Prerequisite: Salesforce Administrator
Administrator is a prerequisite for Advanced Administrator. This trailmix only consists of topics above and beyond the Admin trailmix.
Advanced Administrator Exam Overview
Exam guide, recommended courses, registering for your exam, etc.
Security and Access
Exam Weight 20%
Picklist Administration
Choose the right picklist field for the job, manage picklists, and share picklist values.
Enhanced Transaction Security
Monitor events, enforce policies, and get instant notifications based on rules you create.
Session-Based Permission Sets and Security
Use session-based permission sets to limit access to data in your org.
Company-Wide Org Settings
Learn about regional settings, multiple currencies, and user interface controls.
Configure Enterprise Territory Management Permissions and Access
Trailblazer Community Documentation
Objects and Applications
Exam Weight 19%
Lightning Experience Features
Examine new sales tools for managing Leads, Opportunities, and more.
Auditing and Monitoring
Exam Weight 10%
Event Monitoring
Discover insights into your Salesforce org with this powerful monitoring feature.
Cloud Applications
Exam Weight 11%
Leads and Opportunities
Learn to power your sales process with leads and opportunities in Salesforce.
Products, Quotes, & Contracts
Configure price books, templates, and contracts to help your sales reps sell products.
Advanced Sales Territories
Learn advanced skills for managing territories, including performance considerations.
Lightning Knowledge Setup and Customization
Create record types and page layouts to optimize Lightning Knowledge for your business.
Knowledge Article Visibility and Data Category Considerations
Trailblazer Community Documentation
Set Up Case Escalation and Entitlements
Create processes to help support teams become more efficient.
Omni-Channel for Lightning Experience
Route work to the right agent for the job and get a complete view of your contact center.
Data and Analytics Management
Exam Weight 13%
Duplicate Management
Resolve and prevent duplicate records to increase user confidence in your data.
External Services
Connect an external service to Salesforce and invoke methods based on that service.
Import and Export with Data Management Tools
Use dataloader.io and the Data Import Wizard to manage data in Salesforce.
Improve Data Quality for Your Sales and Support Teams
Clean up data with validation rules, formula fields, lookup filters, and automation.
Improve Data Quality for a Recruiting App
Use validation rules and formulas to ensure data quality in an app.
Evaluate Report Data with Formulas
Delve deeply into numerical data with these powerful Lightning Report Builder features.
Embed Dashboards and Report Charts on Lightning Pages
Give sales reps insights where they work with report charts and dashboards.
Environment Management and Deployment
Exam Weight 7%
Process Automation
Exam Weight 20%
Approve Records with Approval Processes
Ensure that critical records are reviewed by the right people at the right time.
Additional Preparation
Additional resources to help prepare you for certification.
Prepare for your Advanced Administrator Certification Exam (CRT211)
(Optional) Instructors will present different scenarios tied to the exam objectives to help prepare you for your exam.