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Salesforce.com Certified Administrator by Mind Map: Salesforce.com Certified Administrator
4.8 stars - 15 reviews range from 0 to 5

Salesforce.com Certified Administrator

Service & Support Administration (5%)

DEFINE A CASE

CASE HIERARCHIES

CASE QUEUES

CASE ASSIGNMENT RULE

WEB-TO-CASE

EMAIL-TO-CASE

CASE ESCALATION RULE

CASE AUTO-RESPONSE RULE

FUNCTIONALITY OF THE BUSINESS HOURS

Support Settings

RULES AND THE USE OF EMAIL TEMPLATES

SOLUTIONS

Marketing Administration(5%)

Only Enterprise

CAMPAIGN

LEAD QUEUES

LEAD ASSIGNMENT RULE

WEB-TO-LEAD

LEAD AUTO-RESPONSE RULE

MEASURE CAMPAIGN RESULTS

CONVERTING A LEAD

Analytics (13%)

Report

DASHBOARD

Data Utilities (3%)

EXTERNAL ID

Data Migration

Data Loader

RECYCLE BIN

WEEKLY EXPORT

Storage Allocation

Data Validation (3%)

a method to conditionally prevent records from being saved

enforced whenever a record is saved

Validation rules during lead conversion are only active if enabled

Approval Process (3%)

Steps for an approval

Difference from workflow

when you create an approval process using the wizard you’ll get an approval process with one approval step and one set of filter criteria with the default values

HOW TO ROUTE APPROVALS

SETTINGS IN CREATING WORKFLOW APPROVAL PROCESSING

Workflow (5%)

Only Enterprise

triggered based upon pre-defined criteria to perform actions

Rules Criteria

Filter criteria required

Actions

Types

Customization (17%)

Profiles

Fields

Record Types

RE-LABEL A STANDARD OBJECT

Page Layouts

CUSTOMIZE A RELATED LIST

CREATE, CUSTOMIZE, AND PRINT A LIST VIEW

OBJECTS THAT REQUIRE A BUSINESS PROCESS

FIELD-LEVEL SECURITY

Organization Administration (5%)

Company Information Fields

CREATE AND MANAGE LETTERHEADS AND EMAIL TEMPLATES

CURRENCY

Default Locale

Default Language

Business Hours

Fiscal Year

Navigation / User Interface (UI) Settings (3%)

SALESFORCE HOME TAB

SEARCH SETTINGS

CUSTOMIZE THE TABS

LOCATE, IDENTIFY, AND EXPLAIN THE UI SETTINGS AN ADMINISTRATOR CONTROLS

Identity Confirmation (2%)

IDENTITY CONFIRMATION FEATURE

Login hours

Login IP Ranges

Trusted Networks

Criteria for Security Token

METHODS TO ALLOW ACCESS

CRM Overview (3%)

Saas Model

Applications

Standard Objects

Notes

Console (2%)

provides a list view and related records into one screen

allows users to access information across multiple records and multiple objects on one screen without the use of any code.

Views

Setup the Console

Custom Objects, Applications, & Tabs (7%)

Custom Object

Custom object tab

Web Tab

Custom App

The Force.com AppExchange (2%)

a website for locating, purchasing (if a fee is associated), and installing 3rd party software into your Salesforce organization to extend its core functionality

Managed packages

Unmanaged packages

Installing a package

Uninstall a package

Activities (2%)

Tasks

Events

Manage Public Calendars and Resources

Activity Settings

Multiday events

Advanced Configuration Options (5%)

Client Management Feature (Person Accounts)

Territory Management Feature

Advanced Currency Management Feature

Security and Access (13%)

Setup –> Manage Users –> Users

User Record

Record Owner Concept

Sharing Model

Roles

Mas Transfer Record from one user to another

Sharing Rules

Account/Sales Teams

Folders