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| Section | Weight | Objectives |
|---|
| Topic 1: Reports and Dashboards | 10-12% | - Dashboard Configuration
- 1. Dashboard Components
- 2. Dynamic Dashboards
- Report Types
- 1. Custom Report Types
- 2. Joined Reports
- Report Formulas and Summaries
- 1. Cross Filters
- 2. ROW() and LPAD() Functions
|
| Topic 2: Auditing and Compliance | 8-10% | - Setup Audit Trail
- 1. Tracking Configuration Changes
- Event Monitoring
- 1. Event Log Files
- 2. Login Forensics
- Field History Tracking
- 1. Historical Data Retention
|
| Topic 3: Content and Collaboration | 5-7% | - Chatter Configuration
- 1. Feed Tracking
- 2. Chatter Groups
- Salesforce CRM Content
- 1. Content Libraries
- 2. Content Permissions
|
| Topic 4: Process Automation | 13-15% | - Process Builder
- 1. Invocable Actions
- 2. Processes vs Flows
- Omnichannel and Einstein Bots
- 1. Service Channel Configuration
- Workflow Rules and Approval Processes
- 1. Workflow Actions
- 2. Approval Process Configuration
|
| Topic 5: Data Management | 10-12% | - Data Import/Export
- 1. Bulk API
- 2. Data Loader Operations
- 3. Import Wizard
- Storage Management
- 1. Data Archival Strategies
- 2. Storage Allocation
- Data Quality
- 1. Duplicate Rules
- 2. Matching Rules
|
| Topic 6: Platform Basics and Best Practices | 5-7% | - Salesforce Documentation
- 1. Implementation Guide Reference
- declarative Configuration Limits
- 1. Governor Limits Awareness
|
| Topic 7: Salesforce Flow | 15-18% | - Flow Builder
- 1. Scheduled Flows
- 2. Autolaunched Flows
- 3. Screen Flows
- Flow Elements
- 1. Loop Elements
- 2. Decision Elements
- 3. Collection Sort
- 4. Variables and Resources
- Flow Best Practices
- 1. Performance Optimization
- 2. Error Handling
|
| Topic 8: Sandbox Management | 5-7% | - Sandbox Lifecycle
- 1. Deployment Methods
- 2. Data Masking
- 3. Refresh Schedules
- Sandbox Types
- 1. Developer, Developer Pro, Partial Copy, Full Copy
|
| Topic 9: Security and Access Control | 13-15% | - Permission Management
- 1. Permission Sets
- 2. Custom Permissions
- 3. Permission Set Groups
- Record Access Configuration
- 1. Manual Sharing
- 2. Territory Management
- 3. Sharing Rules (Owner-based, Criteria-based)
- Field Level Security
- 1. Profile vs Field Level Security
- 2. Read-Only and Editable Fields
|
| Topic 10: Organizational Setup and Management | 8-10% | - Business Unit Management
- 1. Division-based Data Segregation
- Organization Wide Defaults
- 1. Default Access Settings
- 2. Role Hierarchy Configuration
- Company Information Configuration
- 1. Fiscal Years
- 2. Holiday Calendars
- 3. Business Hours
|
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Salesforce Certified Advanced Administrator Sample Questions (Q167-Q172):
NEW QUESTION # 167
An administrator has a request to create a Next Steps field for users to document what they need to do next on a lead. The field should allow users to format the text and be mapped to an opportunity when converted.
What type of field will satisfy these requirements?
- A. Text Area (Rich)
- B. Text Area
- C. Text Area (Long)
- D. Formula (Text)
Answer: A
Explanation:
A Text Area (Rich) field allows users to format the text with fonts, colors, images, and hyperlinks. It also supports mapping to an opportunity when converting a lead. References:
https://help.salesforce.com/s/articleView?id=sf.fields_using_rich_text_area.htm&type=5
NEW QUESTION # 168
What actions can you add to a milestone (3)
- A. Warning actions
- B. Violation actions
Success actions
Warning actions
Violation actions - C. Success actions
- D. Repeat actions
Answer: A,B,C
NEW QUESTION # 169
The administrator at Universal Containers wants to improve data quality by ensuring that all accounts have a billing State/Province based upon theBilling Postal Code for that account. Which two solutions can meet this requirement?
Choose 2 answers.
- A. Use a workflow rule that populates Billing State/Province based on a custom object that maps postal codes to states/provinces.
- B. Use a validation rule to do a VLOOKUP of the Billing Postal Code to a custom object that maps postal codes to states/provinces.
- C. Use a validation ruleto do a HLOOKUP of the Billing Postal Code to a custom object that maps postal codes to states/provinces.
- D. Use a trigger thatpopulates Billing State/Province based on a custom object that maps postal codes to states/provinces.
Answer: B,D
NEW QUESTION # 170
Sales reps at Ursa Major Solar often give discounts depending on the configuration of the solar panel system.
Customers want to know what the different configuration options are. Sales management wants to ensure the opportunity pipeline is as accurate as possible.
What should sales reps do to ensure their quotes and opportunities reflect their sales?
- A. Update the quote record each time the customer requests a different product configuration, and clicks the sync button to update the opportunity.
- B. Create new opportunities for each quote request. Change the forecast category to omitted for all except the most likely to be purchased.
- C. Create a new quote record for each of the different product configurations. Sync the most likely to be purchased back to the opportunity.
- D. Use the products related list to associate the different configurations with the opportunity. Update the Amount field with the most likely purchase price.
Answer: C
Explanation:
Creating a new quote record for each of the different product configurations and syncing the most likely to be purchased back to the opportunity will ensure that their quotes and opportunities reflect their sales. This way, sales reps can show customers different options and prices, and keep track of which one is most likely to close. Syncing a quote with an opportunity will update the opportunity amount, stage, and expected revenue fields based on the quote information. References: https://help.salesforce.com/s/articleView?id=sf.
quotes_overview.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.quotes_syncing.htm&type=5
NEW QUESTION # 171
How can content types be used in CRM Content? (Choose two answers.)
- A. With content fields, to control the content detail page layout.
- B. With library rules, to limit the number of libraries created.
- C. With upload rules, to limit the size of content files.
- D. With validation rules, to capture complete data.
Answer: A,D
NEW QUESTION # 172
......
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