Dec '24 • UNcertified
ACE Learning Lab - Admin Certification Prep Overview
ACE Learning Labs - December 05
Meeting Purpose
Key Takeaways
- Salesforce security model is built on profiles (defining object/field access) and sharing rules (controlling record-level access)
- Understanding the differences between standard vs custom objects/fields is crucial for admin capabilities
- Exam strategy: Eliminate wrong answers, don't make assumptions, and consider scalability when choosing between similar options
- Consistent study habits, hands-on practice, and a structured approach to exam preparation are key to success
Topics
Salesforce User Basics
- Users have unique logins based on purchased licenses and assigned profiles
- User record contains personal info, security settings, and locale preferences
- Locale controls time zone, language, currency, and data formatting for the user
- Multi-currency orgs calculate exchange rates relative to company default
Profiles and Record Access
- Profiles control object/field access, UI elements, and system permissions
- Record access depends on ownership and sharing rules (OWD, role hierarchy, sharing rules, manual sharing)
- "View All" and "Modify All" permissions override normal sharing restrictions
Standard vs Custom Objects/Fields
- Standard objects are pre-built and have limited customization options
- Custom objects/fields offer full control but require careful management to avoid data issues
- Page layouts and record types allow for tailored user experiences based on profiles
Data Management
- Import Wizard (<50k records) vs Data Loader (larger imports, more objects)
- Consider duplicate prevention, workflow triggers, and data validation when importing
- Understand system requirements and picklist restrictions to avoid import failures
Reports and Dashboards
- Four report formats: Tabular, Summary, Matrix, and Joined
- Dashboard components pull from underlying reports
- Running user determines data visibility, but viewer's access still applies to underlying reports
Chatter and Communities
- Chatter reduces email, enables contextual conversations on records/groups
- Communities extend access to customers/partners with varying levels of data visibility
Exam Preparation Strategies
- Schedule exam 2-4 weeks out (full-time study) or 8-16 weeks (part-time)
- Create a study guide based on exam objectives and trailhead content
- Practice hands-on in a sandbox environment
- Use test-taking strategies: eliminate wrong answers, manage time, mark questions for review
Next Steps
- Create a personalized study schedule based on available time and exam date
- Review and practice hands-on with key Salesforce concepts, especially security model and customization options
- Develop a "cheat sheet" summarizing key points for each exam objective
- Schedule the exam and prepare mentally for the test-taking experience
2
1 comment
ACE Learning Lab - Admin Certification Prep Overview
powered by
skool.com/ace-consultant-academy-8494
Salesforce professionals working to improve our skills, increase our income, and help others to do the same. From First Step to Founder. Join Now
Suggested communities
Powered by