SFDC_AdvAdmin_Outline

Card Set Information

Author:
benprozinski
ID:
28614
Filename:
SFDC_AdvAdmin_Outline
Updated:
2010-08-01 07:42:58
Tags:
Salesforce Certification
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Description:
Salesforce.com Certified Advanced Administrator
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  1. Advanced Administrator should be able to
    • Set up and configure Salesforce CRM Ideas and Salesforce CRM Content
    • Create and optimize custom buttons and complex formulas, including those that span the Force.comdata model
    • Set up, deploy, and maintain security and access capabilities, including the sharing model, Lockout features, forensic investigation options, Delegated Administration, Territory Management, Role Hierarchy, and record types and page layouts
    • List capabilities of and configure properties of Force.com Connect for Microsoft Office, Force.comConnect for Lotus Notes, and Force.com Offline
  2. Advanced Administrator should be able to
    • Implement business processes using workflows, approvals, and formulas
    • Manage data using advanced filtering techniques, the Force.com Data Loader, and de-duplicationcapabilities; use validation rules, custom lookup fields, record types, and page layouts to maintain data quality
    • Manage storage usage
    • Recognize, set up, and configure use cases of the Force.com sandbox
  3. Advanced Administrator should be able to describe the capabilities of
    • The Force.com platform, including suitable custom applications to be developed using the platform and globalization features
    • Data quality management reports, adoption metrics and dashboards, custom report types, anddata audits
    • Apex Code, dynamic approvals, and related use cases
    • Visualforce, S-controls, and related use cases, button overrides, and Mass Action List buttons onrelated lists
    • The Force.com API and Metadata API, integration capabilities, and custom links
    • Development as a service (DaaS)/cloud computing
  4. What are the extra Salesforce.com CRM and Force.com applications?
    • Data Loader
    • applications from the AppExchange
    • Force.com Connect for Microsoft Office
    • Force.com Connect for Lotus Notes
    • Force.com Offline
  5. Objective: Software as a Service (SaaS) - 8%
    • Describe how to use Salesforce CRM applications for internal initiatives
    • Describe the capabilities of Salesforce CRM Ideas
    • Set up and configure Salesforce CRM Ideas
    • Submit an idea to Ideas
    • Identify where to go to stay current on new release information
    • List the various aspects of the Salesforce.com Community
    • Describe the capabilities of Salesforce CRM Content
    • Set up and configure Salesforce CRM Content
  6. Objective: Force.com (Platform as a Service) - 8%
    • Describe the Force.com platform
    • Describe the cloud computing model
    • Evaluate if the Force.com platform is suitable for an application based on a specific set of business requirements
    • Describe possible enhancements to a Force.com application
    • Identify potential features to assist in implementing Salesforce CRM globally
    • Use Salesforce CRM localization application functionality
  7. Objective: Application Essentials - 10%
    • Create a Force.com data model (objects, fields, relationships) for a given set of requirements
    • Create and optimize complex formulas
    • Use formula-based rules that span the relational data model
    • Describe use cases for creating a custom button
    • Create a custom button
  8. Objective: Security and Access - 13%
    • Analyze use cases of the Salesforce CRM sharing model
    • Describe how to use profiles to prevent users from logging in to the system during maintenance periods
    • Discuss the use cases in which a forensic investigation might need to take place
    • Describe the steps involved in a sharing model update process
    • Set up, deploy, and maintain the Delegated Administration functionality
    • Describe the use cases for Delegated Administration
    • Describe the effect of implementing Territory Management
    • Compare and contrast Territory Management and Role Hierarchy
    • Set up and configure Territory Management
    • Describe how to implement record types and page layouts
  9. Objective: Implementing Business Processes - 12%
    • Create workflows, approvals, and formulas to implement processes from management mandates
    • Compare and contrast the ways of using Salesforce CRM to automate business processes
    • Create a workflow rule with time-dependent actions
    • List the order in which automation features trigger when a user saves a record
    • Describe methods for troubleshooting automation
    • List and describe the functions of the Process Visualizer
  10. Objective: Managing Data - 12%
    • Retrieve data via reports by using advanced filtering techniques
    • Export data using the Data Loader and SOQL
    • Define “dirty data”
    • Correct inaccurate data within Salesforce CRM
    • De-duplicate data from Salesforce CRM
    • Describe how quality data is enforced while entering it into the system by creating validation rules
    • Describe how to use custom lookup fields and workflow field updates to maintain data quality
    • Describe how to use custom record types and page layouts to maintain data quality
    • Describe proactive measures to maintain effective storage usage
  11. Objective: Analytics & Reporting - 7%
    • Build reports to monitor data quality
    • Install and customize the Salesforce Adoption Dashboards from the AppExchange
    • Describe the data available on the Adoption Dashboards
    • Identify ways to audit data in an org
    • Create complex reports using custom report types
  12. Objective: Apex Code - 5%
    • Define Apex
    • Describe the capabilities of Apex
    • Describe the use cases of when to use Apex
    • Describe how to use Apex to create Dynamic Approvals
  13. Objective: Visualforce - 7%
    • Define Visualforce pages
    • Define Visualforce controllers
    • Describe the capabilities of Visualforce
    • Set up basic URL integrations
    • Describe the use of button overrides
    • Create mass action list buttons on related lists to modify records en masse
  14. Objective: Integrations - 13%
    • Define the Force.com API
    • Describe the capabilities of the Force.com API
    • List the commonly used API calls
    • Describe the capabilities of the Metadata API
    • Define Web Applications and Web Controls
    • Use custom links to let reps link internally to other Salesforce CRM pages and to external Web sites
    • Describe integration options that promote adoption
    • Define the different methods of integrating a public Web site with Salesforce
    • Describe the capabilities of Force.com Connect for Microsoft Office
    • Create and upload mail-merge templates using Force.com Connect for Microsoft Office
    • Describe the capabilities of Force.com Connect for Lotus Notes
    • Describe the capabilities of Force.com Offline
    • Set up and configure Force.com Offline
  15. Objective: Sandbox & Development as a Service (DaaS) - 5%
    • Define DaaS
    • Describe the use cases of the Force.com Sandbox
    • Set up and configure the Force.com Sandbox
  16. What are the Objectives for the exam?
    • Software as a Service (SaaS): 8%
    • Force.com (Platform as a Service): 8%
    • Application Essentials: 10%
    • Security and Access: 13%
    • Implementing Business Processes: 12%
    • Managing Data: 12%
    • Analytics & Reporting: 7%
    • Apex Code: 5%
    • Visualforce: 7%
    • Integrations: 13%
    • Sandbox & Development as a Service (DaaS): 5%

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