Administration Essentials for Experienced Admins in Lightning Experience (ADX211)

Administration Essentials for Experienced Admins in Lightning Experience (ADX211)


Lessons and Topics

Troubleshoot Record Access and Field Visibility

1. Troubleshoot record access
2. Understand the impact of territory management on the sharing model
3. Manage field visibility

Change Management

1. Manage changes in a sandbox
2. Deploy changes using changesets

Extend Salesforce with Custom Objects and Apps

1. Build custom objects, tabs, and apps
2. Create relationships between objects
3. Use delegated administration

Extend Reporting

1. Create custom report types
2. Build exception reports with cross filters
3. Categorize report data with bucketing
4. Extend summaries in reports and dashboards
5. Display multiple views of data using joined reports
6. Analyze data over time with historical trending and reporting snapshots

Increase Efficiency with Salesforce Mobile App and Quick Actions

1. Customize the Salesforce mobile app
2. Create object-specific quick actions
3. Creating global quick actions

Improve Data Quality

1. Assess, cleanse, and maintain data quality
2. Prevent duplicate records using Duplicate Management

Automate Complex Business Processes

1. Use validation rules, formula fields, workflow rules, and Process Builder to enforce and automate business processes

Streamline Requests with Approval Processes

1. Manage approval processes
2. Troubleshooting approval processes

Increase Productivity with Visual Workflow

1. Understand use cases for Visual Workflow
2. Build and deploy a flow

Extend and Troubleshoot Business Process Automation

1. Understand when to use Apex and Visualforce for extending business process automation.
2. Understand the order of execution for automated processes.
3. Use debug logs to troubleshoot business process issues.

Who Sees What Series: Lightning Experience:

https://salesforce.vidyard.com/watch/B1bQnMFg2VyZq7V6zXQjPg

Trailmix: 

https://trailhead.salesforce.com/users/tacademy/trailmixes/administrative-essentials-for-experienced-admins-pre-work

Certification Preparation for Advanced Administrator (CRT211)

                               

Certification Preparation for Advanced Administrator (CRT211)

Salesforce Security and Custom Objects

1. Restricting and Extending Object, Record, and Field Access
2. Determining Appropriate Sharing Solutions
3. Territory Management
4. Data Relationships

Automation, Change Management, and Auditing

1. Process Automation Tools and Best Practices
2. Change Management Options
3. Sandboxes
4. Deployment Tools
5. Auditing and Monitoring

Analytics and Data Management

1. Creating Reports
2. Report Types
3. Dashboards
4. Data Quality Features and Policies

Sales, Service, and Content Applications

1. Products, Price Books, Schedules, and Quotes
2. Forecasting
3. Salesforce Knowledge
4. Entitlements
5. Service Cloud Console Toolkit
6. Content Management

Wrapping Up

1. Test Preparation  (https://trailhead.salesforce.com/help?article=Salesforce-Certified-Advanced-Administrator-Exam-Guide) 
2. Practice Exam 

Trailmix :

https://trailhead.salesforce.com/en/users/strailhead/trailmixes/prepare-for-your-salesforce-advanced-administrator-credential