Salesforce Advanced Administrator Certification Guide
更新时间：2021-06-24 12:25:06
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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
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更新时间：2021-06-24 12:25:06