Exam Objectives: Advanced Administrator

August 2, 2010

The Salesforce.com Certified Advanced Administrator exam measures a candidate’s knowledge and skills related to the objectives listed below. A candidate should have hands-on experience administering Salesforce CRM and have demonstrated application of each of the following features/functions.

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

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

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

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

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

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

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

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

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

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

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