- 10.5 hours on-demand video
- 17 articles
- 2 downloadable resources
- 1 Practice Test
- Full lifetime access
- Access on mobile and TV
- Certificate of Completion
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- Understand all of the core concepts on the exam in order to pass the Salesforce Administrator Certification Exam
- Administer Salesforce Like a Pro
- Deploy Salesforce Lightning Experience
- Roll Out Salesforce Mobile
- Use SalesforceA
- Use Salesforce Lightning and Classic
- All you need is a computer and an Internet connection. We will walk through signing you up for your own free Salesforce account which you can use to work through the exercises of the course. This Salesforce account is free and you can keep it for life!
I have added a Practice Test to the end of this course. It contains 60 questions, and is timed at 90 minutes. You receive Section Level Feedback, just like in the real test. I provide further details and explanations as to why your answers are either correct or incorrect.
Salesforce is now the 7th most in-demand IT skill on job postings worldwide. Now is a great time to learn Salesforce and change your career to the cloud.
This course is constantly updated to be current with the latest release of Salesforce.
"I'm at (Salesforce's) Destination Success right now and your course goes more in-depth than the classroom courses here, and for 1% of the cost!" - Ben L.
This Salesforce Certification Course and Instructor were recently featured in InfoWorld!
The Complete Salesforce Administrator Certification Course is for anyone interested in passing the Administrator Certification exam. This course is designed with the new Salesforce administrator in mind. I cover each section of the Administrator Study Guide in-depth, giving examples in the interface, as well as hands-on experience so you can apply the concepts you are learning.
This course contains over 10 hours or video instruction. I cover often confused concepts that can trip you up on the Admin Exam, such as the differences between Profiles and Roles, the purpose and use cases for Permission Sets, the different types of Reports and Dashboards, and a lot more.
After 38,000+ 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
If you are interested in becoming a Salesforce Admin, take this course. Here are some recent reviews and feedback this course has received:
"Mike, your course was great! I took the Admin Essentials class by Salesforce in which my company paid over 2000 dollars for in person live training and the training did not come close to anything on the exam. Your course helped me to get properly prepped and covered all the pertinent aspects of the 201 exam in which I passed." ~ Harris L.
"Very well presented, excellent video quality, incredibly easy to follow. Covers more than what is necessary (not a criticism), Creator is a legend, I've contacted him multiple times and had a response within 5 minutes. Could not rate any higher ! Definitely the best choice out of the courses offered for this qualification. Amazing." ~ Paul R.
"I'm amazed that a training program of such great quality is available for such a reasonable price! Mike is a wonderful trainer and the material covered is excellent!" ~ Rick A.
"Mike is awesome and learning so much so far! Mike thanks so much for the really awesome course! I am sure that when I take the admin exam soon that I will pass with flying colors!!" ~ James W.
"This is the best course so far. Thank you for your video." ~ Christian M.
"I have been using SF as a rep, not an admin and while I already had a working knowledge of the product and it's capabilities this is very insightful material and I have learned a lot of new things." ~ Alexis K.
- This course is meant for people that are new to the Salesforce Platform. The front section of the course covers basic concepts.
- Those with Salesforce experience will also benefit from this course as we go through each section of the Salesforce Administrator Study Guide, teaching you not only core concepts, but providing hands on experience.
- Anyone interested in studying for and passing the Salesforce Administrator Certification Exam will benefit from this course.
- Anyone tasked with deploying the new Lightning Experience in their Salesforce instance.
Students become familiar with the Salesforce Administrator Certification Exam Guide. This course is structured for each section that follows to correspond with the 12 sections of the Exam Guide:
- Organization Setup (Global UI)
- User Setup
- Security and Access
- Standard and Custom Objects
- Sales and Marketing Applications
- Service and Support Applications
- Activity Management and Collaboration
- Data Management
- Analytics - Reports and Dashboards
- Workflow / Process Automation
- Desktop and Mobile Administration
This lecture takes you through the process of signing up for your own free Salesforce account. You will use this new, free account to work through the various exercises in this course. You can also keep this account for life and build additional solutions in the cloud, as you see fit.
Complete the steps of this hands-on lecture to sign up for your own free Salesforce account that you can keep for life. You will be using this account throughout the duration of this course (and beyond), so you will want to get your own account going now.
This lecture covers the Salesforce User Interface in-depth. We cover the various types of tabs, the Applications menu, Home Tab, and Recycle Bin. Students learn how to enabled or disable a myriad of fundamental interface options, such as:
- Enhanced Page Layout Editor
- Inline Editing
- Separate Loading of Related Lists
- Quick Create
- Collapsible Sections and Sidebar
- Hover Links
- Enhanced Profile List Views
- Enhanced Profile User Interface
Throughout many of the upcoming lectures, a fictional user called Jim Doe is referenced. It will be helpful for you to create this Jim Doe user account in your own Salesforce org, so you can follow along with subsequent lectures. You will also gain hands on experience with creating a new user account, which is a common practice of Salesforce Administrators!
Newer admins often confuse Profiles and Roles. Salesforce realizes this fully, and fashions the security questions on the Administrator Exam accordingly. Their goal is to ascertain that you know the difference between the two, and that you can figure out various security based scenarios.
Complete this helpful practice activity to enter a new opportunity into your Salesforce org. This opportunity is called the CEO Opportunity, which is used in the next lecture. You will use this opportunity to associate with a new object later in the course as well.
This lecture covers the concept of Public Groups and how Sharing Settings (aka Sharing Rules) can be set to Public Groups. We cover who can be assigned to Public Groups, such as specific users, roles, or roles and subordinates.
The lecture also covers teams, which in Salesforce are Account Teams, Opportunity Teams (for Team Selling) and Case Teams (for Case Team Management). We demo how adding a user to an opportunity team can grant them view and edit abilities that they normally wouldn't have.
This lecture introduces you to the concept of objects, and specifically, the two types of objects you must be familiar with in order to not only pass the Administrator exam, but to also effectively administer the Salesforce platform. Those two types of objects are:
- Standard Objects
- Custom Objects
We go through common Standard Objects that you will find in any Salesforce instance, as well as how those objects relate to one another. You may have previously heard about the concept of "Object Oriented". It is these standard and custom objects and how they relate to one another that make Salesforce an object oriented solution, through which you can build and automate solutions.
We cover the difference between Standard and Custom fields. In addition to looking at the most common standard fields, we also go through the creation of several different custom field types. Student will understand the different types of fields that Salesforce supports, how they can be used, and what they look like in the interface to an end-user.
The new Lightning Experience from Salesforce introduces several Sales Productivity Features, such as the Opportunity Workspace and the Sales Path, which has recently been renamed simply 'Path'. This lecture shows you how to enable the Path and how it is used in Lightning Experience.
NOTE: This lecture has been updated to reflect the Winter '17 Release of Salesforce, which includes a horizontal navigation bar across the top of the screen instead of the navigation bar on the left, which was retired with the Winter '17 Release of Lightning Experience.
This lecture covers opportunity products and price books. Examples are provided for adding opportunity products to an opportunity and showing the impact to the opportunity amount and expected revenue.
We also cover both Revenue Scheduling and Quantity Scheduling on Products. Creating and managing both products and price books are covered in depth to assist you in answering the related Products and Price Books questions on the admin exam.
Lead Management and Automation is a complex process that entails lead assignment rules, lead field mapping and the lead conversion process. We cover it all in this lecture and show examples of how to map custom lead fields to custom fields on accounts, opportunities and contacts during the lead conversion process. I also discuss exam questions related to the lead conversion process and show you the process from end to end.
Campaign Influence on Opportunities is covered, along with the Campaign ROI Analysis Report. I originally recorded this lecture for my upcoming Salesforce New User Training course, and felt it would be beneficial for your studies toward the Administrator Certification. Campaign Influence has recently been added to the Admin Exam, so I wanted to keep you up to date.
The Enhanced Page Layout Editor is also demonstrated in this lecture, where we add the Campaign Influence related list. I also demonstrate how ROI is measured between campaigns and opportunities as we go through the Campaign ROI Analysis Report.
Salesforce Communities, formerly known as Portals, could be a course unto themselves. There are Communities that can be created for Customers, Partners, and Employees. This lecture shows how to enable Communities and the basic setup and administration as well. We cover everything you need to know related to Communities on the Administrator Exam and show many examples of key functionality that is included, such as Knowledge, Ideas, and more.
These functional pieces that can be enabled in Communities have lectures of their own, later in this course, to take you even more in-depth after gaining this foundational understanding.
The Cloud Scheduler is no longer available in new Salesforce orgs. With that said, although you cannot get hands on experience with it in your free Developer account, this lecture will get you familiar with the Cloud Scheduler and what the new upcoming options are to take its place. I provide this information in case you have a question on the exam related to the Cloud Scheduler.
There's several different data management tools available to use on the Salesforce platform. This lecture introduces you to the Data Import Wizard and the Data Loader. We cover various scenarios for mass transferring records, mass editing, mass uploading and more. We also discuss when you will want to use the Data Import Wizard and when the Data Loader is preferable.
NOTE: You can install the Data Loader by going to the Setup menu in your Salesforce org and searching for Data Loader.
Validation rules ensure that data conforms to certain standards. And these validation rules do involve writing some code. I walk you through examples of validation rules in practice, and how to display and place error messages when data does not comply.
I've also included a helpful resource to sample validation rules that you can pull from to get started with writing out your own validation rules. I also cover scenarios of when validation rules will fire, in addition to user entry. These scenarios may appear on your admin exam, such as:
- Field Updates Via the Data Loader
- Field Updates Via API Calls
- Field Updates on Fields Hidden in Page Layouts (via workflow rules and field updates)
Your Salesforce organization's Sharing Model can greatly impact the visibility of individual records and thus create data skew between different report viewers. This lecture explains the role that the Role Hierarchy plays in data visibility and the impact upon reports.