FF SYSADMIN CERTIFICATION - FFA BLUEPRINT

TOPIC SUBTOPIC ID TASK YOUR COMMENTS (CLICK IN CELL TO WRITE YOUR OWN NOTES)

CONDUCT DATA SETUP & MANAGEMENT STEPS

1. CUSTOM SETTINGS & CUSTOMER INTERFACE 1. DATA SETUP & MANAGEMENT 1.1.1
(ex: COA, COMPANY, LOCALIZATION, ACCOUNTS, …)

1. CUSTOM SETTINGS & CUSTOMER INTERFACE 1. DATA SETUP & MANAGEMENT 1.1.2 CONFIGURE INTERCOMPANY SETUP

1. CUSTOM SETTINGS & CUSTOMER INTERFACE 1. DATA SETUP & MANAGEMENT 1.1.3 SET UP PLAID BANK INTEGRATION

SET UP DOCUMENT PRINTING

1. CUSTOM SETTINGS & CUSTOMER INTERFACE 1. DATA SETUP & MANAGEMENT 1.1.4
(ex: COMPANY ADDRESS; BACKGROUND; VF PAGE AS TEMPLATE)

1. CUSTOM SETTINGS & CUSTOMER INTERFACE 1. DATA SETUP & MANAGEMENT 1.1.5 SET UP FOUNDATIONS EXCHANGE RATE INTEGRATION

CUSTOMIZE PAGES & LAYOUTS

1. CUSTOM SETTINGS & CUSTOMER INTERFACE 2. USER INTERFACE MANAGEMENT 1.2.1
(ex: BUDGETS & BALANCES; ACCOUNT VALIDATION, MULTICURRENCY, ...)

1. CUSTOM SETTINGS & CUSTOMER INTERFACE 2. USER INTERFACE MANAGEMENT 1.2.2 MANAGE CUSTOM SETTINGS

1. CUSTOM SETTINGS & CUSTOMER INTERFACE 2. USER INTERFACE MANAGEMENT 1.2.3 MANAGE TASK LAUNCHER SETTINGS

1. CUSTOM SETTINGS & CUSTOMER INTERFACE 2. USER INTERFACE MANAGEMENT 1.2.4 SET UP CUSTOM PICKLISTS

1. CUSTOM SETTINGS & CUSTOMER INTERFACE 2. USER INTERFACE MANAGEMENT 1.2.5 SET UP BACKGROUND POSTING SCHEDULER PAGE

ENABLE/ASSIGN/MANAGE CUSTOM INPUT FORMS (CIF)

1. CUSTOM SETTINGS & CUSTOMER INTERFACE 2. USER INTERFACE MANAGEMENT 1.2.6
(OVERRIDE NEW / EDIT / VIEW BUTTONS ON CUSTOM OBJECTS)

MANAGE LIGHTNING PAGES

1. CUSTOM SETTINGS & CUSTOMER INTERFACE 2. USER INTERFACE MANAGEMENT 1.2.7
(ADD LIGHTNING COMPONENTS)

1. CUSTOM SETTINGS & CUSTOMER INTERFACE 2. USER INTERFACE MANAGEMENT 1.2.8 EDIT FIELD SETS [VISUALFORCE PAGES]

MANAGE ONGOING SCHEDULING, EDITING, & DELETING OF AUTOMATED/SCHEDULED JOBS (EX: BACKGROUND
1. CUSTOM SETTINGS & CUSTOMER INTERFACE 3. BACKGROUND PROCESSING 1.3.1
POSTING SCHEDULER)

1. CUSTOM SETTINGS & CUSTOMER INTERFACE 3. BACKGROUND PROCESSING 1.3.2 USE THE ACCOUNTING TASK LAUNCHER TO SET UP & MANAGE DATA

1. CUSTOM SETTINGS & CUSTOMER INTERFACE 3. BACKGROUND PROCESSING 1.3.3 SCHEDULE/REVIEW/DELETE APP LOGS

CONTINUED ON NEXT PAGE

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2. CONFIGURATION MANAGEMENT
2. CONFIGURATION MANAGEMENT
2. CONFIGURATION MANAGEMENT
2. CONFIGURATION MANAGEMENT
2. CONFIGURATION MANAGEMENT
2. CONFIGURATION MANAGEMENT
2. CONFIGURATION MANAGEMENT
2. CONFIGURATION MANAGEMENT
2. CONFIGURATION MANAGEMENT
2. CONFIGURATION MANAGEMENT
2. CONFIGURATION MANAGEMENT
2. CONFIGURATION MANAGEMENT
2. CONFIGURATION MANAGEMENT
2. CONFIGURATION MANAGEMENT
2. CONFIGURATION MANAGEMENT
3. USER MANAGEMENT
3. USER MANAGEMENT
3. USER MANAGEMENT
3. USER MANAGEMENT
3. USER MANAGEMENT
3. USER MANAGEMENT
1. BUSINESS PROCESS SUPPORT
1. BUSINESS PROCESS SUPPORT
1. BUSINESS PROCESS SUPPORT
1. BUSINESS PROCESS SUPPORT
1. BUSINESS PROCESS SUPPORT
1. BUSINESS PROCESS SUPPORT
2. REPORTING
2. REPORTING
2. REPORTING
3. NEW RELEASE PREP & TESTING
3. NEW RELEASE PREP & TESTING
3. NEW RELEASE PREP & TESTING
4. FOUNDATIONS MANAGEMENT
4. FOUNDATIONS MANAGEMENT
4. FOUNDATIONS MANAGEMENT
1. SECURITY
1. SECURITY
1. SECURITY
1. SECURITY
2. WORKSPACES
2. WORKSPACES
FF SYSADMIN CERTIFICATION - FFA BLUEPRINT
2.1.1 SET UP MATCHING FROM CASH ENTRY (EX: ASYNC MATCHING THRESHOLD)
2.1.2 CREATE VALIDATION RULE (EX: PREVENT USERS FROM CHANGING ACCOUNT CURRENCY)
2.1.3 ENABLE ENHANCED ACCOUNT LOOKUP
2.1.4 SET UP MULTI-BOOK ACCOUNTING SETTINGS (ENABLE, PRIMARY BOOK)
2.1.5 MANAGE PAYMENTS PLUS CONFIGURATION
MANAGE COLLECTIONS PLUS CONFIGURATION
2.1.6
(GENERATE REMINDERS & CUSTOMER STATEMENTS, USING FEATURE CONSOLE)
REPORTING INFRASTRUCTURE (CORE DATA, HIERARCHIES, DIMENSIONS/ANALYSIS,
2.2.1
SUB-ANALYSIS MAPPING)
2.2.2 FRB CUSTOMIZATION & MANAGEMENT
2.2.3 REPORT GENERATION & MANAGEMENT (ALL TOOLS, SCHEDULING)
2.3.1 ACCESS & REVIEW RELEASE PREVIEW SCHEDULE & MATERIALS
2.3.2 FACILITATE TESTING OF EXISTING PROCESSES AND VALIDATION OF NEW FEATURES WITH USERS
2.3.3 ENABLE CHOSEN FEATURES TO IMPLEMENT USING FEATURE CONSOLE
2.4.1 ENABLE FEATURES APPROPRIATE FOR ORG (FEATURE CONSOLE)
2.4.2 MAINTAIN MESSAGE TYPE MANAGEMENT
2.4.3 REGISTER/LOAD/REMOVE FOUNDATIONS PUBLICATIONS & SUBSCRIPTIONS
3.1.1 ASSIGN NEW USERS APPROPRIATE PERMISSIONS / ACCESS RIGHTS
3.1.2 MANAGE STANDARD & CUSTOM OBJECT PERMISSIONS
USE THE PERMISSIONS WORKBENCH AND USER MANAGEMENT TOOL
3.1.3
(TO MANAGE USER PERMISSION SETS & GROUPS)
MANAGE USER ACCESS BY ASSIGNING & MANAGING:
- PERMISSION SETS & GROUPS
- PROFILES
3.1.4 - VISUALFORCE PAGE ACCESS
- TAB SETTINGS
- APEX CLASS ACCESS
- PACKAGE LICENSES
3.2.1 CONFIGURE & ASSIGN WORKSPACES TO USERS
3.2.2 MAINTAIN/EDIT WORKSPACES TO REFLECT PERSONAS WITHIN ORG
© Copyright 2022