ADMINSTRATOR STUDY GUIDE

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ORGANIZATION SETUP 3% (8 hours&6 mins)

Describe the information found in the company information (e.g., fiscal year, business hours, currency management, default settings). 


Distinguish between the various UI features that an administrator controls, including the implications (e.g., UI settings, search settings, list views, home page layouts).


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USER SETUP 7% (2 hour&30 mins)

Identify the steps to set up and/or maintain a user (e.g., assign licenses, reset passwords, and resolve  locked user accounts). 


 Understand the implications of activating, deactivating, or freezing a user. 

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SECURITY AND ACCESS 13% (11 hours&48 mins)

Explain the various organization security controls (e.g., 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 (e.g., 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 

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STANDARD AND CUSTOM OBJECTS 14% (7 hours&36 mins)

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. 

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SALES AND MARKETING APPLICATIONS 14% (6 hours&15 mins )

Given a scenario, identify the capabilities and implications of the sales process. 

Even 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. 

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SERVICE AND SUPPORT APPLICATIONS 13% (10 hours&40 mins)

Describe the capabilities of case management (e.g., case processes, case settings, and case comments).

Given a scenario, identify how to automate case management (e.g., case assignment, auto-response, escalation, web-to-case, email-to-case, case teams). 

Describe the capabilities of solution management and Salesforce Knowledge. 

Describe the capabilities of the Community application (e.g. Ideas, Answers).

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ACTIVITY MANAGEMENT AND COLLABORATION 3% (5 hours&42 mins)

Describe the capabilities of activity management (e.g., manage tasks, events, public calendars, multi-day events.

Describe the features of Chatter (e.g., feed, groups, following, security).

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DATA MANAGEMENT 10% (7 hours&11 mins)

Describe the considerations when importing, updating, transferring, and mass deleting data (e.g., CSVfiles, data quality, field mapping, record IDs, external IDs, duplicate records).

Given a scenario, identify tools and use cases for managing data (e.g., dataloader, data import wizard).

Describe the capabilities and implications of data validation tools.

Describe the different ways to backup data (e.g., data export service, exports, dataloader).

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ANALYTICS - REPORTS AND DASHBOARDS 10% (11 hours&13 mins)

 Describe the options available when creating or customizing a report (e.g., 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 (e.g., dashboard components, data sources, chart types, scheduling, and running user). 

Describe the capabilities of custom report types.

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WORKFLOW/PROCESS AUTOMATION 8% (5 hours &35 mins)

Given a scenario, identify the appropriate automation solution based on the capabilities of workflow /

process.

Describe capabilities and use cases for the approval process.

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DESKTOP AND MOBILE ADMINISTRATION 3% (2 hours&50 mins)

Describe the capabilities of the Salesforce Mobile App

Describe the installation and synchronization options of Salesforce Lightning for Outlook.

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APPEXCHANGE 2% (1 hour&10 mins)

Identify use cases for AppExchange applications.

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