Salesforce Advanced-Administrator - Salesforce Certified Advanced Administrator (SP25)

Delegated Administration is a feature that allows administrators to delegate some administrative tasks to other users without giving them full access to Setup. Delegated administrators can manage users and assign permissions for specific custom objects, tabs, apps, and fields. This can help reduce the workload of the system administrator and empower power users to make configuration changes to a specific custom object

Configuring one app per department and activating record pages for each app will ensure that users view records in a way that makes sense for each department. An app is a collection of items that work together to serve a particular function. An app can have different record pages for different objects and profiles. By activating record pages for each app, the administrator can customize what users see based on their app context. References: https://help.salesforce.com/s/articleView?id=sf.app_manager_overview.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.app_builder_customize_lex_pages_assign.htm &type=5

To automate the renewal process for service plans, AW Computing should configure a flow that will create the renewal based on the closed-won date and opportunity line items. A flow is a tool that can automate complex business processes by executing logic, interacting with Salesforce database, calling Apex classes, and guiding users through screens. A flow can be triggered by various events, such as when an opportunity is closed won. References: https://help.salesforce.com/s/articleView? id=sf.flow_overview.htm&type=

Case Source updates to ‘email’ before the record is saved because the Process Builder runs before the auto-response rule. Then, an email is sent out using Template2 because the auto-response rule evaluates the Case Source value after it is updated by the Process Builder and matches the criteria for Template2

Public groups let you share records with a set of users defined by criteria such as role, profile, or individual users. You can use public groups as recipients for email alerts in workflow rules or process builder. References: https://trailhead.salesforce.com/en/content/learn/modules/administration_essentials_for_new_admins_in_lightning_experience/administration_essentials_for_new_admins_in_light ning_experience_security_sharing

An object-specific quick action is a type of action that allows users to do something in the context of a specific object, such as creating or updating a record, logging a call, sending an email, or launching a custom action. In this case, the administrator can create an object-specific quick action on the opportunity object that pre-populates certain fields with predefined values and allows users to quickly close an opportunity from the Salesforce mobile app. References: https://help.salesforce.com/s/articleView?id=sf.actions_overview.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.actions_objectspecific_actions.htm &type=5

To make inventory data from a legacy application available in Salesforce, the administrator can create an external object that maps to the inventory application. An external object is similar to a custom object, except that it maps to data that’s stored outside your Salesforce organization. External objects enable users to view and report on external data in Salesforce. References: https://help.salesforce.com/s/articleView?id=sf.external _object_overview.htm&type=5

Creating a master-detail relationship on the Payment with a Roll-up Summary field on the Invoice will build this functionality. A master-detail relationship creates a parent-child relationship between two objects, where the child records inherit the sharing and security settings of their parent. A Roll-up Summary field calculates values from related child records, such as count, sum, min, or max. In this case, the Roll-up Summary field on the Invoice can calculate the sum of all Payments related to it and subtract it from the Invoice amount to get the current outstanding value. References: https://help.salesforce.com/s/articleView?id=sf.relationships_considerations.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.fields_about_roll_up_summary_fields.htm &type=5

Delegated Administration allows administrators to delegate certain user management tasks to non-administrators. For example, a delegated administrator can assign permissions sets to users in specified roles or public groups without having full access to modify permission sets. References: https://help.salesforce.com/s/articleView?id=sf.admin_usermgt_delegated.htm &type=5

Delegated administrators in Salesforce are designated users who are given limited administrative privileges to assist system administrators without having full access to all administrative functions. The two functions they can typically perform, which align with the permissions available to delegated admins, are:

Set up users and password management:

Delegated administrators can create and manage user accounts, which includes setting up new users, resetting passwords, and updating user details.

This is particularly useful for helping with user management tasks without providing full system administrator access.

Configure updates to sharing rules:

Delegated administrators can manage sharing rules within their specific groups or roles, which helps control access to records based on criteria set within the organization.

This level of access allows them to modify sharing rules to ensure appropriate data access without requiring full administrative control over all settings.

The other options listed are not within the scope of delegated administrator capabilities:

Manage custom objects and customize nearly every aspect: Delegated administrators do not have the ability to manage custom objects or perform extensive customization. These functions are reserved for system administrators with broader privileges.

Make updates to permission set configurations: Delegated administrators cannot create or modify permission sets. This is also restricted to full administrators, as it involves controlling access at a granular level across the org.

By utilizing delegated administrators for user and sharing rule management, organizations can maintain security and control while also sharing some administrative workload.