Advanced-Administrator
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Advanced Admin (Advanced-Administrator)
Advanced Administrator Salesforce Certified Advanced Administrator equips experienced admins with deep expertise in security, custom object extensions, auditing, and advanced Sales and Service Cloud features, enabling robust, scalable solutions.
105
Minutes
60
Questions
65/100
Passing Score
$200
Exam Cost
Who Should Take This
Mid‑career Salesforce administrators with two to five years of hands‑on experience who manage security, automation, and deployments benefit from this certification. They seek to validate their ability to design, implement, and optimize complex configurations across Sales and Service Cloud, positioning themselves for senior or specialist roles.
What's Covered
1
Domain 1: Security and Access
2
Domain 2: Extending Custom Objects and Applications
3
Domain 3: Auditing and Monitoring
4
Domain 4: Sales Cloud Advanced Features
5
Domain 5: Service Cloud Advanced Features
6
Domain 6: Advanced Data Management
7
Domain 7: Content and Knowledge Management
8
Domain 8: Change Management and Deployment
9
Domain 9: Advanced Analytics and Automation
What's Included in AccelaStudy® AI
Adaptive Knowledge Graph
Practice Questions
Lesson Modules
Console Simulator Labs
Exam Tips & Strategy
20 Activity Formats
Course Outline
69 learning goals
1
Domain 1: Security and Access
4 topics
Advanced Record Access
- Configure implicit sharing mechanisms including parent-child record access inheritance, portal user sharing sets, account team sharing, and the cascading impact of master-detail relationship changes on record visibility
- Configure criteria-based sharing rules using complex filter logic, cross-object field references, and guest user sharing rules to extend access beyond organization-wide defaults for specific business scenarios
- Analyze sharing model performance issues including sharing recalculation triggers, group membership calculations, defer sharing options, and optimization strategies for orgs exceeding sharing rule limits
Platform Encryption
- Configure Shield Platform Encryption including tenant secret generation, encryption policy assignment to fields and files, key rotation schedules, and bring-your-own-key integration for data protection compliance
- Analyze encryption impact on platform features including deterministic versus probabilistic encryption effects on search, filters, reports, and formula fields to design encryption strategies minimizing functionality loss
Event Monitoring and Transaction Security
- Configure event monitoring including login forensics event types, API usage tracking, report export events, URI events, and Lightning page view events for comprehensive user activity auditing
- Configure transaction security policies including policy conditions, event types, notification actions, block actions, and multi-factor authentication enforcement for real-time threat response
- Analyze security audit requirements to design monitoring strategies combining event monitoring, field audit trail, setup audit trail, and transaction security for SOX and HIPAA compliance reporting
Authentication and Session Management
- Configure single sign-on using SAML-based federation including identity provider metadata, assertion attributes, Just-in-Time provisioning, and multiple SSO configurations for multi-IdP environments
- Configure session-based permission sets, login flows with custom UI steps, high-assurance session requirements, and connected app session policies for context-aware access enforcement
- Configure My Domain settings including login policy enforcement, redirect policies, branded login pages, and identity provider discovery for streamlined authentication experiences
- Analyze authentication architecture to design a multi-factor authentication policy spanning internal users, community portal users, and API integrations with appropriate session security levels and trusted IP ranges
2
Domain 2: Extending Custom Objects and Applications
3 topics
Custom Metadata and Settings
- Configure custom metadata types including field definitions, record management, packageable deployment, and usage in validation rules and flows for declarative application configuration
- Configure custom settings including hierarchy and list custom settings, caching behavior, governor limit impact, and access patterns for application-level configuration storage
- Analyze requirements to recommend custom metadata types versus custom settings versus custom objects for storing configuration data based on deployability, query cost, and caching characteristics
Dynamic Forms and Lightning Pages
- Configure dynamic forms including field sections with visibility rules, component-level conditions based on record field values, and dynamic actions for context-sensitive Lightning record pages
- Configure Lightning page assignments using activation criteria including app, record type, and profile-based assignments for tailored user experiences across different organizational roles
- Analyze user interface requirements to design Lightning record page strategies using dynamic forms, conditional components, custom components, and related list customizations for complex record types
Actions and Global Quick Actions
- Configure object-specific and global quick actions including create, update, and log-a-call actions with predefined field values, action layouts, and Lightning component actions for streamlined data entry
- Analyze action requirements to design mobile-optimized action strategies combining publisher actions, global actions, and smart actions for field team productivity
3
Domain 3: Auditing and Monitoring
3 topics
Audit Trail and History
- Configure field history tracking including field selection per object, the 20-field tracking limit, history record retention, and field audit trail add-on for extended compliance data retention
- Configure setup audit trail monitoring including tracking of metadata changes, security setting modifications, automation updates, and user permission changes for administrative oversight
- Analyze audit trail data to investigate unauthorized configuration changes, trace user permission modifications, and produce compliance documentation for SOX and regulatory audit requirements
Debug Logs and System Health
- Configure debug log trace flags including user-specific, class-specific, and trigger-specific log levels across Apex, database, workflow, validation, and callout categories for issue diagnosis
- Analyze debug log output to identify governor limit violations, inefficient SOQL queries, excessive loop iterations, and flow interview bottlenecks in production automation failures
System Performance Monitoring
- Configure system overview monitoring including storage usage tracking, API limit consumption, batch job queue health, and scheduled job monitoring for proactive org performance management
- Analyze system health indicators to identify storage growth trends, API limit pressure, and scheduled job conflicts, then recommend capacity planning and cleanup strategies for optimal org performance
4
Domain 4: Sales Cloud Advanced Features
3 topics
Territory Management
- Configure Enterprise Territory Management including territory models, territory types, territory hierarchy, assignment rules, and manual territory assignments for structured sales coverage
- Analyze territory management scenarios to design territory models optimizing account coverage, forecasting rollup alignment, and reporting segmentation for multi-geography sales organizations
Collaborative Forecasting
- Configure collaborative forecasting including forecast types, forecast hierarchy, adjustment settings, quota management, and forecast categories for accurate revenue prediction
- Configure product family forecasts, overlay splits, custom forecast types, and forecast sharing to support multi-dimensional revenue forecasting across product lines and sales teams
- Analyze forecasting requirements to design a forecasting strategy incorporating opportunity splits, product schedules, and territory-based rollups for enterprise revenue planning
Advanced Duplicate Management
- Configure advanced duplicate management including custom matching rules with fuzzy matching, cross-object duplicate rules, and duplicate job scheduling for proactive data cleansing across accounts, contacts, and leads
- Configure duplicate rule actions including alert versus block behavior, report-only mode, and matching rule criteria tuning to balance data quality enforcement with user adoption
- Analyze data quality scenarios to design comprehensive deduplication strategies combining matching rules, merge procedures, and third-party enrichment for maintaining clean account hierarchies
5
Domain 5: Service Cloud Advanced Features
2 topics
Entitlements and SLA
- Configure entitlement processes including milestones, milestone actions, milestone types, recurrence settings, and business hours to enforce service level agreements with automated violation escalation
- Configure service contracts including contract line items, entitlement templates, and contract renewal workflows for managing multi-tier customer support agreements
- Analyze SLA management requirements to design entitlement architectures supporting tiered support levels, customer-specific milestones, and automated escalation for enterprise service organizations
Omni-Channel and Routing
- Configure omni-channel routing including routing configurations, presence statuses, agent capacity settings, skills-based routing rules, and queue-based routing for intelligent work distribution
- Configure advanced case automation combining email-to-case, web-to-case, social customer service channels, and omni-channel routing for multi-channel support operations
- Analyze case routing requirements to design skills-based routing strategies with agent skill assignments, routing priority rules, and overflow handling for optimal agent utilization and SLA compliance
- Analyze multi-channel support scenarios to recommend optimal routing configurations balancing agent workload, skill matching, and customer priority across chat, email, phone, and social channels
6
Domain 6: Advanced Data Management
3 topics
External Data and Large Data Volumes
- Configure external objects using Salesforce Connect including OData 2.0 and 4.0 adapters, cross-org adapters, custom adapters, and external lookups for real-time external data integration
- Analyze large data volume management strategies including skinny tables, custom indexes, selective SOQL queries, data archival policies, and BigObjects for high-performance data access patterns
Data Migration and Mass Operations
- Configure Data Loader bulk API operations including batch size optimization, serial versus parallel processing modes, and error handling strategies for high-volume data imports and updates
- Configure mass transfer tools, mass delete utilities, and mass update operations including record ownership changes, field value updates, and recycle bin management for bulk data maintenance
- Analyze data migration scenarios to design phased migration plans including data mapping, transformation rules, external ID upsert patterns, rollback procedures, and post-migration validation
Data Backup and Recovery
- Configure data export service schedules, weekly export settings, and backup file management to maintain regular data backups for disaster recovery preparedness
- Analyze data recovery requirements to design backup strategies combining weekly exports, Data Loader extracts, and third-party backup solutions for comprehensive data protection
7
Domain 7: Content and Knowledge Management
2 topics
CMS and Digital Content
- Configure Salesforce CMS workspaces including content types, CMS collections, managed content, and publishing channels for managing digital content across Experience Cloud sites
- Configure content libraries, content deliveries, file sharing settings, and Files Connect external storage integration for document management and collaboration workflows
Advanced Knowledge
- Configure Knowledge article versioning, translation workflows, data category assignments, and article approval processes for multi-language knowledge base management
- Configure Knowledge channel visibility settings, suggested articles rules, and article feedback mechanisms to optimize article surfacing and self-service deflection rates
- Analyze knowledge management requirements to design article lifecycle workflows, category hierarchies, and channel visibility strategies for multi-audience publishing across internal and external channels
8
Domain 8: Change Management and Deployment
2 topics
Sandbox Strategy
- Configure sandbox provisioning including Developer, Developer Pro, Partial Copy, and Full sandbox types with sandbox templates, seed data selection, and post-refresh Apex class execution
- Analyze sandbox refresh strategies to design multi-environment pipelines with development, integration testing, UAT, and staging sandboxes aligned to release cadence and team structure
Deployment and Release
- Configure change sets including outbound and inbound change set management, component selection, dependency resolution, and deployment connection validation between environments
- Configure unmanaged packages for metadata distribution including component selection, package versioning, installation settings, and post-install configuration requirements
- Analyze deployment requirements to determine optimal strategies using change sets for simple metadata, unmanaged packages for reusable components, and DevOps Center for complex releases
- Analyze release management scenarios to design governance frameworks including change advisory board processes, deployment windows, rollback procedures, and regression testing protocols
9
Domain 9: Advanced Analytics and Automation
3 topics
Advanced Reporting
- Configure joined reports including multiple report blocks, cross-block formulas, block-level groupings, and block-level filters for analyzing data across multiple objects in a single view
- Configure historical trending reports, analytic snapshots using scheduled flows, and report subscriptions to track metric changes over time for executive reporting
- Analyze complex reporting requirements to design custom report type hierarchies, exception reports using cross filters, and multi-block joined reports for cross-functional business intelligence
Advanced Flow Patterns
- Configure subflows, invocable actions, and flow orchestration stages with step assignments, background steps, and interactive steps for enterprise-grade multi-user automation
- Configure scheduled flows, platform event-triggered flows, and auto-launched flows with appropriate entry conditions and bulkification for event-driven record processing
- Configure flow error handling including fault connectors, custom error messages, flow debug mode, and flow version management for reliable production automation deployment
- Analyze automation requirements to design multi-flow architectures using orchestration, scheduled paths, event-driven patterns, and invocable subflows for complex cross-object business processes
Process Migration
- Configure process builder to flow migration including the Migrate to Flow tool, manual migration patterns, and testing strategies for converting legacy automations to Flow Builder
- Analyze legacy automation inventory to design a phased migration plan prioritizing workflow rules and process builder conversion to flows based on complexity, business impact, and interdependencies
Scope
Included Topics
- All domains in the Salesforce Advanced Administrator exam guide: security and access, extending custom objects, auditing and monitoring, sales cloud, service cloud, data management, content management, change management, and analytics.
- Advanced security configuration including login flows, session-based permission sets, shield platform encryption, event monitoring, transaction security policies, and connected app OAuth scopes.
- Advanced automation including complex Flow Builder patterns, scheduled flows, platform events, invocable actions, custom metadata-driven flows, and flow error handling strategies.
- Change management including change sets, sandbox management, deployment connections, unmanaged packages, and DevOps best practices for multi-org environments.
Not Covered
- Apex trigger and class development, Lightning Web Component coding, and SOQL/SOSL query optimization beyond admin-accessible formula and flow contexts.
- Marketing Cloud, Commerce Cloud, and Tableau CRM administration not covered in the Advanced Admin exam scope.
- MuleSoft integration platform, Heroku deployment, and Platform Events API programming beyond declarative consumption in flows.
- CPQ advanced configuration, revenue recognition rules, and billing automation beyond standard opportunity and quote management.
- Einstein Analytics dashboard development, Prediction Builder model training, and AI-specific configuration not within the Advanced Admin scope.
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