Salesforce Certified Advanced Administrator - Part 3

Salesforce Certified Advanced Administrator - Part 3

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 final course of a three-course certification course series.

I have taught over 110,000 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 these Knowledge Areas of the Salesforce Certified Advanced Administrator Exam Guide:

Content Management

Change Management

Analytics, Reports and Dashboards

Process Automation

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 first.

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.

Salesforce Certified Advanced Administrator - Part 3
  • Course and Content Management Introduction

    In this introductory lesson, I introduce you to part 3 of this 3-part course series for the Advanced exam.

    Resource:
    Set Up Salesforce CRM Content - https://help.salesforce.com/articleView?id=content_initialsetup.htm&type=5

  • Salesforce CRM Content Settings and Enablement

    In this lesson I demonstrate the differences between Salesforce CRM Content in Lightning vs. Classic. We access the Salesforce CRM Content settings and also the Content Deliveries and Public Links areas of Setup to begin initial setup of Content.

    Resources:
    Customize Content Settings
    https://hel...

  • Creating Content Packs

    Content packs are a collection of related documents or files that are stored as a group in Salesforce CRM Content. Recipients receive a link they can click on for a preview player to preview or download content. Admins can view tracking info.

  • Disabling Content Pack Creation

    1. According to the Salesforce CRM Content Implementation Guide, if you disable Enable Content Pack Creation after users have created content packs, no content is deleted and users can continue to modify metadata such as description, title and custom fields. However, once content pack creation i...

  • Setting Library Permissions - Granting Users Access to a Library

    In this lesson I work through how to set up Library Permissions.

  • Working with Libraries in Lightning Experience (via Files)

    In this lesson we work with Libraries in Lightning Experience via Files.

  • Documents vs. Files vs. Attachments etc.

    In this lesson we explore the differences between various ways to manage files and content in Salesforce.

    Resources:
    Differences Between Files, Salesforce CRM Content, Salesforce Knowledge, Documents and Attachments - https://help.salesforce.com/articleView?id=collab_files_differences.htm&type=5...

  • Change Management Introduction

    In this lesson, I introduce you to the next Knowledge Area of the course - Change Management.

    In this section you'll learn about the options available to move metadata between environments, such as Change Sets, Force.com IDE, etc. We also discuss the capabilities and best practices for using Cha...

  • Sandboxes and Change Sets

    In this lesson we cover the available Sandbox Types and Templates you can use.

    Resources:
    Sandbox Types and Templates - https://help.salesforce.com/articleView?id=create_test_instance.htm&type=5

  • Unmanaged Packages

    A package is a container for something as small as an individual component or as large as a set of related apps. After creating a package, you can distribute it to other Salesforce users and organizations, including those outside your company.

    Packages come in two forms—unmanaged and managed. In...

  • Force.com IDE

    In this lesson, we discuss the recently retired Force.com IDE - although it may have been retired, it is still mentioned in the Exam Guide.

    Resource:
    The Future of Salesforce IDEs - https://developer.salesforce.com/blogs/2018/12/the-future-of-salesforce-ides.html

  • ANT Migration Tool

    In this lesson we discuss the ANT Migration Tool.

    Resources:
    ANT Migration Guide PDF - https://resources.docs.salesforce.com/224/latest/en-us/sfdc/pdf/salesforce_migration_guide.pdf

    ANT Migration Guide HTML - https://developer.salesforce.com/docs/atlas.en-us.daas.meta/daas/meta_development.htm
    ...

  • Workbench

    In this lesson, I introduce you to the Workbench and demonstrate how to use it.

    Resources:
    Workbench - https://workbench.developerforce.com/

    Metadata API Developer Guide - https://resources.docs.salesforce.com/224/latest/en-us/sfdc/pdf/api_meta.pdf

  • Salesforce DX and CLI

    In this lesson we discuss Salesforce's latest developer experience - Salesforce DX.

    Resources:

    Salesforce DX Home - https://developer.salesforce.com/platform/dx

    Salesforce DX Intro - https://developer.salesforce.com/docs/atlas.en-us.sfdx_dev.meta/sfdx_dev/sfdx_dev_intro.htm

    Mike and Anthony W...

  • Analytics, Reports and Dashboards Introduction

    It's now time for the next Knowledge Area from the Exam Guide - Analytics, Reports and Dashboards.

    From the exam guide: Given a scenario, determine the appropriate analytic tools to meet complex reporting requirements (custom report types, reporting snapshots, complex charting, custom summary fo...

  • Custom Report Types

    In this lesson we work through creating a Custom Report Type.

    Resource:
    Create a Custom Report Type - https://help.salesforce.com/articleView?id=reports_defining_report_types.htm&type=5

  • Salesforce Report Formats

    In this lesson we review the four primary report formats available in Salesforce - Tabular, Summary, Matrix, and Joined.

    Resource:
    Choose a Report Format - https://help.salesforce.com/articleView?id=reports_changing_format.htm&type=5

  • Reporting Snapshot Demo - Spring '20

    In this lesson, I create a custom object and a source report for a Reporting Snapshot. I then schedule the Reporting Snapshot to run.

  • Historical Trend Reporting Demo - Spring '20

    In this lesson I walk through creating a Historical Trend Report.
    Resource:
    Historical Trend Reporting Help Article - https://help.salesforce.com/articleView?id=reports_historical_concepts.htm&type=5

  • Bucketing

    In this lesson I demonstrate how to categorize data in Salesforce Reports with Bucket Columns.

    Resource:
    Help Article - https://help.salesforce.com/articleView?id=reports_bucketing_overview.htm&type=5

  • Custom Summary Formulas

    Resources:
    Use Summary Formulas in Your Reports (Trailhead) - https://trailhead.salesforce.com/en/content/learn/projects/create-reports-and-dashboards-for-sales-and-marketing-managers/use-summary-formulas-in-your-reports

    Custom Summary Formulas
    https://help.salesforce.com/articleView?id=reports...

  • Joined Reports

    With up to five blocks, joined reports let you view different types of information in a single report. Each block shows data from one standard or custom report type.

    In this lesson we create a Joined Report.

    Resource:
    Create a Joined Report - https://help.salesforce.com/articleView?id=reports_...

  • Cross Filters

    Use a cross filters to fine-tune your results by including or excluding records from related objects and their fields, without having to write formulas or code. You can apply cross filters by themselves, or in combination with field filters.

    Resource:
    Filter Across Objects with Cross Filters - ...

  • Creating a Dynamic Dashboard

    Dynamic Dashboards enable you to choose who people view a dashboard as in Salesforce.

    Resource:
    Dynamic Dashboards: Choose Who People View a Dashboard as in Lightning Experience - https://help.salesforce.com/articleView?id=dashboards_view_as.htm&type=5