Salesforce Lightning 2020 - Certified Administrator - Intro
4.3 (33 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.
6,054 students enrolled

Salesforce Lightning 2020 - Certified Administrator - Intro

Introduction to Salesforce Lightning - Covers Organizational Setup - Get started to become a Certified Administrator!
4.3 (33 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.
6,054 students enrolled
Created by Peggy Schael
Last updated 5/2020
English
Current price: $11.99 Original price: $19.99 Discount: 40% off
23 hours left at this price!
30-Day Money-Back Guarantee
This course includes
  • 2.5 hours on-demand video
  • 2 articles
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What you'll learn
  • Organizational Setup in the Lightning interface, with 14 comprehensive in-depth exam relevant lectures.
  • Business use cases in conjunction with hands-on exercises on the Trailhead platform to collect points and badges.
  • Best practice guidance. Including checklists, flowcharts and diagrams. Free PDF downloads with over 45 pages for your daily reference on the job..
  • Introduction to your Salesforce Trailblazer profile relevant when applying for Salesforce jobs.
  • Full walk-through of the Salesforce Admin Certification Exam guide. Plus practical tips on how to prepare better.
Requirements
  • Basic computer skills and internet connection
  • No prior Salesforce Skills required
Description

This Salesforce Lightning Introduction is all about the baseline understanding of the Salesforce architecture, navigation and setup tools to prepare the system for the users.

Plus, you will gain an in-depth understanding of the first key knowledge area "Organizational Setup" of a total of 12 exam topics to gain the Salesforce Administrator Certification. Watch my previews including a complete guide on "How to get the Salesforce Administration Certification".

In this course you will learn what Salesforce is and how it can help improve daily business processes. Salesforce has a very intuitive interface that I will take you through, so you can see how the data is structured and how you can easily find all relevant information about the people and companies, such as your customers, but not only those, that you are working with.

The Platform Basics will give you an understanding what the Salesforce architecture and infrastructure has in store for you to configure the platform to your company's business requirements and how to seamlessly extend with additional products and functionalities.

You will learn about the organizational settings, where to find information about licenses, fiscal year, business hours or currencies and how to manage the default settings to make the Salesforce org productive.

This includes understanding the different types of interfaces Salesforce provides and how to tailor the user interface settings to ensure users see the information that is relevant for their day-to-day jobs.

Who this course is for:
  • New to Salesforce. Wants to learn the essential fundamentals of the Salesforce platform
  • Experienced Salesforce practitioner without prior Salesforce training
  • Business End User that wishes to understand the business use cases and possibilities of the Salesforce platform
  • Anyone who's looking to get certified, to support career in the Salesforce economy
Course content
Expand all 22 lectures 02:18:17
+ Introduction
7 lectures 27:58
A Word From Your Instructor
00:54
Get started with Trailhead
07:43
Set up Your Trailhead Practice Org
04:47
Set up Your Developer Org
03:21
+ Salesforce Basics
2 lectures 22:03

In this unit you will learn about:

  • What Salesforce is and the benefits of using the platform

  • Salesforce's data structure with Objects

  • How Salesforce products are linked to the Objects

  • Salesforce's collaboration platform Chatter and its use cases

Welcome to Salesforce
08:15

In this unit you will learn about:

  • What a Salesforce Organization (Org) is

  • Ways to access Salesforce Orgs

  • Salesforce Classic and Lightning Experience user interfaces

Preview 13:48
+ Salesforce Platform Basics
5 lectures 21:51

In this unit you will learn about:

  • What the Salesforce Setup menu is

  • What to use the Setup for

  • How to access the Setup menu

Navigate Setup
05:35

In this unit you will learn about:

  • The difference between declarative and programmatic tools

  • Best practice when to use declarative tools

  • Getting started with declarative tools using Object Manager

Understand Setup Tools
05:05

In this unit you will learn about:

  • Understand reasons for using Salesforce across multiple departments

  • Sample use cases to integrate other business functions into Salesforce

Use Cases for the Platform
02:02

In this unit you will learn about:

  • What the Salesforce architecture offers

  • What Salesforce Trust means

  • Connecting internal and external data with API

  • Metadata which defines the structure of your Salesforce org

Salesforce Architecture
04:01

In this unit you will learn about:

  • What the AppExchange can help you with

  • Which approach to take to identify a suitable app

  • What steps to follow when installing an app

  • How to navigate the AppExchange

Extend with AppExchange
05:08
+ Company Wide Org Settings
2 lectures 15:14

In this unit you will learn about:

  • How configuring your company's default settings will support your users

  • Incorporating your business' requirements into the company default settings

  • Where to find and how to set up your company's profile and default settings

  • How to manage changes to the company settings

Preview 11:40

In this unit you will learn about:

  • Understanding the concept of a single currency Salesforce org

  • Relevance of adding new currencies to your Salesforce org

  • How to enable multiple currencies

  • How to set up users' personal currencies

Manage Currencies
03:34
+ Prepare Your Salesforce Org
6 lectures 51:10

In this unit you will learn about:

  • Adding a new currency

  • Testing the new currency

Set up the Exchange Rate
06:07

In this unit you will learn about:

  • Managing exchange rates with the Advanced Currency Management (ACM) feature

  • Ways to manage changes in exchange rates

  • Enabling and testing ACM

Advanced Currency Management
05:01

In this unit you will learn about:

  • Using List Views and Kanban Views to manage user interface navigation

  • Difference between List View and Kanban View

  • How to build List Views and Kanban Views

List Views and Kanban Views
10:45

In this unit you will learn about:

  • Helping users navigate more effectively through the user interface

  • Tools to manage user interface settings

  • Importance of Lighting App Builder

  • Build a custom Home page with the Lightning App Builder

Customize the Home Page
14:38

In this unit you will learn about:

  • Importance of the Chatter collaboration platform

  • Ways to use Chatter

  • Different types of Chatter Groups

  • How to set up Chatter Groups

Collaborate with Chatter
14:12
BONUS LECTURE: Continue your Salesforce Learning Journey
00:27