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IT & Software IT Certification Salesforce Certified Administrator

Salesforce Lightning 2020 Certified Administrator Part 4

Salesforce Certified Administrator Course - Part 4 - Analytics, Workflow Automation, Desktop/Mobile Admin & AppExchange
Rating: 4.7 out of 54.7 (1,046 ratings)
6,814 students
Created by Mike Wheeler
Last updated 4/2021
English
English [Auto]
30-Day Money-Back Guarantee

What you'll learn

  • Gain an in-depth understanding of the these knowledge areas of the Administrator exam - Analytics (Reports & Dashboards), Workflow / Process Automation, Desktop and Mobile Administration and AppExchange
  • 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 the fourth and final installment of my new Admin Certification course series, recorded in Lightning. 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:

  • Analytics - Reports and Dashboards

  • Workflow / Process Automation

  • Desktop and Mobile Administration

  • AppExchange

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

Featured review

Aaron Black
Aaron Black
27 courses
10 reviews
Rating: 5.0 out of 5a year ago
Passed on first attempt. Wheeler courses are a good mix of actually useful info for working the platform, and the absolutely useless info that you'll need to pass the exam. (It's an exam study course, so...)

Course content

4 sections • 61 lectures • 5h 16m total length

  • Preview04:19
  • General Housekeeping Items as We Get Started
    01:07
  • Preview02:47
  • Preview05:06
  • Installing Reports via the AppExchange
    09:47
  • Report Formats Overview
    01:27
  • Creating a Tabular Report
    01:46
  • Creating a Summary Report
    01:18
  • Creating a Matrix Report
    02:25
  • Create a Joined Report
    03:08
  • Changing a Report Format and What Happens
    03:22
  • Adding a Chart to a Report
    01:39
  • Summary Formulas
    03:14
  • Summarizing Data in Reports
    02:46
  • Subscribing to Reports
    02:15
  • Categorizing Data with Bucket Columns
    04:21
  • Creating Cross-Filters
    03:52
  • Creating Custom Report Types
    08:32
  • Creating a Report Using a Custom Report Type
    04:13
  • Historical Changes Reporting - Historical Trend Reporting vs. Reporting Snapshot
    06:21
  • Sharing Model Impact on Reports
    08:15
  • Adding the Sharing Button to Page Layouts to Determine Access to Records
    07:16
  • Creating a Dashboard
    06:44
  • Modifying Dashboards
    04:44
  • Dashboard Components and Component Types
    07:02
  • Setting Decimal Precision in Dashboards
    02:30
  • Dynamic Dashboards and Running Users
    05:19
  • Subscribing to Dashboards
    03:00
  • Adding a Dashboard to the Home Tab
    05:09
  • Adding a Home Tab to a Lightning App
    02:15
  • Dashboard Filters
    02:21
  • Conditional Highlighting in Reports and Dashboards
    02:24

  • Workflow / Process Automation Introduction
    01:05
  • Creating Workflow Rules
    05:47
  • Creating Immediate Workflow Actions
    12:14
  • Creating Time-Based Workflow Actions
    03:17
  • Process Automation Settings
    02:53
  • Time-Based Workflow Queue
    06:57
  • Working With and Closing Tasks
    01:32
  • Creating Email Templates
    10:44
  • Creating Email Alerts
    08:48
  • Creating Outbound Messages
    06:25
  • Approval Processes
    12:44
  • Reassigning an Approval Process
    02:02
  • Creating a Process Using the Process Builder
    14:37
  • One Process Per Object Design Pattern
    05:40
  • Editing a Process
    07:23
  • Trust.Salesforce.com
    07:05
  • Creating Flows with the Flow Builder
    09:26
  • Installing Flows via the AppExchange
    10:02
  • Which Automation Tool to Use
    05:52
  • Einstein Next Best Actions
    03:02

  • Desktop and Mobile Administration Introduction
    00:59
  • Mobile Quick Start Wizard
    06:28
  • Global Actions
    04:04
  • Object Specific Quick Actions
    03:22
  • Configuring Actions on Page Layouts
    06:31
  • Salesforce Mobile Apps
    03:29
  • Salesforce Lightning for Outlook Installation and Synchronization
    14:35

  • AppExchange
    07:38
  • Bonus - Coupons and Free Courses
    01:18

Instructor

Mike Wheeler
Salesforce Trainer - 130,000+ Students - 25K+ 5-Star Reviews
Mike Wheeler
  • 4.5 Instructor Rating
  • 49,874 Reviews
  • 139,991 Students
  • 24 Courses

I teach Salesforce, Zoom and Home Business Courses. I am passionate about helping you become a 'Creator in a Consumption World'

I gravitate towards tools and tech that empowers the non-technical to build and create amazing things online.

That is why I was drawn to amazing tools and platforms, such as Salesforce, Zoom, Wordpress, and more.

I am currently creating a series of courses that teach you all of the fundamentals and specifics related to launching your own home business, make money online, and how to build your own brand while building applications and businesses on the Internet.

After 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

Before discovering Salesforce, I worked as a Technical Writer, Trainer, and built blogs using Wordpress. Once I found Salesforce, I saw it as the quickest path to building world-class web and mobile applications for businesses and consumers. I've attained 6 Salesforce Certifications along the way: Salesforce Developer, Salesforce Administrator, Salesforce Advanced Administrator, Salesforce Sales Cloud Consultant, Salesforce Service Cloud Consultant, and Salesforce Platform App Builder.

I am the founder of Mike Wheeler Media, LLC, where my mission is to Inspire, Equip and Train the masses on the Salesforce Platform. Feel free to connect with me through the various social profile links on my profile here. 

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