Salesforce Administrator

20 Jul 2020

These are technical notes I compiled while studying using Trailhead, Salesforce's free self-learning portal.

Notes by Exam Topic

Describe the information found in the company settings (for example, fiscal year, business hours, currency management, default settings).
Distinguish between the various UI features that an administrator controls, including the implications (for example, UI settings, search settings, list views, homepage layouts).
Salesforce Platform Basics 7/20
User Authentication 9/16
Project: Prepare Your Salesforce Org for Users 9/21
MW: Organization Setup, 3% 11/11

Identify the steps to set up and/or maintain a user (for example, assign licenses, reset passwords, and resolve locked user accounts).
Understand the implications of activating, deactivating, or freezing a user.
User Management 9/22
Project: Customize an Org to Support a New Business Unit 8/31
MW: User Setup, 7% 11/12

Explain the various organization security controls (for example, passwords, IP restrictions, identity confirmation, network settings).
Given a user request scenario, apply the appropriate security controls based on the features and capabilities of the Salesforce sharing model (for example, organization-wide defaults, roles and the role hierarchy, manual sharing, sharing rules, and public groups).
Given a scenario, determine the appropriate use of a custom profile or permission set using the various profile settings and permissions.
Describe how folders can be used to organize and secure communication templates, dashboards, and reports.
How to Successfully Navigate Salesforce Security with Trailhead
Data Security 8/18
Identity Basics 9/9
Control Who Sees What
Activity Management
Superbadge: Security Specialist (SF Link) 9/20
MW: Security and Access, 13% 11/19

Describe the standard object architecture and relationship model.
Explain how to create, delete, and customize fields and page layouts on standard and custom objects, and understand the implications of deleting fields.
Given a scenario, determine how to create and assign page layouts, record types, and business processes for custom and standard objects.
Data Modeling 7/22
Lightning Experience Customization 8/2
Project: Customize a Salesforce Object 9/24
MW: Standard and Custom Objects, 14% 11/21

Given a scenario, identify the capabilities and implications of the sales process.
Given a scenario, identify the appropriate sales productivity features using opportunity tools, and know when products and Price Books should be used.
Describe the capabilities of lead automation tools and campaign management.
Describe the capability of Salesforce Content.
Accounts & Contacts for Lightning Experience 9/28
Leads & Opportunities for Lightning Experience 9/30
Products, Quotes, & Contracts 10/1
Salesforce Content Overview
Campaign Basics 10/4
Project: Customize a Sales Path for Your Team 10/4
MW: Sales and Marketing Applications, 14% 11/25

Describe the capabilities of case management (for example, case processes, case settings, and case comments).
Given a scenario, identify how to automate case management (for example, case assignment, auto-response, escalation, web-to-case, email-to-case, case teams).
Describe the capabilities of Salesforce Knowledge.
Describe the capabilities of the Salesforce Communities.
Service Cloud for Lightning Experience 10/12
Service Cloud Efficiency 10/17
Knowledge Basics for Lightning Experience 10/21
Project: Build a Community with Knowledge and Chat 10/24
MW: Service and Support Applications, 13% 12/12

Describe the capabilities of activity management (for example, manage tasks, events, public calendars, multi-day events).
Describe the features of Chatter (for example, feed, groups, following, security).
Activity Management
MW: Activity Management and Collaboration, 3% 12/12

Describe the considerations when importing, updating, transferring, and mass deleting data (for example, CSV files, data quality, field mapping, record IDs, external IDs, duplicate records).
Given a scenario, identify tools and use cases for managing data (for example, dataloader, data import wizard).
Describe the capabilities and implications of data validation tools.
Describe the different ways to backup data (for example, data export service, exports, dataloader).
Data Management 7/24
Duplicate Management 10/25
Project: Import and Export with Data Management Tools 10/27
MW: Data Management, 10% 12/13

Describe the options available when creating or customizing a report (for example, report type, report format, fields, summarizing data, filtering data, charting, scheduling, and conditional highlighting).
Describe the impact of the sharing model on reports.
Describe the options available when creating and modifying dashboards (for example, dashboard components, data sources, chart types, subscribing, and running user).
Describe the capabilities of custom report types.
Reports & Dashboards for Lightning Experience 8/6
Project: Reports and Dashboards for Sales and Marketing Managers 9/2
Superbadge: Lightning Experience Reports & Dashboards Specialist (SF Link) 9/9
MW: Analytics - Reports and Dashboards, 10% 12/24

Given a scenario, identify the appropriate automation solution based on the capabilities of workflow/process.
Describe capabilities and use cases for the approval process.
Workflow
Lightning Flow 10/31
Project: Build a Discount Approval Process 11/1
Project: Quick Start: Process Builder 11/1
Project: Build a Battle Station App 11/2
MW: Workflow / Process Automation, 8% 12/26

Describe the capabilities of the Salesforce Mobile App.
Describe the installation and synchronization options of Salesforce Lightning for Outlook.
Branded Mobile Apps with Mobile Publisher 11/6
Lightning App Builder 11/7
MW: Desktop and Mobile Administration, 3% 12/26

Admin Beginner Trail (SF Link)

Admin Super Set (SF Link)

Data Security 8/18
Project: Customize an Org to Support a New Business Unit 8/31
Project: Reports and Dashboards for Sales and Marketing Managers 9/2
Superbadge: Business Administration Specialist (SF Link) 9/5
Project: Quick Start: Lightning App Builder 9/5
Superbadge: Lightning Experience Reports & Dashboards Specialist (SF Link) 9/9
Identity Basics 9/9
User Authentication 9/16
Superbadge: Security Specialist (SF Link) 9/20

Study for the Administrator Certification Exam Trail (SF Link)