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Barcelona Admin Group - Study Group-9nov2019

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If you're preparing your Salesforce Administrator exam, join us next time!

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Barcelona Admin Group - Study Group-9nov2019

  1. 1. Study Group Barcelona Administrators Group
  2. 2. ★ 9.45 Welcome & Introductions ○ Today’s Sponsors & Mentors ○ Administrator Exam Guide & Strategy ○ Trailhead - how do you feel today? ★ 10:00 - 11:40 ○ Admin’ topics: Quick Overview (25 min) ○ Open Debate: “Org Confessions” (10 min) ○ Let’s earn new badges today - “Build a Recruiting App” (Time-boxed 60 minutes) ★ 11:50 - 12:20 Presenting like a Champion! ○ Present your solution approach ○ Voting for Today’s Champion #freevoucher ★ 12:20 - 12:30 - 8 Tips for Success Agenda for today
  3. 3. Trailhead Academy - Sponsors - Thanks for your support!! https://www.isdi.education/sites/default/files/curso_adx201_1.pdf Special Price for you members of our Barcelona Administrators Group: 1.000 € Next training from Nov. 11-15 at ISDI Barcelona - full day 9:00 to 18:00 Exam Voucher included
  4. 4. Hall of Famous Mentors #ohana #bigthankyou Calling for new Mentors in Barcelona! Happy to have you in our next Study Group session! david.sanchez.carmona@trailblazercgl.com Admin Certif earned? 2+ years of hands-on experience? Fancy to present a topic to the audience? [Your Name here] Alfredo Vitale
  5. 5. David Sánchez Carmona Leader of Barcelona Administrators Group Next planned Cert: Instructor 265+ badges in Trailhead Superbadges: 1 I love Salsa & Kizomba dancing! Salesforcing since 2013 | Working for a Gold partner
  6. 6. Salesforce ecosystem is on track to become nearly six times larger than Salesforce itself by 2024 https://investor.salesforce.com/press-releases/press-release-details/2019/New-Research-Finds-The-Salesforce-Economy-Will-Create-More-than-1- Trillion-in-New-Business-Revenues-and-42-Million-Jobs-between-2019-and-2024/default.aspx
  7. 7. Administrator Exam Guide - Follow an effective Strategy ● 60 questions with a Passing Score of 65% in 105 minutes - Your Goal = 40 correct answers ● Deberías estudiar en INGLÉS - así evitas tener que traducirlo todo! ● Si tu nivel de inglés en medio-bajo, abre un caso al SF Trailhead team y te darán 30 minutos extra en el examen (135 min) - IMPORTANTE: hay que solicitar con antelación a través de un caso en Success Portal ● Idiomas en los que se puede hacer: Español, Inglés y otros ● Exam Guide: https://trailhead.salesforce.com/help?article=Salesforce-Certified-Administrator-Exam-Guide ○ 14% - Standard & Custom Objects ○ 14% - Sales & Marketing Applications ○ 13% - Security & Access ○ 13% - Service & Support Applications ○ 10% - Data Management ○ 10% - Analytics - Reports & Dashboards ○ 8% - Workflow & Process Automation ○ 7% - User Setup ○ 3% - Organizational Setup ○ 3% - Activity Management & Collaboration ○ 3% - Desktop & Mobile Administration ○ 2% - Appexchange Focus most of your efforts on really understanding these key topics inside out - 44 questions Memorize Salesforce setup screens and configurations
  8. 8. How do you feel today? Knowledge # of badges earned in Trailhead Practice-Practice-Practice # of hours spent in your Developer org #fun 100+ Lots Be patient with yourself. Some things simply cannot be learned right away — you need time. Under 50 badges Very limited hands-on experience in CRM & Salesforce
  9. 9. First steps - Be sure you’ve got these Trails in your backpack!
  10. 10. https://trailhead.salesforce.com/en/users/strailhead/trailmixes/prepare-for-your-salesforce-administrator-credential Preparing for the Admin exam - Workout your skills in Trailhead - seriously
  11. 11. Admin’s Topics: Quick Overview
  12. 12. Preparing for the Admin exam - 10% for Data Management Data Management (10%) ● Describe the considerations when importing, updating, transferring, and mass deleting data (for example, CSV files, data quality, field mapping, record IDs, external IDs, duplicate records). ● Given a scenario, identify tools and use cases for managing data (for example, dataloader, data import wizard). ● Describe the capabilities and implications of data validation tools. ● Describe the different ways to backup data (for example, data export service, exports, dataloader). https://trailhead.salesforce.com/en/users/strailhead/trailmixes/prepare-for-your-salesforce-administrator-credential https://help.salesforce.com/articleView?id=duplicate_rules_map_of_reference.htm&type=5 https://help.salesforce.com/articleView?id=matching_rule_map_of_reference.htm&type=5
  13. 13. Preparing for the Admin exam - 10% for Analytics - Reports & Dashboards Reports & Dashboards (10%) ● Describe the options available when creating or customizing a report (for example, report type, report format, fields, summarizing data, filtering data, charting, scheduling, and conditional highlighting). ● Describe the impact of the sharing model on reports. ● Describe the options available when creating and modifying dashboards (for example, dashboard components, data sources, chart types, scheduling, and running user). ● Describe the capabilities of custom report types. https://trailhead.salesforce.com/en/users/strailhead/trailmixes/prepare-for-your-salesforce-administrator-credential
  14. 14. Exam Preparation - Quiz & Flashcards All topics: https://trailhead.salesforce.com/en/content/learn/trails/administrator-certification-prep Data Management: https://trailhead.salesforce.com/en/content/learn/modules/administrator-certification-prep-security-and-data- management/review-data-management?trail_id=administrator-certification-prep Reports & Dashboards: https://trailhead.salesforce.com/en/content/learn/modules/administrator-certification-prep-reporting-and- automation?trail_id=administrator-certification-prep
  15. 15. Learning-by-Avoiding: Really bad implementation Practices in Salesforce - and how to avoid them!
  16. 16. OrgConfessions - there are some lists you shouldn’t be on “The Salesforce platform is very powerful, but as Spiderman was told “with great power comes great responsibility”. Salesforce has the potential to transform your organization. “ Let’s guide our configuration job by best practices! 14% - Standard & Custom Objects 14% - Sales & Marketing Applications 13% - Security & Access 13% - Service & Support Applications 10% - Data Management 10% - Analytics - Reports & Dashboards 8% - Workflow & Process Automation 7% - User Setup 3% - Organizational Setup 3% - Activity Management & Collaboration 3% - Desktop & Mobile Administration 2% - Appexchange Go to official source to find 330+ confessions: https://elements.cloud/confessions/
  17. 17. OrgConfessions - there are some lists you shouldn’t be on Confession #14 We have 271 Permission Sets, 100s of public groups used in sharing rules and 103(ish) profiles. SECURITY & ACCESS Confession #24 Profile for every user. Confession #81 Account object is set to private. Found a sharing rule that gives read/write access to everyone if the creator was any user. Go to official source to find 330+ confessions: https://elements.cloud/confessions/ Confession #236 Public read write for everyone on everything in a 400 user org.
  18. 18. Security Health Check - How well does your org meet Salesforce security standards?
  19. 19. OrgConfessions - there are some lists you shouldn’t be on DATA MANAGEMENT Go to official source to find 330+ confessions: https://elements.cloud/confessions/ Confession #135 29 users in the Org had 6.6m archived tasks. Data storage cost was $15,000 so instead I took 14 hours report on the IDs and export. They were hours I will never get back. Confession #362 700 GB of record. When it’s close to the limit, we buy additional storage. About half was useless old “technical” records. Finally we managed to delete then. It took over a week and killed our async jobs due to SF’s daily limits.
  20. 20. OrgConfessions - there are some lists you shouldn’t be on Confession #2 We have 15,000 reports with no sensible naming. REPORTS & DASHBOARDS Confession #66 My report isn’t returning the results, because there wasn’t a role hierarchy. HELP -https://help.salesforce.com/articleView?id=000324873&type=1&mode=1 Go to official source to find 330+ confessions: https://elements.cloud/confessions/
  21. 21. Learning-by-Doing Hands-on Project!
  22. 22. Pair Studying & Public Presentation: Rules Time-boxed 45 minutes Solution configuraton in a Dev org - in pairs Time-boxed 10 minutes Presentation 10’ Break time Guy who is attempting Admin exam
  23. 23. Learning-by-doing! - “Build a Recruiting App” Do your best in 60 minutes & win a free voucher sponsored by ISDI https://trailhead.salesforce.com/en/content/learn/trails/build-platform-apps-in-lightning-experience 14% - Standard & Custom Objects 14% - Sales & Marketing Applications 13% - Security & Access 13% - Service & Support Applications 10% - Data Management 10% - Analytics - Reports & Dashboards 8% - Workflow & Process Automation 7% - User Setup 3% - Organizational Setup 3% - Activity Management & Collaboration 3% - Desktop & Mobile Administration 2% - Appexchange
  24. 24. Improving your Administrator’ soft skills Present your solution like a Champion!
  25. 25. Certification Voucher Winner [YOUR NAME HERE] ● Vote for the Champion! ● Disclaimer: The Winner is the one with the highest score, no Salesforce certification at all or another voucher awarded!! #newbies
  26. 26. 8 Tips for Success
  27. 27. WORKOUT YOUR SALESFORCE MUSCLES 1. Keep your daily study routine with a healthy work/life balance 2. Practice, practice, practice in your developer org 3. Get 2 new relevant badges in Trailhead every day so you can achieve 80 before going to Admin exam 4. Think about getting the strongest commitment - It’s time to schedule your Exam in 30 days Next Steps: Commit to your Salesforce success GIVE BACK #OHANA 5. Volunteer as a Mentor - present a 15-minutes topic in our next session 6. Invite new Salesforce practitioners to our Study Group 7. Give us feedback - Tell us what next topic do you want to study 8. Mention this Study Group in Linkedin #salesforcesaturday
  28. 28. “If you want to go fast, go alone. If you want to go far, go together.” —African Proverb ● What Administrator topics do you want to cover in next session? ● Meet you again in 4 weeks! ● ISDI: Diputació, 37 - Barcelona (Metro: L1 Rocafort) Logistics & Mentoring - David: ● +34 656 421 850 ● david.sanchez.carmona@trailblazercgl.com

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