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- 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
- No prior Salesforce experience is required
- Basic computer skills and an Internet connection will be helpful
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:
Security and Access
After Tens of Thousands of Udemy Survey ratings for my courses, the students have spoken:
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- 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
In this introductory lecture we go over how to get started in your Salesforce Administrator journey.
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:
Go to https://developer.salesforce.com/signup
Fill out your personal information in the form.
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.
Enter your name in the Company name, or the company that you work for.
Enter a valid email address for yourself. I recommend that you use a personal email address and not a work email address.
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.
Click Sign Up.
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.
Click Verify Account. You will then be logged into Salesforce and will next need to set your password.
Enter your New Password and Confirm New Password and then provide a Security Question Answer.
Click Change Password.
In this lesson, we look at the core features of the Salesforce Lightning Experience User Interface.
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.
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.
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.
In this lesson, we enable multiple currencies in our org.
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!
In this lesson, we look at various default settings found on the Company Information screen, such as:
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.
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.
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.
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:
Go to Setup > Customize > Home > Home Page Layouts.
Click the New button.
Select a layout to base the new layout from.
Enter a Name for the new layout.
Select the Components that you would like to include on the Home Page Layout.
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.
Click Save & Assign to assign the new layout to the desired User profiles.
In this lesson, we create a new user account.
To create a user account for our fictional co-worker, John Doe:
Click Setup to display the Setup menu.
Search for Users in the Setup search field on the left.
Locate and click on the Users link located under the Manage Users section of the Setup menu. The Users screen displays.
Click New User. The New User screen displays.
Enter John in the First Name field.
Enter Doe in the Last Name field.
Enter jdoe in the Alias field.
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.
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.
Enter a Nickname of John.
Select Director of Channel Sales from the Role dropdown.
Select Salesforce from the User License field.
Select Custom: Sales Profile from the Profile field.
Check the Active checkbox.
Check the Marketing User checkbox.
Select the Time Zone that you are in, located under the Locale Settings section of the New User screen.
Select your desired Locale and Language from the dropdown fields.
Check the Generate new password and notify new user immediately checkbox.
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.
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
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
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.
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.
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
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.
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.
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.
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.
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.
Role Hierarchy opens access vertically and Sharing Rules open access up laterally. Manual Sharing opens access flexibly.