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Salesforce Admin Group, Trichy
How to crack Admin & Adv
Admin ?
1
Salesforce Admin Group, Trichy
Leader
Kadhar Basha J
Salesforce Dev
MST Solutions
2
Bavadharani Ganesan
Women In Tech Group, Trichy
Trailblazer Community Group Leader
MST Solutions
Meet the Speaker
3
Thanks to our Sponsor
4
Today’s Agenda
• Exam outline
• Syllabus
• Preparation Guide
• Tips & Tricks
• Sample Questions with Explanation
• Q&A
5
Who can do Admin & Adv Admin?
Question Admin Advanced Admin
Any Pre-
Requisite?
No Yes (Admin)
Who can do
this?
Fresher/Developer/QA/ anyone who
wants to gain Admin knowledge
Who wants to become
Administrator
About the Exam …
Logo
1. Content: 60 multiple-choice/multiple-select questions
2. 5 non-scored questions
3. Time allotted to complete the exam: 105 minutes
4. Passing score: 65%
5. Registration fee: USD 200, plus applicable taxes as required per
local law ( As per Indian law we need to pay 36 dollars as tax)
Retake fee: USD 100, plus applicable taxes as required per local
law
6. Prerequisite: None; course attendance highly recommended
7
Exam Outline
Logo
8
Admin Advanced Admin
Organizational Setup: 3% Auditing and Monitoring: 6%
User Setup: 7% Change Management: 10%
Security and Access: 13% Security and Access: 20%
Standard and Custom Objects: 14% Extending Custom Objects and Applications: 8%
Sales and Marketing Applications: 14% Sales Cloud Applications: 10%
Service and Support Applications: 13% Service Cloud Applications: 10%
Activity Management and Collaboration: 3% Content Management: 3%
Data Management: 10% Data Management: 10%
Analytics—Reports and Dashboards: 10% Analytics, Reports and Dashboards: 10%
Workflow/Process Automation: 8% Process Automation: 13%
Desktop and Mobile Administration: 3%
AppExchange: 2%
Security and Access
9
Admin Advanced Admin
Passwords - IP restrictions – login
restrictions - identity confirmation –
field level security – record type –
organization-wide defaults - roles and
the role hierarchy, manual sharing,
sharing rules, and public groups –
Profiles – Permission set- folders –
templates – dashboards- reports
Sharing model, controlled by parent, grant access
by hierarchies, profile vs. sharing rules,
communities’ security settings, field and record
level access, sharing rules, field level security, and
record types
Enterprise Territory Management and the
implications for the sharing model.
custom profiles, permission sets, and delegated
administration.
Good news for PAB holders!!!
10
What is my focus to
clear Admin Exam?
Sales and Marketing
Applications: 14%
Service and Support
Applications: 13%
Activity Management and
Collaboration: 3%
Trailmix
Logo
We strongly recommend a combination of hands-on experience and Trailhead trails.
https://trailhead.salesforce.com/en/users/strailhead/trailmixes/prepare-for-your-
salesforce-administrator-credential
https://trailhead.salesforce.com/en/users/strailhead/trailmixes/prepare-for-your-
salesforce-advanced-administrator-credential
11
How to start exam preparation?
12
1. Go through the syllabus. This will help us to avoid missing the topics while preparing for the exam
2. You can get the detailed syllabus in this link. https://www.vmexam.com/salesforce/salesforce-administrator-
certification-exam-syllabus
3. https://www.vmexam.com/salesforce/salesforce-advanced-administrator-certification-exam-syllabus Start
learning each and every topic in that table.
4. Refer https://help.salesforce.com/ always for each topics
5. Create separate developer org for your preparation.
6. Start implementing each and every topic in that particular org. Do some upgrades while preparing for ADV
Admin.
7. Learn considerations/limitations
8. Attend mock exams, practice exam questions. BUT DON’T MEMORIZE BLINDLY. It is just to check our
confidence level for our exam
9. Learn the topics based on the weightage.
Are you a real Trailblazer?
Do you want to get more practical
knowledge?
Not just MCQ’s?
13
Create one mini project for Admin/ADV Admin in your new org.
This Project should include all the scenarios by covering all the
exam topics.
Create scenarios with lot of fun and real time examples
Don’t make it too complex.
Take that mini project as a group challenge with your
colleagues/friends. This will highly motivate us to complete.
14
Sample questions
Logo
1. How many child objects can be included in report type?
15
3
Explanation: 1 Primary and 3 child objects
Refer: https://help.salesforce.com/apex/HTViewHelpDoc?id=reports_report_type_objects.htm
Sample questions
Logo
2.A user cannot see ‘New’ button to create campaign. But
they do have visibility to campaign records. What shall
we do?
16
a) Ensure that ‘Marketing user’ checkbox on the USER
record is selected.
b) Ensure that User’s PROFILE has CREATE permission on
campaign object.
Sample questions
Logo
3.Cosmic enterprises will be adding new product that
will be delivered once ordered but billed in quarterly
installments for one year. How to do it?
17
• Create default revenue schedule for the product
• Explanation: Revenue schedule – Buying bike in EMI
[Product will be delivered one time and payment will be done
with intervals]
• Quantity schedule – Newspaper [Payment one time, product
will be delivered with intervals]
Sample questions
Logo
4.Which are the 3 features of case?
18
Web to case
Phone to case
Email to Case
Macro
Case Teams
Sample questions
Logo
5.All users have standard profile assigned. The admin
would like all users able to create, edit, read contacts but
only managers allowed to delete contacts. What is the
best way to handle this?
19
CLONE the standard profile, remove delete permission on contact and assign
to all users. Create Permission sets that include Delete contact permission and
assign to Manager.
Sample questions
Logo
6. Which of the following are true?
20
a) 100 leads captured per day
b) Data entered in the web form is validated before a
record created in salesforce org
c) Spam entries cannot be successfully mitigated
d) The Default lead creator for web generated leads can be
specified
Sample questions
Logo
7. Your friend has completed insert operation using data
loader. Since it is a Friday, he wants to leave soon. He
wants you to complete the update operation. What record
attribute is used to update the record using Data Loader?
21
a. Record Type
b. Record name
c. Record ID
d. Created by Id
Sample questions
Logo
8. You have logged in to salesforce in the morning and
updated some records in order to show your TL that you
are working. After your TL went away, you also gone for
movie. After movie, you found that the salesforce org
automatically logged out. How did it happen?
22
Users are logged out after a certain period of inactivity
according to the session timeout value.
Set up-> session settings -> Default value -> 2 hrs. you can set
from 15 mins to 24 hrs
Sample questions
Logo
8. Assume that you have completed admin exam and you
are submitting the reimbursement request to your
manager. Your manager reviewed and found that he
needs to add the Exam code before approving. Can your
manager edit the record which is already submitted for
approval?
23
Sample questions
Logo
9. You have to Hide the wrongly created field for now.
How do it?
24
Page layout
Field level security
Field accessibility
Sample questions
Logo
10. Employee: I kept ‘Account’ as Private in OWD. So
that no one can see your record. I am pretty confident!
Manager: I can edit my records. Shall I see/edit your
record?
25
You?? Standard object -> default -> grant access using
hierarchy = True.
Are you ready for
Advanced Admin
Questions?
26
Sample questions
Logo
1. After uploading a changeset, you found that you forgot
to add dependent components. What is the best way to
add it?
27
• Clone the changeset in the source org and add the components
upload again
Sample questions
Logo
2. Migrate components from one production org to
another production org using Visual studio. Which of the
following is required during deployment?
28
a. Username and password
b. Target environment
c. Metadata components
d. Change set
e. Archives
Sample questions
Logo
3. How to remove existing quote and sync new quotes?
29
Click ‘Start sync’ button in Quote detail page
Sample questions
Logo
4. What type of forecast are available for collaborative
forecasting?
30
a. Forecast by Revenue
b. Forecast by Quantity
c. Forecast by sales stage
d. Forecast by Product family
Sample questions
Logo
5. Email should be sent to manager if the case is not
updated from ‘New’ status. What is the correct sequence
to do it?
31
Create Milestone, create entitlement process, create
milestone action and create entitlement record
Sample questions
Logo
6. As an approver, Daniel usually receives email
whenever approver request is sent. Now as a delegated
approver, He is not receiving any emails. Why?
32
a. ‘Receive approval requests email’ is set to only if I am
approver
b. Email approval response is disabled
Sample questions
Logo
7. What are the transfer options are available in chat –
omni channel?
33
a. Transfer To
b. Transfer to agent
c. Transfer to skill
d. Transfer to role
e. Transfer to group
Sample questions
Logo
8. What can be included in public groups?
34
a. Other Public group
b. User assigned to specific territories
c. Roles
d. Profiles
e. Permission sets
Sample questions
Logo
9. How ‘Controlled by parent’ work?
35
Sample questions
Logo
10. When opportunity assigned to a territory?
36
a. When opportunity is created using quick create or
manually from ‘opportunity’ tab
b. Opportunity created using Data import wizard
c. Opportunity creation using Lead conversion
d. When opportunity’s account is updated
exam outline &
pattern
Coverbasedon
weightage
Do Mini Project
solveonlinepractice
questions Success!
The road to success
37
Salesforce Hunt Contest Winners
38
• Ramya Ramanathan
• Pradeep Kumar Siva kumar
• Nandhini Parameswaran
• Lakshmi Priya S
• Abhishek Saha
Any Questions ?...
39
Share your
feedback
40
41

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How to crack Admin and Advanced Admin

  • 1. Salesforce Admin Group, Trichy How to crack Admin & Adv Admin ? 1
  • 2. Salesforce Admin Group, Trichy Leader Kadhar Basha J Salesforce Dev MST Solutions 2
  • 3. Bavadharani Ganesan Women In Tech Group, Trichy Trailblazer Community Group Leader MST Solutions Meet the Speaker 3
  • 4. Thanks to our Sponsor 4
  • 5. Today’s Agenda • Exam outline • Syllabus • Preparation Guide • Tips & Tricks • Sample Questions with Explanation • Q&A 5
  • 6. Who can do Admin & Adv Admin? Question Admin Advanced Admin Any Pre- Requisite? No Yes (Admin) Who can do this? Fresher/Developer/QA/ anyone who wants to gain Admin knowledge Who wants to become Administrator
  • 7. About the Exam … Logo 1. Content: 60 multiple-choice/multiple-select questions 2. 5 non-scored questions 3. Time allotted to complete the exam: 105 minutes 4. Passing score: 65% 5. Registration fee: USD 200, plus applicable taxes as required per local law ( As per Indian law we need to pay 36 dollars as tax) Retake fee: USD 100, plus applicable taxes as required per local law 6. Prerequisite: None; course attendance highly recommended 7
  • 8. Exam Outline Logo 8 Admin Advanced Admin Organizational Setup: 3% Auditing and Monitoring: 6% User Setup: 7% Change Management: 10% Security and Access: 13% Security and Access: 20% Standard and Custom Objects: 14% Extending Custom Objects and Applications: 8% Sales and Marketing Applications: 14% Sales Cloud Applications: 10% Service and Support Applications: 13% Service Cloud Applications: 10% Activity Management and Collaboration: 3% Content Management: 3% Data Management: 10% Data Management: 10% Analytics—Reports and Dashboards: 10% Analytics, Reports and Dashboards: 10% Workflow/Process Automation: 8% Process Automation: 13% Desktop and Mobile Administration: 3% AppExchange: 2%
  • 9. Security and Access 9 Admin Advanced Admin Passwords - IP restrictions – login restrictions - identity confirmation – field level security – record type – organization-wide defaults - roles and the role hierarchy, manual sharing, sharing rules, and public groups – Profiles – Permission set- folders – templates – dashboards- reports Sharing model, controlled by parent, grant access by hierarchies, profile vs. sharing rules, communities’ security settings, field and record level access, sharing rules, field level security, and record types Enterprise Territory Management and the implications for the sharing model. custom profiles, permission sets, and delegated administration.
  • 10. Good news for PAB holders!!! 10 What is my focus to clear Admin Exam? Sales and Marketing Applications: 14% Service and Support Applications: 13% Activity Management and Collaboration: 3%
  • 11. Trailmix Logo We strongly recommend a combination of hands-on experience and Trailhead trails. https://trailhead.salesforce.com/en/users/strailhead/trailmixes/prepare-for-your- salesforce-administrator-credential https://trailhead.salesforce.com/en/users/strailhead/trailmixes/prepare-for-your- salesforce-advanced-administrator-credential 11
  • 12. How to start exam preparation? 12 1. Go through the syllabus. This will help us to avoid missing the topics while preparing for the exam 2. You can get the detailed syllabus in this link. https://www.vmexam.com/salesforce/salesforce-administrator- certification-exam-syllabus 3. https://www.vmexam.com/salesforce/salesforce-advanced-administrator-certification-exam-syllabus Start learning each and every topic in that table. 4. Refer https://help.salesforce.com/ always for each topics 5. Create separate developer org for your preparation. 6. Start implementing each and every topic in that particular org. Do some upgrades while preparing for ADV Admin. 7. Learn considerations/limitations 8. Attend mock exams, practice exam questions. BUT DON’T MEMORIZE BLINDLY. It is just to check our confidence level for our exam 9. Learn the topics based on the weightage.
  • 13. Are you a real Trailblazer? Do you want to get more practical knowledge? Not just MCQ’s? 13
  • 14. Create one mini project for Admin/ADV Admin in your new org. This Project should include all the scenarios by covering all the exam topics. Create scenarios with lot of fun and real time examples Don’t make it too complex. Take that mini project as a group challenge with your colleagues/friends. This will highly motivate us to complete. 14
  • 15. Sample questions Logo 1. How many child objects can be included in report type? 15 3 Explanation: 1 Primary and 3 child objects Refer: https://help.salesforce.com/apex/HTViewHelpDoc?id=reports_report_type_objects.htm
  • 16. Sample questions Logo 2.A user cannot see ‘New’ button to create campaign. But they do have visibility to campaign records. What shall we do? 16 a) Ensure that ‘Marketing user’ checkbox on the USER record is selected. b) Ensure that User’s PROFILE has CREATE permission on campaign object.
  • 17. Sample questions Logo 3.Cosmic enterprises will be adding new product that will be delivered once ordered but billed in quarterly installments for one year. How to do it? 17 • Create default revenue schedule for the product • Explanation: Revenue schedule – Buying bike in EMI [Product will be delivered one time and payment will be done with intervals] • Quantity schedule – Newspaper [Payment one time, product will be delivered with intervals]
  • 18. Sample questions Logo 4.Which are the 3 features of case? 18 Web to case Phone to case Email to Case Macro Case Teams
  • 19. Sample questions Logo 5.All users have standard profile assigned. The admin would like all users able to create, edit, read contacts but only managers allowed to delete contacts. What is the best way to handle this? 19 CLONE the standard profile, remove delete permission on contact and assign to all users. Create Permission sets that include Delete contact permission and assign to Manager.
  • 20. Sample questions Logo 6. Which of the following are true? 20 a) 100 leads captured per day b) Data entered in the web form is validated before a record created in salesforce org c) Spam entries cannot be successfully mitigated d) The Default lead creator for web generated leads can be specified
  • 21. Sample questions Logo 7. Your friend has completed insert operation using data loader. Since it is a Friday, he wants to leave soon. He wants you to complete the update operation. What record attribute is used to update the record using Data Loader? 21 a. Record Type b. Record name c. Record ID d. Created by Id
  • 22. Sample questions Logo 8. You have logged in to salesforce in the morning and updated some records in order to show your TL that you are working. After your TL went away, you also gone for movie. After movie, you found that the salesforce org automatically logged out. How did it happen? 22 Users are logged out after a certain period of inactivity according to the session timeout value. Set up-> session settings -> Default value -> 2 hrs. you can set from 15 mins to 24 hrs
  • 23. Sample questions Logo 8. Assume that you have completed admin exam and you are submitting the reimbursement request to your manager. Your manager reviewed and found that he needs to add the Exam code before approving. Can your manager edit the record which is already submitted for approval? 23
  • 24. Sample questions Logo 9. You have to Hide the wrongly created field for now. How do it? 24 Page layout Field level security Field accessibility
  • 25. Sample questions Logo 10. Employee: I kept ‘Account’ as Private in OWD. So that no one can see your record. I am pretty confident! Manager: I can edit my records. Shall I see/edit your record? 25 You?? Standard object -> default -> grant access using hierarchy = True.
  • 26. Are you ready for Advanced Admin Questions? 26
  • 27. Sample questions Logo 1. After uploading a changeset, you found that you forgot to add dependent components. What is the best way to add it? 27 • Clone the changeset in the source org and add the components upload again
  • 28. Sample questions Logo 2. Migrate components from one production org to another production org using Visual studio. Which of the following is required during deployment? 28 a. Username and password b. Target environment c. Metadata components d. Change set e. Archives
  • 29. Sample questions Logo 3. How to remove existing quote and sync new quotes? 29 Click ‘Start sync’ button in Quote detail page
  • 30. Sample questions Logo 4. What type of forecast are available for collaborative forecasting? 30 a. Forecast by Revenue b. Forecast by Quantity c. Forecast by sales stage d. Forecast by Product family
  • 31. Sample questions Logo 5. Email should be sent to manager if the case is not updated from ‘New’ status. What is the correct sequence to do it? 31 Create Milestone, create entitlement process, create milestone action and create entitlement record
  • 32. Sample questions Logo 6. As an approver, Daniel usually receives email whenever approver request is sent. Now as a delegated approver, He is not receiving any emails. Why? 32 a. ‘Receive approval requests email’ is set to only if I am approver b. Email approval response is disabled
  • 33. Sample questions Logo 7. What are the transfer options are available in chat – omni channel? 33 a. Transfer To b. Transfer to agent c. Transfer to skill d. Transfer to role e. Transfer to group
  • 34. Sample questions Logo 8. What can be included in public groups? 34 a. Other Public group b. User assigned to specific territories c. Roles d. Profiles e. Permission sets
  • 35. Sample questions Logo 9. How ‘Controlled by parent’ work? 35
  • 36. Sample questions Logo 10. When opportunity assigned to a territory? 36 a. When opportunity is created using quick create or manually from ‘opportunity’ tab b. Opportunity created using Data import wizard c. Opportunity creation using Lead conversion d. When opportunity’s account is updated
  • 37. exam outline & pattern Coverbasedon weightage Do Mini Project solveonlinepractice questions Success! The road to success 37
  • 38. Salesforce Hunt Contest Winners 38 • Ramya Ramanathan • Pradeep Kumar Siva kumar • Nandhini Parameswaran • Lakshmi Priya S • Abhishek Saha
  • 41. 41