We build an Asset Management App in this course.
If you have attained the Salesforce Administrator Certification, you are ready to start the journey to becoming an Advanced Administrator. Become a Salesforce Certified Advanced Administrator by enrolling in this first course of a three-course certification course series.
I have taught over 90,000 students on the Salesforce platform and I want you to join me in my latest course. I have structured this course to go in-depth on the first three Knowledge Areas of the Salesforce Certified Advanced Administrator Exam Guide:
Security and Access
Extending Custom Objects and Applications
Auditing and Monitoring
The Salesforce Certified Advanced Administrator Certification has a pre-requisite that you have an active Administrator Certification on file - if you have not attained your Administrator Certification, I recommend that you first complete that certification and locate my relevant training courses for that certification via my instructor profile.
We will go in-depth on all of the core concepts and topics of the Salesforce Security Model in this course. It's a deep dive on user accounts, licenses, profiles, permission sets, profiles, roles, groups, teams, territories and more.
This course is recorded in Salesforce Lightning Experience.
In this lesson, we go over how to enable territory management.
In this lesson, we look at the various security settings available under Territory Settings:
Account Access
Opportunity Access
Case Access
Resource:
Create Territory Types. - https://help.salesforce.com/articleView?err=1&id=tm2_create_territory_type.htm&type=5
In this lesson we create the following Territory Models:
This Year
Next Year
Now that we have created Territory Models, it’s time to create Territories for them. In this lesson, we create four Territories for the This Year Territory Model:
Western
Eastern
Northern
Southern
We assign each of these Territories the Type of Geographic.
You can assign accounts either manually or by running Territory Assignment Rules. In this lesson, we look at the implications of both.
In addition to accounts, users can also be assigned to multiple territories. In this lesson, we assign users to the Western and Eastern Territories in our org.
In this lesson we learn about customer scenarios for territory management. Only one Territory Model can be active in an org.
In this introductory lesson, we go over extending custom objects and applications.
In this lesson, we begin creating the underlying foundation for our eventual Asset Management Application. We create a Room custom object via the Schema Builder. Since custom object creation via the Schema Builder does not give you the opportunity to create a Custom Tab for your new Custom Object...
In this lesson, we discuss the Considerations for Relationships help article.
Resource:
Considerations for Relationships - https://help.salesforce.com/articleView?id=relationships_considerations.htm&type=5
Resources:
Salesforce Workbench - https://workbench.developerforce.com/login.php
Salesforce Event Log File Browser - https://salesforce-elf.herokuapp.com
Event Monitoring Trailhead Module - https://trailhead.salesforce.com/en/content/learn/modules/event_monitoring
