Salesforce Trailhead 2020 - Admin Beginner - Starting Point
4.3 (44 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.
729 students enrolled

Salesforce Trailhead 2020 - Admin Beginner - Starting Point

Start your 2020 #AwesomeAdmin journey by learning the basics of ... Salesforce.
4.3 (44 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.
729 students enrolled
Created by Jimmy Tanzil
Last updated 11/2019
English
English [Auto-generated]
Current price: $13.99 Original price: $19.99 Discount: 30% off
5 hours left at this price!
30-Day Money-Back Guarantee
This course includes
  • 11 hours on-demand video
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What you'll learn
  • Salesforce Platform Basics
  • Data Modeling
  • Data Management
  • Lightning Experience Customization
  • Salesforce Mobile App Customization
  • User Engagement
  • Reports & Dashboards for Lightning Experience
Requirements
  • Able to understand the English language
  • Has access to a computer with internet (what you are using right now)
Description

Your 2020 Salesforce STARTING POINT - be a part of the Salesforce OHANA (Family)

Join our world-wide Salesforce Ohana (Family) through the official Salesforce Trailhead - the official starting point of your Salesforce journey.

This course is for everyone who are new to Salesforce. It is intended as a starting point to equip yourself for a better future.

By joining the Salesforce Ohana (Family), you are making yourself AVAILABLE to the hundreds of thousands of organizations throughout the world, ranging from non-profit organizations, governments, to multi-billion-dollar corporations across the globe.

This is your starting point, prepare yourself to get busy, as many people will start looking for you to give answers to questions, solutions to problems, and ideas for breakthroughs.

This is the starting point for you to BE the answer, the solution, and the idea.

Welcome to the family! Let's have some fun and bring bright light to those around you.

Bada bing bada boom!!!


THIS IS ONLY THE BEGINNING...

As you invest towards your better future, you are also investing in the future of others.

Sown.IO is committed into investing its revenue towards the equipping and betterment of our students around the globe. As we grow together, we will be able to provide our students access to large Salesforce instances that are geared towards training students with scalability, such as managing hundreds of users (employees), managing millions of records of data, developing highly scalable applications to handle massive amounts of processes, change set deployments, and many more.

Students will be able to train themselves without the use of their own limited salesforce org. By tapping in our Sown.IO salesforce instances, they are literally accessing the type of instances that are running millions of records and all kinds of fun stuff that are simply not available in a dev org or a trailhead playground.

Join the movement, become a big player, sow to your better future while training with us!

Who this course is for:
  • Anyone who would like to learn the Salesforce platform
  • Elementary, middle, and high school student (grade 5 to 12)
  • College student
  • University student
  • Unemployed individual looking to level up their skills to better their life
  • Salesforce user
  • Employee of any organization using the Salesforce platform
  • Accidental Salesforce administrator (your organization recently implemented Salesforce, and you're the one in charge of it) - like me!
  • Curious IT individual wanting a piece of the pie in the Salesforce multi billion dollar job market
  • Uber driver looking for a better future
  • Lyft driver looking for a better future
  • Truck driver looking for a better future
  • Any general labour worker who understands English, looking for a better future
  • Stay at home mom
  • Stay at home dad
  • Gamer... bored with the gaming world? Game on in the real world! You got talent!
Course content
Expand all 48 lectures 11:13:06
+ Salesforce Platform Basics (900 Points)
8 lectures 01:12:55

Learning Objectives

After completing this unit, you’ll be able to:

  • Define the Salesforce platform.

  • Describe the DreamHouse scenario.

  • Create a Trailhead Playground.

  • Explain the difference between declarative and programmatic development.

Preview 19:42

Add a custom field to the Contact object

Many homebuyers who work with DreamHouse Realty are prequalified for a home loan. Brokers need to know how much money their clients can borrow so they can show properties in the right price range. Add a Prequalified Amount field to the Contact object so brokers can record and see this information.

Note: To pass this challenge, you will create a new custom field (in addition to the one you made earlier in this unit, if you were following along).

  • Create a field on the Contact object

  • Field data type: Currency

  • Field label: Loan Amount

Hands-on Challenge (500 Points)
06:23

Learning Objectives

After completing this unit, you’ll be able to:

  • Describe sample use cases for the platform.

  • Discover reasons for using the platform across multiple departments.

Discover Use Cases for the Platform
06:04
Quiz (100 Points)
02:44

Learning Objectives

After completing this unit, you’ll be able to:

  • Define key terms related to the Salesforce architecture.

  • Find information related to trust.

  • Explain at least one use case for Salesforce APIs.

Understand the Salesforce Architecture
12:17
Quiz (100 Points)
02:00

Learning Objectives

After completing this unit, you’ll be able to:

  • Locate Setup and identify its key elements.

  • Identify important menus for customizing your org.

  • Use Quick Find to access menu items.

Navigate Setup + Quiz (100 Points)
11:19

Learning Objectives

After completing this unit, you’ll be able to:

  • Develop your own AppExchange strategy.

  • Install an app from AppExchange.

Power Up with AppExchange + Quiz (100 Points)
12:26
+ Data Modelling (1,500 Points)
7 lectures 01:36:26

Learning Objectives

After completing this unit, you’ll be able to:

  • Describe the perks of using objects on the Salesforce platform.

  • Explain the difference between standard objects and custom objects.

  • List the types of custom fields an object can have.

Understand Custom & Standard Objects
27:23

Build a custom Offer object

When a homebuyer makes an offer to buy a property, the brokers at DreamHouse Realty need to track the details in Salesforce. Create a custom object they can use to record the offer amount and target close date for the sale. Use auto numbering to generate the name of each offer record.

  • Create a custom object name: Offer

  • Record name: Offer Name

  • Record data type: Auto Number

  • Display format: OF-{0000}

  • Starting Number: 1

  • Create a custom currency field on the Offer object named Offer Amount with the data type Currency

  • Create a custom date field on the Offer object named Target Close Date with the data type Date

Hands-on Challenge (500 Points)
14:25

Learning Objectives

After completing this unit, you’ll be able to:

  • Define the different types of object relationships and their typical use cases.

  • Create or modify a lookup relationship.

Create Object Relationships - Lookup
17:49

Learning Objectives

After completing this unit, you’ll be able to:

  • Define the different types of object relationships and their typical use cases.

  • Create or modify a master-detail relationship.

Create Object Relationships - Master Detail
17:51

Create relationships for the Offer object

The object you created for the previous challenge is pretty handy. Imagine how much more useful it would be if brokers could specify which client made an offer and which property the client wants to buy. Add two relationships to the Offer object so brokers can capture this data in Salesforce. Create a Master-Detail relationship with the Property object and a Lookup relationship with the Contact object.


Before You Start:

  • Create the Property object as described in the previous unit.


Challenge Requirements:

  • On the Offer object, add a Master-Detail relationship to the Property object named Property

  • On the Offer object, add a Lookup relationship to the Contact object named Contact

Hands-on Challenge (500 Points)
04:45

Learning Objectives

  • Describe the advantages of using Schema Builder for data modelling.

  • Use Schema Builder to create a schema for a given object model.

  • Use Schema Builder to add a custom object to your schema.

  • Use Schema Builder to add a custom field to your schema.

Work with Schema Builder
09:27

Use Schema Builder to create a custom field for the Property object

DreamHouse brokers often visit properties with their clients. They want to see on the property record where the property is located. Use Schema Builder to add a street address field to the Property object.

  • Field data type: Text Area

  • Field label: Street Address

  • Always require a value in this field in order to save a record: Selected

Hands-on Challenge (500 Points)
04:46
+ Data Management (550 Points)
6 lectures 01:03:12

Learning Objectives

After completing this unit, you'll be able to:

  • Describe and compare the different options for importing data into Salesforce.

  • List the steps involved in preparing and importing data from a sample .csv file using the Data Import Wizard.

Import Data - Data Import Wizard
23:08

Learning Objectives

After completing this unit, you'll be able to:

  • Describe and compare the different options for importing data into Salesforce.

  • List the steps involved in preparing and importing data from a sample .csv file using the Data Loader application.

Import Data - Data Loader
16:12

Import data using the Data Import Wizard.

This challenge requires you to import contact data using a CSV (comma separated values) file. Use all columns in the CSV file, each of which corresponds to a contact field.

  • Import all the contact data into your Developer Edition using the Data Import Wizard. You can use the default 'ISO-8859-1' encoding when importing the CSV file.

  • Use 'Name' for matching contact records.

  • Map all the fields in the CSV file to the appropriate Contact fields. Map 'Cell' to 'Mobile'.

  • Do not modify or delete the imported data till you have successfully verified the challenge.

Hands-on Challenge (500 Points)
07:14

Learning Objectives

After completing this unit, you'll be able to:

  • Describe and compare the two methods of exporting data from Salesforce.

  • Export data manually using the Data Export Wizard.

  • Set up automatic export of data on a weekly or monthly schedule.

Export Data - Data Export Wizard
08:27

Learning Objectives

After completing this unit, you'll be able to:

  • Describe and compare the two methods of exporting data from Salesforce.

  • Export data manually using the Data Loader Application.

Export Data - Data Loader
05:49
Quiz (50 Points)
02:22
+ Lightning Experience Customization (2,300 Points)
7 lectures 02:17:48

Learning Objectives

After completing this unit, you’ll be able to:

  • Describe the business value of custom objects and fields.

  • Create and edit custom objects and fields.

  • Create a custom tab for a custom object.

Create a custom object and custom fields

Ursa Major Solar needs a custom object and custom fields to track the energy evaluations they do for their prospective customers.

If you haven’t already done so, complete the steps in this unit to create the Energy Audit custom object in your org. We’ll be building on it as we go through this module. If you followed along in the unit and already created the object, fields, and records, you can go ahead and check the challenge.

  • Create the Energy Audit custom object and its custom tab

  • Create five custom fields on the Energy Audit object as outlined in the unit

Set Up Your Org + Hands-on Challenge (500 Points)
19:38

Learning Objectives

After completing this unit, you’ll be able to:

  • Describe the benefits of Lightning apps.

  • Create a Lightning app with custom branding.

  • List two best practices for planning Lightning apps for your org.

Create and Customize Lightning Apps + Quiz (100 Points)
13:30

Learning Objectives

After completing this unit, you'll be able to:

  • Create a custom list view.

  • Create a custom list view chart.

  • Edit and sort list views.

Create a custom list view

Lance Park, one of Ursa Major Solar’s sales reps, wants to see a list of opportunities that are in the late stages of negotiation or have high probability to close, or both. Step into Lance’s shoes and make that happen.

  • Use the App Launcher to open the Sales app

  • Create a list view for opportunities named High Probability Opportunities

  • Let all users see the list view

  • The list should show only opportunities whose stage is Proposal/Price Quote or Negotiation/Review, and whose probability is greater than or equal to 50%

Create and Customize List Views + Hands-on Challenge (500 Points)
13:08

Learning Objectives

After completing this unit, you’ll be able to:

  • Describe how compact layouts help your users.

  • Create a custom compact layout.

Create a custom Opportunity compact layout

When the Ursa Major Solar salespeople are on site with a customer, there are a few key fields they need to see right at the top of an opportunity record when they access Salesforce. Create a compact layout that will help them do that.

  • Create a new compact layout for the Opportunity object with the label New Oppty Compact Layout

  • Include these fields, in this order: Opportunity Name, Probability (%), Close Date, Stage, Amount, Opportunity Owner

  • Make it the primary compact layout

Customize Record Highlights with Compact Layout+Hands-on Challenge (500 Points)
15:20

Learning Objectives

After completing this unit, you’ll be able to:

  • Create and manage page layouts.

  • Use the page layout editor.

  • Assign a page layout to a profile.

  • Explain how the page layout editor drives record detail content in Lightning Experience.

Customize Record Details with Page Layouts + Quiz (100 Points)
20:09

Learning Objectives

After completing this unit, you'll be able to:

  • Create custom buttons and links.

  • Add them to a page layout.

  • Explain the difference between a custom button and a custom link.

Add a custom button to a contact

Ursa Major Solar wants to be able to look at their contacts’ internet footprints. Create a custom button so users can do this right from a contact record.

  • Create a custom button for the Contact object

  • Label: Google Info

  • The custom button opens a link to http://google.com?q={!Contact.Name} (where {!Contact.Name} is the current contact's name)

  • Add the custom button to the Contact Layout page layout

Create Custom Buttons and Links + Hands-on Challenge (500 Points)
30:42

Learning Objectives

After completing this unit, you’ll be able to:

  • Describe how actions help your users.

  • Describe the difference between object-specific and global actions.

  • Create an action and add it to a page layout.

Empower Your Users with Quick Actions + Quiz (100 Points)
25:21
+ Salesforce Mobile App Customization (1,700 Points)
5 lectures 01:24:07

Learning Objectives

After completing this unit, you'll be able to:

  • Name some of the benefits of using the Salesforce mobile app.

  • Explain why it’s important to customize the mobile app.

  • Find and download the app.

  • Choose your working environment for the app.

Get Started with the Salesforce Mobile App + Quiz (100 Points)
13:25

Learning Objectives

After completing this unit, you'll be able to:

  • Describe the differences between the two main types of actions.

  • Create a global action.

  • Configure fields in an action layout.

  • Set a predefined value for a field on an action layout.

  • Add an action to the Salesforce app by editing the global publisher layout.


Create a global quick action for adding a new opportunity

Your realty company uses opportunities to track offers. When a buyer submits an offer on a property, the broker adds a new opportunity and sets the Stage field to Qualification.

  • Create a global action of type: Create a Record

  • Target object: Opportunity

  • Label: New Offer

  • Put only these 4 fields on the page layout for the new action: Opportunity Name, Close Date, Stage, and Amount

  • Set the predefined value of the Stage field to Qualification

Create Global Quick Actions + Hands-on Challenge (500 Points)
20:19

Learning Objectives

After completing this unit, you'll be able to:

  • Create an object-specific action.

  • Add an action to an object’s page layout.

  • Test an object-specific action in the Salesforce mobile app.

Simplify your brokers’ account layout

Your brokers also need a customized page layout for their accounts. To do this, click on Mobile and Lightning Actions for the Account Layout page layout, override the predefined actions, and then customize them.

  • In the object manager for Accounts, edit the Account Layout so that Mobile Smart Actions is the first item for Salesforce Mobile and Lightning Experience Actions

Create Object-Specific Quick Actions + Hands-on Challenge (500 Points)
16:19

Learning Objectives

After completing this unit, you'll be able to:

  • Explain why it’s important to customize compact layouts.

  • Create a new compact layout.

  • Assign a compact layout to users.


Create and enable a compact layout

Brokers want to see important information about their showings at a glance. Create and implement a new compact layout for accounts.

  • Create a new account compact layout

  • Label: Mobile Account Layout

  • Name: Mobile_Account_Layout

  • Selected fields: Account Name, Annual Revenue, Phone, Type

  • Make the new Mobile Account Layout the primary compact layout for accounts

Customize Compact Layouts + Hands-on Challenge (500 Points)
14:00

Learning Objectives

After completing this unit, you'll be able to:

  • Explain the two main options you have for customizing your users’ navigation experience, the Mobile Only app and Lightning apps.

  • Describe the items in the mobile navigation bar, and which of them can be changed.

  • Explain how to get to the Menu and the mobile App Launcher.

Customize Navigation - Quiz (100 Points)
20:04
+ User Engagement (400 Points)
4 lectures 39:08

Learning Objectives

After completing this unit, you’ll be able to:

  • Describe user engagement as a key part of a user’s experience.

  • List the key user engagement scenarios.

  • Explain the Salesforce components that you can use to engage users.

Get Started with User Engagement + Quiz (100 Points)
10:14

Learning Objectives

After completing this unit, you’ll be able to:

  • Decide when to use user engagement prompts.

  • Describe the two types of prompts: floating and docked.

  • Add prompts to your org.

Promote Feature Adoption and Discovery + Quiz (100 Points)
16:59

Learning Objectives

After completing this unit, you’ll be able to:

  • Explain the benefits of customizing the Help Menu.

  • Decide what to add to a customized Help Menu.

  • Customize the Help Menu for your org.

Customize the Help Menu + Quiz (50 Points)
05:12

Learning Objectives

After completing this unit, you’ll be able to:

  • Describe the aha moment.

  • Use M.A.P. to write effective user engagement content.

  • Storyboard your user engagement journey.

Design a User Engagement Journey + Quiz (50 Points)
06:43
+ Reports & Dashboards for Lightning Experience (2,100 Points)
8 lectures 02:49:57
Preparation – Import Bulk Data for Reports & Dashboards – Step 1
25:33
Preparation – Import Bulk Data for Reports & Dashboards – Step 2
15:04

Learning Objectives

After completing this unit, you'll be able to:

  • Phrase business needs as answerable reporting questions.

  • Explain the difference between a report, dashboard, and report type.

Introduction to Reports and Dashboards in Lightning Experience + Quiz (100 Pts)
07:32
Create Reports with the Report Builder - Part 1
13:37

After completing this unit, you'll be able to:

  • Use the drag-and-drop report builder.

  • Explain the value of using filters, cross filters, and filter logic.

  • Create a tabular report.

Create a report to show leads

Ursa Major Solar updated their website last year, and the CEO, Sita Nagappan-Alvarez, wants to know how many leads are coming in via the web. Create a report for Sita that shows this information.

  • Report type: Leads

  • Report name: Web Leads

  • Range: All Time

  • Include these fields: Lead Owner, Lead Source, and Rating

  • Add this filter: Lead Source equals Web

  • Save the report in any folder

Create Reports with the Report Builder – Part 2 + Hands-on Challenge (500 Pts)
26:02

Learning Objectives

After completing this unit, you'll be able to:

  • Describe report formats: tabular, summary, and matrix.

  • Create a matrix report.

Create a report to show cases

Roberto Alvarez, Ursa Major Solar's COO, has asked for a report of the company's customer service cases. He wants the report formatted so he can see at a glance which cases are new, working, escalated, and closed. Create a summary report of cases to show Roberto.

  • Report type: Cases

  • Report name: Case Status

  • Range: All Time

  • Include these fields: Case Owner, Subject, and Account Name

  • Group by: Status

  • Save the report in any folder

Format Reports + Hands-on Challenge (500 Points)
32:34

Learning Objectives

After completing this unit, you'll be able to:

  • Explain the difference between report charts and dashboards.

  • Create a dashboard and underlying report.

Create an opportunities report and add it to a dashboard

Lincoln Ulrich, the top salesperson at Ursa Major Solar, wants a dashboard that shows all the company’s deals, so he can quickly see how many opportunities his team has at each stage of the pipeline. Create the underlying opportunities report, then create a dashboard and add a component that displays the report as a donut chart.

  • Create a report named Opportunity Stages with the report type Opportunities

  • Set the range to All Time, include the fields Opportunity Name and Opportunity Owner, and group by Stage

  • Save the report in any folder

  • Create a dashboard with the name Big Deals

  • Save the dashboard in any folder

  • Add a component and select report Opportunity Stages

  • Ensure that the title of the component is Opportunity Stages

  • Display as Donut Chart

  • Save and refresh the dashboard at least once

Visualize Your Data with the Lightning Dashboard Builder + Hands-on Challenge
27:32

Learning Objectives

After completing this unit, you'll be able to:

  • Find free reports and dashboards packages on AppExchange.

  • Install a reports and dashboards package from AppExchange.

  • Modify the reports and dashboards in the installed package.


Modify an AppExchange dashboard

Maria Jimenez is looking for reports and dashboards on AppExchange to track her team's transition to Lightning Experience. Install the AppExchange Dashboard Pack for Sales, Marketing and Service package into your Trailhead Playground and make some modifications.

You’ll need your hands-on org username and password to complete this challenge. If you're using a Trailhead Playground, this article shows you how to find your username and reset your password. If you have trouble installing the package, follow the steps in this article.

  • In your Trailhead Playground, install the AppExchange Dashboard Pack for Sales, Marketing and Service.

  • Clone the 1-Account, Contact & Opportunity Data Quality dashboard and name it My Account and Contact Dashboard.

  • Add a dashboard filter on the Billing City field so that the dashboard only shows info about Accounts in London.

  • Save and refresh the dashboard.

Extend Your Reporting Strategy with AppExchange + Hands-on Challenge (500 Pts)
22:03