Need more resources? This book covers all the topics, but some more examples and point of views on the same subjects can give you even more confidence. I suggest you to jump to Trailhead and complete the Advanced Administrator Trailmix at https://trailhead.salesforce.com/en/users/strailhead/trailmixes/prepare-for-your-salesforce-advanced-administrator-credential, which covers a bunch of the topics as well. This is not a…
Author: zeusexam
Tips and Tricks for Passing Your Exam
Tips and Tricks for Passing Your Exam This whole book is meant to be a structured trail to give you all the content you need to increase your chances of passing the Salesforce Advanced Administrator test (and to improve your skills, of course). Throughout the chapters so far, I’ve tried to give you hints and…
Importing external knowledge – Certified Advanced Salesforce Admin Exam Guide
Importing external knowledge Before ending this section, let’s spend a few minutes talking about how we can import articles into Salesforce Knowledge that come from external sources (that is, an old knowledge system or an external website). The process of importing articles involves creating a ZIP file containing all the required information. To do this,…
User interface development
User interface development Way back in 2009, when I took my first steps into the Salesforce world, the first thing my boss asked me to develop was a four-step wizard in Visualforce for our most valuable customer, to be used to grab customer data to activate a new contract in the utilities industry. I had…
User interface development 2
Visualforce is a technology that is becoming outdated in favor of the Aura Framework and the brand-new Lightning Web Components (LWC) framework. As many customers still use Visualforce pages (I guess there are millions and millions of pages out there live in production), there are no current plans to retire it, but it is highly…
Manual sharing – Certified Advanced Salesforce Admin Exam Guide
Manual sharing Manual sharing is the ability for a record’s owner to give access to that record (and also other related records) to other users who are not necessarily included in their hierarchy. If you give another user access to an account record, that user would be able to access cases and opportunities. At the…
Working with sharing rules – Certified Advanced Salesforce Admin Exam Guide
Working with sharing rules Like any other sharing method other than OWD, sharing rules cannot restrict access to records. To create a new sharing rule, go to Setup | Security | Sharing Settings, choose an object in the Sharing Rules section, and click the New button: There are two different kinds of sharing rules: Criteria-based…
Managing data categories – Certified Advanced Salesforce Admin Exam Guide
Managing data categories In the previous sections, we looked at how we can limit access to Knowledge with object-level security, field-level security, and record types through profiles and permission sets. If we want to restrict access to specific articles in a more granular way, we need to use data categories. By using these, we can…
Handling articles – Certified Advanced Salesforce Admin Exam Guide
Handling articles Knowledge home is a simple object list page where we can configure list views, as we do with any other object. To access this page, click on App Launcher and look for Knowledge. Click on a specific article (or create a new one) to access the article record page: Article view From here,…
Setting up Salesforce Lightning Knowledge
Setting up Salesforce Lightning Knowledge The easiest way to set up Salesforce Lightning Knowledge is by using the Lightning Knowledge Setup flow, which is accessible from Settings | Service Setup | View All | Knowledge Setup: Lightning Knowledge Flow activation This wizard executes the following actions: After completing the wizard, go to Setup | Object…