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