Salesforce Certified Administrator (aka 201) 2020
4.5 (4,963 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.
23,647 students enrolled

Salesforce Certified Administrator (aka 201) 2020

Want to pass the Salesforce Admin Exam? including a mock test? Want to become Salesforce Certified? Do this course!
4.5 (4,963 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.
23,647 students enrolled
Created by Francis Pindar
Last updated 8/2020
English
English [Auto], French [Auto], 1 more
  • Polish [Auto]
Current price: $69.99 Original price: $99.99 Discount: 30% off
5 hours left at this price!
30-Day Money-Back Guarantee
This course includes
  • 17.5 hours on-demand video
  • 7 downloadable resources
  • 1 Practice Test
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What you'll learn
  • Pass the Salesforce Certified Administrator Exam
  • Become Intimately Familiar With The Salesforce Platform
  • Learn from a 19x Salesforce Certified & 7x Salesforce MVP!
  • Become an Awesome Admin
  • Understand how to create apps in the cloud
  • Become Salesforce Certified
Requirements
  • An internet connection; I will show you how to sign up for you FREE Salesforce account for the course.
  • Either windows or Macintosh is required for some of the Data Management tasks although just a web browser will get you through the majority of the course.
Description

Are you looking for good quality low-cost Salesforce training?

Salesforce Certifications are fast becoming the must-have certificates for any IT professional working with Salesforce. This course is designed to help you pass the Salesforce Certified Administrator Exam. Even if you have never logged in to the Salesforce platform before, by the end of our Salesforce training you will be able to take the Salesforce exam with ease. No programming knowledge is needed and no prior Salesforce experience required. With this Salesforce certification under your belt, you will be in high demand by many employers and you can command a superior salary. 

In this course, we will start with how to get your FREE Salesforce account. Understand how to navigate and change the user interface of Salesforce as well as configure and make an Invoicing application on the platform. We will then move on and take a detailed look at the process automation, security & reporting functionality within Salesforce before diving into the two clouds: Sales & Marketing and Support Cloud and finally taking a look at Data Management.

This course follows the Salesforce Administrator syllabus very closely so that you only learn what you need to learn for the exam with best practice along the way.

Read the fantastic reviews of our course! 

      James describes this course as "I only way I could have passed the exam quickly and get 93% pass" 

      Sarah says the course was "A Lifesaver even just to refer back to when I get stuck in my day job!" 

      And Peter says "Francis' is a Salesforce industry leader and it shows with his depth of knowledge in the platform" 

Salesforce is constantly evolving their platform, three times a year Salesforce updates its product. As 2020 progresses we will continuously update this course with new content so you will never have to worry about missing out or failing the Salesforce certification test because of new content. This is the best online Salesforce training available, at a greatly affordable rate.

Most lectures are around 10-15 minutes long, with no lecture being over 20 minutes in length. I've been working in the Salesforce eco-system for over 11 years and I a 7x Salesforce MVP (an award given to only around 150 people globally on their expertise and knowledge of Salesforce) and Salesforce MVP HoF. I am also Salesforce Certified in a number of certifications as well as other technical certifications including AWS & TOGAF9.

This course is cheaper than most other courses because I am not doing this as a full-time job, rather because I love teaching cloud. So join me in becoming Awesome Admin today and get your Salesforce Administrator Certification qualification by completing our Salesforce online course today! 


Who this course is for:
  • Salesforce Absolute Beginners. No prior Salesforce experience necessary
  • Existing Salesforce Administrators
  • Administrators interested in creating Applications on Salesforce and wanting in depth knowledge on building business processes, reports & security around their application.
Course content
Expand all 108 lectures 17:23:00
+ Salesforce Introduction
2 lectures 15:09

Here we start at the beginning at understanding what a CRM really is.

Preview 05:01
+ Organizational & User Setup
17 lectures 02:44:55

The first video sets the learning objectives for this section of this Salesforce Administrator course.

Preview 01:33

In this lecture, I will be going through how you can create a free version of Salesforce that you can play around with Salesforce. Don't worry if you REALLY mess up in your org as you can always create another free Salesforce instance/org.

Creating a FREE Salesforce Org
04:50

There are a number of different ways to login to Salesforce and I'll be showing you some of these ways and what to look out for.

Logging into Salesforce
03:18

Navigating the Lightning User Interface is important to understand so that you can see how you can traverse the Salesforce features and functionality. In this lecture, I go through the Salesforce Lightning interface.

Navigating the Salesforce User Interface
19:12

For the exam, it's important to understand the differences between the Salesforce Lightning and Classic user interfaces. In this lecture we go back in time to the start of Salesforce.com to understand why we have two user interfaces in Salesforce.

Lightning vs Classic Salesforce Interface
14:18

In this Salesforce session, we dive into comparing the features and functionality between the Salesforce Classic UI and Lightning UI.

Lightning vs Classic Feature Compatibility
12:52

In this overview lecture, we look at the different areas a user or administrator could change the user interface within Salesforce.

Salesforce Branding and UI Customization
04:24

Salesforce has a feature to allow users to change the density settings or padding around the text to condense the user interface down so that more information can be displayed. In this lecture, we look at how a user can change their density settings as well as setting a default for the Salesforce org.

Density Settings
02:10
User Navigation Bar Customization
01:58

In this lecture, we take a look at how to brand and theme your Salesforce org to make it look like your companies branding and help gain adoption!

Salesforce Themes and Branding
09:52

The Salesforce Lightning Chrome Extension is an application that allows Salesforce to test user interface changes/features without rolling them out across their entire user base. In this session we go over the Salesforce Chrome Extension and the functionality it has.

Lightning Chrome Extension
03:30

Get an overview of the Salesforce classic interface and how to navigate around the platform.

Classic User Interface Overview
21:56

It's important to understand how a user can customise their user interface and the implications this can have on Administrating Classic Salesforce.

Customising the Classic User Interface
06:35

The homepage is the first page that users will see when they login. It's important that this is setup well for your particular business requirements. This video goes through how to customize the homepage using Homepage Components.

Classic Homepage Customization
13:23

There are a number of Salesforce Admin only features that you can use to customize the user interface. This video steps through these Salesforce Admin level user interface changes that you can make.

UI Customization for Admins
06:56

This is where you can control the key default settings of your Salesforce Org. It also displays license information. This video goes through the Company Profile and elements of it.

Company Profile
19:47

Salesforce User management is an important aspect of the Administrator. This video goes through the detail of creating, updating, freezing etc of user accounts.

User Management
18:21

Test your knowledge on the Section 1 of this course, Organizational & User Setup

Organizational & User Setup
6 questions
+ My First App
17 lectures 03:23:05
Learning Objectives
03:49

An important aspect of building a Salesforce App is to understand the current Salesforce Object Module so your application can fit within the platform without re-inventing what is already there.

Understanding the Standard Object Model
11:40

To really make your Salesforce org your own you need to create a custom app and personalize it. This video goes through creating an app and personalizing it.

Creating an App & Personalizing Salesforce
14:03

To have Data and records in Salesforce you need objects to hold the data. This video goes through creating the videos and how to make them visible as a tab so that your users can access the data as well as search for the data.

Creating Objects & Tabs
15:23

There are a lot of different fields that you can use within Salesforce to store your data in. This video goes through all the fields and when and why to use them.

Creating Fields
27:56

Salesforce Field Dependences allow you create dependant fields in Salesforce so based on data being entered in one field this drives the data of other fields. This video goes through field dependences and their use.

Field Dependences
07:37

Salesforce Object Relationships allow you to link records together. There are a couple of different relationships including Lookup, Master Detail & External Relationships. This video goes through what you need to know about the differences and how to set them up.

Creating Object Relationships
24:22

Some times you want data on records to be shown from other records. This class goes through how to can display roll up information via Summary Fields and data on records using Formulas.

Preview 11:35

Laying out how fields should be displayed on the page is important so that fields are grouped together in a logical way. This video goes through the Salesforce Page Layouts and how to customize them.

Page Layout Customization
07:48

Field Histories allow you to track changes in Saleforce fields on records. This video goes through how to setup field histories.

Field Histories
02:08

Salesforce Record Types allow you to control which pick list values are used in different Page Layouts. This video goes through the basics of Record Types.

Record Types Part 1
15:52
Record Types Part 2
18:57

A Quick video for those people having issues with Record Types not working.

Debugging Record Types
03:56

Understanding Salesforce's Standard fields and the impact of deleting fields is important. This video goes through both topics so you can understand the impact of deleting and un-deleting fields as well as Standard Fields.

Standard Fields & Deleting Fields
06:56

Chatter is Salesforce's collaboration tool within Salesforce. This video goes through Salesforce chatter and its benefits as well the key features of Chatter.

Chatter
19:24

I find people miss out on customizing their Search & Tab layouts leaving the user interface not as effeciant as it could be. This video goes into setting up Salesforce Search & Tab Layouts.

Customising Search and Tab Layouts
04:48

List Views allow view a filtered list of records based on the criteria you have set in the list view. This video shows how to create list views.

List Views
06:51

Test your knowledge on this section of the course.

My First App Questions
8 questions
+ Process Automation
8 lectures 01:48:58
Process Automation Overview & Learning Objectives
06:46

Workflow rules allow you to fire immediate or scheduled actions at specific times. This lecture will introduce you to Workflow rules and the actions that you can use.

Workflow Rules & Actions
27:27

Validations are important in maintaining good data quality. Making sure that users enter the correct information at the correct time.

Validation Rules
17:39

Approval Processes allow user to approve records in Salesforce. This lecture goes through how you can create complex approval processes to approve records.

Approval Processes
16:23
Process Builder Overview
02:53
Creating a Process Builder Process
15:04
Process Builder Actions
09:52
Process Builder in Practice
12:54
+ Salesforce Security
10 lectures 01:19:27
Learning Objectives
01:10

It's important in Salesforce to get your security correct from the start. This lecture provides an overview of Salesforce's Security model.

Preview 04:25

Salesforce has a set of fundamental security settings which protect your org. This makes Salesforce very flexible on how secure you make it. This lecture reviews these fundamental security settings.

Organizational Security Settings
16:27

The Salesforce Organizational Wide Defaults or OWD are the fundamentals to record security in Salesforce. Without this being correct you can be in trouble! This lecture goes through how to set your OWDs on objects.

Organizational Wide Defaults
04:48

Salesforce's Security, unlike other CRM tools and applications revolves around record ownership and a lot of the security is driven by who owns what records. This lecture goes through this record ownership security model.

Record Ownership
05:11

Role Hierarchies allow you to organize your security model based on a Hierarachical model, a bit like an organizational chart in your company. This lecture talks about how to setup roles in the the role hierarchy.

Role Hierarchies
09:19

Salesforce Sharing rules allow you to go across the role hierarchy and/or open up rules to records based on criteria based sharing or role based sharing to essentially break the very defined security model that comes from Role Hierarchies. In this lecture you will learn this.

Sharing rules
10:08

Manual sharing is the final security feature that allows you to manually share individual records within Salesforce. This lecture goes through these features.

Manual Sharing
06:45

This lecture teaches you how object permissions relate to record access in Salesforce.

Object Permissions and Record Access
01:33

User Profiles & Permission Sets allow you to set one or more sets of security permissions against individual users in Salesforce. This lecture goes into more depth on the Profiles & Permission Sets and what you need to know for the exam.

User Profiles & Permissions
19:41

Test your knowledge on Salesforce Security

Salesforce Security Section Questions
14 questions
+ Reports & Dashboards
12 lectures 01:33:47

Having an understanding of Salesforce Reports & Dashboards is a fundamental requirement of a Salesforce Admin Guru. This section of the course goes through Reports & Dashboards in depth.

Learning Objectives
00:56

Salesforce Tabular Reports are the most basic report that you can make in Salesforce. This lecture goes through the basics of how to create Salesforce reports and the reporting interface.

Tabular Reports
11:47

I'm a great believer in letting Salesforce do the hard work so you don't have to. In this lecture I will show you how to automate your Reports!

Report Automation
08:02

Summary Reports allow you to group Salesforce data together and start representing your records in a meaningful way. This lecture will show you how to get the best out of Summary reports!

Summary Reports
06:49

Matrix reports can be a little tricky to get your head around but they are great at looking at data in multiple dimensions. I go through Matrix Reports and how you can use them!

Matrix Reports
07:20

I'm always amazing how few people use table highlighting. I also go through how you can rapidly change your reports into lovely looking charts.

Report Charts & Formatting
05:52
Bucket Fields
04:55
Report Types
15:15

Another feature of Reports that I don't see many people using which is REALLY powerful is adding reports to your page layouts on specific objects. This is a great way for users to visualise reports by having charts appear on the records when they look at them! I go through how to do this to make your records really pop out!

Reports & Page Layouts
05:23

Learn about the features and functionality of Salesforce Dashboards

Dashboards
12:52
Report & Dashboard Security
09:32
Chatter & Dashboards
05:04
+ Data Management
13 lectures 01:50:01
Learning Objectives
01:09

Salesforce has a good built in tool for managing duplicate records. In this Salesforce video I go through the tool and the features available to you.

Duplicate Management
13:37

In this session I go through the different Salesforce tools you can use to import and export data and the differences between them which is important to understand for the Salesforce certification. I also go through a couple of partner applications that I use regularly to import and export data.

Methods for Importing & Exporting Data
11:58

For the Salesforce Certified Administrator Exam it's important to understand what a Salesforce ID and External ID is and how they can be used in your Salesforce Data importing strategy.

Salesforce IDs and External IDs
05:53

In this lecture, we look at the Salesforce Data Loader and how it can be used to insert, update, upsert, delete or hard delete records in Salesforce.

Data Loader
20:27

In this lecture, we take a look at the Salesforce Import wizard and the features available to you as well as some of the limitations with it.

Import Wizard
10:04

Dataloader.io is very similar in functionality to Data Loader but has several benefits over Data Loader. In this video, we go over the functionality of DataLoader.io by Mulesoft and the benefits over Data Loader

Dataloader.io by Mulesoft
06:20

There are a number of Salesforce platform features that could stop you from uploading data into Salesforce. In this video, I go through those features.

Considerations when importing data
03:27

We take a look at the best practice with Salesforce Data Management, specifically around importing and updating data.

Data Management Best Practice
09:43

There are a number of different ways to backup Salesforce data and it's important to understand the options for the Salesforce Certified Administrator Exam. In this video, I go through the different options available for data backup.

Backing up Salesforce Data
08:36
Mass Action Functions
09:19

Salesforce Content is similar to Salesforce Files in some ways. In this video, we will go through the similarities and how to use it.

Salesforce Content
04:41
Document Folder & File Uploading Review
04:47

Test your knowledge on Salesforce Data Management

Data Management Section Questions
3 questions
+ Sales & Marketing
11 lectures 01:51:43
Learning Objectives
01:59
Sales Overview
05:27
Web to Lead
08:06
Lead Scoring
05:48
Auto Response Rules
11:58
Lead Conversion
15:51
Assignment Rules
09:57
Opportunity Overview
08:32
Products & Pricebooks
09:14
Sales Productivity Features
13:52
Campaign Management
20:59

Test your knowledge on Sales & Marketing

Sales & Marketing Section Questions
2 questions
+ Service Cloud
11 lectures 01:41:13
Learning Objectives
02:27
The Case Object
12:47
Case Settings
05:07
Support Processes
09:05
Case Escalation Rules
08:51
Email to Case
08:17
Web to Case
05:11
Solutions
12:13

Salesforce Knowledge is a separate product in Salesforce which has now been moved to the Service Cloud so I don't believe it will appear in the Salesforce Certified Administrator Certification exam but just in case I have left this video in the course.

Knowledge
14:35
Ideas
05:47
Customer, Partner & Employee Communities
16:53

Test your knowledge on the Service Cloud

Service Cloud Section Questions
4 questions