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Salesforce Advanced Administrator Certification Guide

You're reading from   Salesforce Advanced Administrator Certification Guide Become a Certified Advanced Salesforce Administrator with this exam guide

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Product type Paperback
Published in Nov 2019
Publisher Packt
ISBN-13 9781838643898
Length 672 pages
Edition 1st Edition
Languages
Concepts
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Author (1):
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Enrico Murru Enrico Murru
Author Profile Icon Enrico Murru
Enrico Murru
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Table of Contents (27) Chapters Close

Preface 1. Section 1: Security, Access, and Organization Management
2. Secure Data Access FREE CHAPTER 3. Auditing and Monitoring 4. Change Management 5. Section 2: Data Model Management
6. Extending Custom Objects 7. Section 3: Sales and Service Cloud Applications
8. Support Sales Strategies with Sales Cloud Features 9. Service Cloud Applications 10. Section 4: Data and Content Management
11. Improving Data Quality with Duplicate Management 12. Salesforce CRM Content Management 13. Section 5: Reports and Dashboards
14. Mastering Reports 15. Visualizing Key Metrics with Dashboards 16. Section 6: Process Automation
17. Automation with Workflows 18. Automating Record Approval with Approval Processes 19. Lightning Process Builder 20. Lightning Flows 21. The Coding Approach 22. Section 7: Taking Your Certification Exam
23. Tips and Tricks for Passing Your Exam 24. Mock Test A and B 25. Assessments 26. Other Books You May Enjoy

Setting up Salesforce CRM Content

Salesforce CRM Content is a feature that is aimed at simplifying content (file) management in our org.

There are other ways to manage files within an org, for example, through files, Salesforce Knowledge, documents, and attachments. For more details on the differences between them, refer to Salesforce Help at https://help.salesforce.com/articleView?id=collab_files_differences.htm&type=5.

The main features of Salesforce CRM Content are as follows:

  • Files can be organized into libraries and administrators can configure access to these libraries in order to grant the correct sharing, visibility, and security policies. By using private libraries, users can even create their own libraries to better organize their own files.
  • Files can be searched either using metadata information (such as the author, title, format, or tags) or the full body of the...
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