Session 6 – Salesforce Administrator Certification Training for Beginners

Summary and recording for Session 6 of Salesforce Administrator Certification Training by Forcepective held on Feb 12, 2022.

1. Agenda

Data and Analytics Management: 14% (9 Questions)
- Data Management
- Duplicate Management
- Reports
- Dashboards

2. Data Management

Data Import Wizard vs Data Loader

Data Import Wizard	Data Loader
Accessible through the Setup menu, lets you import data in common standard objects, and custom objects	A client application need to installed on PC or Server. It can import from a file or a database connection
It provides a simple interface to specify the configuration parameters, data sources, and the field mappings that map the field names in your import file with the field names in Salesforce	It can be operated either through the user interface or the command line. you need to specify data sources, field mappings
It can import up to 50,000 records at a time	It can import up to five million records at a time
Use it when objects you need to import are supported by the wizard	Use it when you need to load into an object that is not supported by the Data Import Wizard
You don’t need the import process to be automated	You want to schedule regular data loads, such as nightly imports

Data Export Service
- Accessible through the Setup menu
- It allows you to export data manually once every 7 days (for weekly export) or 29 days (for monthly export)
- You can also export data automatically at weekly or monthly intervals
- Weekly exports are available in Enterprise, Performance, and Unlimited Editions
- In Professional Edition and Developer Edition, you can generate backup files only every 29 days, or automatically at monthly intervals only

3. Duplicate Management

Duplicate Management helps you and your sales teams quickly and easily manage duplicates for:
- Business accounts
- Contacts
- Leads
- Person accounts
- Records created from custom objects
Matching rule: The matching criteria to identify duplicate records
Duplicate rule: When Salesforce engages matching rules and determines actions to take as it encounters duplicates

4. Reports

Report – A report is a list of records (like Leads or accounts) that meet the criteria you define
Report Type
- A report type is like a template that makes reporting easier
- The report type determines which fields and records are available for use when creating a report
- This is based on the relationships between a primary object and its related objects
Reports display only records that meet the criteria defined in the report type
Out of the box, Salesforce provides a set of predefined standard report types

Report Formats
- Tabular(Default) – Similar to a spreadsheet, they consist simply of an ordered set of fields in columns, with each matching record listed in a row
- Summary – Similar to tabular reports, but also allow you to group rows of data, view subtotals, and create charts
- Matrix – Allow you to group records both by row and by column
- Joined – Report blocks that provide different views of your data
Report Folders
- Every report is stored in a folder
- Report folders determine how reports are accessed, and who can access them to view, edit, or manage
- Folders can be public, hidden, or shared

5. Dashboards

Dashboard
- A dashboard is a visual display of key metrics and trends for records in your org.
- Each dashboard component is based on a single source report
- You can use the same or different source reports for the various components in a dashboard
Dashboard Folders
- Like reports, dashboards are stored in folders.
- If you have access to a folder, you can view its dashboards.
- To view the individual dashboard components, you also need access to the underlying reports

Dashboard Components – Come in various chart types, tables, metrics, and gauges, and you can customize how data is grouped, summarized, and displayed for each component
Dashboard Running User
- Each dashboard has a running user, whose security settings determine which data to display in a dashboard
- If the running user is a specific user, all dashboard viewers see data based on the security settings of that user regardless of their own personal security settings
Dynamic Dashboard – Each user sees the data they have access to without needing to create separate dashboards for each user

6. Activity List

6.1. Import Leads using Data Import Wizard

Sample CSV file:

Import-Leads Download

6.2. Create a new Custom Report Type

Setup -> Reports & Dashboard -> Report Type

Select Primary Object: Account

Label: Demo Account with Opportunities

Deployment Status: Deployed

Click on Next

Click to relate another object

Select Opportunities

Click on Save

Click on Edit Layout

Drag any required field on the Layout

Click on Save

6.3. Create a Report

App Launcher -> Reports Tab

Click on new Report

Select “Demo Account with Opportunities” report type and click on Continue

Add Following Opportunity Fields
- Probably (%)
- Amount
- Close Date
- Type

Adjust Filters: Change Created Date to All Time

Click on Save and Run

While Saving the report Select Public Reports Folder

6.4. Change to Summary Report

Add Group: Stage

Toggle Off Detail Rows

6.5. Change to Matrix Report

Remove Group: Stage

Group Rows by Closed Date -> Month

Group Columns by Type

6.6. Create a Dashboard

App Launcher -> Dashboard Tab

Name: Demo Dashboard

Select Folder -> Create Folder -> Demo Dashboard Folder

Click Create

Click on + Component

Reports -> All Reports -> Select the “Demo Account with Opportunities” report

Session 6 – Salesforce Administrator Certification Training for Beginners

1. Agenda

2. Data Management

3. Duplicate Management

4. Reports

5. Dashboards

6. Activity List