Wednesday, August 10, 2011

All About Sales Force Admin Exam

The distribution of Admin exam question based on topic as given by SalesForce can be seen below.This post will be a series that will cover all topic upto the good descriptive level and i can assure you this series will get through Admin exam easily.

Objective
Weight
Salesforce CRM Overview
3%
Describe the software-as-a-service (SaaS) model

List and describe the different Salesforce applications

List and describe the standard objects

Identity Confirmation (setting login restrictions)
2%
Describe the Identity Confirmation feature

Describe the differences between logging in through the API versus the UI

Explain the concept of Login Hours and Login IP ranges

Add and delete an IP range

Describe the methods to allow access to the application

Navigation – User Interface (UI) Settings
3%
Identify specific areas of the Salesforce Home Tab

Configure Search settings for your organization

Customize the Tabs a user can access or select from Tab settings

Locate, identify, and explain the UI features an administrator controls

Organization Administration
5%
List what information is included in the Company Profile

List the places where Currency is specified

Describe the effect of changing your company’s default Time Zone, Currency, Locale, and Language

Describe the effect of enabling the Custom Fiscal Year setting

Create and manage letterheads and email templates

Customization
17%
Describe a Profile

Explain what a Profile controls

List the Standard Profiles

List the features available for managing profiles

Evaluate when to create a Custom Profile

Explain the differences between a Custom Field and a Standard Field

List the different types of Custom Fields

Set up a Custom Field

Map Custom Lead Fields

Re-label a Standard Object

List objects for which you can enable Fields History Tracking

Define the dependencies when using a Dependent Picklist

Create and modify a Dependent Picklist

Describe the capabilities of Custom Lookup fields

Create and modify a Lookup Field

Describe the capabilities of Formula Fields

Create and modify a Formula Field

Describe Roll-up Summary Fields

Create and modify a Roll-up Summary Field

Describe the elements within a Page Layout

Create and modify a Page Layout

Create, customize, and print a List view

Customize a Related List

Describe how to use Record Types

Create and modify a Record Type

List the objects that require a business process

Explain how Field-Level Security affects page layouts and visibility

Set up Field-Level Security

Security & Access
13%
List the information captured on the User Record

Create and maintain User Records

Explain the Record Owner concept

Describe the elements of the Sharing model

Describe the scope and capabilities of Organization-Wide Defaults

Explain how access is granted through the Role Hierarchy

Set up Organization-Wide Defaults

Describe the use of Roles

Build a Role Hierarchy

Assign users to Roles

Mass-transfer records from one user to another

List the objects that may have Sharing Rules

Build Sharing Rules

Share records manually

Describe the use cases of Public Groups and where to use them

Compare and contrast Sales with Account teams

List the places to use Folders

Describe how Folder access differs from Record access

Create Folders to organize and provide access to data

Workflow
5%
Explain how Salesforce implements Workflow and when to use Salesforce Workflow

List and describe use cases for the four Workflow Actions

Explain the capabilities and settings of a Workflow Rule

Describe the differences between immediate and time-dependent Workflow actions

Set up a Workflow Rule and associated actions

Workflow Approval Processing
3%
Define the basics of the Workflow Approval Process

Compare and contrast the Approval Processes versus Workflow

List the differences between the Jump Start Wizard and the Standard Approval Process Wizard

Explain how to route Approvals

Create, modify, and test the Approval Process

Identify the settings in creating Workflow Approval Processing

Data Validation
3%
Define Data Validation

List common use cases for Data Validation

Describe when Data Validation Rules are enforced

Create Data Validation Rules

Data Utilities
5%
Describe the function of an External ID

List and describe the different tools and use cases for data migration

Update existing data via import

Define when to use the Data Loader

List the functions of the Data Loader

Mass Update Records

Mass Delete Records

Describe the capabilities of the Recycle Bin

Request and download a weekly export

Explain how Salesforce allocates storage

Analytics
13%
Describe the administrative restrictions on Standard Reports

Run a Standard Report

Create a Custom Report

Search for Custom Reports and Dashboards

Explain the differences among report types

Explain Custom Report Types

Create charts to display Report results

Use Advanced Filter criteria to narrow Report results

Create Custom Summary Formulas for Summary Reports

Choose settings for Conditional Highlighting

Describe the capabilities and purpose of a Dashboard

List Dashboard component types

Create a Dashboard and add components to it

Print and export Reports

Email and schedule Reports and Dashboard refresh

Define Running User and how it affects the Dashboard results

Marketing Administration
5%
Define a Campaign

Describe when to use Campaign Hierarchies

Create a Campaign targeting both existing customers and new Leads

List the features used to create an Automated Campaign

List the methods to associate Leads and Contacts to a Campaign

Describe how to use Lead Queues to manage Leads

Describe how to use a Lead Assignment Rule to assign and route Leads

Describe the use cases for Web-to-Lead

Describe the functionality of a Lead Auto-Response Rule

Build a Lead Queue, Assignment Rule, Web-to-Lead, and corresponding Auto-Response Rule

Measure Campaign results

Describe the process and effects of converting a Lead

Service & Support Administration
5%
Define a Case

Describe use cases for Case Hierarchies

Describe how to use Case Queues to manage Cases

Describe how to use a Case Assignment Rule to assign and route Cases

Describe use cases for Web-to-Case

Describe uses cases for Email-to-Case

Describe the functionality of the Case Escalation Rule

Describe the functionality of the Case Auto-Response Rule

Describe the functionality of the Business Hours

Configure the settings and rules for Case processing, including Business Hours, Escalation Rules, and the use of Email Templates

Define Solutions and how they can be associated with Cases

Build a Solution Category tree and assign Solutions to Categories

Define suggested solutions and explain where to use them

Describe what content is accessible via the Self-Service Portal

Describe the ways to access the Self-Service Portal

Build a Case Queue, Assignment Rule, Web-to-Case, and corresponding Auto-Response Rule

Describe use cases for Case Teams

Salesforce Console
2%
Describe the functionality of the Salesforce Console

Describe the components of the Console Tab

Set up the Salesforce Console

Navigate within the Salesforce Console

Custom Objects, Applications, & Tabs
7%
Describe a Custom Object

Describe the types of relationships that can exist between objects

Create a Custom Object

Describe a Custom Object Tab and a Web Tab

Create a Custom Object Tab

Create a Web Tab

Describe a Custom App

Create a Custom App

The AppExchange
2%
Describe the AppExchange

Describe the characteristics of Managed Packages

Install a package

Uninstall a package

Activities
2%
Compare and contrast Tasks and Events

Manage Public Calendars and Resources

Identify and describe the Activity Settings

Describe the capabilities of Multiday Events

Advanced Configuration Options
5%
Describe the Client Management feature

Describe the Territory Management feature

Describe Advanced Currency Management


Our study will include 18 complete post as you can see above 18 blue heading.
so here is first tutorial in the Admin Series.