Complete Salesforce LIGHTNING Certified Administrator

Define what an org is and how to set up a free Salesforce dev org, then tour Lightning and Classic UI, core objects, list views, and global search.

Configure global search results and global actions, customize object-specific page layouts and user profiles, and review company settings such as currencies, licenses, fiscal year, and domain.

Explore organization setup in Salesforce classic, compare it with lightning, and learn to customize accounts, page layouts, and list views for efficient administration.

Master user setup in Salesforce by assigning licenses, roles, and profiles, managing passwords, activating or deactivating and freezing accounts, and handling single and bulk user creation for secure access.

Explore standard and custom objects, learn to design, create, and relate them in Salesforce, and assign them to page layouts and record types while noting profiles touch security.

Learn how to model data with standard and custom objects, define one-to-many and junction objects, expose apps with tabs, and control access via profiles.

Explore Salesforce security fundamentals, including org defaults, roles and hierarchies, profiles, permission sets, and sharing rules, plus health checks, login policies, and audit trails.

Learn how to use Salesforce profiles and permission sets to control app and object access, customize permissions with clones, and manage login hours, IP ranges, and security settings.

Explore how profiles grant object access, how roles manage record visibility, and how permission sets extend access, including sharing rules, org default security, and system permissions like export data.

Explore sales and marketing applications in the Sales Cloud, detailing the sales process, lead-to-account conversion, and campaigns, including web-to-lead, lead scoring, assignment rules, and auto responders.

Explore how auto response rules in sales and marketing apps automatically send targeted emails to leads, using lead and case auto response rules, templates, and merge fields based on criteria.

Learn Salesforce Lightning lead scoring using a rating and a formula field to auto-prioritize leads by the number of courses they are interested in.

Learn to create active lead assignment rules in Salesforce, assign leads to users or queues by product or origin, and rely on rule evaluation stopping after the first match.

Explore lead process in Salesforce: customize status values with lead processes for product and service teams, using record types, profiles, and picklists to tailor pages and testing.

Learn how to convert leads into accounts, contacts, and opportunities in Salesforce, including duplicate checks, merging with existing accounts, field mapping, and conversion validations.

Explore how opportunities drive the sales process, linking to accounts, managing stages, products, price books, and probability, while coordinating owner, close date, notes, and teams.

Learn to enable similar opportunities in classic, matching opportunities by account name, opportunity, competitor products, contact role, delivery installation status, and order number, with a related list for sales reps.

Explore accounts and contacts in Salesforce, linking social media and coordinating tasks, calls, events, and emails, including optional lead process and multi-account contacts.

Learn how sales and marketing campaigns track leads, opportunities, and ROI across campaigns. Create campaigns, associate leads and opportunities, manage budget, revenue, and campaign influence.

Learn how CRM content and files organize, share, and manage documents at scale in both classic and lightning, using libraries, content packs, and controlled public links.

Learn Salesforce service and support concepts, centering on the case object, knowledge, and communities, and configure case paths, record types, and support processes for multi-team support.

Explore support settings in Salesforce, including default case owner, assignment rules, email templates for creation, assignment, and close, plus escalation and notifications for portals and communities.

Explore creating and routing cases with web to case and email to case, define assignment and escalation rules, and build console apps to streamline service workflows.

Learn how service cloud uses knowledge and solutions to resolve cases. Configure knowledge settings, data categories, and category groups to manage article visibility.

Enable lightning knowledge, create articles with data categories, assign access via profiles, manage translations and article statuses from draft to published, and publish across a configured app.

Explore how Salesforce ideas crowdsources improvements, lets users vote and comment, and routes top ideas to implementation, with setup options in classic, categories, zones, and half-life controls.

Configure Salesforce communities in Service Cloud to engage employees, partners, and customers through secure portals. Define access with profiles and permission sets, enable self-registration, and expose cases via branded dashboards.

Explore activity management and collaboration in Salesforce, including tasks, events, public calendars, and Chatter, and learn to configure and log tasks and calls to boost sales productivity.

Explore Salesforce chatter, a collaboration app for posting, asking questions, polls, and sharing updates with record linking and rich formatting. Manage streams and public groups to enable team collaboration.

Explore Salesforce data management, comparing import wizard and data loader for importing custom and standard objects, preventing duplicates, handling validation rules, picklists, and data backup.

Master data management with data loader for Salesforce: install, configure, and perform insert, update, upsert, delete, and export operations, plus backup with export all and scheduled data exports.

Configure and enforce duplicate management in Salesforce by creating and activating duplicate and matching rules, using fuzzy and exact matches, enforcing sharing rules, and preventing duplicate accounts.

Learn to perform mass transfer of records and mass delete in Salesforce, transferring accounts and related opportunities and cases to a new owner using criteria, queues, and notifications.

Learn how to answer business questions with Salesforce reports and dashboards, build tabular reports with filters, and manage sharing and object security.

Explore how to build tabular, summary, and matrix reports in Lightning, add charts and dashboards, and use filters, groupings, and buckets on opportunity data.

Explore Salesforce analytics by building summary and matrix reports, creating charts for dashboards, applying filters, and using bucket fields to group stages and amounts.

Apply conditional highlighting in lightning reports with rules like red under 50k and green over 100k, and ensure consistent picklist colors by setting fixed chart colors in object setup.

Explore advanced Salesforce reports in Lightning and Classic, using summary formulas and cross filters, and create joined reports to relate accounts, cases, and opportunities, plus subscription options.

Create joined reports in lightning by combining accounts, cases, and opportunities into blocks and grouping by account owner, noting limitations like restricted fields, no cross filters, and no conditional highlighting.

Create custom report types to combine accounts with cases and related objects, configure primary and child objects, apply intersections, deploy, and build elegant Salesforce reports and dashboards.

Create dashboards from reports, manage folder security, add grid-based components, and use dashboard-specific charts like gauge, metric, and lightning table to share, filter, and view dynamic dashboards.

Explore how dashboard sharing and folder access affect visibility, compare classic and Lightning dashboards, and configure charts, data sources, and dynamic running-user options for Salesforce reporting.

Explore how validation rules prevent bad data and how to use workflow and process automation tools in Salesforce to enforce conditional data entry.

Create declarative, no-code flows with flow builder to automate tasks, guided by templates, auto launched flows, and app exchange resources; test, activate, and embed flows on pages for user-driven processes.

Explore process builder as an intuitive alternative to workflow, automating record-based actions—update opportunity names, create tasks, post to chatter, and schedule follow-ups, with criteria and formulas.

Create and configure Salesforce approval processes for opportunities, set entry criteria, assign approvers by hierarchy or roles, define initial and final actions, and manage recall and locking.