Salesforce Certified Advanced Administrator

Paths

Salesforce Certified Advanced Administrator

Authors: Adrien Sacco, Jarrod Kingston, Jeff Susich, Scott Lee

This certification path is designed to help you prepare for the Salesforce Certified Advanced Administrator exam. The exam covers topics including:

  • Security and Access:
  • Extending Custom Objects and Applications: 8%
  • Auditing and Monitoring: 6%
  • Sales Cloud Applications: 10%
  • Service Cloud Applications: 10%
  • Data Management: 10%
  • Content Management: 3%
  • Change Management: 10%
  • Analytics, Reports and Dashboards: 10%
  • Process Automation: 13%
PLEASE NOTE: This path has not yet been completed, but we are currently working on finishing up the rest of the content! We will update this path once new content is published. The path was last updated on Sept 10, 2021. ... Read more

What you will learn

  • Understand the Salesforce Certified Advanced Administrator Exam requirements
  • Understand how to customize and maintain the Products, Quotes, Price Books objects and their related schedules
  • Understand how to administer, maintain and use Knowledge objects, Record Types and Data Categories
  • Understand how to administer, maintain and use Entitlements, Milestones and Entitlement Processes
  • Understand how to administer, maintain and use the omni-channel features offered by Salesforce
  • Understand the use cases, limitations and considerations of object relationships
  • Understand Junction Objects
  • Understand how to administer and maintain the Data Quality features offered by Salesforce
  • Understand the best practices and features to manage change across Salesforce Organizations
  • Understand how to administer, maintain and use the Process Automation tools offered by Salesforce
  • Understand how to monitor a Salesforce organization
  • Understand how to use advanced Reporting features in Salesforce
  • Understand the security features offered by Salesforce and their impact on data visibility when used together
  • Understand the capabilities, functionalities and limitations of the Salesforce Forecasting feature

Pre-requisites

Salesforce Certified Administrator credential

Path Courses

The following courses are designed to help you prepare for the Salesforce Certified Advanced Administrator exam. PLEASE NOTE: This path has not yet been completed, but we are currently working on finishing up the rest of the content! We will update this path once new content is published. The path was last updated on Sept 10, 2021.

Administering Sales and Marketing Applications in Salesforce

by Adrien Sacco

Sep 25, 2020 / 1h 16m

1h 16m

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Description

Learning how to administer a Salesforce application is going to help you gain the skills that you need to get to the next level of your career. In this course, Administering Sales and Marketing Applications in Salesforce, you’ll learn to administer and maintain the Sales and Marketing features of a Salesforce Sales Cloud organization. First, you’ll discover the important objects that make up the Sales Cloud and their relationships with each other. Next, you’ll explore the Sales and Marketing features that enable your users to be more efficient and self-reliant in their day-to-day job. Finally, you’ll learn how to configure and customize each feature step-by-step, to match the way your company does business, with real-life examples to show you how real companies use Sales Cloud. When you’re finished with this course, you’ll have the skills and knowledge about Sales Cloud needed to administer your Sales Cloud organization with success, making your users’ lives easier.

Table of contents
  1. Course Overview
  2. Getting Started with Sales Cloud
  3. Setting up a Sales Process in Sales Cloud Step-by-step
  4. Setting up Advanced Sales Cloud Features Step-by-Step

Knowledge Management in Salesforce Service Cloud

by Jarrod Kingston

May 7, 2021 / 37m

37m

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Description

Are you preparing to configure Salesforce Knowledge within Salesforce Service Cloud and want to learn how to best configure and maintain it? In this course, Knowledge Management in Salesforce Service Cloud, you’ll learn how to administer, maintain, and use the Knowledge object, Record Types, and data categories. First, you’ll explore configuring Knowledge settings and the Knowledge object. Next, you’ll discover data categories and how to maintain Knowledge visibility and permissions. Finally, you’ll learn how to add Knowledge components within Salesforce App Builder and Experience Cloud. When you’re finished with this course, you’ll have the skills and knowledge of Salesforce Knowledge needed to manage and maintain a knowledge base.

Table of contents
  1. Course Overview
  2. Knowledge-centered Support in Salesforce
  3. Knowledge Visibility in Salesforce

Managing Entitlements and Milestones in Salesforce Service Cloud

by Adrien Sacco

Apr 8, 2021 / 1h 9m

1h 9m

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Description

Enforcing SLAs in a Service Cloud organization can be complicated if you don’t use the proper toolset. In this course, Managing Entitlements and Milestones in Salesforce Service Cloud, you’ll learn to set up and manage SLAs right from inside of Service Cloud. First, you’ll explore the relationship between the Entitlements and Milestones Objects. Next, you’ll discover how to choose the proper Entitlement Model for your company. Finally, you’ll learn how to automate warnings and automated actions based on how your users behave regarding SLAs. When you’re finished with this course, you’ll have the skills and knowledge of Salesforce Entitlements and Milestones needed to help your stakeholders have strong SLA governance, right from Salesforce Service Cloud.

Table of contents
  1. Course Overview
  2. Introduction to Milestones and Entitlements
  3. Setting up an Entitlement Model
  4. Automating the Entitlement Processes
  5. Conclusion

Advanced Data Modeling in Salesforce

by Jeff Susich

Nov 24, 2020 / 52m

52m

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Description

This course will break down data modeling into easy-to-understand concepts, and demonstrate how to configure data modeling in a Salesforce Org. In this course, Advanced Data Modeling in Salesforce, you will learn when to create custom objects and how to create relationships between objects to meet business needs. First, you will explore recognizing the need to create custom objects and how to create them. Next, you will discover how to determine what relationships those custom objects need to have with other objects. Finally, you will learn how to determine whether to use Lookup or Master-detail fields in object relationships, and when and how to use filters. When you are finished with this course, you will have the skills and knowledge of advanced data modeling needed to configure and customize any Salesforce Org.

Table of contents
  1. Course Overview
  2. Getting to Know Schema Builder
  3. Choosing Object Relationships
  4. Using Lookup and Master-detail Filters
  5. Junction Objects
  6. Understanding Converting Relationship Fields and Data Skews
  7. Overall Summary

Administering a Delivery Pipeline Ecosystem in Salesforce

by Scott Lee

Aug 27, 2021 / 1h 14m

1h 14m

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Description

Salesforce admin and dev skills are one thing but what about how to manage change in Salesforce operationally, like a pro? In this course, Administering a Delivery Pipeline Ecosystem in Salesforce, you’ll learn to manage the basics of Salesforce change delivery. First, you’ll explore how to validate and work with change sets. Next, you’ll discover how to leverage Salesforce DX and the Salesforce CLI to retrieve and deploy metadata. Finally, you’ll learn how to prepare for implementation of continuous integration and delivery (CI/CD). When you’re finished with this course, you’ll have the skills and knowledge of Salesforce change management needed to accomplish the essentials of standard Salesforce delivery pipelines.

Table of contents
  1. Course Overview
  2. Creating Change Management in Salesforce
  3. Using Salesforce Change Sets
  4. Leveraging Salesforce DX
  5. The Source of Salesforce Metadata

Advanced Declarative Automation in Salesforce

by Adrien Sacco

Jul 30, 2021 / 1h 47m

1h 47m

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Description

Have you ever looked at your Salesforce organization and wondered how you can make your user’s life simpler by automating their day-to-day tasks? In this course, Advanced Declarative Automation in Salesforce, you’ll learn to put in place automation in a Salesforce organization, without coding, by leveraging the declarative automation tools provided by Salesforce. First, you’ll explore the differences between the declarative automation tools provided by Salesforce, so that you can choose the right one. Next, you’ll discover how each of them works and will see concrete demonstrations of how they can be used to resolve real-life business scenarios. Finally, you’ll learn how to debug those processes so that you can easily find bugs and resolve them. When you’re finished with this course, you’ll have the skills and knowledge of setting up Advanced Declarative Automations in Salesforce needed to automate your user’s tasks and make their life easier.

Table of contents
  1. Course Overview
  2. Understanding Declarative Automation in Salesforce
  3. Using Formula Fields in Salesforce
  4. Using Workflow Rules in Salesforce
  5. Using Approval Processes in Salesforce
  6. Using Process Builder in Salesforce
  7. Using Flow in Salesforce
  8. Debugging Declarative Processes in Salesforce