Salesforce Lightning 2020 Certified Administrator Part 3
4.6 (958 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.
5,647 students enrolled

Salesforce Lightning 2020 Certified Administrator Part 3

Salesforce Certified Administrator Course - Part 3 - Covers Service & Support, Activity & Data Management ADX201
4.6 (958 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.
5,647 students enrolled
Created by Mike Wheeler
Last updated 7/2020
English
English [Auto]
Current price: $139.99 Original price: $199.99 Discount: 30% off
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This course includes
  • 4.5 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 these knowledge areas of the Administrator exam - Service & Support Applications, Activity Management & Collaboration, and Data Management
  • 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 original Salesforce Classic 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 3 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 third course in the new series.

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

  • Service and Support Applications

  • Activity Management and Collaboration

  • Data Management

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 56 lectures 04:29:04
+ Course and Service & Support Introduction
32 lectures 02:54:47
Course Introduction - Service and Support Applications Knowledge Area
01:18
Case Record Types
04:46
Creating and Revising Status Picklist Values on Cases
05:08
Editing Case Page Layouts and Assignments
10:30
Adding a Path to Cases
08:46
Service Console Customization
09:43
Email to Case
11:58
Web-to-Case
04:43
Case Assignment Rules
08:22
Support Settings
01:12
Case Queues
06:30
Case Auto-Response Rules
07:42
Case Escalation Rules
06:06
Business Hours
03:05
Case Teams
06:48
Case Closure Configuration
02:39
Creating a Close Case Quick Action
05:08
Salesforce Solution Management
02:15
Enabling Salesforce Knowledge
04:17
Adding Knowledge to the Service Console
02:49
Knowledge Record Types and Page Layouts
05:59
Versioning and Publishing of Knowledge Articles
10:40
Using Knowledge Articles While Working Cases
02:48
Solutions vs. Knowledge
02:48
Creating Data Categories for Knowledge Articles
03:43
Importing Articles to Salesforce Knowledge
03:50
Salesforce Communities Introduction
01:52
Creating a Community
09:12

Innovation Hub Installation Guide - https://docs.google.com/presentation/d/1GWUkXiLpYZNdR6n0szcNDuET9EzYtY0HXMr1jBT21HQ/edit?usp=sharing

Innovation Hub on the AppExchange - https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000EtEHSUA3


Lightning Bolt Solutions, Ideas and Questions in Communities
09:07
+ Activity Management and Collaboration
13 lectures 44:04

In this knowledge area, we address the Activity Management and Collaboration Knowledge Area. This encompasses the various primary components of Activity Management inside of Salesforce; namely Activities, Events and Tasks.

Whenever you see the term Collaboration in relation to Salesforce, that means Chatter, which was created to facilitate collaboration inside of Salesforce. A newer entrant to the Collaboration landscape as well inside of Salesforce is Quip. Although Quip is not currently on the Admin exam at the time of this recording, we’ll still bring some of Quip’s collaboration features into view as well (verify).

In reviewing the Exam Guide, the main points related to the Activity Management and Collaboration Knowledge Area are:

  • Describe the capabilities of activity management (e.g., manage tasks, events, public calendars, multi-day events.

  • Describe the features of Chatter (e.g., feed, groups, following, security).


Activity Management and Collaboration Introduction
01:10
Creating Tasks and Marking Them as Complete
03:48
Tasks Customization
02:36
Event Management
05:25
Public Calendars
03:39
Chatter for Collaboration
06:21
Chatter Feeds and Feed Tracking
03:32
Publisher Actions
04:54
Emojis in Chatter Posts
01:04

https://help.salesforce.com/articleView?id=collab_group_seenby.htm&type=5

Chatter Groups and Seen-By Counts
05:00
Chatter Security
02:39
Chatter Streams
03:35

Draft Posts is a new option that lets you automatically save all your unpublished feed items.

To turn on Draft Posts in your org, navigate to the Chatter setup menu. Under the Draft Posts section, select Allow draft posts. Once you’ve enabled it, as you type a new post, Chatter saves your work to the My Drafts tab. Add files, links, images, mentions, hashtags, and any other rich text.

You can access your drafts in My Drafts when you’re ready to publish, edit, or delete them.


Draft Posts
00:21
+ Data Management
11 lectures 50:12
Data Management Introduction
00:18
Data Export
04:37
Data Import Wizard
07:16
Data Loader
04:08
Data vs. Metadata
04:40
Duplicate Management
11:33
Merging Duplicates
04:41
Universal Picklists
08:05
Sample Exam Question #4
03:41
Validation Rules
00:21
Bonus Lecture: Coupons and Free Courses
00:52