Advanced Administrator

09 Apr 2023

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

Notes by Exam Topic

Given a scenario, determine the implications to record and field data access (Sharing model, controlled by parent, grant access by hierarchies, dashboard and report folders access, email folder access, Territory Management).
Compare and contrast the capabilities of custom profiles, permission sets, and delegated administration.
Given a scenario determine the implications of user authentication.
Compare and contrast the capabilities of a complex business model. (Person accounts, Account, Contacts, and Contact to multiple Accounts.)
Picklist Administration 1/24/21
Enhanced Transaction Security 4/10/23
Session-Based Permission Sets and Security 4/19/23
Company-Wide Org Settings 4/19/23
Link: Administer Account Teams
Link: Salesforce Multi-Factor Authentication FAQ
Link: Configure Territory Permissions and Access for Salesforce Admins and Users

Given a scenario, determine the appropriate solution to enhance or extend objects. (master-detail, lookup, junction object, related list, record type, schema builder, and object creator).
Given a scenario, determine the appropriate solution to enhance or extend the UI/UX with applications. (app manager, lightning app builder, dynamic forms, standard lightning page components, console, and lightning page analyze button.)
Custom Objects: Quick Look 4/19/23
Lightning Experience Rollout TBD
Lightning Experience Features TBD
Link: Considerations for Relationships

Given a scenario, determine the appropriate tools for monitoring and troubleshooting system activity (debug log, set up audit trail).
Explain how to ensure sensitive data is setup to support a business/legal/compliance use case in production and sandbox environments.
Explain how to review and troubleshoot security settings including pending updates that may change system access.
Event Monitoring TBD
Event Monitoring Analytics App TBD

Describe the features of Salesforce which enable Sales users to conduct the sale process, including products, price books, schedules, orders, and quotes
Distinguish and understand the implications and capabilities of Forecasting and Territory Management
Explain how to create and maintain Salesforce Knowledge (article record types, data categories).
Explain how to create and maintain service entitlements and entitlement processes.
Describe the features of Salesforce which enable interaction between support agents and customers (Chat, Case Feed, Service Cloud Console, Experience Cloud sites, Omni-Channel).
Given a scenario, understand the standard Salesforce suite of products that enable extending the core platform.
Leads & Opportunities for Lightning Experience 9/30/20
Projects, Quotes, & Contracts 10/1/20
Advanced Territory Management TBD
Path & Workspaces TBD
Lightning Knowledge Setup and Customization TBD
Set Up Salesforce Knowledge TBD
Set Up Case Escalation and Entitlements TBD
Omni-Channel for Lightning Experience TBD
Identity for Customers TBD
Link: Knowledge Article Visibility and Data Category Considerations

Explain the tools and best practices for assessing, improving and enriching data quality. (data types, validation, managing duplicates, enriching, archiving).
Given a scenario, determine the appropriate analytic tools to meet complex reporting requirements (custom report types, reporting snapshots, complex charting, custom summary formulas, bucketing, joined reports, cross filters, dynamic dashboards, dashboard filters).
Understand methods to connect to, access, backup/restore, or archive data outside of the Salesforce platform. (big objects, data warehouse, external objects, data lakes, third-party solutions, and Salesforce Connect).
Given a scenario, identify the appropriate tools and methods for importing data into Salesforce. (data import wizard, data loader, and external ID).
Formulas and Validations 2/2/21
Duplicate Management 10/25/20
External Services TBD
Import and Export with Data Management Tools 10/27/20
Improve Data Quality for Your Sales and Support Teams TBD
Improve Data Quality for a Recruiting App TBD
Evaluate Report Data with Formulas TBD
Embed Dashboards and Report Charts on Lightning Pages TBD
Big Object Basics TBD

Describe the options available to move metadata between environments (change sets, sandboxes, and AppExchange - managed/unmanaged).
Describe the capabilities and best practices for using change sets to move metadata between environments.
Application Lifecycle and Development Models 3/24/21
Change Set Development Model 3/27/21

Given a complex scenario, determine the solution using the best tool, or combination of tools to solve a business problem
Given a scenario identify the appropriate tool or method for troubleshooting declarative automation.
Given a scenario, explain the capabilities and limitations of each declarative automation tool. Understand the implications of the order of execution when using automation tools.
Advanced Formulas
Approve Records with Approval Processes 10/31/20
Apex Triggers 9/17/21
Link: Approvals