Salesforce Certified Admin - Practical Test Guide [15 Hours]

Explore profiles in the setup menu, compare standard and read-only users, and tailor access with field level security, tab settings, and object permissions, including cloning a profile to customize access.

Explore Salesforce profiles and object level security with practical examples. A marketing coordinator can read opportunities, not create or edit; a sales manager can read and edit, not delete.

Profile recap explains using profiles as the top level object security to control user access, tabs, and app visibility, and introduces permission sets for exceptions and one-off permissions.

Search for permission sets with quick find box, create a super user set, assign it to users, and grant object and field level access to accounts, contacts, and connected apps.

Apply permission sets to grant view, create, edit, and delete access for cases, accounts, and contacts. Modify super user permissions to allow transferring and converting leads and transferring cases.

Explore how permission sets extend object level access as exceptions to profile defaults, enabling specific sales users to create, edit, or transfer records while profiles remain the base restrictive access.

Examine organization wide defaults and sharing settings in Salesforce, including public read rights and transfer. Learn to override with grant access using hierarchies and set internal access.

Explain how to determine organization-wide defaults for objects by using three guiding questions, with examples to illustrate private versus public read access.

Explain organization wide default settings for opportunities and accounts, choosing public read-only for opportunities and public read/write for accounts so reps can view or edit as appropriate.

Learn how organization wide defaults establish the base, most restricted access for records you don’t own, and how role hierarchies, sharing rules, and manual sharing expand access.

Explore how role hierarchy grants access above organization wide defaults, using a top-down, family-tree style structure to control visibility of subordinate records.

Understand how org-wide defaults set the base access and how the rule hierarchy extends access to higher users. Learn how sharing rules provide criteria-based exceptions across multiple objects.

Create sharing rules in the sharing settings, define a California account criteria, and share those accounts with a public group and marketing role with read access.

Explore record level access using organization wide defaults set to private or public read only, with role hierarchy and manual sharing. Learn to manually share a lead in classic UI.

Control field level security in Salesforce using page layouts, field accessibility, and permission sets to manage visibility and editability of fields such as account number for specific profiles.

Master object and record level security in Salesforce admin by configuring profiles, permission sets, org-wide defaults, role hierarchy, sharing rules, and manual sharing, plus field level security and certificate management.

Manage Salesforce users by resetting passwords and handling forgotten or locked accounts with reset links. Learn to freeze users, apply temporary verification codes, and manage access.

Learn how public groups control user access, enable manual sharing, share records via sharing rules, and create a marketing group with assigned roles and members to apply owner-based sharing.

Explore standard and custom objects in Salesforce, view fields and relationships like opportunity linked to account, and manage layouts and custom fields in the object manager.

Create a custom object named certification to store medical certifications, configure the record name, auto number option, search, and relationships in object manager, and review system fields and page layout.

Add custom fields to a Salesforce object by choosing data types (date, text area) and configuring help text and requirements, then save fields like date of certification and expiration date.

Create and customize a web site field on a custom object with read-only security for select roles. Edit fields after creation, and preview the next video on relationship fields.

Learn how to create a custom object called certification organization, add a lookup relationship to the certification object, and display a related list of certifications on each organization.

Explore picklists in Salesforce by creating single-select and multi-select fields on opportunities, using value sets and global value sets, and enforcing valid data with restricted values.

Learn how to create field dependencies with a controlling field to govern values of a dependent field, using customer rating to handle upgrades and downgrades for new and existing customers.

Explore how relationships connect Salesforce objects using primary and foreign keys. Learn to view one-to-many links between accounts and contacts in the schema builder.

Compare lookup and master-detail relationships to determine the right Salesforce data model. Master-detail ties details to a master with dependent records, while lookup stays optional for loosely related objects.

Explore building a master-detail relationship in Salesforce by creating a medicine object linked to a certification, configuring the object, tab, app, and fields, and validating the parent-child relationship.

Explore many-to-many relationships in Salesforce using a junction object, linking medicine and certification, and compare lookup and master-detail relationships, including cascade delete and sharing rules.

Create a parks and recreation data model in salesforce, defining custom objects, fields, and relationships for parks, assets, and maintenance requests with role-based sharing.

Build a parks and recreation data model in Salesforce by creating three custom objects: park, assets, and maintenance requests, with fields like cross streets, hours of operation, and acres.

Create a parks and recreation data model by linking an asset object to parks with a master-detail relationship, and include asset id, description, total cost, age, and maintenance schedule.

Create a parks and recreation data model by linking maintenance requests to assets and parks, defining fields like request date, status, completion date, maintenance user, cost, and request type.

Configure Salesforce security for parks and recreation by cloning profiles, setting object and record access for assets and maintenance requests, and defining organization-wide defaults and sharing rules.

Create a cohesive data model and custom application with objects, fields, picklists, relationships, profiles, and org-wide defaults, then prepare visually readable interfaces with page layouts and lightning pages.

Explore how Salesforce Lightning tailors user interfaces, controlling what users see and how they see it, with page layouts, search layouts, and UI options to access objects and records.

Customize Salesforce page layouts to control fields, sections, and related lists, set required or read-only fields, and create multiple layouts by profile via the page layout editor.

Explore the lightning page editor to add, reorder, and activate components such as highlights, activities, messages, and related lists, setting default tabs and app defaults for Salesforce records.

Explore how search layouts control which fields appear in search results and lookups, customize list views for opportunities and accounts, and tailor views across objects like maintenance requests and parks.

Compact layouts act as mini page layouts that control displayed fields and the mobile view, allowing cloning, customization, and per-profile assignment for opportunities and parks.

Learn how record types tailor Salesforce opportunities for different business processes, using separate sales processes and layouts for business-to-business and business-to-consumer teams, with distinct stages and pick-list values.

Explore configuring global and quick actions in Salesforce to tailor the user interface and field visibility. Create a custom quick action, edit page layouts, and assign actions to assets.

Explore Lightning pages with tabs, rich text, activity, and page layouts; configure search layouts, record types, sales processes, pick lists, and UI options for quick actions and global actions.

Explore the sales cloud and its standard objects—lead, account, contact, and opportunity—to manage the full sales cycle from outbound marketing to forecasting, campaigns, products and prices, and close.

Learn lead management from capturing a lead, following lead path from qualification to conversion, assigning it to a sales rep, and converting to accounts, contacts, and opportunities with field mapping.

Adjust lead status values and order in the lead path by editing page layouts and object manager, adding stages like waiting for approval to support conversion flow.

Explore opportunity management in Salesforce by creating opportunities, aligning them with a sales process and stages, collaborating with teams, logging activities, and forecasting revenue from amount and probability.

Explore how Salesforce campaigns track marketing initiatives from emails and ads to direct mail and face-to-face engagements, measure responses and revenue, and show campaign influence across hierarchies and opportunities.

Enable campaign influence in marketing settings to activate the feature and set up campaign influence. Run campaign influence reports to identify how opportunities are influenced by specific campaigns.

discover how products and price books control pricing by linking opportunities to product line items through price books, creating standard and overseas price books, and setting list prices.

Explore the service cloud as a tool for customer service, learn its core functions, and master cases, case management, and case automation.

Explore the service console's one-page view that consolidates case details, related parties, knowledge articles, and history, with setup options and automation for service workflows.

Explore the case object in Salesforce, track customer service interactions from creation in the service console, capture contact details, product information, status and resolution, and apply automation and assignment rules.

Navigate service setup in the console by inviting users, assigning profiles, and customizing case statuses and email workflows, then enable knowledge base access and monitor metrics for cases and performance.

Set up email to case using Gmail as the provider and a support address to create inbound cases. Disable forwarding after testing to keep personal emails separate.

Create and test a first contact case auto response rule that automatically notifies customers by email using the case response template when a case is created.

Enable web-to-case, configure origin and recaptcha, choose fields like product, generate the form, and hand it off to the web team to create cases from submissions.

Navigate service cloud effectively by mastering cases, case management, and case automation, and set up web-to-case forms, escalation rules, and case assignment rules to rapidly launch a customer service portal.

Explore admin automation that validates data before commit with validation tools, and automates workflows to create records, send emails, and assign tasks using process builder and flow.

Create and test validation rules to ensure data quality, using formulas and is blank; enforce country if zip code is filled and require lead source before closing opportunities.

Learn how to create and activate workflow rules in Salesforce to automate tasks, emails, and field updates. See examples for ready for shipment, California account ownership, and priority change notifications.

Learn to build and activate Salesforce process builder flows, set criteria from record changes, update accounts, and propagate changes to contacts. Automate opportunities, campaigns, email alerts, and scheduled actions.

Build a Salesforce approval process for opportunities with discounts over 40 percent, using custom fields and an email template, then route approvals by managers and update the approval status.

Automate the discount approval process with process builder, triggering on opportunity changes when discount exceeds 40 percent, automatically assigning the approver via the manager field, and submitting for approval.

Launch a flow via a quick action on a page layout to create an opportunity, activate and save new versions, and map the current account and description.

Discover Salesforce formula fields, a read-only field that derives values from a formula, such as expected revenue from amount and probability, and open days using today and if/contains.

Enforce data integrity with validation rules and status checks to prevent open maintenance on inactive equipment. Use roll-up summaries to count active requests and ensure maintenance is completed before deactivation.

Explore validation rules that enforce start date before completion date and automate email to the city manager with workflow rules and roll-up fields in parks and recreation automation suite 4.

Master data management with the Salesforce import wizard, performing insert, update, or upsurge on accounts, contacts, leads, and opportunities. Understand its limits and duplicate checks.

Operate the data import wizard to prepare CSV data, clean duplicates, map field names to Salesforce fields, and import accounts and contacts in batches up to 50,000 records.

Learn to use the data import wizard to update existing accounts by matching on account name, add new records, map fields, and handle duplicates to import and modify data efficiently.

Explore how the import wizard compares to data loader, including limits and object support, and learn to configure duplicate rules and matching rules to prevent duplicates.

Explore how collaboration drives customer interactions in Salesforce by using activities—tasks and events—to log calls, meetings, and conference calls, share messages, records, and files, and report on activities.

Chatter lets Salesforce users share comments, files, and updates publicly or in groups, follow accounts or contacts, and engage with posts, polls, and questions.

Explore reports and dashboards to transform data into actionable insights, customize views for any object, and leverage visualization and Einstein to support informed decisions.

Access Salesforce reports via the report tab, organize with folders, manage private and shared reports, and customize with fields, filters, and columns before saving, running, and exporting to Excel.

Explore building and refining reports in Salesforce using the classic report builder, including opportunities, owner, and stage filters, plus dashboards, grouping by status, and bucket fields.

Create matrix reports in Salesforce by grouping opportunities by stage and lead source, then compute totals, averages, and percentage of total to reveal stage-driven revenue insights.

Explore different Salesforce report formats—tabular, summary, matrix, and joined—and how folder access and run as a specific user affect dashboards and report visibility.