Salesforce Lightning Administrator Certification Part 2

Learn how the Salesforce case object tracks customer support, with fields like owner, status, priority, and origin, plus links to contact, account, and case comments, attachments, and activities.

Create and customize case support processes for service and product support, assign status values and page layouts, and build record types to tailor cases for different profiles.

Learn to revise case status picklist values by record type in Salesforce, adding a new value to a product support record type and refreshing visibility across cases.

Explore how to customize Salesforce case page layouts by creating and editing layouts, removing or adding fields, and configuring the close case button and solution information sections across service records.

Add a path for case records by creating service and product parts with status picklist values, enable confetti celebrations for closed stages, and embed the lightning component via app builder.

Explore Salesforce's email-to-case, including on-demand and simple email-to-case, and learn to configure forwarding and routing addresses, default case owners, and rate-limit and unauthorized-sender actions to auto-create cases.

Enable web-to-case in setup, require reCAPTCHA, set default case origin, and specify fields like contact name, email, phone, and description to auto-create cases from website submissions.

Learn to create and manage case queues in Salesforce, assign ownership to a queue or team, and route cases by criteria like country and priority with automatic notifications.

Create a case assignment rule to assign records to a queue or individual based on priority and type. Test and activate the rule, then use case teams and email templates.

Learn how to create and manage case teams in Salesforce, including predefined member rules, assigning roles like support manager, and granting read or write access to collaborate on a case.

Enable Lightning knowledge in Salesforce to provide support agents with a searchable knowledge base, publish categorized articles, and map them to cases for targeted article suggestions.

Explore Salesforce customer, partner, and employee communities as portals where users log in, view cases, and access knowledge articles, with customer communities handling cases and partner communities handling opportunities.

Enable Salesforce communities, set a domain, and build a customer service portal with the community builder, drag-and-drop components, branding, navigation, case access, and publish for sales, service, or commerce.

Explore activity management in Salesforce by creating and tracking tasks, logging calls, and managing events and calendars; assign tasks to users, monitor status, and update related records.

Create custom fields in the activity object, not the task object, such as a next meeting scheduled picklist, and enable recurring tasks, log calls, events, and email from Salesforce.

Discover how to create and view events in Salesforce calendars, switch between monthly and weekly views, attach events to records, and build an opportunity calendar from closing dates.

Discover Salesforce chatter, a secure internal collaboration tool for following people, groups, and documents; share updates, files, likes, and comments, and tailor custom feeds for engagement.

Use the Salesforce data import wizard in setup to import standard and custom objects, mapping csv fields to Salesforce fields, choosing add, update, or add and update options.

Export all account object data from Salesforce using Data Loader, covering installation, login options, selecting all fields, and saving the export as Excel or CSV.

Learn to insert opportunity records with a data loader by preparing an Excel file, mapping fields, and preserving record types, while addressing date formats and reviewing success and error files.

Update a Salesforce opportunity using the data loader by changing the stage to negotiation and the amount, with an Excel file, proper field mappings, and the Salesforce ID.

Learn to enforce data quality in Salesforce by configuring duplicate rules and matching rules on contacts, using alert or block actions to prevent duplicates.

Explore practical Salesforce data backup methods, including manual report exports, email subscriptions, setup-menu data export, and automated scheduling for protection and restoration.

Create a validation rule on the account's customer ID field to limit input to five characters using len function, activating it to display an error when length is not five.

Create a Salesforce Lightning report on leads by selecting the lead object, adding fields, arranging columns with drag-and-drop, filtering for web leads, and running it.

Create and tailor opportunity reports in Salesforce lightning by filtering open opportunities for the current fiscal year, customizing columns, and saving in a dedicated folder.

Learn how tabular reports provide quick, raw data dumps in Salesforce by organizing rows and columns without summaries, ideal for lists and exporting to spreadsheets.

Learn to turn a tabloid Salesforce report into a summary report by grouping by stage or other fields, add totals, and forecast opportunities for dashboard components and accounts.

Create a matrix report in Salesforce to summarize opportunities by amount, grouping by account and closure date, then switch to column groupings by fiscal quarter for easy dashboard-ready insights.

Export a Salesforce report to Excel using the export button, choosing either formatted report that preserves layout or details only for a simple tabular file.

Create formulas in Salesforce reports to calculate the weighted amount by multiplying amount by probability percentage, then use if logic to handle threshold conditions and group by stage.

Learn to create and customize Salesforce dashboards from summary or matrix reports, configure charts and layouts, and organize dashboards in folders to visualize opportunity data and sales performance.

Learn how to create, edit, and share list views in Salesforce Lightning, switch from recently viewed to all opportunities, apply filters, customize fields, and refresh data.

Switch to the kanban view to organize records as cards in columns and drag and drop to update opportunity stages, saving time by avoiding record pages.

Flows automate Salesforce business processes without code, collecting data and performing actions across your org and external systems, including data manipulation, updating records, and creating tasks via Flow Builder.

Create your first hello world screen flow in Salesforce, exploring the flow builder interface, start node, toolbox elements, and resources for save, run, and debug.

Create a hello world screen and display text in your first Salesforce flow. Configure header and footer, link the screen, and preview on the home page using App Builder.

Create a record-triggered flow on the opportunity object that automatically updates the close date to today when the stage becomes closed one or closed lost.

Learn to send a simple email alert with auto launched flows using the action element, templates for body and subject, recipients and org wide sender, and rollback debugging.

Create automated email alerts in a flow for new opportunities, using templates and alerts, and reference opportunity fields like account name, opportunity name, and close date.

Use a record-triggered flow in Salesforce to count contacts on an account. Fetch related contacts, tally them, and update the account with the count.

Explore how Salesforce approval processes automate record approvals with multi-step criteria, approvers, and actions. Configure entry criteria, assign approvers, automate emails, and review approval history.

Navigate the new Salesforce mobile app interface, use the app launcher, manage accounts and leads, post in Chatter, and create tasks or records with global actions, reports, and dashboards.

Use app builder to tailor Lightning pages for desktop and mobile, hide or show components by form factor (such as the highlights panel), and activate changes in the mobile app.

Use global actions to create leads and other records from any page, including mobile, via the plus sign and publisher layout. Predefine values, like lead status open, to speed creation.

Explore Salesforce AppExchange, the app store to search, read reviews, and install apps with a click. Manage installed packages, compare solutions, and extend your Salesforce with free and paid apps.