Welcome & Introductions Today’s Sponsors & Mentors Administrator Exam Guide & Strategy Trailhead - how many badges have you earned until now? Practice, Practice, Practice! Let’s earn new badges! Today - “Build a suggestion box app” (Time-boxed 60 minutes) Automation tools for Admins Exam Preparation: Quiz & Flashcards “Org Confessions” (source: Elements Cloud) Presenting like a Champion! Present your solution approach Voting for Today’s Champion #freevoucher 8 Tips for Success

1. Study Group
Barcelona Administrators Group

2. ★ 9.45 Welcome & Introductions
○ Today’s Sponsors & Mentors
○ Administrator Exam Guide & Strategy
○ Trailhead - how many badges have you earned until now?
★ 10:00 - 11:25 Practice, Practice, Practice!
○ Let’s earn new badges!
■ Today - “Build a suggestion box app” (Time-boxed 60
minutes)
○ Automation tools for Admins
○ Exam Preparation: Quiz & Flashcards
○ “Org Confessions” (source: Elements Cloud)
★ 11:30 - 12:00 Presenting like a Champion!
○ Present your solution approach
○ Voting for Today’s Champion #freevoucher
★ 12:00 - 12:15 - 8 Tips for Success
Agenda
for today

3. Sponsors - Thanks for your support!!
#TrailblazerCommunity
#Barcelona
#DreamJob

4. Hall of Famous Mentors #ohana #bigthankyou
Calling for new Mentors in Barcelona!
Happy to have you in our next Study Group session!
Admin Certif earned?
2+ years of hands-on
experience?
Fancy to present a
topic to the audience?
[Your Name here]

5. David Sánchez Carmona
Leader of Barcelona Administrators Group
Next planned Certs: Instructor + Sharing & Visibility Designer
265+ badges in Trailhead
Superbadges: 1
I love Salsa & Kizomba dancing!
Salesforcing since 2013 | Working for a Gold partner

6. 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)
● 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

7. 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

8. Today - Getting new badges while learning-by-doing!
https://trailhead.salesforce.com/en/content/learn/trails/force_com_admin_beginner
https://trailhead.salesforce.com/en/content/learn/trails/force_com_admin_intermediate

9. Hands-on Project!

10. Pair Studying & Public Presentation: Rules
Time-boxed 90
minutes
Solution configuraton
in a Dev org - in pairs
Time-boxed 10 minutes
Presentation in pairs
5’
Break
time
Guy who is attempting Admin exam

11. Today - Getting new badges while learning-by-doing!
https://trailhead.salesforce.com/content/learn/projects/suggestion_box
Topics to tackle today:
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

12. Automation Tools for Admins!
Josh Delaney

13. What is Automation?
When Salesforce carries out some action as a result of some conditions being met
Send an Email
Update a record
Create and Delete records
Execute a quick action
Evaluate
Conditions
Carry out
Action
The Tools
Workflow Rules
Process Builder
Flow Builder
Approval Processes*
On their own they don’t sound like much...

14. Today - Automation tools for Admins
Decision Complexity & Reach
Stability
Workflow
Consists of a Workflow Rule and 1 or
more Actions
Conditions can be based on field
values or a formula that evaluates to
true
Can update the record that triggered
the rule, or it’s Master record*
Create task, Send Email, Update
Field
Process Builder
Everything Workflow can do and;
Conditions can be based on/actions
applied to records related via lookup
Related Records can be updated
Different conditions can be applied
to records in the same action group
Post to Chatter, Submit for Approval
and Trigger other Processes and...
Flow Builder
True Declarative Programming (user-
defined variables, complex decision
trees)
Introduces Screen Component
Launched by PB or with a Custom
Button
Perform Actions on unrelated
records
Delete Records*

15. When an Opportunity is created you want to create a task on the Opportunity for the Owner to make a call and
schedule an email to send 30 days later if the Opportunity is still open to remind the Owner to update or disqualify
the Opportunity
When a Contract’s status is changed to ‘Activated’, you want to update the Account Type to Customer and create a
Customer Success Plan record
When the first Opportunity of the month closes, you want to update the custom field ‘Winning Status’ of the
Opportunity Owner to “Winning” and the ‘Winning Status’ on all other sales reps’ user records to “Losing”
Which tool do you use?

16. Today - Automation tools for Admins
Workflow and Processes fire when a user does something a record
Receiving lots of reports of this error as a result of too much automation?
Reuse Triggers
Be aware: Object reference limit
Use UI solutions to reduce Formula Fields
Use Process Builder rather than Workflow if you must

17. Prepare your exam with Flashcards

18. Exam Preparation - Quiz & Flashcards
https://trailhead.salesforce.com/en/content/learn/trails/administrator-certification-prep

19. Preparing for the exam - Workout your skills in Trailhead - seriously
https://trailhead.salesforce.com/en/users/strailhead/trailmixes/prepare-for-your-salesforce-administrator-credential

20. New topic in our Study Group:
Learning about really bad implementation Practices in
Salesforce - and how to avoid them!

21. OrgConfessions - there are some lists you shouldn’t be on
Go to official source to find 330+ confessions:
https://elements.cloud/confessions/
“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!
Confession #9
“Over 100 picklist values on a field but we have no idea
which ones are used so we can’t delete any.”

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

23. Today - Getting new badges while learning-by-doing!
https://trailhead.salesforce.com/content/learn/projects/suggestion_box
Topics learned today:
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. 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

25. 8 Tips for Success

26. 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

27. “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 (Metro: L1 Rocafort)
Logistics & Mentoring +34 656 421 850 (David)

28. Trailhead Academy - Barcelona / Madrid / Paris / México
https://www.isdi.education/sites/default/files/formacion_salesforce_0.pdf