Salesforce Lightning 2020 Certified Administrator Part 4
4.6 (743 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.
5,209 students enrolled

Salesforce Lightning 2020 Certified Administrator Part 4

Salesforce Certified Administrator Course - Part 4 - Analytics, Workflow Automation, Desktop/Mobile Admin & AppExchange
4.6 (743 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.
5,209 students enrolled
Created by Mike Wheeler
Last updated 7/2020
English
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Current price: $139.99 Original price: $199.99 Discount: 30% off
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This course includes
  • 5 hours on-demand video
  • 2 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 - 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
Course content
Expand all 61 lectures 05:16:08
+ Analytics - Reports and Dashboards
32 lectures 02:10:35

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!

Preview 04:19
General Housekeeping Items as We Get Started
00:58
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

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?

Adding a Dashboard to the Home Tab
05:09

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.

Adding a Home Tab to a Lightning App
02:15

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.

Dashboard Filters
02:21
Conditional Highlighting in Reports and Dashboards
02:24
+ Workflow / Process Automation
20 lectures 02:17:35
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
7 lectures 39:28
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
2 lectures 08:30



AppExchange
07:38
Bonus - Coupons and Free Courses
00:52