Overview
Who should take this course?
This course is ideal for any administrator with an interest in furthering the development of their Salesforce CRM administration, Sales and Service Cloud management, and process automation skills, and who ultimately wants to succeed at the Salesforce Certified Advanced Administrator exam
When you complete this course, you will be able to:
- Configure data and application security.
- Describe Sales Cloud and Service Cloud applications.
- Implement business logic and process automation.
- Build advanced reports and dashboards.
- Apply data management best practices.
Prework
Prepare for the course with this Trailmix.
Lessons and Topics
Salesforce Security and Custom Objects
- Restricting and Extending Object, Record, and Field Access
- Determining Appropriate Sharing Solutions
- Territory Management
- Data Relationships
Automation, Change Management, and Auditing
- Process Automation Tools and Best Practices
- Change Management Options
- Sandboxes
- Deployment Tools
- Auditing and Monitoring
Analytics and Data Management
- Creating Reports
- Report Types
- Dashboards
- Data Quality Features and Policies
Sales, Service, and Content Applications
- Products, Price Books, Schedules, and Quotes
- Forecasting
- Salesforce Knowledge
- Entitlements
- Service Cloud Console Toolkit
- Content Management
Wrapping Up
- Test Preparation
- Practice Exam