Administrator

Notes by Exam Topic

Some content in this section taken from Salesforce’s Certified Administrator Exam Guide.

Organizational Setup, 3%

User Setup, 7%

Security and Access, 13%

  • 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 818
  • Identity Basics 99
  • Control Who Sees What
  • Activity Management
  • Superbadge: Security Specialist (SF Link) 920

  • MW: Security and Access, 13% 1119

Standard and Custom Objects, 14%

Sales and Marketing Applications, 14%

Service and Support Applications, 13%

Activity Management and Collaboration, 3%

Data Management, 10%

  • 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 724
  • Duplicate Management 1025
  • Project: Import and Export with Data Management Tools 1027

  • MW: Data Management, 10% 1213

Analytics - Reports and Dashboards, 10%

  • 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 86
  • Project: Reports and Dashboards for Sales and Marketing Managers 92
  • Superbadge: Lightning Experience Reports & Dashboards Specialist (SF Link) 99

  • MW: Analytics - Reports and Dashboards, 10% 1224

Workflow / Process Automation, 8%

Desktop and Mobile Administration, 3%

AppExchange, 2%



Notes in Order of Completion

Administator Trailhead Modules

Admin Beginner Trail (SF Link)

  1. Salesforce Platform Basics 720
  2. Data Modeling 722
  3. Data Management 724
  4. Lightning Experience Customization 82
  5. Salesforce Mobile App Customization 82
  6. User Engagement 85
  7. Reports & Dashboards for Lightning Experience 86

Admin Super Set (SF Link)

  1. Data Security 818
  2. Project: Customize an Org to Support a New Business Unit 831
  3. Project: Reports and Dashboards for Sales and Marketing Managers 92
  4. Superbadge: Business Administration Specialist (SF Link) 95
  5. Project: Quick Start: Lightning App Builder 95
  6. Superbadge: Lightning Experience Reports & Dashboards Specialist (SF Link) 99
  7. Identity Basics 99
  8. User Authentication 916
  9. Superbadge: Security Specialist (SF Link) 920

Prepare for Your Salesforce Administrator Credential Trailmix (SF Link)

  1. Project: Prepare Your Salesforce Org for Users 921
  2. User Management 922
  3. Project: Customize a Salesforce Object 924
  4. Accounts & Contacts for Lightning Experience 928
  5. Leads & Opportunities for Lightning Experience 930
  6. Products, Quotes, & Contracts 101
  7. Campaign Basics 104
  8. Project: Customize a Sales Path for Your Team 104
  9. Service Cloud for Lightning Experience 1012
  10. Service Cloud Efficiency 1017
  11. Knowledge Basics for Lightning Experience 1021
  12. Project: Build a Community with Knowledge and Chat 1024
  13. Duplicate Management 1025
  14. Project: Import and Export with Data Management Tools 1027
  15. Lightning Flow 1031
  16. Project: Build a Discount Approval Process 111
  17. Project: Quick Start: Process Builder 111
  18. Project: Build a Battle Station App 112
  19. Branded Mobile Apps with Mobile Publisher 116
  20. Lightning App Builder 117
  21. AppExchange Basics 118

Study for the Administrator Certification Exam Trail (SF Link)

  1. Administrator Certification Prep: Setup and Objects 118
  2. Administrator Certification Prep: Security and Data Management 1227
  3. Administrator Certification Prep: Applications, Activities, and Mobile 1227
  4. Administrator Certification Prep: Reporting and Automation 1227

Mike Wheeler’s Admin Courses

Administator Trailhead References and Reading



Admin Superbadges

Content in this section taken from each of the three Superbadge pages, linked above.

Business Administration Specialist

Concepts

  • Data import
  • User permissions and management
  • Email templates
  • UI configuration
  • Reports and dashboards in Lightning Experience
  • Chatter features

Tasks

  • Clean and import account data
  • Create users and manage access
  • Create email templates for new marketing needs
  • Configure UI tools for a new product type
  • Create reports and dashboards
  • Manage and apply Chatter tools

Lightning Experience Reports & Dashboards Specialist

Concepts

  • Folder sharing
  • Lightning Report Builder
  • Report types
  • Report filters, cross filters, and logic
  • Report buckets and groups
  • Report charts
  • Custom summary formula fields
  • Lightning Dashboard Builder

Tasks

  • Administer report and dashboard visibility and access
  • Apply report types and fields
  • Design a record filtering strategy
  • Create and surface report charts and dashboards
  • Apply buckets, groups, and custom summary formulas
  • Create dashboard components

Security Specialist

Concepts

  • Data Security
  • User Authentication
  • User Permissions

Tasks

  • Set object-level security settings to control which users can access which objects
  • Set record-level security settings to control which users can create and edit specific records
  • Set appropriate password policies to comply with security best practices
  • Track field-level changes to meet data retention requirements
  • Set report, dashboard, and public list view security settings to grant appropriate privileges to users
  • Set up two-factor authentication to enhance user login security
  • Describe capabilities to track changes to Salesforce settings



Exams

  • MW Practice Exam 1: 81% (Pass) 1119
  • MW Practice Exam 2: 73% (Pass) 121
  • MW Practice Exam 3: 85% (Pass) 1228

  • Offical Practice Exam: 78% (Pass) 1229

  • Practice Test Question Review

  • Certification Exam Passed 1/2/2021 - Credential ID: 21759309