Salesforce Lightning Administrator Certification Part 1

Explore core Salesforce terminology, including records, fields, and objects, organization (org), and apps, and see how accounts and contacts organize data in a database.

Set up the fiscal year in Salesforce to support financial reporting and tax obligations, choosing the start month and whether to use a custom fiscal year, with caution.

Configure your company profile in Salesforce by adjusting organization details, local settings, time zone, language, and currency. Monitor licenses and storage usage.

Configure language settings and enable users to select their preferred language in Salesforce; the admin can add languages, and the UI, fields, and tabs translate to the chosen language.

Customize the Salesforce navigation bar by adding, removing, and rearranging tabs for leads, accounts, opportunities, reports, dashboards, and records, use the more dropdown menu, and save favorites for faster access.

Create new users in the Salesforce lightning experience by completing the new user form, entering email, selecting license and profile, and reviewing permissions and login history.

Explore how to enforce password security in Salesforce with policies for expiration, history, minimum length, and complexity, plus login attempts, forgotten password options, and API user settings.

Configure trusted IP ranges to allow logins from approved addresses without a login challenge, protecting Salesforce data. Manage the start and end IPs in network access and save changes.

Explore identity verification history in Salesforce, used with external integrations and active directories to audit up to 20,000 records, tracking attempts, methods, status, and location.

Profiles grant object-level access based on role, balancing permissions for accounts, opportunities, and cases to prevent data inconsistency and unwanted updates.

Enforce Salesforce access with login IP ranges and trusted IP ranges, link them to user profiles, and restrict logins to hours like 8 am to 6 pm.

Explore how roles govern visibility through the Salesforce hierarchy while profiles define object, field, and app permissions, with profiles mandatory and roles optional.

Learn how organization wide defaults (owd) set baseline access in salesforce, and how private, public read-only, public read-write, and grant access using hierarchies shape who can view or edit records.

learn how to use field level security in Salesforce to hide or reveal the country field on opportunities for specific profiles, using object manager to set visible and read-only permissions.

Configure a criteria-based sharing rule to grant field sales read access to all opportunities where type equals services or EMS.

Enable manual sharing by adding a share button on the record in lightning experience; then grant read-only access to a single account record for Samantha Edmonds.

Create and use public and personal groups to share records, including users, other groups, and hierarchy-aware roles or territories, and apply sharing settings to opportunities.

Explore enterprise territory management in Salesforce, creating territory types and models, assigning users and accounts, setting access to accounts and opportunities, and running reports to optimize territory strategy.

Create a custom collection object linked to opportunities via a lookup relationship, with an auto id and searchable fields. Manage tab visibility and profile access, noting the API name collections__c.

Explore how Salesforce connects data with object relationships, including lookup, master-detail, and many-to-many, via junction objects; learn one-to-many links, hierarchy, and deletion rules using account and contact examples.

Relate a custom collection object to the opportunity via a master-detail relationship in Salesforce, configuring the field, ownership, cascade delete, roll-up summary capability, sharing options, and reparenting as needed.

Create a lookup relationship on payment object to link to an account, while payment remains linked to opportunity via master-detail; configure delete behavior and update page layouts to test lookup.

Explore standard objects and fields in Salesforce, distinguish standard from custom objects by API names ending with __c, with examples like accounts, contacts, opportunities, and custom project fields.

Learn how to delete a custom field in Salesforce, back up data, and use the fields and relationships menu, noting the 15‑day undo window before permanent removal.

Learn how to change a field's data type in Salesforce Lightning, switching between text and number, setting a length of 18 digits, and validating input to restrict characters.

Enable field history tracking in Salesforce to record previous and new values on account records, view changes in the account history related list, and export history to an Excel report.

Create record types in Salesforce to tailor fields for statuses and profiles. Apply record types to a collection object, controlling status driven field visibility for pending, bounced, and clear states.

Dynamic forms convert page layout fields into components in the Lightning App Builder, enabling conditional visibility and cleaner, user-centric page layouts.

Learn to manage leads in Salesforce, including lead fields, lead source, rating, and status, and convert qualified leads into account, contact, and opportunity with new or existing records.

Map lead fields to custom account, contact, and opportunity fields during lead conversion in Salesforce, enabling lead data to transfer to the corresponding records.

Explore how to tailor Salesforce lead processes for marketing and online leads, tracking distinct fields and status options (open, working, closed, converted, closed not converted) within the lead object.

Create two lead processes for online sales and marketing by configuring lead status and record types. Save, reuse, and clone lead processes with a default working status.

Reorder lead status values by editing the lead object, then create lead record types for marketing and online with distinct page layouts and profile access, demonstrating how different processes apply.

Learn how to create and embed a web-to-lead form in Salesforce to generate leads from your website, selecting mandatory fields, customizing the form, and configuring auto responses.

Learn how campaigns link leads to marketing activities in Salesforce, enabling outbound programs like emails, ads, and seminars. Create campaigns, attach leads, and review performance with the campaign graph.

Create and link record types to sales processes on the opportunity object to tailor stages and picklists per profile, including a web sales process with limited stages and page loads.

Learn to use the Salesforce lightning path to update a case status directly on the record, configure user path preferences, and add collapsible key fields for guided insights.

Learn how products and price books relate to opportunities, manage active products, and use price books to control product sets, prices, and expected revenue in Salesforce.

Enable product scheduling in Salesforce to define quantity and revenue installments, apply default schedules to opportunities, and customize delivery and payment timing across monthly or quarterly cycles.

Enable account teams in Salesforce, add members with defined roles and rights, and grant access to accounts and related records like opportunities and cases for collaboration.

Discover how opportunity teams let you add collaborators to opportunities, granting read and write access, and display a related list for easy collaboration and role-based access.

Enable multi-currency in Salesforce, set a primary currency, add INR and USD, and use advanced currency management with date-specific exchange rates for accurate conversions.

Advance through admin fundamentals—objects, fields, record types, opportunities, leads, lightning app customization, and security—and preview part two on case, data management, reports, dashboards, automation, and AppExchange.