Exam Name Administer, Extend, and Automate Salesforce
Exam Code ADX-211
Overview
Who should take this course?
This class is ideal for current admins who hold the Salesforce Certified Administrator credential or have at least 6 months of experience administering Salesforce. This class is a great foundational course for individuals looking to earn their Salesforce Advanced Administrator credential or deepen their understanding and capabilities within Salesforce.
When you complete this course, you will be able to:
Troubleshoot and modify complex security models based on business requirements.
Identify the relationship types available in Salesforce and when each should be used.
Modify a Lightning app to meet business needs.
Increase data quality with advanced validation rules and formula functions.
Utilize Flow to solve business problems and increase productivity.
Troubleshoot flow errors stemming from the Order of Execution and invalid data inputs.
Plan and create an Approval Process.
Utilize the Order of Execution to explain why automations are running at specific times.
Determine when to configure, buy, or extend Salesforce.
Utilize advanced reporting techniques to analyze data.
Lessons and Topics
Securing Your Data
Accessing the Org
Object Permissions
Impact of Sharing
Delegated Administration
Objects, Fields, and Relationships
Create Custom Objects
Customize Fields
Master Detail and Lookup Relationships
Many to Many Relationships
Benefits of Relationship Fields
Additional Relationship Types
Increasing Efficiency with Lightning Apps
Building Lightning Applications
Selecting Tabs
Page Layout Editor
Applying Quick Actions
Record Type & Business Process
Improve Data Quality
Data Quality Lifecycle
Enforcing Data Quality
Validation Rules & Formula Functions
Eliminate Duplicates
Salesforce Flow
Identifying the Right Automation Tool
Flow Overview
Migrating to Flow
Flow and the Order of Execution
Flow: Building From Scratch
Building a Flow: The Basics
Building a Flow: Resources & Elements
Collection Management
Creating a Flow
Record-Triggered Flow
Schedule-Triggered Flow
Screen Flow
Autolaunched Flow
Flow: Considerations & Troubleshooting
Considerations
Limitations
Troubleshooting
The Approval Process
What Is an Approval Process
Create an Approval Process
Troubleshoot an Approval Process
Audit and Extend Automations
The Order of Execution
Auditing Tools
Extending Beyond Automations
Advanced Reporting
Creating Custom Report Types
Exception Reports with Cross Filters
Bucketing Data
Historical Reporting
Extending Summaries in Reports and Dashboards
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QUESTION 1
When a sales rep at Northern Trail tiers to submit a discount request on an opportunity they receive an error:
Which two consideration would cause this error?
A. This field updated is on a cross-object.
B. The approval process is assigned to a queue.
C. A validation rule prevents the field update
D. The approval assigned in the process is inactive
Answer: C, D
QUESTION 2
The sales team has requested that a new field be added to accounts called Current Customer. The default value will be No and will change “Yes” if any related opportunity is successfully closed as won.
What can an admin do to meet this requirement?
A. Configure current customer as a roll-up summary field that will recalculate whenever an opportunity is won
B. Use an Apex trigger on the Account object that sets the Current customer field when an opportunity is won.
C. Use a workflow rule on the Opportunity object that sets the current customer filed an opportunity is won.
D. Configure current customer as a text field and use an approval process to recalculate its value
Answer: B
QUESTION 3
The Marketing Manager has requested that a field be added to each account that displays the number of contacts associated with that account. The manager wants to use this field as part of an email marketing segmentation strategy. How can this requirement be met?
A. Create a custom field on the account. Use a workflow rule to update the field when contacts are added or deleted.
B. Create a custom field on the account. Use an Apex trigger to update the field when contacts are added or deleted.
C. Create a custom formula field on the account using the count() function to count the number of related contacts.
D. Create a roll-up summary field that counts the number of contacts and displays that count on the account.
Answer: D
QUESTION 4
What should an administrator consider when moving approval processes using a change set?
A. Change sets do not include the approval and rejection actions from the source organization
B. Custom fields on standard objects will need to be manually added in the target organization.
C. The Unique Name of the approval process is not allowed to be changed once deployed in the target organization.
D. Change Sets do not include the order of active approval processes from the source organization.
Answer: A
QUESTION 5
Universal Containers purchased Field Service Lightning Licenses in Production and wants to make these license available in an active development sandbox with the minimum development impact.
How should an administrator create these licenses in the sandbox?
A. Merge Production and the sandbox using a template.
B. Use the Match Production Licenses tool.
C. Refresh the sandbox from production.
D. Submit a Salesforce support case.
Answer: C