ADMINSTRATOR STUDY GUIDE

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).

Salesforce User Basics (65 mins)
Salesforce Platform Basics (50 mins)
Company-Wide Org Settings (25 mins)
Set Up Your Company in Salesforce (10 mins)
Manage Information About Your Company (10 mins)
Define Your Fiscal Year (10 mins)
Set Business Hours (10 mins)
Guidelines for Setting Business Hours (5 mins)
Manage Multiple Currencies (10 mins)
Considerations for Enabling Multiple Currencies (10 mins)
Advanced Currency Management (10 mins)

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

Customize the User Interface for a Recruiting App ( 75 mins)
Customize the User Interface (15 mins)
Create and Customize List Views (20 mins)
Work with List Views (20 mins)
Build a Custom Home Page for Lightning Experience (20 mins)
Customize the Home Page (10 mins)
User Interface Settings (15 mins)
Set Up & Manage Salesforce Search (15 mins)
Create a Custom List View in Salesforce Classic (10 mins)
Create or Clone a List View in Lightning Experience (10 mins)
Set Up Lightning Experience Home Page ( 5 mins )
Set a New Default Home Page (5 mins)
Search in Salesforce (Lightning Experience) (3 mins)
Working with List Views (Lightning Experience) (4 mins)
Customize Salesforce in a Flash with Lightning (34 mins)
Get Nerdy with Page Layouts in Lightning Experience (30 mins)

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).

Add New Users ( 20 mins)
Customize an Org to Support a New Business Unit ( 70 mins)
Add a Single User (5 mins)
Add Multiple Users (5 mins)
User Licenses (10 mins)
Unlock Users (5 mins)

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

Deactivate (Delete) Users ( 5 mins)
Considerations for Deactivating Users ( 10 mins)
Freeze or Unfreeze User Accounts ( 5 mins)
Help Users From Anywhere With Salesforce A (10 mins)
Removing Users Access To Salesforce (Salesforce Classic) (5 mins)

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

Explain the various organization security controls (e.g., passwords, IP restrictions, identity confirmation, network settings).

Security Basics (70 mins)
Data Security (110 mins)
Identity Basics (45 mins)
User Authentication (60 mins)
Protect Your Data in Salesforce (65 mins)
Passwords (10 mins)
Set trusted IP Ranges For Your Organization (5 mins)
Restrict Login IP Ranges in the Enhanced Profile User Interface (5 mins)
How To Enable Two Factor Authentication in Salesforce (25 mins)
Set Up a Subdomain Using Salesforce My Domain (8 mins)

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).

Organization-Wide Sharing Defaults (5 mins)
Set Your Organization-Wide Sharing Defaults (10 mins)
Controlling Access Using Hierarchies (10 mins)
User Role Hierarchy (5 mins)
Guidelines for Success with Roles (5 mins)
Control Manual Sharing for User Records (5 mins)
How can I manually share a record with another user or a partner user? (5 mins)
Sharing Rules Consideration (10 mins)
What Is a Group? (5 mins)
Public Group Considerations (5 mins)
Who Sees What: Overview (Lightning Experience) (5 mins)
Who Sees What: Organization Access (Lightning Experience) (5 mins)
Who Sees What: Org-Wide Defaults (Lightning Experience) (8 mins)
Who Sees What: Record Access Via Roles (Lightning Experience) (9 mins)
Who Sees What: Record Access Via Sharing Rules (Lightning Experience) (5 mins)
Who Sees What: Field Level Security (Lightning Experience) (4 mins)
Security Specialist - Trailhead Superbadge (Note: though this resource is listed under this section, it is recommended to do this superbadge towards the end, after you have gone through all the topics & sections) (240 mins)

Given a scenario, determine the appropriate use of a custom profile or permission set using the various profile settings and permissions.

Keep Data Secure in a Recruiting App (25 mins)
Profiles (10 mins)
Standard Profiles (5 mins)
Clone Profiles (5 mins)
Edit Object Permissions in Profiles (5 mins)
Permission Sets (10 mins)
Manage Permission Set Assignments (10 mins)
Who Sees What: Object Access (Lightning Experience) (5 mins)
Who Sees What: Record Types (Lightning Experience) (7 mins)
Who Sees What: Permission Sets (Lighting Experience) (7 mins)

Describe how folders can be used to organize and secure communication templates, dashboards, and reports

Create Report & Dashboard Folders (15 mins)
Folder Sharing (10 mins)
Managing Folders (5 mins)
Creating and Editing Folders (5 mins)
Deleting Folders (5 mins)
Filing Items in Folders (5 mins)
Manage Report and Dashboard Folders (Lightning Experience) (3 mins)

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

Describe the standard object architecture and relationship model.

Sales Cloud Configuration Basics (25 mins)
Data Modeling (45 mins)
What’s the Difference Between Standard and Custom Objects? (5 mins)
What’s the Difference between Standard Fields and Custom Fields? (5 mins)
Object Relationships Overview (10 mins)

Explain how to create, delete, and customize fields and page layouts on standard and custom objects, and understand the implications of deleting fields.

Customize Standard Fields (5 mins)
Create Custom Fields (15 mins)
Edit Custom Fields (5 mins)
Delete Fields (5 mins)
Manage Deleted Custom Fields (5 mins)
Create a Custom Field in Lightning Experience (6 mins)

Given a scenario, determine how to create and assign page layouts, record types and business processes for custom and standard objects.

Customize a Salesforce Object (105 mins)
Create Record Types (10 mins)
Page Layouts (15 mins)
Managing Multiple Business Processes (5 mins)
Using Multiple Business Processes (20 mins)

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

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

Accounts & Contacts for Salesforce Classic (35 mins)
Leads & Opportunities for Salesforce Classic (30 mins)

Even a scenario, identify the appropriate sales productivity features using opportunity tools and know when products and Price Books should be used.

Explore New Sales Tools (20 mins)
Customize A Sales Path for Your Team (30 mins)
Products, Quotes & Contracts (25 mins)
Guide Users with Path (5 mins)
Path Considerations (5 mins)
Display a Visual Summary with Kanban (5 mins)
Kanban Considerations (5 mins)
Manage Products (10 mins)
Manage Price Books (10 mins)
Considerations for Removing Products & Price Books (5 mins)

Describe the capabilities of lead automation tools and campaign management.

Marketing Cloud Basics (30 mins)
Campaign Basics (55 mins)
Campaigns (10 mins)
Set Up Campaigns (10 mins)
Manage Campaigns (10 mins)
Manage Campaigns Members (10 mins)

Describe the capability of Salesforce Content.

Salesforce CRM Content Overview (10 mins)
Contribute Content (15 mins)
Search & Find Content (15 mins)
Deliver Content (15 mins)
Manage Libraries (10 mins)

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

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

Cloud for Salesforce Classic (120 mins)
Service Cloud for Lightning Experience (95 mins)
Create A Process for Managing Support Cases (35 mins)
Set Up & Manage Cases (10 mins)
Customize Support Settings (15 mins)
Case Comments (5 mins)

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

Set up Assignment Rules (10 mins)
Set up Auto-Response Rules (10 mins)
Set up Escalation Rules (10 mins)
Escalation Rules Examples & Best Practices (10 mins)
Limits for Assignment, Auto-Response & Escalation Rules (5 mins)
Set up Web-To-Case (10 mins)
Set up Email-To-Case (10 mins)
Set up Case Teams (15 mins)

Describe the capabilities of solution management and Salesforce Knowledge.

Knowledge Basics for Salesforce Classic (75 mins)
Knowledge Basics for Lightning Experience (30 mins)
Solutions Overview (10 mins)
Tips & Hints for Solutions (10 mins)

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

Community Cloud Basics (55 mins)
Build A Community with Knowledge & Chat (80 mins)
Ideas Overview (10 mins)
Answers Overview (10 mins)

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.

Help Your Reps Use Activities (15 mins)
Activity Management (10 mins)
Tasks (15 mins)
Events & Calendars (15 mins)
Customization Options for Events & Calendars (10 mins)
Create & Manage a Public Calendar (5 mins)
Use Tasks to Boost Productivity (Lightning Experience) (5 mins)

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

Salesforce Chatter Overview and Demo (2 mins)
Chatter for Lightning Experience (55 mins)
Chatter Administration for Lightning Experience (70 mins)
Chatter Tab Overview (10 mins)
Chatter Feeds Overview(10 mins)
Chatter Groups (10 mins)
Follow Records (5 mins)
Follow People (5 mins)
Private Messages (10 mins)
Chatter Administrator’s Workbook (90 mins)

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).

Data Quality (60 mins)
Duplicate Management (45 mins)
Flied Mapping (15 mins)
Mass Update Records in Salesforce (10 mins)
Mass Transfer Records (10 mins)
Delete Multiple Records (10 mins)
Data Import: Clean Up Your Import File (6 mins)
Data Import: Clean and Prepare Your Data Using Excel (13 mins)
Data Import: Owner IDs and Parent IDs (8 mins)
Data Import: Best Practices for Importing Data (3 mins)

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

Data Management (40 mins)
Import & Export with Data Management Tools (40 mins)
Data Import: Choosing the Right Tool (6 mins)

Describe the capabilities and implications of data validation tools.

Formulas & Validations (45 mins)
Improve Data Quality for Your Sales & Support Teams (45 mins)
Validation Rules (10 mins)
Tips for Writing Validation Rules (10 mins)
Calculate Field Values with Formulas (15 mins)
Lookup Filters (10 mins)

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

Export Backup Data from Salesforce (10 mins)
Data Loader (10 mins)
Export Data (10 mins)

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).

Explore Reports & Dashboards (20 mins)
Analyze Your Data with Reports & Dashboards (20 mins)
Reports & Dashboards for Salesforce Classic (160 mins)
Reports & Dashboards for Lightning Experience (110 mins)
Sales Reports for Lightning Experience (90 mins)
Create Reports and Dashboards for Sales and Marketing Managers (90 mins)
Highlight Data Ranges (10 mins)
Getting started with Salesforce Reports & Dashboards(10 mins)
Make Data-Driven Decisions with Reports and Dashboards (Lightning Experience) (3 mins)
Build a Report (4 mins)
Filter Report Data (5 mins)
Add Filter Logic (5 mins)
How to Use Cross Filters (5 mins)
Subscribe to Reports and Dashboards (3 mins)
Master the New Lightning Report Builder (30 mins)

Describe the impact of the sharing model on reports.

Forum Impact of Sharing Model on Reports (5 mins)

Describe the options available when creating and modifying dashboards (e.g., dashboard components, data sources, chart types, scheduling, and running user).