Advanced ADMINISTRATOR STUDY GUIDE

Given a scenario, determine the implications to record and field data access (Sharing model, controlled by parent, grant access by hierarchies, profile vs. sharing rules, communities’ security settings, field and record level access, sharing rules, field level security, record types).  

• Security Basics  (70 mins)
• Data Security (110 mins)
• Control What Your Users Can Access (Unit) (30 mins)
• Controlling Access Using Hierarchies  (10 mins)
• User Role Hierarchy (5 mins)
• Organization-Wide Sharing Defaults (5 mins)
• Set Your Organization-Wide Sharing Defaults (10 mins)
• Control Manual Sharing for User Records  (5 mins)
• Sharing Rules (10 mins)
• Sharing Rules Types (5 mins)
• Sharing Rule Considerations (15 mins)
• 20 Ways to Share Records in Salesforce (20 mins)
• A Guide to Sharing Architecture  (45 mins)
• Security for Admins Cheat Sheet (15 mins)
• Who Can See What in Communities (20 mins)
• Who Sees What in Communities: External Org-Wide Defaults (3 mins)
• Who Sees What in Communities: Sharing Rules (3 mins)
• Who Sees What in Communities: Community-Specific Sharing (5 mins)
• Who Sees What in Communities: Accounts and Role Hierarchies (5 mins)
• Who Sees What: Org-Wide Defaults (Lightning Experience) (8 mins)
• Who Sees What: Object Access (Lightning Experience) (6 mins)
• Who Sees What: Record Access Via Sharing Rules (Lightning Experience) (5 mins)
• Who Sees What: Field Level Security (Lightning Experience) (4 mins)
• Video Who Sees What: Record Types (Lightning Experience) (7 mins)

The capabilities of territory management and the implications to the sharing model.  

• Territory Management Basics (55 mins)
• Territory Management Best Practices (50 mins)
• Configure Enterprise Territory Management Permissions and Access for Salesforce Admins and Users (5 mins)
• How Do Permissions Affect Feature and Data Access in Enterprise Territory Management? (5 mins)
• Define Default User Access for Territory Records (5 mins)

Compare and contrast the capabilities of custom profiles, permission sets, and delegated administration.

• Keep Data Secure in a Recruiting App (25 mins)
• Permission Sets (10 mins)
• Manage Permission Set Assignments (10 mins)
• Delegate Administrative Duties (10 mins)
• Define Delegate Administrators (5 mins)
• Who Sees What: Permission Sets (Lighting Experience) (7 mins)
• Step By Step Guide To Delegated Administration in Salesforce (30 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)

Describe the appropriate use of relationship types when building custom objects (master detail, lookup). Given a scenario, determine the appropriate data model.

• Data Modeling (45 mins)
• Build a Data Model for a Recruiting App (65 mins)
• Manage Custom Objects (20 mins)
• Article Object Relationships Overview (15 mins)
• Considerations for Relationships (20 mins)

Describe the appropriate use of relationship types when building custom objects (master detail, lookup). Given a scenario, determine the appropriate data model.

• Data Modeling (45 mins)
• Build a Data Model for a Recruiting App (65 mins)
• Manage Custom Objects (20 mins)
• Article Object Relationships Overview (15 mins)
• Considerations for Relationships (20 mins)  

Given a scenario, determine the appropriate tools for monitoring and troubleshooting system activity (debug log, setup audit trail).

• Event Monitoring  (45 mins)
• Legacy Transaction Security (55 mins)
• How to Secure Your Salesforce Org with Transaction SecurityPolicy (20 mins)
• 20 Different Monitoring & Auditing Tools in Salesforce (30 mins) 
• Monitor Debug Logs (10 mins)
• Set Up Debug Logging (15 mins)
• View Debug Logs (5 mins)
• Monitor Setup Changes (15 mins)

Describe the appropriate use of relationship types 

• Products, Quotes, & Contracts (25 mins)
• Manage Products, Prices, Quotes, and Orders (85 mins)
• Set Up Products (15 mins)
• Manage Product (20 mins)
• Manage Price Books (20 mins)
• Things to Know About Products and Price Books (20 mins)
• Product Schedules (20 mins)
• Quotes (5 mins)
• Set Up Quote Templates (20 mins)
• Manage Your Quotes (15 mins)
• Things To Know About Quotes (20 mins)

Describe the capabilities of forecasting (categories, hierarchy, quotas).

• Collaborative Forecasts Setup( 70 mins)
• Collaborative Forecasts Configuration (70 mins)
• Collaborative Forecasts Implementation Guide (90 mins)

Explain how to create and maintain Salesforce Knowledge (Article Record Types, data categories).

• Knowledge Basics for Lightning Experience (30 mins)
• Lightning Knowledge Setup and Customization (125 mins)
• Knowledge Search Basics (70 mins)
• Set Up Salesforce Knowledge (Project) (75 mins)
• Lightning Knowledge Migration (95 mins)

Explain how to create and maintain service entitlements and entitlement processes.

• Entitlement Management (75 mins)
• Set Up Case Escalation and Entitlements (110 mins)
• Entitlements (10 mins)
• Set Up Entitlements (20 mins)
• Work with Entitlements  (15 mins)
• Entitlement Processes (10 mins)
• Set Up Entitlement Processes (20 mins)
• Work with Entitlement Processes (15 mins)

Describe the features of Salesforce which enable interaction between support agents and customers (Live Agent, Case Feed, Service Cloud Console, and communities, Omni-Channel).

• Build a Community with Knowledge and Chat (80 mins)
• Case Feed (75 mins)
• Set Up a Service Console (Project) (60 mins)
• Omni-Channel for Lightning Experience (105 mins) 
• Step By Step Guide on Getting Started with Salesforce Console (30 mins)
• Service Cloud Live Agent Feature Demo (2 mins)
• Lightning Service Console Feature Demo (2 mins)
• Service Cloud Omni Feature Demo (2 mins)
• Salesforce Community Cloud Demo (2 mins)

Explain the tools and best practices for improving and enriching data quality (validation, managing

duplicates, enriching, archiving).

• Data Quality (45 mins)
• Improve Data Quality for Your Sales and Support Teams (45 mins)
• Improve Data Quality for a Recruiting App (40 mins)
• Duplicate Management (45 mins)
• Strategies for Big Data Architecture (30 mins)
• Salesforce Connect (75 mins)
•  Data.com Prospector (5 mins)
• Data.com Clean (5 mins)
• How to Manage Duplicate Records in Salesforce (30 mins)
• Manage Duplicates One At a Time (15 mins)
• Manage Duplicates Globally (15 mins)
• Customize Duplicate Management (15 mins)
• Take Control of Duplicates—Use Duplicate Rules and the Potential Duplicates Component (4 mins)
• Use Matching Rules to Hunt Down Duplicate Records (4 mins)
• Data.com Prospector Feature Demo (1 mins )
• Data.com Clean Feature Demo (1 mins)
• Big Objects: Bring Big Data to the Salesforce Platform (22 mins)
• Managing Large Salesforce Data using Heroku and Salesforce Connect (20 mins)

 Explain how to set up and maintain Salesforce Content.

• Work with Notes and Files (Unit) - Manage Files Topic (10 mins)
• Set Up Salesforce CRM Content (15 mins)
• Customize Salesforce CRM Content  (15 mins)
• Libraries (20 mins)
• Set Up Content Deliveries (15 mins)
• Salesforce CRM Content Implementation Guide (90 mins)

Describe the options available to move metadata between environments (change sets, Salesforce Extensions for Visual Studio Code).

• Change Sets Development Model (30 mins)
• Change Sets (10 mins)
• How to Get Started with Visual Studio Code for Salesforce (30 mins)

Describe the capabilities and best practices for using change sets to move metadata between environments.

• Components Available in Change Sets (15 mins)
• Upload Outbound Change Sets (15 mins)
• Deploy Inbound Change Sets (15 mins)
• Change Sets Implementation Tips (10 mins)
• Change Sets Best Practices (10 mins)
• Release Management: Deploying Changes Using Change Sets(Salesforce Classic) (6 mins)

 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).

• Reports & Dashboards for Salesforce Classic (160 mins)
• Reports & Dashboards for Lightning Experience (110 mins)
• Evaluate Report Data with Summary Formulas (35 mins)
• Create Reports and Dashboards for Sales and Marketing Managers (90 mins)
• Filter Report Data (40 mins)
• Reporting Snapshots (15 mins)
• Show Different Data Sets in One Chart (10 mins)
• Combine Different Types of Information in a Joined Report (15 mins)
• Dynamic Dashboards: Choose Who People View a Dashboard as in Lightning Experience (10 mins)
• Choose a Running User in Salesforce Classic (15 mins)
• Filter a Dashboard (15 mins)
• Filter Report Data (5 mins)
• Add Filter Logic (5 mins)
• How to Use Cross Filters (5 mins)
• Reports & Dashboards 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, troubleshoot an approved process.

• Troubleshoot Processes (20 mins)
• Order of Execution (Rules, Triggers etc.) in Salesforce & Debug Log (15 mins)

Given a complex scenario, determine the solution using a combination of automation tools to solve a business problem (Process Automation, formula fields, and when to use Visualforce and Apex triggers.)

•  Workflow Rule Migration (95 mins)
• Lightning Flow( 125 mins)
• Quick Start: Process Builder (20 mins)
•  Advanced Formulas (175 mins)
• Apex Basics for Admins (60 mins)
•  Process Automation Cheatsheet (10 mins)
• Process Automation Specialist - Trailhead Superbadge (Note: though this resource is listed under this section, it is (240 mins)