
- Time-dependent actions
- Further considerations on workflows
- Summary
- Questions
- Automating Record Approval with Approval Processes
- Understanding approvals
- Creating an approval process
- Creating approval steps
- Adding actions to approvals
- Using approvals
- Limits and considerations
- Summary
- Questions
- Lightning Process Builder
- Setting up a Lightning Process Builder
- Shaping a Process Builder
- Trigger selection
- Criteria definition
- Defining action groups
- Creating records
- Updating records
- Processes
- Posting to Chatter
- Email alerts
- Submitting for approval
- Flows
- Quick Actions
- Custom notifications
- Apex
- Managing the Process Builder
- Final considerations for building with a Process Builder
- Summary
- Questions
- Lightning Flows
- Flow concepts
- Building a flow
- Connecting flows and subflows
- Autolaunched flows
- Managing a flow
- Testing a flow
- Transactions and governor limits
- Limits and considerations
- Summary
- Questions
- The Coding Approach
- Exploring Apex triggers
- Order of execution
- Trigger features and rules
- Apex trigger anatomy
- The before event
- The after event
- User interface development
- Summary
- Questions
- Section 7: Taking Your Certification Exam
- Tips and Tricks for Passing Your Exam
- Keep studying
- Topics and scores
- Need more resources?
- Facing the exam with the right attitude
- Failure is an option
- Schedule it right now!
- Preparing for the exam
- Question format
- The final step
- Summary
- Mock Test A and B
- Mock Test A
- Mock Test B
- Assessments
- Chapter 1
- Chapter 2
- Chapter 3
- Chapter 4
- Chapter 5
- Chapter 6
- Chapter 7
- Chapter 8
- Chapter 9
- Chapter 10
- Chapter 11
- Chapter 12
- Chapter 13
- Chapter 14
- Chapter 15
- Chapter 17
- Mock Test A
- Mock Test B
- Other Books You May Enjoy
- Leave a review - let other readers know what you think 更新時間：2021-06-24 12:25:06
