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Salesforce Administrator Comprehensive Assessment

This document outlines the topics and objectives covered in a Salesforce Administrator Comprehensive Assessment. It is divided into 5 sections that cover Salesforce fundamentals, data modeling, user interface setup, security models, and advanced security configurations. For each topic, it lists key learning objectives and provides examples of projects an administrator might complete to demonstrate their mastery of the concept. The assessment aims to evaluate an administrator's ability to implement, customize, and manage common Salesforce configurations based on best practices.

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AshishJangid
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54 views6 pages

Salesforce Administrator Comprehensive Assessment

This document outlines the topics and objectives covered in a Salesforce Administrator Comprehensive Assessment. It is divided into 5 sections that cover Salesforce fundamentals, data modeling, user interface setup, security models, and advanced security configurations. For each topic, it lists key learning objectives and provides examples of projects an administrator might complete to demonstrate their mastery of the concept. The assessment aims to evaluate an administrator's ability to implement, customize, and manage common Salesforce configurations based on best practices.

Uploaded by

AshishJangid
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Salesforce Administrator Comprehensive Assessment

Section 1: Salesforce Basics and Fundamental


1.1 Introduction to Salesforce:

● Define Salesforce and explain its primary purpose.


● Example/Project: Describe how implementing Salesforce transformed a company's customer
relationship management.

1.2 Cloud Computing and Salesforce:

● Explain the concept of cloud computing and its benefits.


● Example/Project: Describe how Salesforce's cloud-based model enhances accessibility and
collaboration within an organization.

1.3 Salesforce Editions and Licenses:

● Differentiate between Salesforce editions and licenses.


● Example/Project: Choose an edition and license based on a fictional company's needs,
considering scalability and features.

1.4 Navigating Salesforce:

● Demonstrate how to navigate the Salesforce platform.


● Example/Project: Create a step-by-step guide for a new user to navigate and access key
features within Salesforce.

1.5 Salesforce Objects (Standard and Custom):

● Define standard and custom objects and provide examples.


● Example/Project: Design a custom object to address a specific business requirement and
explain its relationship with standard objects.

1.6 Salesforce Record Basics:

● Explain the components of a Salesforce record.


● Example/Project: Create a sample record, highlighting key fields and demonstrating how to
edit and update information.

1.7 Introduction to Salesforce Lightning:

● Introduce Salesforce Lightning and its benefits.


● Example/Project: Customize a Lightning page layout to enhance user experience and
efficiency.

Section 2: Salesforce Data Modeling


2.1 Understanding Data Architecture:

● Define data architecture and its importance in Salesforce.


● Example/Project: Develop a data architecture plan for a fictional company, considering
scalability and future growth.

2.2 Standard Objects in Salesforce:

● List and explain key standard objects in Salesforce.


● Example/Project: Customize an Account object to include additional fields relevant to a
specific industry.

2.3 Custom Objects and Fields:

● Create a custom object and define custom fields.


● Example/Project: Build a custom object to track customer feedback, including relevant fields
for analysis.

2.4 Relationships (Lookup, Master-Detail):

● Differentiate between lookup and master-detail relationships.


● Example/Project: Establish a master-detail relationship between two custom objects to
demonstrate data integrity.

2.5 Schema Builder:

● Explain the purpose and functionality of Schema Builder.


● Example/Project: Use Schema Builder to create a visual representation of the data model for a
given business scenario.

2.6 Roll-Up Summary Fields:

● Describe the use of roll-up summary fields.


● Example/Project: Create a roll-up summary field on a custom object to calculate and display
aggregated data.

2.7 Data Types in Salesforce:


● List common data types in Salesforce and their uses.
● Example/Project: Choose appropriate data types for fields in a custom object designed for
tracking project timelines.

Section 3: Setting Up User Interface


3.1 User Interface Overview:

● Explain the importance of a user-friendly interface.


● Example/Project: Design a customized homepage layout for different user profiles within
Salesforce.

3.2 Page Layouts:

● Create a custom page layout for a standard object.


● Example/Project: Develop a page layout for the Opportunity object, focusing on displaying
critical information for sales representatives.

3.3 Record Types:

● Define record types and explain their significance.


● Example/Project: Implement record types for the Case object to distinguish between different
types of customer issues.

3.4 Search Layouts:

● Customize search layouts for improved user experience.


● Example/Project: Adjust search layouts for the Account object to prioritize relevant fields in
search results.

3.5 App Builder:

● Explore the capabilities of the App Builder.


● Example/Project: Build a custom app using App Builder to streamline the user interface for a
specific department.

3.6 Tabs and Tab Settings:

● Manage tabs and tab settings for user efficiency.


● Example/Project: Modify tab settings to control which tabs are visible for different user
profiles.
3.7 Compact Layouts:

● Create and assign compact layouts for objects.


● Example/Project: Configure compact layouts for the Contact object to display essential
information at a glance.

Section 4: Salesforce Security Model


4.1 Overview of Salesforce Security:

● Provide an overview of Salesforce security features.


● Example/Project: Conduct a security audit for a Salesforce org and propose improvements
based on best practices.

4.2 User Management (Profiles, Permission Sets):

● Define profiles and permission sets and their roles in user management.
● Example/Project: Assign appropriate profiles and permission sets for different user roles
within an organization.

4.3 Organization-wide Defaults:

● Explain the concept of organization-wide defaults.


● Example/Project: Set organization-wide defaults for the Case object to control access across
the organization.

4.4 Role Hierarchy:

● Describe the purpose and structure of the role hierarchy.


● Example/Project: Create a role hierarchy for a sales team to streamline data access based on
reporting structure.

4.5 Record-Level Security (Sharing Rules, Manual Sharing):

● Implement record-level security using sharing rules and manual sharing.


● Example/Project: Define sharing rules for opportunities to ensure appropriate access based on
criteria.

4.6 Field-Level Security:

● Define field-level security and its use.


● Example/Project: Restrict access to sensitive information by implementing field-level security
on a custom object.

4.7 Login Hours and IP Ranges:

● Control user access using login hours and IP ranges.


● Example/Project: Set up login hours and IP ranges for a specific user profile to enhance
security.

Section 5: Salesforce Security Model (Continued)


5.1 Object-Level Security:

● Explain object-level security and its importance.


● Example/Project: Customize object-level security settings for the Opportunity object to restrict
access based on user roles.

5.2 Permission Sets and their use:

● Demonstrate the use of permission sets in Salesforce.


● Example/Project: Assign permission sets to a group of users to grant additional permissions
without changing their profiles.

5.3 Delegated Administration:

● Describe the concept of delegated administration.


● Example/Project: Delegate specific administrative tasks to non-admin users, such as user
creation or password resets.

5.4 Two-Factor Authentication:

● Implement two-factor authentication for enhanced security.


● Example/Project: Enable and configure two-factor authentication for all users within the
Salesforce org.

5.5 Auditing and Monitoring in Salesforce:

● Explain auditing and monitoring features in Salesforce.


● Example/Project: Set up and review audit trails to track changes made to critical records and
configurations.

5.6 View All Data and Modify All Data Permissions:


● Define the purpose and use of "View All Data" and "Modify All Data" permissions.
● Example/Project: Grant "View All Data" permission

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