Salesforce.com Certified Administrator
by
James Wheeler
4.8 stars - 15 reviews
range from 0 to 5
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
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
