Your cart is empty.
Keep shopping
Teach on Udemy
Turn what you know into an opportunity and reach millions around the world.
Learn MoreSalesforce Admin Cert 201 Training in Lightning
Rating: 4.3 out of 54.3(13 ratings)
79 students
Salesforce Admin Cert 201 Training in Lightning
Salesforce Lightning Courses
Created byElliott Jits
Last updated 7/2019
English
English [Auto],
What you'll learn
- Salesforce Lightning
Explore related topics
Course content
14 sections • 65 lectures • 5h 27m total length
- Salesforce Introduction0:35
Follow along with Elliot gits to learn Salesforce lightning and prepare to become a certified Salesforce administrator. Practice with examples in a free developer account and pass admin 201.
- What is Salesforce CRM?1:47
Components. Why it's so popular. Founder.
- Set up a free Salesforce developers account2:42
Set up a free Salesforce developers account
- Architecture of Salesforce3:58
Define an object, field, and record in Salesforce.
- What goes into our recruiting application3:34
Create the recruiting application.
- Create our objects for our Recruiting Application3:19
Create the position object.
- Set up fields inside the position object4:59
How to set up fields.
- Adding five more fields to the Position object6:30
Adding more fields to the position object.
- Create the Candidate object4:55
Creating an object. Adding an object to the Recruiting App tab.
- Set up fields for the Candidate object7:03
Learn to set up fields for the candidate object in Salesforce Lightning, adding first name, last name, phone, email, address, years of experience, and currently employed.
- Page layout6:08
Learn how to change a page layout
- Validation Rules4:03
Learn how to set validation rules on input fields.
- Create closed date field and a validation rule to it6:20
Create a date field and learn how to add a validation rule
- The formula field7:00
Learn how to set up a formula field.
- Relationships2:05
Define the Lookup Relationship
- Lookup Relationship4:26
Create a Lookup Relationship
- Create the Job Application Object2:50
Create the Job Application Object
- Add new fields to the Job Application Object3:44
Create a Lookup Relationship between the Job Application Object and the Position Object
- Add more fields to the Job Application Object5:50
Create a Lookup Relationship between the Job Application Object and the Candidate Object.
- One to Many Relationship5:11
Add Position and Candidate to the Job Application Layout.
- Create the Review Object1:50
Create a new object named Review
- Master Detail Relationship2:01
Learn about the Master Detail Relationship
- Add fields to the Review Object6:37
Create a Master Detail Relationship between the Review Object and the Job Application Object
- Roll-up Summary4:42
Discuss the Roll-up Summary and create a Roll-up Summary field
- Create the Employment Website Object and add some fields4:53
Create an object to market positions on the internet
- Create the Job Posting Object1:16
Create a new custom object named job postings in object manager, configure an auto-number field with the format JP-1234 starting at 1, enable visibility options, and save.
- Many to Many Relationship1:00
Describes a Many to Many Relationship and the Junction Object
- Create a Many to Many Relationship4:47
Create a Junction Object. Overview of Relationships notes.
- Data Imports4:44
Import Bulk Data using a CSV file
- Profiles7:04
Profiles overview.
- Create a custom profile7:35
Create a custom recruiter profile in Salesforce by duplicating a standard platform user profile, assign it to a new user, enable basic access to tabs and objects, and adjust permissions.
- Tab Settings through the profile3:33
Control whether a tab appears on top of a page, on a list, or not at all.
- Object and field settings through the profile5:34
How to change a User’s ability to edit and delete records. Change a records visibility.
- Permission Set13:05
Allows you to change a User's settings to be different from their profile.
- Permission Set 26:58
A User can have more than 1 permission set.
- Organization Wide Default (OWD)9:17
Switch on object to Private, Public Read only or Public Read/Write
- Roles12:59
Allows an employee's boss to see record they've created in Salesforce.
- Create the functional area picklist field2:16
Create the functional area picklist field on the position object by adding values IT, Help Desk, sales, and retail. Use this field to support record types and future page layouts.
- Record types9:03
Use different Page layouts for different field data.
- Workflow creating a task6:22
Automating a task.
- Create an email template3:00
Broad short lecture on creating an email template.
- Workflow creating an email7:04
Automating emails.
- Workflow updating a field6:54
Automating field updates.
- Approval Process9:05
Automating an approval process of a new record or record update.
- Lead Assignment Rule in Salesforce10:31
Learn how to create a lead assignment rule.
- Case Assignment rule in Salesforce6:24
Learn how to create a case assignment rule.
- Create an HTML email template with Letterhead6:41
Create and customize an HTML email template with a letterhead in Salesforce, including setting a logo, background color, hex codes, and inserting the first name field, then test delivery.
- What is a Visualforce email template?2:59
discover what a visual force email template is and how it enables advanced data operations in the salesforce platform, with rules for single messaging email templates and a body tag.
- Create a Visualforce email template2:23
Create a Visualforce email template by selecting the Visualforce type, setting recipient as user and related type as account, include the plain text body, then save and test sending.
- What is a Web-to-lead form?1:06
- Create a Web-to-lead form4:45
Create a web-to-lead form by navigating to setup, selecting fields such as first name, last name, and email, and generating the HTML snippet to embed on a web page.
- Create a Web-to-case form5:48
Create a web-to-case form to route website submissions into your CRM, configure fields like case reason and product, generate embed code, and verify cases in Lightning and Classic.
- Reports4:27
Explore Salesforce reports, including tabular, summary, matrix, and joined types, and create and save a tabular position report with grouping by functional area in a recruiting folder.
- Adding Filters and Creating Bucket Fields3:22
- Adding a Formula Field and Creating a Matrix Report3:49
- Dashboards3:31
Requirements
- No
Description
This course teaches the ins and outs of Salesforce Lightning. By the end of the course you should possess enough knowledge to pass the Salesforce Admin Certification 201 examination. There are several quizzes and three tests to help you retain what you learn. All the notes for this course are also provided to you.
Who this course is for:
- People studying for the Salesforce Admin Certificate 201 exam