Salesforce.com Certified Administrator Exam was the first exam that I passed about 3.5 years back. Here are some Exam Preparation Notes & Tips for Salesforce.com Admin Certification.
These are just Exam Preparation Notes and a pointer to few of the important topics. If you are preparing for Salesforce.com Certified Administrator Examination you must refer to following:
- Latest Administrator Certification Study Guide at certification.salesforce.com
- Online Administrator Training Material from Salesforce.com. Take the following courses online:
- Analyze Your Data Your Way with Reports
- Automating Your Service Cloud
- Configure Salesforce with Custom Fields
- Creating Your Salesforce Community
- Customizing Profiles to Align with Your Business Needs
- Getting a Head Start with Chatter
- Managing Data for Administrators
- Managing Users and Troubleshooting Login Issues
- Salesforce CRM Content for Administrators
- Salesforce Mobile
- Summarize Your Data with Highlights, Charts, and Dashboards
Salesforce.com Certified Administrator Exam Preparation Notes & Tips
Use the following notes / outline to prepare. Cover all the topics listed below.
Organization Setup
- Company Profile
- Company Information
- Fiscal Years
- Business Hours
- Currency Locale
- Multiple Currencies
- Advanced Currency Management
- Understand
- Default Time Zone
- Currency Locale
- Default Locale
- Default Language
- Fiscal Years
- Custom fiscal years
- Letterhead and Communication Templates
User Setup
- Identify Confirmation
- Logging in through API v/s UI
- Login Hours & Login IP ranges
- Trusted Network
- Methods of application access
- UI
- Mobile
- API
- Information on user record
- Related lists on user page
Global User Interface
- Home Tab
- Home page components
- Home Page Layouts
- Global Search
- Apps
- Tabs
- Global User Interface Settings
- Learn UI Settings that an admin can control
- Collapsible sections
- Quick Create
- Hover Details
- Inline Edition
- Lookup Dialogs
- Printable List Views
- Collapsible sidebar
- Related Lists Hover Links
- Floating report headers (report settings)
- Custom sidebar components
Security and Access
- Profile
- What profile controls
- List of standard Profiles
- When to create custom profiles
- Sharing rules
- Objects that have sharing rules
- Organization wide defaults / Sharing model
- Role hierarchy & hos access is granted through roles
- Record ownerships
- manual sharing
- Public groups & when to use them
- Sales Team, Account Team, Case Team
- Places where Folders are used
- Folder access
Standard and Custom Objects
- Salesforce Applications
- Standard Objects
- Relationships between Objects
- Custom Field / Standard Field
- Standard Fields on a Custom Object
- Types of Custom fields (Data Types)
- All types of fields
- Formula fields
- Roll up summary fields
- Relationships
- One to Many
- Many to Many
- Junction Object
- Lookup
- Master Detail
- Special relationships
- Hierarchical
- Mapping the custom lead fields
- Label standard objects and fields
- Field history tracking
- Dependent picklist
- Page Layout
- List View
- Related List
- Record Types
- Objects that require business process – learn those process
- Lead
- Case
- Opty
- Solutions
- Field level security v/s page layout & visibility
- Custom Object Tab & web Tab
Sales Cloud Applications
Marketing
- Campaign
- Campaign Hierarchy
- Campaign for existing customers and new prospects
- Associate leads and contacts to campaign
- Use lead queues to manage leads
- lead assignment rules to manage and assign leads
- web to lead
- lead auto response rules
- measure campaign results
- process and effects of converting leads
Sales
- Account Management
- Contact Management
- Opportunity management
- Opportunity Closed Date
- Expected revenue
- Opportunity Stages
- Forecasting
- Forecast category
Service Cloud Applications
Case
- What is a case
- Case hierarchy
- case queues
- Web to case
- Email to case
- case assignment rules
- Case escalation rules
- case auto response rules
- case management & Business hours
- Support settings
Solutions
- What are solutions
- Associate with a case
- Categories
- Suggested solutions
Portals
- What is available via customer portal & self service portal
- Accessing self service
Community apps
- Ideas
- Answers
Knowledge
Consoles
- Console
- Service Cloud Console
Activity Management
- Tasks V/s Events
- Public Calendars and Resources
- Activity settings
- Multiday Events
Chatter
- What is Chatter
- Chatter Licenses
- When to use Chatter
- Chatter Groups
- Chatter Profiles
Data Management
- Data Migration Tools
- Import Wizards
- Different Types of Import Wizards
- When to use Import wizard
- Importing new records
- Updating data via import
- Data Loader
- When to use data loader
- functions of data loader
- Upsert
- Mass Update
- Mass delete
- Mass transfer records from one owner to other
- Recycle bin
- Export
- Storage in SF
- Data Validation
- Common Data Validation use Cases
- When data Validation Rules are enforced
Content and Folder Management
- Salesforce Content
- Folders – where they are
- Folder security
- Content Delivery
Analytics – Reports and Dashboards
- Standard Reports
- Restrictions on Standard reports
- Running a report
- Custom report
- Report types
- Tabular
- Summary
- Matrix
- Custom report Type
- Charts
- Advanced Filters
- Custom summary formula
- Conditional Highlighting
- Printing & exporting reports
- Dashboard
- Dashboard Component types
- Running user
Workflow Automation
- Workflow rule criteria
- Three criteria
- which criteria is not available in time based WF
- Workflow actions
- Various types of actions
- Use cases for various actions
- Immediate and Time dependent actions
- Workflow Approval Process
- Workflow Rule V/s Approval process
- Jump start Wizard V/s Standard Wizard
- Routing Approvals
Desktop and Mobile Administration
- Mobile Lite
- Salesforce for outlook
- Outlook profiles
AppExchange
- App Exchange
- Managed Packages
- Installing a Package
- uninstall and Package
Other Topics
- Cloud Computing
- Saas, PaaS, IaaS
Advanced Configuration
- Key Account Management
- Territory Management
- Advanced Currency Management
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