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
  • Dashboard Filters

    In this lesson we discuss Dashboard Filters.

  • Advanced Admin Retired Exam Guide Sample Question #4

    The PDF Exam Guide is no longer available. Fortunately I was able to find a copy to share this sample question along with a discussion of which answers are right or wrong and why.

    The sales manager at Universal Containers wants to see all Opportunities that do not have any activities.

    Which t...

  • Process Automation Introduction

    This, my friends, is the final Knowledge Area of the Advanced Administrator Exam - Process Automation. From the Exam Guide -

    Given a scenario, troubleshoot an approved process.

    Given a complex scenario, determine the solution using a combination of automation tools to solve a business problem ...

  • Automation Home

    We take a look at the Automation Home page, which is currently in Beta.

  • Process Automation Cheat Sheet

    Here is a Process Automation Cheat Sheet to help you determine which automation tool to use in Salesforce, given your specific scenario.

    Process Automation Cheat Sheet (PDF) -


  • Workflow Rules and Available Actions

    In this lesson we discuss the four actions available from Workflow Rules - Tasks, Email Alerts, Field Updates and Outbound Messages.

  • Field Updates via Workflow Actions

    In this lesson we add a field update to a workflow rule. Good times are had by all. It's that simple.

  • Cross Object Field Updates via Workflow Rules

    Fun fact - you can indeed perform (some) cross-object field updates via Workflow Rules. In this lesson we discuss the details and limitations of doing just that.

  • Email Templates and Email Alerts

    Which came first? The Email Template or the Email Alert? Exactly.

  • Troubleshooting Email Alerts

    In this lesson we first fix our Email Template so that the Opportunity URL Link actually works. Now that our template works, we then address various administrative options to help you figure out why email alerts are not going out from Salesforce. We look at Deliverability and Test Deliverability,...

  • Creating New Object Records via Workflow Rules – Tasks Only

    The only object you can create new records for from Workflow Rules is for tasks. In this lesson, we add an additional action to our workflow rule to create a new task.

  • Outbound Messages

    In this lesson we cover the fourth and final action available via Workflow Rules: Outbound Message

    Resources: -

  • Time Based Actions

    In addition to immediate actions, workflow rules also support time-dependent workflow actions. In this lesson we work through creating a Time-Dependent Workflow Action.

  • Time-Based Workflow Queue

    Once you have created a time-based workflow action, you'll need to test if it is working correctly. That is where the Time-Based Workflow Queue comes into play. In this lesson, we visit the Time-Based Workflow Queue to put our Time-Based Action via our Workflow Rule to the test.

  • Approval Processes

    In this lesson, we create an Approval Process as well as a Custom Hierarchical Relationship field on the User object.

    Approvals -

    Sample Approval Processes -

  • Troubleshooting an Approval Process

    In this lesson we discuss common problems with approval processes and how to troubleshoot them.

  • Adding Items to Approve Component to Home Page Layout

    In this lesson we add the Items to Approve component to the Home Page Layout.

  • Process Builder Intro

    In this introductory lesson we start creating our first process in our org.

  • Actions Available from the Process Builder

    In this lesson we look at the actions which are available for use in the Process Builder. We also compare and contrast which of those actions are also available via Workflow Rule Actions and if they have greater or lesser scope and abilities in a Process.

    We also look at the one action that can ...

  • Converting Workflow Rules into a Process

    In this lesson we begin to create a process to take the place of our workflow rule. We deactivate our workflow rule to avoid any future conflicts and place the first two actions in the process. We then activate version 1 of our process and put it to the test.

    Workflow Rule Migration -

  • Process Versioning

    In this lesson we create a new version of our process and add the remaining two actions to our process. One of these actions is immediate while the other is scheduled.

  • Viewing Scheduled Actions from Processes - Paused Flow Interviews

    In this lesson we look at Paused Flow Interviews to see the pending action that is scheduled from our process

  • Adding Multiple If/Then Statements in Processes and Post to Chatter

    In this lesson I walk you through the process of adding multiple if/then statements in a process. One of the accompanying actions we add to our process is to post to Chatter.

    Mention a User or Group in a Post to Chatter Process Action -

  • Example Processes

    In this lesson we look at several example processes available in the Online Help.

    Example Processes -