
This video will give you an overview about the course.
Overview of all the Salesforce Clouds and what they do.
• Explore the 4 Clouds for the Admin exam
• Learn about the Clouds that are available
This video gives a brief introduction into the different editions, which are necessary to understand its licensing.
• Analyze the need for these editions
• Learn about the different editions, in general
This video explains why and how to use Trailhead, and how to set up an account.
• Briefly explain what Trailhead is
• Set up an account
• Briefly explore Trailhead
This video will explain what objects in Salesforce are and what standard objects are.
• Explore the object structure in Salesforce
• Introduce the six key standard objects
• Learn about the recommended Trailhead modules
This video will explain what leads are and how these can be converted in Salesforce.
• Learn what leads basically are and where they come from
• Understand what Lead Conversion is
• Explore the guidance for recommended Trailhead modules
This video will introduce custom objects and the object relationship structure.
• Learn what custom objects are
• Explain the relationship structure
• Explore recommended Trailhead modules
This video will discuss the different user face settings for both Classic and Lightning.
• Learn about search, related hover lists, and inline editing
• Talk about enhanced lists
• Explore the Lightning Interface
This video talks about what Salesforce means by Guidance for Success or the Path.
• Introduce guidance for success
• Demonstrate in Salesforce on Paths
• Explore the various recommended Trailhead modules
This video talks about how list views work and it explores the Kanban view.
• The benefits of List views
• Explore what Kanban is and how it works
• Demonstrate in Salesforce
This video will introduce Chatter, what it does, and how it works.
• Learn what Chatter is and explore Chatter Groups
• Administrate Chatter with a demonstration in Salesforce
• Explore the various recommended Trailhead modules
Here, learn what activities are and what we, as admins, could do for our users.
• Explain the difference between tasks and events
• Learn where you can find activities and what you, as an admin, can do.
• Demonstrate in Salesforce and explore the various recommended Trailhead modules
Here, we will explain what the company profile page is and what information it has.
• Explain company information
• Demonstrate where to find the company information
Here, we will explain, what locale settings are and how they impact on users.
• Explain the org wide locale settings
• Understand the difference in locale settings
• Show company settings vs user settings
Here, we will understand how to implement fiscal years and currencies.
• Understand standard and custom fiscal years
• Explain how multi-currency works
• Understand advanced currency management
In this video, we will receive guidance on how to create a new home page.
• Explain what the home page is
• Demonstrate how to create a new home page
• Explore how to guide through for recommended Trailhead modules
In this video, we will learn what the login process is, and how trusted IP addresses, login hours, and IP ranges are related.
• Explore how to guide through the login process
• Explain how to restrict login
• Guide through the overall login process
Understand how profiles work and also the difference between settings and permissions.
• Explain what a profile is
• Explain object permissions
• Explain tab settings
Explaining what standard profiles are and how you use them.
• The do’s and don’ts with standard profiles
• Explore the standard profiles available in Salesforce
• Learn about the standard Chatter profiles in Salesforce
Understand what custom profiles are and how to create one.
• Explain the process of creating a custom profile
• Demonstrate how to create a custom profile
Receive guidance on how to use permissions sets.
• Explain permissions sets for a user
• Understand the enhanced profile list view
• Demonstrate in org to create new list view and permission set
Explain what a user is and how to create one.
• Guidance on what a user is
• Explore how to create one vs multiple users
• Reference to Trailhead for hands on experience
This video will explain what the different access models are at the top level.
• Explore the three different access models
• Learn why would someone choose private
• Learn to choose your model
Explain what record owner ship is and how it works.
• Recap CRED object permission settings
• Explain VESTD record access
• Explain access to associated records
Understand how roles work in the access model.
• Explain the role hierarchy
• Explain the associated records through role hierarchy
• Demonstrate how to create new roles
Explain what sharing rules are and how to set them up.
• Explain sharing rule options
• Demonstrate creating sharing rules
• Explain Manager Roles
Short video on what public groups are.
• Learn how to set up public groups
• Explore where public groups are used
• Demonstrate how to create a public group and use it in a sharing rule
Understand what teams are and where they are used.
• Introduce account team’s functionality
• Introduce opportunity team functionality
• Explore Trailhead for additional modules
Explain how manual sharing is related to the rest of the access model.
• Learn how manual sharing works
• Explore the watch outs for manual sharing
• Recap the whole access model once more
Explain how field level security works in the total model.
• Explore field level security
• Learn where to set field level security
• Explore Trailhead for additional modules
Explain what you can do on standard fields.
• Explore standard fields
• Learn about the changes you could make
• Demonstrate changing a standard field
Get to know how to create custom fields.
• Explore custom fields
• Find out what happens when you delete information
• Demonstrate how to create a custom field
Explain what pick lists are and how you can set dependent and controlling pick lists.
• Explain global pick list values
• Explain dependent and controlling pick lists
• Demonstrate how to create different pick lists
Receive guidance on what look ups are and how to set filters.
• Explore lookup fields
• Learn how lookup filters work
• Demonstrate how to change look up filter
Explain what formula fields are and how to create them.
• Learn about formula fields
• Learn the difference between simple, advanced, and cross object formula fields
• Demonstrate how to create simple and advanced formulas
Understand page layouts, record types, business processes, and their relationships.
• Explain and create page layouts
• Explain and create record types
• Explain and create business processes
Get introduced to validation rules and how to work with them.
• Explore standard validation
• Learn about custom validation
• Demonstrate how to create custom validation rules
Learn why do we use email templates and how do we set them up.
• Explain what an email template looks like
• Explore four email template options
• Explore four easy steps to create a template
Explain what workflow rules are and how the different elements within workflows work.
• Explain the difference between evaluation and rule criteria
• Explore the four actions on a workflow
• Demonstrate how to create a workflow rule
Explore the process builder and how it is different from the workflow rule.
• Learn how the process builder looks like
• Explore the different actions used in process builder
• Demonstrate how to create a process in process builder
Explain what assignment rules and queues are.
• Learn how the assignment rule process works
• Explore queues
• Demonstrate how to create an assignment rule
Learn how auto response rules work and the link with web to lead.
• Explain auto response rule set up
• Learn what web to lead is
• Demonstrate how to create an auto response rule
Learn what the order of execution of Salesforce processes is.
• Explore the order of execution
Explain what approval processes are and how to set one up.
• Explore the approval processes
• Learn about the steps in an approval process
• Demonstrate how to create an approval process
Re-visit previous covered topics to combine them into lead management.
• Learn how we set up web to lead
• Learn how lead conversion works
• Explore lead mapping
Explore what case management is and what can we do as admins.
• Learn how cases are created and get an overview of the five channels
• Get an overview of what case management is
Get a recap on the support process and how to set it up.
• Get a review of the support process, as explained in video 2.2
• Explore the steps on how to set up the support process
• Demonstrate how to create a support process
In this video, we shall be going through the different automations that can be implemented for the support process.
• Explain what escalation rules are
• Get guidance on the set-up escalation rules
• Demonstrate how to create escalation rules
Learn the different ways to automate cases into the Salesforce Org, focusing on web to case and email to case.
• Recap on web to case method
• Introduce how email to case works
• Get tips on setting up email to case
Learn how CTI works with the Salesforce Service Cloud.
• Learn what CTI is
• Learn how we can customize CTI
Get introduced to the support console.
• Get an overview of what the support console is
• Get tips on working with the console
• Demonstrate how the console looks like
Understand what Salesforce Knowledge is and how you can use this within the Service Cloud.
• Explain what Salesforce knowledge is
• Learn how to use articles in knowledge
• Demonstrate how to create data categories, articles, and attach to case
Learn how the Import Wizard works.
• Learn what the Import Wizard does
• Explore data preparation and considerations, before you start importing
• Demonstrate how to use the Import Wizard
Learn when do you need to use the Data Loader.
• Learn what Data Loader is and what it can do
• Learn the difference between Data Loader and Import Wizard
• Explore Salesforce ID
Walk through the mass transfer options and deactivate a user.
• Learn how the mass transfer tool works
• Learn why should you de-activate a user
• Demonstrate how to perform mass transfer of data
Learn how you backup and export the data.
• Explore the options there are to back up your data
• Learn how the Data Export Service works
Learn what happens with deleted data.
• Learn how you can mass delete data
• Get to know where you can find the recycle bin
Why do you need report folders and how do they work
• Explore reports and dashboards
• Explore folders, sub folders, and naming strategy
• Demonstrate on folder creation for reporting
Guide through the report builder.
• Explore the different report options
• Demonstrate how to use the report builder
Learn about the different report types and how could you create them.
• Explore various report types
• Learn how you could create a report type
• Demonstrate on the different report types
Explore how report filters work.
• Learn what groupings are.
• Explore filters, filter logic, and relative date filters
• Demonstrate groupings and different filters
Get guidance through formula fields and charts in reports.
• Learn how to add a summary formula
• Explore the chart options in reports
• Demonstrate how to use summary formulas and charts
Learn to export and schedule reports.
• Explore export options
• Learn the various schedule options
Walk through dashboards with focus on components and the running user.
• Learn how do you use components in a dashboard
• Explore a running user
• Demonstrate how to create a dashboard
Get guidance on how you can expand your reporting and dashboard skills.
• Get tips on reporting and dashboards creation
• Explore some considerations for reporting
• Walk through list of Trailhead modules to enhance your skills
Salesforce is a fast-growing business solution suite, constantly improving and adding new functionality to its features. This course will serve as a key guide to help you in your certification journey by covering all the topics to help you update your skills and acquire in-depth knowledge of the Salesforce platform.
This course will enable you to sharpen your problem-solving skills and strengthen your knowledge of key topics in a practical way and is ideal for administrators at all levels (new and experienced). Every section will cover a module/topic which will be part of the certification. You will also review some example/mock questions that are highly likely to be asked in the certification exam. After covering basics such navigating the Salesforce environment and application and getting your organization ready for users, you will start by setting up and managing user types and profiles. You will cover data and security and also move on to maintaining and customizing Sales Cloud and Service Cloud apps. You will learn how to build reports and dashboards to maximize the look and feel of the application and to enhance user experience. You will set up workflows for automation and manage the support process. You will also look at the configuration, data management, data analytics, and mobile administration. You will cover techniques to enhance your system management efficiently.
By the end of this comprehensive course, you will be confident and proficient in your skills and will be all set to take up and succeed at your Salesforce Certified Administrator exam.
About the Author
Connie Hazendonk is Salesforce Trainer with more than 5 years’ experience in it. Salesforce is a fast-growing business, constantly improving and adding new functionality to its platforms. As a Salesforce Admin, you will most likely take your first steps into this dynamic world. She has made this transition herself several years ago, coming from a data analytical background.
Since working with Salesforce, she has become a Certified Admin and Certified Trainer and has worked and travelled around the world, supporting international businesses across various industries. She uses her experience to create and deliver training courses for their end users. She has found this certification to give you a solid foundation for you to come back on a day-to-day basis.