Salesforce Certified Platform Administrator Study Guide. Launch and Elevate Your Salesforce Career - Helion

ebook

Autor: Mike Wheeler
ISBN: 9781098165703
stron: 524, Format: ebook
Data wydania: 2025-10-07
Księgarnia: Helion

Cena książki: 152,15 zł (poprzednio: 187,84 zł)
Oszczędzasz: 19% (-35,69 zł)

Osoby, które kupiły tę książkę, wybierały także »

Tagi: CRM

Whether you're just starting your Salesforce journey, planning a career shift, or simply curious about the world of cloud computing and customer relationship management (CRM), this practical book is the source you need. Packed with foundational knowledge and practical insights, the Salesforce Certified Administrator Study Guide helps you understand the cloud, CRM, and the entire Salesforce ecosystem.

Author Mike Wheeler, who's worked on the Salesforce platform as an administrator, developer, and consultant, takes you through the certification process and Salesforce's vast and dynamic realm. This book serves as a vital pathway to proficiency, ensuring that professionals are equipped to harness Salesforce's capabilities and stand out in the competitive landscape of digital transformation.

With this guide you will:

Explore the foundational concepts and architecture of Salesforce and its role as the leading CRM platform
Learn the intricacies of Salesforce administration from data management to customization and security
Understand the significance and structure of the Salesforce Administrator Certification, including the knowledge areas it encompasses
Navigate and configure the Salesforce platform with confidence, optimizing it for your organization's specific needs
Implement best practices in Salesforce administration, ensuring efficient and secure operations

Mike Wheeler holds eight Salesforce certifications and has worked professionally on the Salesforce platform as an administrator, developer, and consultant.

Osoby które kupowały "Salesforce Certified Platform Administrator Study Guide. Launch and Elevate Your Salesforce Career", wybierały także:

Wprowadzenie do Salesforce. Jak zoptymalizowa 99,00 zł, (49,50 zł -50%)
Microsoft Outlook 2016 Krok po kroku 58,18 zł, (44,80 zł -23%)
The Fintech Entrepreneur?s Guide 88,94 zł, (76,49 zł -14%)
Ultimate Guide to CGRC Certification 99,90 zł, (89,91 zł -10%)
Microsoft Power Platform Up and Running 79,90 zł, (71,91 zł -10%)

Spis treści

Salesforce Certified Platform Administrator Study Guide. Launch and Elevate Your Salesforce Career eBook -- spis treści

Preface
- Who This Book Is For
- How This Book Is Organized
- What You Need to Use This Book
- Conventions Used in This Book
- OReilly Online Learning
- How to Contact Us
- Acknowledgments
1. Introduction: The Salesforce Career Opportunity and Getting Started
- Introduction to Salesforce
- How to Use This Book to Prepare for the Salesforce Platform Administrator Certification
  - The Structure of This Book Follows the Exam Guide
- The Significance of Salesforce in the World of CRM
  - The Foundation of Salesforce Knowledge
  - What Is the Cloud?
    - Bridging the cloud and the internet
    - Data centers power the cloud
    - Cloud computing versus traditional computing
    - Salesforce and the evolution of cloud computing
    - Dispelling common misconceptions about the cloud
    - Salesforce updates and customization
  - Salesforce Multitenant Architecture Overview
- Opportunities and Career Paths in Salesforce Administration
  - The Role of a Salesforce Platform Administrator
  - Specialization and Advancement
  - Consulting and Strategy
  - Salesforce Ecosystem: Beyond Administration
  - Continuous Learning and Certification Maintenance
- Benefits of the Salesforce Platform Administrator Certification
  - Platform Administrator Certification Required
  - Other Salesforce Certifications
  - Salesforce Foundations Certifications
    - Salesforce Certified Platform Foundations
    - Salesforce Certified Marketing Cloud Engagement Foundations
  - Salesforce Certified Sales Foundations
  - Salesforce Certified Platform Developer
  - Salesforce Certified Marketing Cloud Engagement Foundations
  - Salesforce Consultant Certifications
  - Salesforce Designer
  - Salesforce Certified Platform Administrator II
  - Salesforce Architect
    - Salesforce Certified Application Architect
    - Salesforce Certified System Architect
    - Reach the peak as a Technical Architect
  - Choose Your Own Adventure
- Free Salesforce Learning Account Options
  - Signing Up for a Free Salesforce Developer Account
  - Signing Up for a Free Salesforce Trailhead Account
  - Creating a Salesforce Hands-On Org in Trailhead
    - Launching your Trailhead Playground connected Salesforce organization
    - Getting your login credentials to your Trailhead Playground
    - (Re)setting your Trailhead Playground org password
- Salesforce User Interface Tour
  - Salesforce Backend Setup Menu Tour
    - Setup Quick Find
    - Set up Most Recently Used items
    - Object Manager introduction
  - Salesforce Frontend User Interface Tour
    - Introducing the App Launcher
      - Navigating the App Launcher
      - Exploring All Apps and All Items from the App Launcher
      - Accessing reports and dashboards via the App Launcher
      - Accessing the Salesforce Recycle Bin via the App Launcher
      - App Launcher search
    - List views
    - Pinning a list view
    - Record detail pages
      - Related lists
      - Details tab
      - Hyperlinks and navigation
      - Activity management and Chatter
- Summary
2. Configuration and Setup: Organization Setup
- From the Exam Guide
- Company Settings
  - Accessing Company Settings
  - Business Hours
    - Business hours and SLAs
    - Setting organization business hours
    - Setting multiple business hours
  - Calendar Settings
    - Public Calendars and Resources
  - Company Information
    - Default organization settings: locale, language, and time zone
    - Default locale
    - Default language
    - Default time zone
    - Additional company information settings
  - Data Protection and Privacy
  - Fiscal Year Settings in Salesforce
    - Standard versus custom fiscal year
    - Considerations and implications of setting a custom fiscal year
  - Holidays
  - Language Settings
  - My Domain
- User Interface Settings
  - Declarative Configuration
  - User Interface Settings
    - Locating User Interface settings
  - App Menu
  - List Views
    - Accessing list views
    - Pinning list views
    - Sorting list views
    - Filtering list views
    - Creating new list views
    - Setting list view visibility
    - Adding, removing, and reordering fields to display in a list view
    - List view printable view
    - Creating charts from list views
    - Inline editing in list views
      - How inline editing works in list views
      - Enabling/disabling inline editing in your org
    - Mass updating records from a list view
    - The Kanban format
      - Interactive and real-time updates
    - Split view list view format
    - Which list view format should I use?
  - Global Actions
  - Lightning App Builder
- Summary
- Chapter 2 Quiz
3. Configuration and Setup: User Setup and Management
- From the Exam Guide
- User Management Basics
  - Access Your Own User Account
  - View User Login History
  - Troubleshoot Login Issues
- Create a User Account
- Set Password Policies in Your Salesforce Organization
  - Best Practices for Setting Password Policies
  - Adjust Salesforce Password Policies
- Multi-Factor Authentication
- Resolve Locked User Accounts
- Reset User Passwords
- Deactivate User Accounts
- Freeze User Accounts
- Log In As Any User
  - Enable Log In As Any User
  - Logging In As Any User
- User Personal Customizations
  - Make User Personal Customizations
  - Display and Layout Personal Customizations
  - Additional User Settings Options
- Summary
- Chapter 3 Quiz
4. Configuration and Setup: Security and Access
- From the Exam Guide
- Understanding the Salesforce Security Model
- Profiles
  - Enhanced Profile User Interface
  - Assigned Apps
  - Navigating to Other Profile Components
  - Object Settings
    - Create, read, update, and delete (CRUD)
    - Changing Object Settings
    - Tab Settings for an object and a profile
    - Record Type Settings for an object and a profile
    - Object permissions for an object and a profile
    - Field permissions for an object and a profile
  - System Permissions
  - Login Hours
  - IP Ranges
  - Session Settings (Profile Level)
  - Password Policies (Profile Level)
- Creating Custom Profiles
  - Limits to Customization
  - Cloning a Standard Profile
- Permission Sets
  - Permission Sets Grant More Rights
  - Similarities of Profiles and Permission Sets
  - Creating a Permission Set
  - Viewing a Permission Set Summary
  - Permission Set Groups
  - Creating a Permission Set Group
  - Permission Set Expirations
- Data Sharing and Access
  - Organization-Wide Defaults
    - OWD access levels
    - Default Internal Access
    - Default External Access
    - Grant Access Using Hierarchies
  - Role Hierarchy
  - Sharing Rules
    - Creating a sharing rule
  - Manual Sharing
  - Team Access
  - Territory Hierarchy
- Organization-Wide User Security Features
  - Setup Audit Trail
  - Session Settings (Org-Wide)
  - Password Policies (Org-Wide)
- Summary
- Chapter 4 Quiz
5. Object Manager and Lightning App Builder
- From the Exam Guide
- Data Versus Metadata: Understanding Salesforces Building Blocks
- The Object Manager: Where Data Meets Metadata
  - Navigating the Object Manager
  - Working with Standard and Custom Objects
  - Standard Object Architecture
    - Lead
    - Campaign
    - Account
    - Contact
    - Opportunity
    - Product and Price Book
    - Case
    - Knowledge
    - Assets
  - The Interconnected Nature of Core CRM Objects
- Salesforce Relationship Model
  - Lookup Relationships
  - Master-Detail Relationships
  - Understanding the Differences Between Lookup and Master-Detail Relationships
  - Junction Objects (Many-to-Many Relationships)
  - Best Practices for Setting Up Relationships
  - Relationships Between Standard Objects
  - Implications for User Access and CRUD Rights
  - Object Management Best Practices
  - Object Configuration Options in the Object Manager
    - Fields & Relationships
      - New custom field
      - Deleted fields
      - Field dependencies
      - Set history tracking
    - Page Layouts
      - Enhanced Page Layout Editor
      - Real-time preview
  - Enhanced Page Layout Editor Customization Options
    - Fields
    - Controlling field visibility and read-only settings
    - Buttons
    - Custom Links
    - Quick Actions
    - Mobile & Lightning Actions
    - Expanded Lookups
    - Related Lists
    - Adding a Field History related list to a page layout
    - Sections
    - Renaming a page layout
    - Page Layout actions
      - Creating a new page layout
      - Page layout assignments
  - Record Typesthe Adjectives of Salesforce
  - Field Types
    - Auto Number
    - Formula
    - Roll-Up Summary
    - Lookup Relationship
    - Master-Detail Relationship
    - External Lookup Relationship
    - Checkbox
    - Currency
    - Date/time
    - Email
    - Number
    - Percent
    - Phone
    - Picklist
    - Global Value Set
    - Multi-Select Picklist
    - Text
    - URL
    - Geolocation
- Schema Builder
- Lightning App Builder
  - Lightning App Page
  - Lightning Home Page
  - Lightning Record Page
    - Dynamic Forms
    - Lightning Components
  - Saving and Activating a Lightning Page
    - Organization Default activation
    - App Default activation
    - App, Record Type, and Profile activation
- Summary
- Chapter 5 Quiz
6. Attract, Attain, Retain: The Lifecycle of a B2B/B2C Relationship
- The Lifecycle of Customer Relationships
  - Salesforce Strengths
  - Salesforce Weaknesses
- Marketing Overview
  - AttractThe Goal of Marketing
    - Open the marketing application
    - Marketing home page
    - Access the Campaigns tab
  - What Is a Lead?
    - What is an open lead?
    - Where do leads come from?
    - Lead sources and marketing channels
      - Web-to-Lead forms
      - The fine art of gathering lead information
    - Lead nurturing and qualification
    - Lead Status field
    - Closing leadsto convert or not?
  - Introducing the Lead Conversion Process
- Sales Overview
  - AttainThe Goal of Sales
    - Opening the Sales application
    - Seller Home screen
  - Primary Sales Objects
  - Accounts Overview
  - Contacts Overview
  - How Are Contacts Related to Opportunities?
  - Contact Roles and Campaign Influence
  - Opportunities Overview
    - Stages of an Opportunity
    - Sales Path
      - Opportunity Stages and Probability
      - Opportunity Close Date and forecasting impact
      - Closed-lost Opportunities
- Service Overview
  - Open the Service Application
  - Case Overview and Status Field
  - Case Deflection
    - Experience Cloud: Customer self-service through Digital Experiences
    - Salesforce Knowledge and Knowledge articles
- Summary
- Chapter 6 Quiz
7. Sales and Marketing Applications
- From the Exam Guide
- The Customer Journey
- Campaigns: Mapping the Prospect to Customer Journey
  - Campaigns Overview
  - Campaign Members
    - Manage Campaign Members
    - Import Leads and Contacts
    - Send List Email
  - Campaign Details
  - Campaign Hierarchy
- Lead Management and Automation
  - Lead Processes
    - Lead Process considerations
    - Single Lead Process
    - Multiple Lead Processes
  - The Three Salesforce Standard Processes
    - Creating a Lead Process
  - Custom-to-Custom Field Mapping During Lead Conversion
    - Mapping lead fields
- Opportunities in Salesforce
  - Opportunity Stages and Probabilities
  - Sales Processes
  - Opportunity Amount and Expected Revenue Fields
  - Close Date and Forecast Category
  - Utilizing Contact Roles
  - Opportunity List View Formats
    - Table view
    - Kanban view
    - Tailoring Kanban views to your Sales Processes
    - Split view
- Products, Price Books, and Price Book Entries
  - Adding Products to Opportunities
  - Adjusting Quantities and Discounts on Opportunity Products
  - Price Books
  - Activating a Price Book
  - Managing Access to Price Books
- Collaborative Forecasting
  - Enabling Collaborative Forecasting
  - Choosing Forecast Periods
  - Adjusting Forecast Data
- Summary
- Chapter 7 Quiz
8. Service and Support Applications
- From the Exam Guide
- Service Cloud User Settings
  - Accessing the Service Setup Menu
  - Service Setup Home Screen
  - Service Setup Sidebar Menu
- Accessing the Service Application
- What Is a Case?
  - Adding Closed Status via Support Settings
  - Additional Support Settings Features
  - Case Subject and Description Fields
- Standard Service Console Overview
- Case Assignment Rules
  - Create Case Assignment Rules
  - Mass Reassigning of Cases
  - Case Queues
- Case Escalation Rules
  - Configuring an Escalation Rule
  - Testing Escalation Rules
- Case Status Designations
- Support Processes
  - Create or Edit Support Process
  - Assigning Support Processes to Case Record Types
- Case Deflection and Self-Service
  - Setting Up Knowledge Articles
    - Configuring Knowledge articles
    - Knowledge setup via Service Setup
    - Creating record types for Knowledge articles
    - Structuring Knowledge articles
  - Publishing and Managing Knowledge Articles
- Web-to-Case
  - Enabling Web-to-Case
  - Generating HTML for a Web-to-Case Page
- Email-to-Case
  - Setting Up Email-to-Case
  - Case Auto-Response Rules
  - Testing and Refining Email-to-Case
  - Case Teams
  - Case Team Roles and Predefined Case Teams
  - Team Access Management and Permissions
  - Adding the Case Team Related List to Page Layouts
  - Parent-Child Cases
- Summary
- Chapter 8 Quiz
9. Productivity and Collaboration
- From the Exam Guide
- Activity Management
  - Accessing Activity Management in the User Interface
  - Task Management in Salesforce
    - Creating a new task
    - Expanding the New Task window
    - Activity Timeline
    - Completing a task
    - Where else do tasks appear in Salesforce?
  - Logging Calls
    - Enabling Activity Related Lists
      - Open Activities related list
      - Activity History related list
  - Creating and Managing Events
  - Sending Emails from Salesforce
    - Email logs
    - Email deliverability
  - Salesforce Calendars
- Chatter for Collaboration
  - Launching the Salesforce Chatter App
  - Bookmarking Chatter Posts
    - Automatically following records you create
    - Chatter groups
    - Chatter streams
    - Enabling Chatter Feed Tracking
- Salesforce Mobile App
  - Downloading and Installing the Salesforce Mobile App
  - Logging In to the Salesforce Mobile App
  - Mobile Welcome Screen
  - Salesforce Mobile Navigation Menu
  - Chatter in Mobile
  - Today Page in the Salesforce Mobile App
  - Salesforce Mobile Home Page
- AppExchange
  - Use Cases for AppExchange Applications
- Summary
- Chapter 9 Quiz
10. Data and Analytics Management
- From the Exam Guide
- Data Management and Quality
  - Data Versus MetadataA Practical Example
  - Backup and Recovery Considerations
  - Data Import Preparation
- Data Import Wizard
  - Accessing the Data Import Wizard
  - Starting the Data Import Process
  - Configuring Field Mappings
  - Tracking Import Progress
- Data Loader
  - Installing and Configuring Data Loader
  - Working with Data Loader
    - Insert
    - Update
    - Upsert
  - Delete Versus Hard Delete
  - Export Versus Export All
  - Automating Data Loader Processing
  - Restoring Deleted Data Using the Recycle Bin
  - Data Export Service
  - DataLoader.io
  - Accessing DataLoader.io
- Duplicate Rules
  - Default Duplicate Rules and Matching Rules
  - Customizing Duplicate Rules
  - Duplicate Record Sets
- Analytics Management
  - Report Formats
  - Accessing Reports in Salesforce
    - Reports home page overview
    - Report folders and organization
      - Public folders
      - Private folders
  - Creating New Reports
  - Creating Tabular Reports
    - Applying filters
    - Adding fields to your report
    - Customizing report column display options
    - Saving and running reports
  - Creating Summary Reports
    - Adding charts to Summary reports
    - Chart availability and report formats
    - Summary report toggle options
  - Creating Matrix Reports
  - Creating Joined Reports
  - Exporting Reports
  - Subscribing to Reports
    - How to subscribe
    - Using conditional report subscriptions for proactive monitoring
- Custom Report Types
  - Using Custom Report Types in the Report Builder
  - Creating Custom Report Types
  - Editing a Custom Report Type Layout
- History Reports
  - Field History Reports
  - Case History Reports
- Campaign Influence Reports
- Converted Leads Reports
- Collaborative Forecast Reports
- Dashboards
  - Dashboard Tab and Folders Overview
    - Dashboard folders and organization
    - Finding and accessing existing dashboards
    - Impact on dashboards when source reports are deleted
  - Creating a Dashboard
    - Adding widgets to a dashboard
    - Dashboard widgets overview
    - Summary source report dashboard widget options
    - Matrix source report dashboard widget options
    - Dashboard data visibility: Running user versus dynamic dashboards
    - Static dashboards
    - Dynamic dashboards
    - Limits of dynamic dashboards
  - Adding Filters to a Dashboard
  - Dashboard Refresh and Limits
  - Subscribing to Dashboards
    - How to subscribe to a dashboard
    - How subscribed dashboards are delivered
    - Best practices for dashboard subscriptions
    - Downloading dashboards
- Summary
- Chapter 10 Quiz
11. Workflow/Process Automation
- From the Exam Guide
- Automation Home
- Approval Processes
  - Planning Your Approval Process
    - Approval process checklist
    - Creating a custom user hierarchical field
    - Creating email templates for approval processes
      - Text email templates
      - HTML email templates (using Classic Letterhead)
      - Custom email templates (without Classic Letterhead)
      - Visualforce email templates
  - Creating an Approval Process
  - Choosing a Wizard
    - The Jump Start Wizard
    - The Standard Setup Wizard
    - Adding an approval process related list
    - Testing an approval process
  - Activating an Approval Process
- Go with the Flow
  - Flow Builder
  - Record-Triggered Flows
  - Screen Flows
  - Schedule-Triggered Flows
  - Autolaunched Flows
  - Building a Flow
  - Flow Resources
  - Global Variables
- Flow Elements
  - Flow Element Types
    - Flow Interaction elements
    - Flow Logic element
    - Flow Data elements
  - Handling Errors in Flow with Fault Paths
  - Debugging and Testing Flows
  - Flow Version Management and Creating New Versions
  - Flow Trigger Explorer
  - Flow Templates
    - Using a Flow template
  - AppExchange Flow Solutions
  - Migrating Legacy Automations to Flow
  - The Automation Migration Process
- Adding Flow Descriptions with Salesforce Einstein
- Creating Flows with Prompts
- The Future of Flow
- Summary
- Chapter 11 Quiz
12. Preparing for the Salesforce Platform Administrator Certification
- If at First You Dont Succeed
- Try, Try Again
- Registering for the Exam
  - Creating a Pearson VUE Account
    - Scheduling your certification exam
    - Rescheduling your certification exam
    - Testing remotely from home with online proctored exams
  - Salesforce Certification Exam Retake Policies
    - Retakes do have some repeat questions
  - Testing Onsite at a Pearson VUE Testing Center
  - Certification Verification
  - Obtaining an Exam Voucher or Discount
  - Testing Onsite at a Salesforce-Sponsored Event
- Effective Study Techniques
  - Importance of Being Well Rested
  - Comprehensive Review of Your Study Materials
  - Practice Exams
- Test-Taking Strategies
  - Balanced Confidence
  - Dont Announce Your Attempt in Advance
  - Understanding the Exam Structure
  - Types of Questions on the Exam
    - Multiple choice
    - Multiple select
  - Effective Time Management During the Exam
    - First pass: Quick answering, marking for review, and consistent guesses
    - Second pass: Reviewing marked questions
    - Third pass: Finding like-kind questions and checking for mistakes
    - And if time allows: Memorize, memorize, memorize
  - Receiving Your Test Results
- Certification Verification
- Certification Maintenance
- Summary
- Chapter 12 Quiz
13. Salesforce Certified Platform Administrator Practice Test
- Exam Format and Time Allocation
  - Question Types and Scoring
  - No Partial Credit
  - Knowledge Area Breakdown
  - How to Use This Practice Test
  - Final Notes Before Taking the Exam
- Full Practice Test
A. Answer Keys
- Chapter 2 Answer Key
- Chapter 3 Answer Key
- Chapter 4 Answer Key
- Chapter 5 Answer Key
- Chapter 6 Answer Key
- Chapter 7 Answer Key
- Chapter 8 Answer Key
- Chapter 9 Answer Key
- Chapter 10 Answer Key
  - Chapter 11 Answer Key
  - Chapter 12 Answer Key
  - Chapter 13 Answer Key
Index