Yvonne W.

This Document is a simple learning manual which I have collected

for during my learning process to become a salesforce Admin and
then to be a developer. I hope you find them Useful.
If you have any suggestions, comments or questions, please post
them on twitter @Yv0nne_W
First start on Trailhead, Its free and you will earn badges on the go, yay! Start with beginner, then
Intermediate by the time you done with the Trails, you half Admin trailmix.
Trailhead:
●Admin Beginner  https://trailhead.salesforce.com/trails/force_com_admin_beginner
●Admin Intermediate  https://trailhead.salesforce.com/trails/force_com_admin_intermediate
●Admin Trailmix https://trailhead.salesforce.com/users/00550000006yDdKAAU/trailmixes/prepare-
for-your-salesforce-administrator-credential
Practice test:
After trailhead, you need practice test questions to gauge whether or not you're ready for the Admin
exam.
Mike Wheeler exam practice are the one I used on udemy  https://www.udemy.com/salesforce-
administrator-certification-practice-tests/
Also Salesforce have practice test too 
http://certification.force.com/pkb/articles/Public_KB/Administrator-Practice-
Test/?q=admin+practice+test&l=en_US&fs=Search&pn=1
Tips studying and Exam Strategy:
Merivis http://www.merivisblog.com/study-salesforce-admin-exam/
David Liu http://www.sfdc99.com/2017/04/22/certification-test-taking-strategies/

Exam Outline:
STANDARD AND CUSTOM OBJECTS 15%
• Given a scenario, determine how to create and assign page layouts, record types and business
processes for custom and standard objects
Build Page Layouts for Custom Objects http://sforce.co/2HKsrwg
Create Page Layouts http://sforce.co/2GEDis3 and Page Layouts in Lightning Experience
http://sforce.co/2FVyihL
Assign Page Layouts to Profiles or Record Types http://sforce.co/2FUw1Dt
Introduction to Custom Objects https://youtu.be/F9PT4-JoTuI
Creating Record Types with Page Layouts https://youtu.be/qKSpM1kNpxI
Trailhead
https://trailhead.salesforce.com/en/modules/lex_migration_customization/units/lex_migration_c
ustomization_layouts_ui
Create and assign page layouts, record types http://www.salesforcetutorial.com/page-layouts-
and-record-types-in-salesforce/
• Describe the standard object architecture and relationship model
Data model https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/data_model.htm
Entity Relationship Diagram  https://youtu.be/cli1PDzvECk
• Explain how to create, delete, and customize fields and page layouts on standard and custom
objects, and understand the implications of deleting fields.
Difference between Standard and Custom Objects http://sforce.co/2hKp51n
Trailhead https://trailhead.salesforce.com/en/modules/data_modeling/units/objects_intro
 Create Custom Fields http://sforce.co/2mfwBmC
Difference between Standard Fields and Custom Fields http://sforce.co/2FSlpVD
Delete Fields http://sforce.co/2CxqOTx
Page Layouts http://sforce.co/2ze9gtz
Custom Field Types http://sforce.co/2GXYjwO
Notes on Changing Custom Field Types http://sforce.co/2FTvXDU
Roll-Up Summary Field http://sforce.co/2hHBSS1
Fields and Page Layouts https://www.shellblack.com/administration/usability-fields-and-page-
layouts/
Object Relationships http://sforce.co/2xoL8Rm
Considerations for Relationships http://sforce.co/2GwyhRj

SALES AND MARKETING APPLICATIONS 15%

• Given a scenario, identify the capabilities and implications of the sales process.
Trailhead
https://trailhead.salesforce.com/modules/admin_intro_opptys_leads/units/admin_intro_opptys_
leads_opportunities
You tube shellback https://youtu.be/tHTbj-3tTkc
• Given a scenario, identify the appropriate sales productivity features using opportunity tools
and know when products and Price Books should be used (e.g., big deal alerts, update
reminders, similar opportunities, competitors, team selling).
Products Concepts http://sforce.co/2yWjCPC
Product Schedules http://sforce.co/2FE132o
Manage Price Books http://sforce.co/2G6O5xq
Trailhead
https://trailhead.salesforce.com/modules/lex_migration_whatsnew/units/lex_migration_whatsn
ew_crm
Video https://youtu.be/W4St6U3xypE
Customize Big Deal Alerts http://sforce.co/2HO2Z8S
Reminders to Update Opportunities http://sforce.co/2zDmGzu
Guidelines for Finding Similar Opportunities http://sforce.co/2GIU5dN
• Describe the capabilities of lead automation tools and campaign management.
http://resources.docs.salesforce.com/198/11/en-
us/sfdc/pdf/salesforce_campaign_implementation_guide.pdf
Lifecycle of Campaigns http://sforce.co/2xr6i4f
Campaign Hierarchies http://sforce.co/2Hym5ko
Understanding Customizable Campaign Influence http://sforce.co/2ju0bU9
Manage Campaign Members http://sforce.co/2GMXng8
http://resources.docs.salesforce.com/198/11/en-
us/sfdc/pdf/salesforce_lead_implementation_guide.pdf
Create Assignment Rules for Lead Distribution http://sforce.co/2FTYLMz
Create a Queue for Lead Distribution http://sforce.co/2G8zamw
Campaign Hierarchies http://sforce.co/2Hym5ko
• Describe the capability of Salesforce Content
Salesforce CRM Content http://sforce.co/2FTJfAi
Set up Content Deliveries http://sforce.co/2HPF4pE
SECURITY AND ACCESS 14%
• Explain the various organization security controls (e.g., passwords, IP restrictions, identity
confirmation, and network settings).
Trailhead https://trailhead.salesforce.com/modules/data_security
Trailhead https://trailhead.salesforce.com/en/modules/lex_implementation_user_setup_mgmt
• Given a user request scenario, apply the appropriate security controls based on the features
and capabilities of the Salesforce sharing model (e.g., organization-wide defaults, roles and the
role hierarchy, manual sharing, sharing rules and public groups).
Who Sees What: Overview (Lightning Experience) https://youtu.be/GOIPH0aLY0E
OWDs, Sharing Rules and the Role Hierarchy https://youtu.be/qZziJ_jodnA
User sharing http://sforce.co/2FXEJRt
Understanding User sharing http://sforce.co/2HMsec0
• Given a scenario, determine the appropriate use of a custom profile or permission set using the
various profile settings and permissions.
https://help.salesforce.com/articleView?id=000198725&language=en_US&type=1
Profiles http://sforce.co/2zoLg73
Permission Sets http://sforce.co/2GIaaQT
Delegate Administrative Duties http://sforce.co/2GL2a1G
• Describe how folders can be used to organize and secure communication templates,
dashboards, reports, and documents
Document Libraries http://sforce.co/2zhkPAc
Differences between Files, Salesforce CRM Content, Salesforce Knowledge, Documents, and
Attachments http://sforce.co/2frfejk
Creating and Editing Folders http://sforce.co/2HNKIZE

SERVICE AND SUPPORT APPLICATIONS 12%

• Describe the capabilities of case management (e.g., case processes, case settings, and case
comments).
http://thesalesforcetutorial.com/case/case.html
• Given a scenario, identify how to automate case management (e.g., case assignment, auto-
response, escalation, web-to-case, email-to-case, case teams).
https://trailhead.salesforce.com/modules/service_basics/units/service_basics_automate_case_
management
Web-to-Case http://sforce.co/2HNoYgu
Email-to-Case http://sforce.co/2G4reTg
Configure General Support Settings http://sforce.co/2FTPTGK
• Describe the capabilities of solution management (e.g., settings, categories, processes) and
Salesforce Knowledge.
Solutions Overview http://sforce.co/2FUonJ3
Salesforce Knowledge Documentation Overview http://sforce.co/2FU9iaz
• Describe the capabilities of the Community application (e.g. Ideas, Answers).
Set up Answers in Communities http://sforce.co/2HPxThw
Answers Overview http://sforce.co/2FXBppr
Encourage Idea Creation and Sharing in Salesforce Communities http://sforce.co/2FT6Zok
http://resources.docs.salesforce.com/212/12/en-
us/sfdc/pdf/salesforce_portal_to_community_migration_cheatsheet.pdf
WORKFLOW/PROCESS AUTOMATION 12%
• Given a scenario, identify the appropriate automation solution based on the capabilities of
workflow/process.
Workflow http://sforce.co/2oFkDoy
Which Automation Tool Do I Use? http://sforce.co/2Amcfie
Trailhead https://trailhead.salesforce.com/en/trails/automate_business_processes
• Describe capabilities and use cases for the approval process.
Approvals http://sforce.co/2fyw93N
ANALYTICS - REPORTS AND DASHBOARDS 10%
• Describe the options available when creating or customizing a report (e.g., report type, report
format, fields, summarizing data, filtering data, charting, scheduling, and conditional
highlighting).
Reports and dashboards https://youtu.be/0CMX96wMrWs
Build a Report http://sforce.co/2Bn1YBU
Customizing Reports http://sforce.co/2zIxsCr
Trailhead https://trailhead.salesforce.com/modules/lex_implementation_reports_dashboards
Trailhead https://trailhead.salesforce.com/modules/reports_dashboards
Set up Historical Trend reporting http://sforce.co/2zw0Iyv
Get the Most out of Summary Formulas: Tips, Limits, and Limitations http://sforce.co/2GxGRzl
• Describe the impact of the sharing model on reports.
Share a Report or Dashboard Folder in Salesforce Classic http://sforce.co/2fgvhxb
User Permissions for Sharing Reports and Dashboards http://sforce.co/2nJ7BYL
Access Levels for Report and Dashboard Folders http://sforce.co/2HDbdBI
• Describe the options available when creating and modifying dashboards (e.g., dashboard
components, data sources, chart types, scheduling, and running user).
Build a Dashboard http://sforce.co/2GwQZbj
Dashboards http://sforce.co/2flM6dt
Chart Types http://sforce.co/2FgMClf
Chart Properties http://sforce.co/2HsuNjT
Add a Dashboard Component in Salesforce Classic http://sforce.co/2CtiZ1e
• Describe the capabilities of custom report types
Create a Custom Report Type http://sforce.co/2jlucX3
Manage Custom Report Types http://sforce.co/2HLPFly
Limits on Report Types http://sforce.co/2GLjrYz
DATA MANAGEMENT 8%
• Describe the considerations when importing, updating, transferring, and mass deleting data
(e.g., CSV files, field matching, matching types, record IDs, external IDs, duplicate records).
Salesforce http://salesforce.vidyard.com/watch/ARIjWm2qrDkJVJxEhReFug
Trailhead https://trailhead.salesforce.com/modules/lex_implementation_data_management
Notes on Importing Data http://sforce.co/2HP9sRj
Delete Multiple Records and Reports http://sforce.co/2G818P5
• Given a scenario, identify tools and use cases for managing data (e.g., data loader, data import
wizard).
Trailhead https://trailhead.salesforce.com/projects/import-and-export-with-data-management-
tools
Choosing a Method for Importing Data http://sforce.co/2GM3n8V
 • Describe the capabilities and implications of data validation tools.
Validation Rules http://sforce.co/2C0uQQU
Validation Rule Considerations http://sforce.co/2EdIiVR
• Describe the different ways to back up data (e.g., weekly data export service, exports, data
loader).
Backup and restore your Salesforce data http://sforce.co/2GcmFqd
Export Backup Data from Salesforce http://sforce.co/2xw4VRE
USER SETUP 7%
• Identify the steps to set up and/or maintain a user (e.g., assign licenses, reset passwords, and
resolve locked user accounts).
Add a Single User http://sforce.co/2fofIH6
Guidelines for Adding Users http://sforce.co/2xQmYlH
Unlock Users http://sforce.co/2mekp5G
Reset Passwords for Your Users http://sforce.co/2DFtqPR
Monitor Login History http://sforce.co/2HRTd5Z
Monitor Setup Changes http://sforce.co/2xKckgm
• Understand the implications of activating, deactivating, or freezing a user.
Deactivate (Delete) Users http://sforce.co/2mEJZ3X
Considerations for Deactivating Users http://sforce.co/2xXTBfy
Freeze or Unfreeze User Accounts http://sforce.co/2BJaQBH

ACTIVITY MANAGEMENT AND COLLABORATION 3%

• Describe the capabilities of activity management (e.g., manage tasks, events, public calendars,
multi-day events, cloud scheduler).
Activities http://sforce.co/2znXnRX
Cloud Scheduler Retired in winter '18 http://sforce.co/2GbRI5h
• Describe the features of Chatter (e.g., feed, groups, following, security)
Chatter Overview http://sforce.co/2xM39fs
Share a Chatter Post http://sforce.co/2GLJFdl
Chatter Tab Overview http://sforce.co/2xNs2r5
Video https://youtu.be/sV_JPnHVv-M
Video http://salesforce.vidyard.com/watch/L6lwYMJUyH1n8sKr7KQDaA

ORGANIZATION SETUP (GLOBAL UI) 2%

• Describe the information found in the company profile (e.g., fiscal year, business hours,
currency management, default settings, company information).
Manage Information about Your Company http://sforce.co/2G0nvTe
Custom tabs http://sforce.co/2GN3HEp
• Distinguish between the various UI features that an administrator controls, including the
implications (e.g., UI settings, search settings, list views, home page layouts)
List View http://sforce.co/2wQmEDt
User Interface Settings http://sforce.co/2xYJ0Ru

DESKTOP AND MOBILE ADMINISTRATION 1%

• Describe the capabilities of Salesforce1
Video https://youtu.be/cONIaRoV1RY
Video https://youtu.be/Q_SF-uF_VaA
Global Actions http://sforce.co/2oHzDCc
 Object-Specific Actions http://sforce.co/2GMFlKO
Video https://youtu.be/LgpWEf7Vgy8
Salesforce A administrator's overview http://sforce.co/2G0BhoU
• Describe the installation and synchronization options of Salesforce Lightning for Outlook.
Install and Set Up Salesforce for Outlook http://sforce.co/2xzlD2z
Syncing Between Microsoft® Outlook® and Salesforce http://sforce.co/2xA57PT
My Unresolved Items http://sforce.co/2Hfq98W

APPEXCHANGE 1%
• Identify use cases for AppExchange applications.
https://www.salesforce.com/solutions/appexchange/faq/
Who can use AppExchange? http://sforce.co/2hN1QmO
Understanding Packages http://sforce.co/2G6G2AR