Salesforce Lightning 2020 Certified Administrator Part 1

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.

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!

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.

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

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.

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

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 create and filter list views.

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.

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.

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.

Get started with this Knowledge Area in this introductory lecture.

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.

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

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

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

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

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.

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.

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

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

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

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

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.

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

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?

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, 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).

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

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

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.

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

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.

In this lesson, I demonstrate Organization-Wide Defaults.

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.

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

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 compare and contrast Profiles and Permission Sets.

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

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.

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

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.

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

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