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Advanced-Administrator

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Advanced-Administrator questions

Advanced-Administrator

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Advanced-Administrator

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Salesforce Exam Advanced-Administrator Questions Answers Test Simulator

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Advanced-Administrator Exam Topics

Security and Access: 20%

Within Salesforce, security is important to ensure users can only see the records they need, with sensitive information exposed to the specific users that require it.

This section of the exam focuses on the different mechanisms required to control record and field access. You’ll need to be clued up on areas such as:

  • Organization Wide Defaults (OWD)
  • Role Hierarchy
  • Profiles
  • Permission Sets
  • Field Level Security
  • Sharing Rules
  • Record Types
  • Security within Experience Cloud

You also need to understand Enterprise Territory Management, particularly how this can be used to share records. An Advanced Administrator is expected to compare Custom Profiles to Permission Sets and know what Delegated Administration can be used for.

The key here is being able to choose the right solution for the given problem. Make sure you understand when Profiles, Permission Sets, Sharing Rules, and Roles etc. should be used, and how they complement each other (or not!). For example, if a user has access to a record via sharing rules, but their profile doesnt allow access, although the record is shared with them, they won’t be able to access it.

Extending Custom Objects and Applications: 8%

This section of the exam guide talks about relationships within the system.

You need to understand what a master-detail relationship is, and how the parent/child relationship works. Think about how to use roll-up fields, the implications of deleting records when they have a master-detail, and when/how to use Junction Objects.

You also need to know what a Lookup field is, and the different configuration options for this type of field (particularly when deleting records or applying filters).

The exam is likely to directly compare these features, expecting you to choose the right option. You could also be asked about converting relationships from one type to the other.

Auditing and Monitoring: 6%

Within every Salesforce Administrators toolkit, there are various troubleshooting tools available such as the Debug Log and the Setup Audit Trail.

For this section, you need to know what functionalities these tools provide, and what tool to use based on the given scenario.

Even though these tools are not explicitly mentioned in the guide, you should also consider the following:

  • Field history tracking
  • Email log files
  • Feed tracking
  • Any other tools Salesforce Administrators use to help troubleshoot (login history etc.)

Sales Cloud Applications: 10%

Sales Cloud Applications make up 10% of the exam. You need to understand how to set up products, as well as the related objects they need to be used in practice: Price Books and Price Book Entries. You should ensure you understand how Product Schedules are configured, as well as how to grant access to Price Books.

The rest of this area is made up of Quotes, Forecasting, understanding the forecast hierarchy, forecast categories (Pipeline, Best Case etc.), and quotas.

Service Cloud Applications: 10%

In the Service Cloud section, you need to know how to set up and maintain a Knowledge base. Think about the licences required for this, and how to control access with record types and data categories.

The exam also covers Entitlements and Entitlement Processes. Be sure to try this out using the relevant Trailhead Modules, as hands-on is the best way to get your head around it!

As part of the Service offering, you may be asked how agents can interact with customers (and each other) using features such as:

  • Chat
  • Case Feed
  • Service Console
  • Experience Cloud
  • Omni Channel

Data Management: 10%

This section focuses on improving your Salesforce data quality, using features such as Validation Rules and Duplicate Detection to stop invalid or duplicate information.

Data management also covers enriching records, so make sure you know the difference between Data Import Wizard (no Opportunities!) and Data Loader in terms of bringing in information from other systems. You should also be aware of AppExchange solutions for bringing in third-party data.

The exam may also touch on archiving records such as activities, tasks, and events. Remember, you cant report on archived records!

Content Management: 3%

This section explores how to share files using Salesforce CRM Content and the different options available, for example, Public Links vs. Content Deliveries.

It may be easy to overlook this section as its worth only 3% (approx. one or two questions), but its still important to give you the best chance of acing the exam!

Change Management: 10%

As you might expect, Change Sets form a big part of this section. You need to know how they work and how they can be used to move your metadata (fields, page layouts etc.).

Its important to know that Change Sets cant be used between unrelated orgs or developer orgs. All environments (Sandboxes/Production) need to be linked to the same Production environment.

Dont forget to look into best practices when deploying changes such as:

  • Including dependencies.
  • Adding profiles/permission sets to include Field Level Security.
  • Ensuring code has enough coverage (75%).

You will also need to be aware of other options for moving metadata, such as Visual Studio Code or ANT Migration Tool.

Analytics, Reports and Dashboards: 10%

Its possible you already have a good grasp of these concepts as part of your role, however, this exam goes into the more advanced reporting features.

You need to understand when to use custom report types, what reporting snapshots are, and how to add charts or formulas into reports. You may also be asked how to bucket values, use cross filters, and use dashboard filters.

Remember, a joined report is essentially a collection of different reports together with a common grouping. A dynamic dashboard shows the user only the data they have access to.

Process Automation: 13%

Approval Processes are one part of this section. Remember, Approval Processes dont adhere to Validation Rules; for a record to go through the process, it needs to meet the entry criteria.

The other part of this section focuses on Process Automation (Workflow Rules, Process Builder, Flow), Formula Fields, and when to use (Apex) code instead of clicks.

Be sure you know what each automation tool can do, and consider completing the Process Automation Specialist Superbadge to familiarize yourself firsthand with these tools and how to use them.

 

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