The Complete Salesforce Classic Administrator Certification

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.

One important piece of the Organization Setup in Salesforce is becoming familiar with your Company Profile settings in Salesforce. This lecture covers your Company Profile page and what it encompasses.

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

This lecture shows you how to set up new users, assign them a license, as well as a profile and role. Helpful tips are included to get users up and running quickly, as well as the impact to their interface based on local and language settings.

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!

This quiz will test your knowledge and retention related to the Organization and User Setup features in Salesforce.

In this text lecture, I walk you through adjusting a couple of User Interface settings, which will prove helpful later in this course.

System and App Permissions related to Profiles are covered in-depth. We look at all profile settings that are relevant to the Administrator Certification Exam.

This lecture covers Roles and the Role Hierarchy, which governs what individual records a user may see. The roll-up nature of records in the role hierarchy is covered and example scenarios are addressed.

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.

The Salesforce Sharing Model is founded upon Organization Wide Defaults (OWD) and Sharing Rules. This lecture covers the Org Wide Defaults and how to create and modify sharing rules, along with the impact these settings have for visiblity and user access.

In this lecture, I walk you through creating a custom profile by cloning an existing profile.

Permission Sets are often confused by new administrators with Profiles and Roles. After this lecture, you will be able to understand the use cases and functionality differences between Profiles, Roles and Permission Sets. 

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 goes into Salesforce Content, Content Packs, Libraries, and Content Folders.

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.

In this quiz, you will test your knowledge and retention of the core concepts related to Salesforce Security and Access.

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.

Salesforce supports multiple sales processes. These can be customized to fit specific business requirements. We review how different sales processes can be used to signify different stages on opportunities.

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.

The lecture covers creating and managing campaigns. Leads are added to campaigns. Review the recently added Resource for this lecture related to Campaign Influence.

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.

This quiz will test your knowledge and retention related to the Sales Cloud Applications section of the exam.

In this text lecture, I walk you through each step you need to take in order to create a Sample Console App.

Case Management is a core tenant of the Service Cloud. This lecture introduces you to the Service Console as well as the process for managing and administering cases on the platform.

This lecture contains additional information on Case Management Automation features, such as Macros and Keyboard Shortcuts. Links to additional resources are also provided.

The lecture following this one (Solution Management) requires that you have enabled Suggested Solutions in your Salesforce org. Follow the steps of this text lecture to be sure you have Suggested Solutions enabled.

A solution is a detailed description of a customer issue and the resolution of that issue. Solution managers, administrators, and users with the appropriate permissions can create, review, and categorize solutions.

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.

In this text lecture, I walk you through the process of publishing your community. Salesforce recently changed this process for the Winter '17 release, so I have added this lecture to help you complete the process that you started in the previous lecture.

This text lecture walks you through the steps needed in order to enable Salesforce Knowledge in your own org. I also introduce you to a helpful Salesforce Trailhead Trail for Knowledge Basics.

There are two primary types of Activities in Salesforce:

• Tasks
• Events

This lecture covers the functionality of both tasks and events for a better understanding of Activity Management.

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.

Salesforce Chatter is the Social component of the platform, allowing you to follow records, create and join groups, @ mention other users, and more. This lecture demonstrates the core functionality of Chatter.

This quiz tests your knowledge and retention of Salesforce Chatter features and functionality.

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.

This lecture article contains information for Salesforce Data Management tools that are helpful in mass inserting, updating, upserting, exporting and deleting data in Salesforce.

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)

This lecture covers the Data Export service available in Salesforce. We cover the frequency at which backups can be scheduled, as well as how the end product of the data backup is delivered, and how the data is structured.

This quiz covers core concepts of the Data Management section of the Study Guide.

This lecture covers how to create and customize reports. We cover filters, along with the different types of reports, demonstrating each:

• Summary Reports
• Tabular Reports
• Matrix Reports

We also address scheduling and subscribing to reports.

In this lecture, I walk you through the process of creating report folders. I also demonstrate the creation of Bucket Fields in reports. We also discuss the different export options from a report.

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.

This lecture shows you how to create and modify dashboards. We also go over the various types of dashboard components that are available, dashboard running users and changing the layout of dashboards.

This lecture covers the creating and sharing settings of folders that house reports and dashboards.

Custom Report Types enable you to report on 3 or 4 related objects. This lecture goes through the example of reporting on accounts with contacts and cases. We then run through cross-filters and grouping in reports.