Salesforce Lightning 2020 Certified Administrator Part 4
- 5 hours on-demand video
- 2 articles
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- Certificate of Completion
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Try Udemy for Business- 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
- No prior Salesforce experience is required
- Basic computer skills and an Internet connection will be helpful
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
- 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
Thank you for enrolling in this fourth and final course in my new Salesforce Certified Administrator course series, recorded in Lightning Experience. This course covers the following Knowledge Areas of the exam:
Analytics - Reports and Dashboards
Workflow / Process Automation
Desktop and Mobile Administration
AppExchange
This section of the course is devoted to the Analytics - Reports and Dashboards knowledge area. In this Knowledge Area, you will learn all of the core concepts of the platform in order to be able to:
Describe the options available when creating or customizing a report (for example, report type, report format, fields, summarizing data, filtering data, charting, scheduling, and conditional highlighting).
Describe the impact of the sharing model on reports.
Describe the options available when creating and modifying dashboards (for example, dashboard components, data sources, chart types, scheduling, and running user).
Describe the capabilities of custom report types.
Let's get started with Analytics by first learning about Reports and then Dashboards. I'll see you in the next lesson!
In this lesson, I add a dashboard to a Home page. We then specify that page as the org default Home tab as well as the default for all profiles for the Sales app. We also further specify this same page as the Home tab default for the Knowledge application for System Administrators only. We discover that the Home tab is missing from the Knowledge app. What’s a self-respecting Salesforce Admin to do?
In the previous lesson, after adding a dashboard to a Home tab and specifying it as the default Home tab for the Knowledge app for System Administrators, we discovered that the Home tab was missing from the app. We go into the Lightning Experience App Manager in this lesson and add the Home tab to the Knowledge app to finish setting up what we started in the previous lesson.
Add, edit, or remove filters from your Lightning Experience dashboard directly from the lightning dashboard builder. Filters let people choose different views of a dashboard, so one dashboard does the job of many. Without dashboard filters, you’d have to create multiple dashboards, each with its own set of filtered reports. For example, add a filter on the industry field to track opportunities by industry. This feature is new in Lightning Experience.