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Salesforce Advanced Administrator Certification Guide
Salesforce Advanced Administrator Certification Guide

Salesforce Advanced Administrator Certification Guide: Become a Certified Advanced Salesforce Administrator with this exam guide

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Salesforce Advanced Administrator Certification Guide

Secure Data Access

In each Salesforce organization, the administrator is the key holder: they are the guardian of the company's data and thus their main concern is protecting this valuable asset. The right object permissions shape data according to the kind of user who accesses it, while planning the right sharing strategy enables users to see only the subset of records they are authorized to read and/or write, thus delivering coherent and safe business processes.

In this chapter, we will learn about the following topics:

  • How data security is handled within the Salesforce platform
  • The difference between profiles and permission sets to define what users can do
  • Setting up record-level security to restrict/allow access to data depending on the user's shape
  • The Salesforce sharing model (from organization-wide default sharing to manual sharing), which determines which objects...

Controlling who sees what

With tens (or even thousands) of users in your Salesforce organization, choosing the right way to make data visible is an administrator priority: you have to control who sees what and you need to be aware of all the options your Salesforce customer relationship management (CRM) provides.

It's not a coincidence that secure data access is the first subject we are going to study in this book.

In my 10 years' experience, being able to master data access management has always been the key to better data organization, better platform performances, better CRM usability, and of course better customer satisfaction.

Plan the right data sharing and visibility policies at the beginning of your project's journey, along with your data model and business processes. This will prevent your team from strong headaches when the project goes on and no one...

Profiles, permission sets, and object security

Profiles define how users can access data and the whole Salesforce application.

There should be one profile per user and one license type per profile easy to remember. Also, more than one user can share the same profile.

Your organization comes with standard profiles that (there are exceptions for some Salesforce editions, such as contact manager, group edition, or essentials edition), you can customize a few permissions for on a standard profile or clone (creating a new custom profile) so that you have full access to its customization (for example, custom object access, field-level security access). The only thing you cannot change is the license type related to a profile.

Permission sets are similar to profiles with a simple difference: you can assign zero or more permission sets to a single user, thus providing additional...

The Salesforce sharing model

Once you have selected which objects and fields a user can have CRUD access too, you need to know how to control record-level access. We can do this using Salesforce's sharing settings.

OWD sharing

To define the Organization-Wide Defaults sharing settings, go to Setup | Security | Sharing Settings:

A selection of standard objects and all custom objects can be set in this page.

This OWD page is meant for setting the most restrictive access to a given object. This means that, from now on, you can ask an administrator to only grant additional access and not restrict it.

By default, Salesforce uses role hierarchies to grant access to records to the users that belong to roles above a given user...

Enterprise territory management

The last way to share records is by aligning your company's sales territories hierarchy. This kind of sharing model is applied to account sharing and related opportunities.

At the time of writing, there are currently two different kinds of territory management:

  • Original territory management
  • Enterprise territory management

For the scope of the Salesforce Advanced Administrator certification, we'll describe the latter since original territory management will be retired in June 2020 (this announcement can be found at https://help.salesforce.com/articleView?id=000273181&language=en_US&type=1).

Remember that this sharing option can only be activated if your organization doesn't use the old Customizable Forecast for opportunities that will be retired in June 2020 as well (this announcement can be found at https://help.salesforce...

Sharing within Salesforce communities

Before closing this chapter, a few words should be said on how sharing is handled in communities. You should already be aware of what Salesforce communities are, but let's provide a brief summary anyway.

Salesforce communities are a way to allow external people to interact and collaborate with your business processes. This includes customers, partners, or even employees. They are an effective way to share Salesforce data with external users and allow internal users to interact with them, reducing the service cost.

Communities are created using point and click features with tools such as the Community Builder with built-in Lightning components ready for admins to use. You can even create your own customizations using Visualforce pages or Lightning components (with your developer's help):

Community builder

An organization can have...

Summary

Record-level security is one of the most important topics when designing a successful Salesforce implementation. By completing this chapter, we have learned about the power of the Salesforce sharing model and all its possible options, from permissions to org-wide defaults, mastering sharing rules and role hierarchies, segmenting your accounts with Enterprise Territory Management, and controlling how Salesforce communities play a role in oversharing.

The Salesforce platform runs in a multi-tenant architecture, which means our Salesforce organization runs on the same server as other Salesforce organizations, which in turn means that we are all using the same resources. To keep your customization clean and performant, we need to know exactly which resources are used the most so that we don't reach our organization's limits.

In the next chapter, we will cover organization...

Questions

  1. You want to hide the shipping address fields of the account object from all of your sales representative users. What do you do?
    1. Configure field-level security to hide fields from sales representative profiles.
    2. Create a permission set to configure field-level security to hide fields.
    3. Assign no layout to the account object.
    4. Change the org-wide default sharing to Controlled by Parent for the Shipping Address object.
  2. You need the sales representative users to be able to do some service-related work. What do you do?
    1. Create multiple profiles and assign them to the sales representative users.
    2. Assign a sales representative profile and the service representative profile to the selected sales representative users.
    3. Use a permission set to enable specific service abilities.
    4. Create a new license and profile to provide the new service features.
  3. You want to give Delete access...
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Key benefits

  • 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

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.

Who is this book 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.

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
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Length: 672 pages
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Language : English
ISBN-13 : 9781838643898
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ISBN-13 : 9781838643898
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Table of Contents

26 Chapters
Section 1: Security, Access, and Organization Management Chevron down icon Chevron up icon
Secure Data Access Chevron down icon Chevron up icon
Auditing and Monitoring Chevron down icon Chevron up icon
Change Management Chevron down icon Chevron up icon
Section 2: Data Model Management Chevron down icon Chevron up icon
Extending Custom Objects Chevron down icon Chevron up icon
Section 3: Sales and Service Cloud Applications Chevron down icon Chevron up icon
Support Sales Strategies with Sales Cloud Features Chevron down icon Chevron up icon
Service Cloud Applications Chevron down icon Chevron up icon
Section 4: Data and Content Management Chevron down icon Chevron up icon
Improving Data Quality with Duplicate Management Chevron down icon Chevron up icon
Salesforce CRM Content Management Chevron down icon Chevron up icon
Section 5: Reports and Dashboards Chevron down icon Chevron up icon
Mastering Reports Chevron down icon Chevron up icon
Visualizing Key Metrics with Dashboards Chevron down icon Chevron up icon
Section 6: Process Automation Chevron down icon Chevron up icon
Automation with Workflows Chevron down icon Chevron up icon
Automating Record Approval with Approval Processes Chevron down icon Chevron up icon
Lightning Process Builder Chevron down icon Chevron up icon
Lightning Flows Chevron down icon Chevron up icon
The Coding Approach Chevron down icon Chevron up icon
Section 7: Taking Your Certification Exam Chevron down icon Chevron up icon
Tips and Tricks for Passing Your Exam Chevron down icon Chevron up icon
Mock Test A and B Chevron down icon Chevron up icon
Assessments Chevron down icon Chevron up icon
Other Books You May Enjoy Chevron down icon Chevron up icon

Customer reviews

Rating distribution
Full star icon Full star icon Full star icon Half star icon Empty star icon 3.3
(4 Ratings)
5 star 50%
4 star 0%
3 star 0%
2 star 25%
1 star 25%
Meighan Aug 28, 2021
Full star icon Full star icon Full star icon Full star icon Full star icon 5
this is great for the Adv Admin exam for someone who is studying or newer to the ecosystem
Amazon Verified review Amazon
Iuliia Bondarenko Jan 10, 2020
Full star icon Full star icon Full star icon Full star icon Full star icon 5
Good book with a lot of screenshots, examples and important features to know.
Amazon Verified review Amazon
Lynnn A Apr 22, 2021
Full star icon Full star icon Empty star icon Empty star icon Empty star icon 2
Skeptical about the validity of this book due to all the typos. I let a few slide, but this one pictured was too much. Also, the quizzes are poorly worded. For example, the question will say "which statement is true" and then the answer is A,B, and C... but it said statement! Not statements!
Amazon Verified review Amazon
Luke Aug 24, 2021
Full star icon Empty star icon Empty star icon Empty star icon Empty star icon 1
I bought this book to get some real quick way of gaining knowledge about the Salesforce Admin Exam. But this book is not meant for beginners at all! The author may be knowledgeable but he's all over the map, in fact after you read some chapters you feel more confused than when you started! He gets in and out, gets into unnecessary details often confusing the whole topic. Very poorly structured book, waste of time and money for me!
Amazon Verified review Amazon
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Unfortunately, due to several restrictions, we are unable to ship to the following countries:

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  2. American Samoa
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