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.

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.

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.

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.

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.

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.

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.

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.

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.

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

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.

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.

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.

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.

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.