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 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

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 7/24
  • Duplicate Management 10/25
  • Project: Import and Export with Data Management Tools 10/27

  • MW: Data Management, 10% 12/13

Analytics - Reports and Dashboards, 10%

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 7/20
  2. Data Modeling 7/22
  3. Data Management 7/24
  4. Lightning Experience Customization 8/2
  5. Salesforce Mobile App Customization 8/2
  6. User Engagement 8/5
  7. Reports & Dashboards for Lightning Experience 8/6

Admin Super Set (SF Link)

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

Prepare for Your Salesforce Administrator Credential Trailmix (SF Link)

  1. Project: Prepare Your Salesforce Org for Users 9/21
  2. User Management 9/22
  3. Project: Customize a Salesforce Object 9/24
  4. Accounts & Contacts for Lightning Experience 9/28
  5. Leads & Opportunities for Lightning Experience 9/30
  6. Products, Quotes, & Contracts 10/1
  7. Campaign Basics 10/4
  8. Project: Customize a Sales Path for Your Team 10/4
  9. Service Cloud for Lightning Experience 10/12
  10. Service Cloud Efficiency 10/17
  11. Knowledge Basics for Lightning Experience 10/21
  12. Project: Build a Community with Knowledge and Chat 10/24
  13. Duplicate Management 10/25
  14. Project: Import and Export with Data Management Tools 10/27
  15. Lightning Flow 10/31
  16. Project: Build a Discount Approval Process 11/1
  17. Project: Quick Start: Process Builder 11/1
  18. Project: Build a Battle Station App 11/2
  19. Branded Mobile Apps with Mobile Publisher 11/6
  20. Lightning App Builder 11/7
  21. AppExchange Basics 11/8

Study for the Administrator Certification Exam Trail (SF Link)

  1. Administrator Certification Prep: Setup and Objects 11/8
  2. Administrator Certification Prep: Security and Data Management 12/27
  3. Administrator Certification Prep: Applications, Activities, and Mobile 12/27
  4. Administrator Certification Prep: Reporting and Automation 12/27

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) 11/19
  • MW Practice Exam 2: 73% (Pass) 12/1
  • MW Practice Exam 3: 85% (Pass) 12/28

  • Offical Practice Exam: 78% (Pass) 12/29

  • Practice Test Question Review

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