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English

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IT Certification

Category

The Complete Salesforce Advanced Administrator Certification

A complete course covering the essentials for an advanced administrator (ADM 211) & helps pass certification (CRT 211)

4.54 (354 reviews)

Students

28 hours

Content

Jul 2019

Last Update
Regular Price


What you will learn

Covers all aspects of Administration essentials for Experienced Admins to help clear the Salesforce Certified Advanced Administrator exam

We discuss not just the concepts, but also the various considerations while implementing them

Implementing complex business processes using various Automation Tools

Exploring the Sales Cloud and Service Cloud Applications

Handle data maintenance efficiently with data archival and data enrichment

Free Developer Edition account for hands-on learning


Description

Welcome to the World of Salesforce! The #1 On-Demand CRM!

Welcome to the course "The Complete Salesforce Advanced Administrator Certification" from Archana Rajendran, a Salesforce certified professional holding five salesforce certifications. You have taken the right step in your path to become a Salesforce certified Advanced Administrator.

This course is over (a whooping!) 27 hours in length and is probably one of the most complete and comprehensive online courses you will ever get to see covering the administration essentials for experienced admins. This comprehensive hands-on course is for administrators who are ready to significantly ramp up their skills and knowledge about using Salesforce to solve their most pressing business needs. I have designed this course based on my work experience and using real-world scenarios so you can related the concepts that you learn with the real-time business requirements.

This course is 100% aligned with the Salesforce Official exam guide for Advanced Administrator and covers the following topics -

> Security and Access

> Extending Custom Objects and Applications

> Process Automation

> Auditing and Monitoring

> Sales Cloud Applications

> Service Cloud Applications

> Data Management

> Content Management

> Change Management

> Reports and Dashboards


So, why wait..start learning, understand the concepts and get certified! You have a 30-day money back guarantee so you're at no risk!!

I truly wish you all great success and I'm so excited to see your success journey in Salesforce!

Happy Learning!!




Screenshots

The Complete Salesforce Advanced Administrator Certification
The Complete Salesforce Advanced Administrator Certification
The Complete Salesforce Advanced Administrator Certification
The Complete Salesforce Advanced Administrator Certification

Content

Getting Started

Good Luck!

CRM and ERP

Cloud Computing

Salesforce Career Paths and Certifications

Leverage Trailhead

Understand the Advanced Administrator Exam guide

Salesforce Editions and Pricing

Setup your own Developer Edition Account!

Get an overview of Salesforce Standard Data Model

Extending Custom Objects and Applications : Custom Objects and Considerations

Section Overview

Extending Custom Objects and Applications : Introduction

Understanding the Enterprise data model - Field of Education

Creating Custom Objects and Tabs

Creating Custom Objects thro Schema Builder

Exploring Fields and Field Types

More about Text Field Types

Picklists and Multi-Select Picklists

Field Dependencies and Considerations

Considerations while converting Field Types

Extending Custom Objects and Applications : Relationships and Considerations

Object Relationships - Overview

Lookup Relationship - Overview

Considerations while using Lookup Relationship

Master-Detail Relationship - Overview

Considerations while using M-D Relationship

Relationship Conversion : Lookup to MD and vice-versa

Many-to-Many Relationship - Overview

Considerations while using Many-to-Many Relationship

Self Relationship

Hierarchial Relationhip

Extending Custom Objects and Applications : External Objects and Relationships

Configuring External Data Source and External Objects

Experimenting on the External Objects

Indirect Lookup Relationship

External Lookup Relationship

Considerations while using External Objects

Security and Access : Object Level Access

Section Overview

Security and Access - Overview

Managing Profiles

Profiles - Considerations

Permission Sets

Salesforce Licenses - User Licenses, Permission Set Licenses and Feature License

Security and Access : Record Level Access

OWD

OWD - Considerations

Role Hierarchy

Role Hierarchy - Considerations

Sharing Rules : Owner-based Sharing Rules

Sharing Rules : Criteria-based Sharing Rules

Manual Sharing

Manual User Record Sharing

Sharing Rules - Considerations

Manager Groups

Standard Report Visibility

Community and Portal User Visibility

Access to Record Types

Why someone is able to see a record?

Security and Access : Field Level Access

Field Level Security

Security and Access : Delegated Administration

Delegated Administration

Security and Access : Enterprise Territory Management

Enterprise Territory Management - Introduction

Enabling Enterprise Territory Management

Building a Territory Model

Creating Territory and Territory Hierarchy

Assigning Accounts to Territories

Assigning Users to Territories

Colloborate with Territory Models using Chatter

Activating Territory Model

Running Opportunity Territory Assignment Filter

Process Automation : Overview

Section Overview

Automation Tools in Salesforce - Overview

Process Automation : Troubleshoot an Approved Process

Approval Process - A quick recap

Troubleshoot an Approval Process

Considerations while using Approval Processes

Process Automation : Lightning Process Builder

Lightning Process Builder - Introduction

Using Process Builder to auto-create a record

Using Process Builder to auto-create child records

Using Process Builder to Update Child records

Using Process Builder to Execute Time-Dependent Actions

Using Process Builder to Send Email Alerts

Using Process Builder to Auto Submit Records for Approval

Using Process Builder to Configure Nested IF-ELSE conditions

Using Process Builder to Build and Use Invocable Process

Using Process Builder to Post to Chatter

Using Process Builder to perform Quick Actions

Process Builder Version Control Mechanism

Process Automation : When to use which tool?

Lightning Flow Builder

Automation Tool Combinations

Choose the Right Automation Tool

Data Management : Overview

Section Overview

Data Management Tools - Introduction

How to use Data Import Wizard?

How to use Apex Data Loader?

Data Management : Proactive Measures for Good Data Quality

Evaluating Incoming Data Sources

Enforce Data Entry Standards and Procedures

Use Validation Rules to enforce data entry standards

Considerations when mass importing records

Duplicate Management : Matching Rules

Duplicate Management : Duplicate Rules

Assign a Data Steward

Data Management : Reactive Measures for Data Quality Maintenance

Data Quality Reports and Dashboards

Merging Duplicate Accounts

Merging Duplicate Contacts

Merging Duplicate Leads

Mass Deleting Records

Data Management : Best Practices

Optimize your Data Visibility Structure

Data Skew

Data Management : Data Enrichment

Data Enrichment - Introduction

Using Salesforce Data.com for data enrichment

Third Party Apps

Social Accounts, Contacts and Leads

Data Management : Data Archival

What is Data Archival and how to handle it?

Various tools and options for archiving data - Part 1

Various tools and options for archiving data - Part 2

Auditing and Monitoring : Overview

Section Overview

What is Auditing and Monitoring?

Auditing and Monitoring : Auditing

Auditing using Record Modification Fields

Auditing using Login History

Auditing using Email Logs

Auditing using Email Logs : Considerations

Auditing using Field History Tracking

Auditing using Field Audit Trail

Auditing using Setup Audit Trail

Auditing using Login Forensics

Auditing and Monitoring : Monitoring

Monitoring : Security Health Check

Monitoring : System Overview

Monitoring : Storage Usage

Monitoring : Debug Logs - Configuration

Monitoring : Debug Logs - Testing

Monitoring : Jobs

Monitoring : Outbound messages

Monitoring : Time-Based Workflows

Monitoring : API Usage Notifications

Content Management

Section Overview

What is Content Management?

Using Attachments to maintain files

Using Documents to maintain files

Salesforce Knowledge

Add Google Docs to Salesforce

Salesforce Files

Content Management : Salesforce CRM Content

Salesforce CRM Content : Introduction and Setup

Salesforce CRM Content : Creating and Managing Libraries

Salesforce CRM Content : Configuring Record Types to Libraries

Salesforce CRM Content : Creating and Managing Content Packs

Salesforce CRM Content : Content Versioning

Salesforce CRM Content : Content Delivery

Change Management : Overview

Section Overview

What is Change Management??

Benefits of Change Management

Key Stages of Change Management

Development Methodology Options

Develop a Change Management Strategy

Change Management : Managing Sandboxes

Sandboxes and Sandbox Environment types

How to create a Sandbox?

Establish a deployment connection between Production and Sandbox

How to delete a Sandbox?

How to do a Sandbox Refresh?

Change Management : Metadata Export

What is Metadata and Metadata Export?

Metadata Export using Force.com IDE

Force.com CLI and Automated Metadata Export

Change Management : Metadata Deployment

Salesforce Metadata Deployment - Overview

Salesforce Packages

Deployment of Metadata using Change Sets - Outbound

Deployment of Metadata using Change Sets - Inbound

Best Practices while using Change Sets

Deployment of Metadata using Force.com IDE

Deployment of Metadata using Snapshot

Sales Cloud Applications : Campaign Management

Section Overview

Executing a successful marketing campaign

Creating a new campaign

Setting up Campaign Hierarchy

Sales Cloud Applications : Lead Management

Steps for Effective Lead Management

Creating a new Lead

Lead Conversion Process

Sales Cloud Applications : Account and Contact Management

Account and Account Hierarchy

Configuring Account Team

Understanding Person Accounts

Account Contact Relationship - Contacts to Multiple Accounts

Sales Cloud Applications : Product Management

Create Products, Price Books and Price Book Entries

Sales Cloud Applications : Opportunity Management

Opportunity and Opportunity Products

Opportunity Product Scheduling - Quantity Scheduling and Revenue Scheduling

Opportunity Teams

Sales Cloud Applications : Quote Management

Enable Quotes

Create Quotes

Generate Quote PDF

Email Quote to Customer

Sync Quote to Opportunity

Sales Cloud Applications : Collaborative Forecasts

Colloborative Forecasting - Enable Forecasts

Adding Forecast Types

Configure Default Forecast Display

Enable Forecast Adjustments

Enable Cumulative Forecast Rollups

Enable Colloborative Forecast Users

Understanding Colloborative Forecast Hierarchy

View and Analyze Forecasts

Service Cloud Applications : Case Management

Creating a new case

Email-to-Case functionality

Case Assignment Rules

Case Escalation Rules

Service cloud Applications : Entitlement Management

Entitlement Management - Introduction

Enable Entitlement Management

Create Milestone

Create Entitlement Process

Add milestone to entitlement process

Add milestone actions

Activate Entitlement Process

Service Cloud Applications : Interaction between Support Agents and Customers

Configure Service Cloud Console App

Configure Agent Console Tab

Case Feed

Service Cloud Applications : Knowledge Management

Enabling Salesforce Knowledge

Configure Data Categories and Data Category Assignments

Configure Knowledge Validation Status

Configure Knowledge Article Actions

Create Article Types

Create and Publish Articles

Analytics,Reports and Dashboards

Understand Analytics using Reports and Dashboards

How to use Report Builder

Create and Use Tabular Reports

Create and Use Summary Reports

Create and Use Matrix Reports

Create and Use Joined Reports

Create Custom Report Types

Report Scheduling

Create Dashboards with Dashboard Components for Matrix and Summary Reports

Create Dashboards with Dashboard Components for Tabular and Joined Reports

Setup Dynamic Dashboard Filters

Scheduling Dashboard Refresh


Reviews

M
Mohit25 June 2021

Good amount of syllabus but if it is advanced some practice of hard scenarios for different sections required

R
Raffaella5 June 2021

Several important topics are missing from the course, such as functions in reports. It is a pity because otherwise the content and the explanation is great. Course just need addition of the missing topics from the exam syllabus in order to be perfect.

s
shiva1 March 2021

Definitely a good guidance for advanced certification. Archana has great knowledge on subject and great way of teaching. Though it's not up-to-date, it's definitely a good starting point.

J
Jay1 February 2021

Excellent course. Instructor goes through this course clearly and concisely with all the relevant information about each topic. The only slight negative is the course is done within SF Classic and not Lightning so some parts of the course feel a little outdated. Other than that, highly recommend this for Advanced Admin certification preparation.

S
Shekhar29 January 2021

the author talks too fast. she speaks too fast, thus before you can understand, she has moved on. it's like listening to a recording while fast-forwarding. there are much better courses since salesforce is not a niche skill.

T
Thomas10 December 2020

It was a good course but some questions to test my knowledge and keep me focused would have been much better.

M
Mathew22 October 2020

Excellently well done! Lot of concepts that are not covered in other courses, and well covered in this one! Good job!

L
Lana21 September 2020

Superb teacher with succinct and accurate explanation. highly recommend. used this course to study for exam and successfully passed my advanced admin certification. thank you so much for such amazing course.

S
Skowronek9 August 2020

Good course. A lot of information's for admin certification exam and some advance admin exam. Thank you.

P
Prasanna16 July 2020

It is absolutely a recomended course from my side. The concepts understanding is made easier. A five star from me.

D
Douglas20 June 2020

Instructor does an excellent job explaining and demonstrating the more advanced and in depth salesforce features. Well worth the price! Hoping for future updates but is is still very current. FYI - I am glad it is in classic as classic is not going anywhere and that in itself pushes the student further. I don't find your accent difficult to understand as was mentioned in another comment. Thank you!

K
Kapilshelke21 May 2020

Picture quality,sound clarity, course depth is outstanding! For the upcoming tutorials on Salesforce certifications , please add the exam preparation notes to boost candidates confidence .

P
Patricia23 October 2019

Much of what is covered thus far should already be known by someone that obtained the initial Salesforce Administrator Certification.

S
Shawn2 October 2019

Excellent content significantly expanding what I have learned through trailhead. Also improving my understanding in a variety of areas.

C
Carolina12 August 2019

I am very grateful Arkana took the time to teach this course. Her insight and experience is invaluable. I just wish she used Lightning experience as it is 2019 as the primary UI for this course. Thank you so much!


2453718

Udemy ID

7/11/2019

Course created date

7/17/2019

Course Indexed date
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