The summary provides an overview of the agenda for the Barcelona Administrators Group study session: - The session will include welcome and introductions, presentations on administrator exam preparation strategies and Trailhead, an open debate on common Salesforce implementation mistakes, a hands-on project to build a recruiting app, presentations of project solutions, and tips for certification success. - Key topics to be covered include standard and custom objects, sales and marketing apps, security and access, service and support apps, data management, reports and dashboards, workflows, and the administrator exam categories. - Participants will work in pairs on the recruiting app project and present their solutions. A voucher for the administrator exam will be awarded to the highest scoring

1. Study Group
Barcelona Administrators Group

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. 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. 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. 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. 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. 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. 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. First steps - Be sure you’ve got these Trails in your backpack!

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. Admin’s Topics: Quick Overview

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. 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. 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. Learning-by-Avoiding:
Really bad implementation Practices in Salesforce - and
how to avoid them!

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. 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. Security Health Check - How well does your org meet Salesforce security standards?

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. 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. Learning-by-Doing
Hands-on Project!

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. 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. Improving your Administrator’ soft skills
Present your solution like a Champion!

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. 8 Tips for Success

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. “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