Salesforce Lightning 2020 Certified Administrator Part 1
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Salesforce Lightning 2020 Certified Administrator Part 1

Salesforce Certified Administrator Course - Part 1- Covers Organization Setup, User Setup, and Security & Access ADX201
4.6 (2,822 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
8,936 students enrolled
Last updated 5/2020
English
English [Auto-generated], Italian [Auto-generated]
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This course includes
  • 5 hours on-demand video
  • 5 articles
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What you'll learn
  • Gain an in-depth understanding of the first 3 knowledge areas of the Administrator exam - Organization Setup, User Setup and Security and Access
  • Learn how to administer the Salesforce Platform in the new user interface - Lightning Experience
  • Work through the Admin Certification prep in Salesforce Lightning Experience
  • This course compliments Mike Wheeler's previous Admin Course which covers the Salesforce Classic User Interface
Requirements
  • No prior Salesforce experience is required
  • Basic computer skills and an Internet connection will be helpful
Description

My previous Salesforce Administrator Certification Course released in March of 2016 and is the best-selling and highest rated Salesforce course of all time, worldwide (not just on Udemy). I have been teaching Salesforce online since that time and have taught well over 110,000 students.

This course is part 1 of a new course series, recorded in the current release of Salesforce. Whereas my prior course was recorded in Salesforce Classic, this course is recorded in Lightning Experience. Also, in order to get the most current information out to you as quickly as possible, I am dividing up the Salesforce Administrator Certification into a series of courses - this is the first course in the new series. Subsequent parts of this series will be releasing soon!

This course covers the following Knowledge Areas of the Exam Guide:

  • Organization Setup

  • User Setup

  • Security and Access

After Tens of Thousands of Udemy Survey ratings for my courses, the students have spoken:

"Are you learning valuable information?" 99.6% answered YES

"Are the explanations of the concepts clear?" 99.8% answered YES

"Is the instructor knowledgeable about the topic?" 99.9% answered YES

Who this course is for:
  • Anyone interested in attaining the Salesforce Administrator Certification
  • Anyone needing to learn the fundamentals of the Salesforce platform
  • Anyone needing to learn how to administer the platform in Salesforce Lightning Experience
  • Anyone who has taken Mike Wheeler's Admin Course in Salesforce Classic and wishes to supplement their knowledge in Lightning
Course content
Expand all 54 lectures 05:10:54
+ Introduction
5 lectures 46:08

In this introductory lecture we go over how to get started in your Salesforce Administrator journey.

Preview 02:47

This lecture takes you through the process of signing up for your own free Salesforce account. You will use this new, free account to work through the various exercises in this course. You can also keep this account for life and build additional solutions in the cloud, as you see fit.

To get this most out of this course, I recommend that you sign up for your own Free Salesforce Account. This isn't a trial account, but an Enterprise level, 2-user license Salesforce account that you can keep for life. Salesforce makes these accounts available to prospective Developers, Administrators, etc. so that you have an org of your own to learn on.

To sign up for a free Salesforce account:

  1. Go to https://developer.salesforce.com/signup

  2. Fill out your personal information in the form.

  3. Select  the Role of Administrator or Developer. This selection doesn't appear to matter as far as what type of Salesforce account that you end up with. I believe Salesforce simply uses this designation to know more about you and what you are interested in, so they can send you follow up information, marketing, etc.

  4. Enter your name in the Company name, or the company that you work for.

  5. Enter a valid email address for yourself. I recommend that you use a personal email address and not a work email address.

  6. Enter your desired username in the Username field. 
    NOTE:  The username needs to be in the form of an email address. I recommend that you user your own personal email address for your username, unless you already have a Salesforce account using your email address. You can put anything in the username field, but it at least has to contain an @ sign to appear like an email address.

  7. Click Sign Up.

  8. Check your email for a new account confirmation email. You will need to click through the link in the email from Salesforce to access your account and set your password.

  9. Click Verify Account. You will then be logged into Salesforce and will next need to set your password.

  10. Enter  your New Password and Confirm New Password and then provide a Security Question Answer.

  11. Click Change Password.


Preview 03:43
General Housekeeping Items as We Get Started
00:57

In this lesson, we look at the core features of the Salesforce Lightning Experience User Interface.

Preview 21:50

In this lesson, we access and get introduced to the Setup Menu. I share the enormity of the Setup Menu and discuss the dreaded Imposter Syndrome as well. We compare and contrast the Setup menu in Lightning Experience as compared to Salesforce Classic.

 I visit the Customize and Create menu options inside of Setup in Salesforce Classic as well.

Setup Menu Tour
16:51
+ Organization Setup
14 lectures 01:10:34
Organization Setup Introduction
00:15

In this lesson, I show you where to set an organization’s fiscal year setting. By default, an org’s fiscal year is set to the default fiscal start of January. We walk through the process of how to set a Fiscal Year to a Custom one, but we don’t save our changes.

I also discuss some of the warnings and impacts that adjusting a Fiscal Year in Salesforce will have on your org and especially on your Forecasting.

Setting an Organization’s Fiscal Year
05:00

In this lesson, we change the default Business Hours for our Salesforce Org from being open every day and 24 hours a day to instead be open Monday through Friday from 8 AM to 5 PM in our local time zone.

We also create a new Holiday in our orgs and set the Holiday to a recurring one.

Setting an Organization’s Business Hours
04:34

In this lesson, we enable multiple currencies in our org.

WARNING:

Do not enable multiple currencies in a workplace Salesforce org. Only follow along and enable Multiple Currencies if you are in a free Salesforce account that is intended for training purposes. I repeat, do not enable multiple currencies in an active production org of Salesforce!

Organization Currency Management
05:17

In this lesson, I enable Advanced Currency Management, which allows you to manage dated exchange rates. Dated exchange rates enable you to map a currency conversion rate to a specific date range.

Enabling Advanced Currency Management
05:15

In this lesson, we adjust the currency on an opportunity. We then look at the display of the parenthetical currency conversion of the opportunity.

Setting a Currency on an Opportunity
03:01

In this lesson, we look at various default settings found on the Company Information screen, such as:

  • Default Locale

  • Default Language

  • Default Time zone

When you change an organization’s default locale to reflect your organization’s physical location, this may impact the display of some information, such as numbers, dates or phone numbers.

Organization Default Settings
05:18

In this lesson, we visit the multitude of settings available via the User Interface menu inside of Setup.

User Interface Settings
04:35

In this lesson, we address the settings available under the User Management Settings, some of which impact certain User Interface settings inside of Salesforce. We also discuss newer GDPR compliant features built into Salesforce now via the User Management Settings menu.

User Management Settings and GDPR
07:12

In this lesson, we look at a feature that is currently only available to us as Administrators in Salesforce Classic – Search Settings. I demonstrate some of the Search Settings that can be configured in your org.

We adjust the Number of Search Results Displayed Per Object. We also adjust the Lookup Settings to enabled Enhanced Lookups and also enable Lookup Auto-Completion.

Search Settings
05:08

In this lesson, we create and filter list views.

Creating and Filtering List Views
08:58

In this lesson, we explore another visual representation of List Views – KanBan List Views. We address how to set the KanBan Grouping by Status on Cases and also look at dynamic updates to not only cases but leads and opportunities as well.

Creating Kanban List Views
05:51

In this lesson, we start out in Salesforce Classic, because Home Page Layouts are not available to customize via the Setup Menu in Lightning Experience.

To customize a Home Page Layout in Salesforce Classic:

  1. Go to Setup > Customize > Home > Home Page Layouts.

  2. Click the New button.

  3. Select a layout to base the new layout from.

  4. Enter a Name for the new layout.

  5. Select the Components that you would like to include on the Home Page Layout.

  6. Click Next to select the order you would like the components to appear on the page. You are able to move components up and down on the page, but are not able to move components from one column to the other.

  7. Click Save & Assign to assign the new layout to the desired User profiles.

  8. Click Save.

Customizing a Home Page Layout
07:19

Here's a new feature on Lightning that may appear on your exam - Themes and Branding. Learn how to customize the appearance of Salesforce Lightning in your org.

Themes and Branding
02:51
+ User Setup
9 lectures 45:21

Get started with this Knowledge Area in this introductory lecture.

User Setup Introduction
00:13

In this lesson, we create a new user account.

To create a user account for our fictional co-worker, John Doe:

  1. Click Setup to display the Setup menu.

  2. Search for Users in the Setup search field on the left.

  3. Locate and click on the Users link located under the Manage Users section of the Setup menu. The Users screen displays.

  4. Click New User. The New User screen displays.

  5. Enter John in the First Name field.

  6. Enter Doe in the Last Name field.

  7. Enter jdoe in the Alias field.

  8. Enter your email address in the Email field. You will be able to receive email notifications for your fictional Jim Doe user if you enter an email address which you control and have access to. 

  9. Enter a username of your own choosing for your Jim Doe user. The username needs to be in the form of an email address, but does not have to be a valid email address.

  10. Enter a Nickname of John.

  11. Select Director of Channel Sales from the Role dropdown.

  12. Select Salesforce from the User License field.

  13. Select Custom: Sales Profile from the Profile field.

  14. Check the Active checkbox.

  15. Check the Marketing User checkbox.

  16. Select the Time Zone that you are in, located under the Locale Settings section of the New User screen.

  17. Select your desired Locale and Language from the dropdown fields.

  18. Check the Generate new password and notify new user immediately checkbox.

  19. Click Save.

Creating a New User
09:43

In this lesson, we create multiple users and assign licenses to them.

Creating Multiple Users and Assigning Licenses
04:46

In this lesson, I address how to reset a user password in Salesforce.

Resetting a User Password
02:47

In this lesson, I cover how to troubleshoot and resolve user lockout issues.

Resolving Locked User Accounts
08:24

In this lesson, I cover how to activate and deactivate Salesforce users in your org.

Activating and Deactivating a User
02:30

In this lesson, I demonstrate how to freeze a user account. I also address common scenarios where freezing a user may be preferable to deactivating them.

Freezing a User
06:18

In this lesson, I introduce you to Login Access Policies in the Setup Menu. Setting this functionality proves useful in troubleshooting issues reported by other users, because you can see and experience Salesforce from their perspective, based upon their own Profile, Role and security settings.

You set the ability to log in as other users in Login Access Policies in Setup.

Once you log in as another user and then log back out, you’ll notice that you have to log back in as yourself.

You can turn off being forced to relogin by going to Session Settings in Setup and unchecking the Force relogin after Login-As User checkbox.

Logging In as Another User
06:09

In this lesson, we learn about the SalesforceA mobile app for iOS and Android devices. It is a helpful app for common administrative functions.

SalesforceA Mobile App for User Administration
04:31
+ Security and Access
26 lectures 02:28:51

This introductory lecture gets you started with the next Knowledge Area of this course.

Security and Access Introduction
00:32

In this lesson, we review the Set Password Policies options available that we can set org-wide.

Organization Password Security Controls
06:44

This list contains IP address ranges from sources that your organization trusts. Users logging in to salesforce.com with a browser from trusted networks are allowed to access salesforce.com without having to activate their computers (identity confirmation) Security > Network Access

Network Access and Setting Trusted IP Ranges
02:59

In this lesson, we address setting a Login IP Range for a profile.

You can control login access on a user’s profile by specifying a range of IP addresses. When you define IP address restrictions for a profile, any login from a restricted IP address is denied.

Login IP Ranges
02:43

Trusted IP Ranges define a list of IP addresses from which users can log in without receiving a login challenge for verification of their identity, such as a code sent to their mobile phone. i.e. Identity confirmation

https://help.salesforce.com/apex/HTViewHelpDoc?id=security_networkaccess.htm

Login IP range You can control login access on a user’s profile by specifying a range of IP addresses. When you define IP address restrictions for a profile, any login from a restricted IP address is denied.

https://help.salesforce.com/apex/HTViewHelpDoc?id=login_ip_ranges.htm

Trusted IP Ranges vs. Company Login IP Range
02:34

A user profile has login hour restrictions set to Monday through Friday 8am to 5pm. The user logged in at 4:30 pm on a Tuesday and it is now 5:01 pm. Which behavior of the application should the user expect?

Login Hours - What happens at 5:01 PM?
06:37

In this lesson, we look at the various Identity Verification Settings that are available to set in your Salesforce org. We also revisit the Session Settings menu to see that many of those same settings can be adjusted from there as well.

 We also look at the Identity Verification History list and create a new list view there to include Longitude and Latitude information to signify further geolocation capabilities found within the Identity Verification History options available in Salesforce.

Identity Verification and History
07:02

In this lesson, we start things off by verifying that you have the Enhanced Profile User Interface enabled via the User Management Settings menu. We then look at the layout of the Enhanced Profile User Interface and how a profile’s settings are divided into two major categories – Apps and System.

We’ve previously dealt with some of the System settings at the Profile level, and we now visit a few new areas of the System settings for a profile, namely System Permissions and the View All Data and Modify All Data settings.

We then work our way up to the App Settings and look at the Assigned Apps settings for a profile, how to make additional apps available to a profile, as well as how to set a default app for a profile.

Refer back to the User Management Settings toggle for Enhanced Profile User Interface and how to verify they see what I show and how to adjust

Profiles Introduction
10:21

In this lesson, we look at the Object settings for a Profile. It is here that you can access and modify what are known as the CRUD rights on an object (Create, Read, Update, Delete).

Profile Object Settings
10:34

In this lesson, I address the three different options for Tab Settings at the profile level – Default On, Default Off, and Tab Hidden.

Profile Tab Settings - On, Off and Hidden
03:56

In this lesson, we create a custom profile by cloning an existing one.

Creating a Custom Profile
03:13

In this lesson, I discuss a best practice for Profile assignment of users – assigning them to a Custom Profile always, and why that is. As with any software system, or life in general, there’s always an exception, and I share the one exception to this Best Practice as well.

We round things out with an antiquated blog post that gives more history and background as to why you should not assign users to Standard Profiles. What remains a mystery and unanswered to this day is why Salesforce allows users to be assigned to Standard Profiles in the first place.

Custom vs. Standard Profiles
04:44

In this lesson, we cover Roles and the Role Hierarchy.

Roles and the Role Hierarchy
08:59

In this lesson, I discuss how to edit the Role Hierarchy. I also recommend capturing a snapshot of the current state of the Role Hierarchy before making any edits to it.

Editing the Role Hierarchy
05:25

In this lesson, I demonstrate Organization-Wide Defaults.

Setting Organization Wide Defaults
05:18

Newer admins often confuse Profiles and Roles. Salesforce realizes this fully, and fashions the security questions on the Administrator Exam accordingly. Their goal is to ascertain that you know the difference between the two, and that you can figure out various security based scenarios.

Profiles vs. Roles
09:48

In this lesson, I walk you through sample exam question #1 from the exam guide.

What should a system administrator use to disable access to a custom application for a group of users?

Choose one answer

A.    Profiles

B.    Sharing Rules

C.    Web Tabs

D.    Page Layouts

Sample Exam Question #1
06:18

You must have the Enhanced Profile List View toggle set to on in User Management Settings in order to create an Enhanced Profile List View. In this lesson, we create an Enhanced Profile List View in order to make mass edits to multiple profiles and objects to adjust their CRUD rights.

Enhanced Profile List Views
05:33

A permission set is a collection of settings and permissions that give users access to various tools and functions. The settings and permissions in permission sets are also found in profiles, but permission sets extend users’ functional access without changing their profiles.

In this lesson, we change the Custom: Sales Profile and remove the rights for those in that profile to be able to delete opportunities. We then create a Permission Set that allows users to delete opportunities and assign it to a user in the Custom: Sales Profile. We demonstrate the impact of the user being assigned to that permission set, which adds a Delete button to opportunity records to those that are assigned to it.

Permission Sets
11:32

In this lesson, we compare and contrast Profiles and Permission Sets.

Profiles vs. Permission Sets
05:00

Remember that the Role Hierarchy opens up access vertically. With Sharing Rules you can open up access laterally. 

Sharing Rules
04:42

In this lesson, we find that Manual Sharing is not currently available in Lightning Experience, thanks to the Lightning Roadmap. We switch to Salesforce Classic and create a Sharing Rule on the Opportunity. 

We set the criteria for the Opportunity Sharing Rule so that whenever an opportunity has a Lead Source of Web and a Stage of Closed Won that it is shared with those in the Role of Western Sales Team.

We update the John Doe user record to reassign him to the Western Sales Team Role and then update an opportunity to match our Sharing Rule criteria.

Thanks to the magic of the Sharing button on the Opportunity page layout, we see that John Doe now has access to the opportunity that we updated to match the sharing rule criteria. We then manually share this opportunity with a couple of other users individually, via manual sharing.

Important Note:
Role Hierarchy opens access vertically and Sharing Rules open access up laterally. Manual Sharing opens access flexibly.

Manual Sharing
07:19

In this lesson, we set Field Level Security on fields.

Field Level Security
06:27

In this lesson, we create a Public Group. I also demonstrate a few areas you may find Public Groups being used, such as when creating Sharing Rules and also when manually sharing records.

Public Groups
05:32

In this lesson we cover how folders can be used to organize and secure communication templates, dashboards and reports.

Folder Security
04:04

This final lesson of this course covers info on the second and third courses for the Admin Lightning Certification.

Bonus Lecture: Coupons and Free Courses
00:54