Monthly Archives: May 2023

11. Establishing Quantity and Revenue Scheduling on an Opportunity On the previous lesson, we enabled product scheduling in our and we also created a new opportunity and added a product that has scheduling enabled on it to an opportunity. We also specified a quantity and we’ve closed and won this, but we have not set […]

9. Creating Pricebooks and What is the Standard Price Book? Price books. I’ve opened up the App launcher and I’ve gone to all items and I’m selecting price books. The recently viewed list view shows nothing. And so in order to see the Standard Price book from a List view standpoint, I need to create […]

7. Opportunity Splits Splits. Now and one caveat is that you have to enable team based selling in order to set up opportunity splits. Now we have done that previously and opportunity splits allow you to share the credit or assign different percentages to different team members on opportunities. And this is a way that […]

4. Account Teams (aka Sales Teams) Thing you’ll definitely need to be familiar with are account teams. And we’ve previously set up account teams in the first course, in this course series for the advanced admin exam and I’m on an account record and under the related tab, one of the related lists is the […]

1. Course and Sales Cloud Applications Introduction Welcome to part two of my advanced Admin certification course series. Now, the first knowledge area in this course is the Sales cloud applications knowledge area. I’ve got the exam guide open here, and the two bullet points that need to be covered in this knowledge area have […]

9. Data Enrichment through Data.com There’s a mention of data enrichment in the Exam Guide for the Data Management Knowledge area. And so you’re not going to find data enrichment if you do a search and set up. You may even be wondering, well, what do they mean by data enrichment? And that has to […]

7. Duplicate Jobs, Duplicate Record Sets and Duplicate Record Set Items Up against some of the limitations of the free developer accounts. One way to create duplicate record sets, which I don’t have any currently in my own, is to run a duplicate job. Now, running duplicate jobs is possible in Lighting Experience, but it’s […]

5. Creating a Duplicate Rule and Matching Rule To duplicate rules and select to create a new rule. You can do duplicate rules on these objects here. Now we’ve got some custom objects such as room and room assignment and employee assignment and building for example. But then the standard objects that are available, at […]

3. Conditional Validation Rules by User Profile All right, so in this lesson we’ll look at conditional validation rules by user and we’re going to do a validation rule that checks against the user’s profile. So we’ll show an error if it’s a certain profile and not if it’s a different profile. But before I […]

1. Data Management Introduction All right, so now it’s time to dive into the data management knowledge area for the advanced administrator exam. Now, there’s just one bullet point here for data management, and it’s also weighted at the same percentage as the Sales cloud and service cloud applications knowledge areas which we previously have […]