Salesforce Advanced Administrator Exam Syllabus Topics:
| Section | Objectives | Weight |
|---|---|---|
| Analytics, Reports and Dashboards | - Given a scenario, determine the appropriate analytic tools to meet complex reporting requirements (custom report types, reporting snapshots, complex charting, custom summary formulas, bucketing, joined reports, cross filters, dynamic dashboards, dashboard filters). | 10% |
| Security and Access | - Given a scenario, determine the implications to record and field data access (Sharing model, controlled by parent, grant access by hierarchies, profile vs. sharing rules, Experience Cloud sites’ security settings, field and record level access, sharing rules, field level security, and record types). - Describe the capabilities of Enterprise Territory Management and the implications for the sharing model. - Compare and contrast the capabilities of custom profiles, permission sets, and delegated administration. | 20% |
| Extending Custom Objects and Applications | - Describe the appropriate use of relationship types when building custom objects (master-detail, lookup). | 8% |
| Sales Cloud Applications | - Explain how to customize and maintain products, price books, schedules, and quotes. - Describe the capabilities of forecasting (categories, hierarchy, quotas). | 10% |
| Service Cloud Applications | - Explain how to create and maintain Salesforce Knowledge (Article Record Types, data categories). - Explain how to create and maintain service entitlements and entitlement processes. - Describe the features of Salesforce which enable interaction between support agents and customers (Chat, Case Feed, Service Cloud Console, Experience Cloud sites, Omni-Channel). | 10% |
| Data Management | - Explain the tools and best practices for improving and enriching data quality (validation, managing duplicates, enriching, archiving). | 10% |
| Process Automation | - Given a scenario, troubleshoot an approval process. - Given a complex scenario, determine the solution using a combination of automation tools to solve a business problem (Process automation, formula fields, and when to use programmatic techniques). | 13% |
| Content Management | - Explain how to set up and maintain Salesforce Content. | 3% |
| Auditing and Monitoring | - Given a scenario, determine the appropriate tools for monitoring and troubleshooting system activity (debug log, set up audit trail). | 6% |
| Change Management | - Describe the options available to move metadata between environments (change sets, Salesforce extensions for Visual Studio Code). - Describe the capabilities and best practices for using change sets to move metadata between environments. | 10% |
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