Salesforce is now the 7th most in-demand IT skill on job postings worldwide. Now is a great time to learn Salesforce and change your career to the cloud.
This course is constantly updated to be current with the latest release of Salesforce.
"I'm at (Salesforce's) Destination Success right now and your course goes more in-depth than the classroom courses here, and for 1% of the cost!" - Ben L.
This Salesforce Certification Course and Instructor were recently featured in InfoWorld! Join over 10,000 students and get on the path to a new career.
The Complete Salesforce Administrator Certification Course is for anyone interested in passing the Administrator Certification exam. This course is designed with the new Salesforce administrator in mind. I cover each section of the Administrator Study Guide in-depth, giving examples in the interface, as well as hands-on experience so you can apply the concepts you are learning.
This course contains over 11 hours or video instruction. I cover often confused concepts that can trip you up on the Admin Exam, such as the differences between Profiles and Roles, the purpose and use cases for Permission Sets, the different types of Reports and Dashboards, and a lot more.
I also cover new features in Salesforce that are now on the Admin Exam that you won't find on the other Salesforce courses on Udemy. I cover the Process Builder and Lightning Experience, showing you how to implement it in your own free Salesforce organization.
If you are interested in becoming a Salesforce Admin, take this course. Here are some recent reviews:
"Very well presented, excellent video quality, incredibly easy to follow. Covers more than what is necessary (not a criticism), Creator is a legend, I've contacted him multiple times and had a response within 5 minutes. Could not rate any higher ! Definitely the best choice out of the courses offered for this qualification. Amazing." ~ Paul R.
"I'm amazed that a training program of such great quality is available for such a reasonable price! Mike is a wonderful trainer and the material covered is excellent!" ~ Rick A.
"Mike is awesome and learning so much so far! Mike thanks so much for the really awesome course! I am sure that when I take the admin exam soon that I will pass with flying colors!!" ~ James W.
"This is the best course so far. Thank you for your video." ~ Christian M.
"I have been using SF as a rep, not an admin and while I already had a working knowledge of the product and it's capabilities this is very insightful material and I have learned a lot of new things." ~ Alexis K.
This introduction lecture covers my bio, background and my six Salesforce certifications. I highlight how this course is structured to correspond with the 15 sections of the Salesforce Certified Administrator Study Guide. Students will have a good understanding of what is covered on the Admin Certification Exam after completing this lecture.
Students become familiar with the Salesforce Administrator Certification Exam Guide. This course is structured for each section that follows to correspond with the 15 sections of the Exam Guide:
This lecture takes you through the process of signing up for your own free Salesforce account. You will use this new, free account to work through the various exercises in this course. You can also keep this account for life and build additional solutions in the cloud, as you see fit.
This lecture also covers how to switch back and forth between the new Lightning Experience user interface and Salesforce Classic.
Complete the steps of this hands-on lecture to sign up for your own free Salesforce account that you can keep for life. You will be using this account throughout the duration of this course (and beyond), so you will want to get your own account going now.
One important piece of the Organization Setup in Salesforce is becoming familiar with your Company Profile settings in Salesforce. This lecture covers your Company Profile page and what it encompasses.
This lecture shows you how to set up new users, assign them a license, as well as a profile and role. Helpful tips are included to get users up and running quickly, as well as the impact to their interface based on local and language settings.
Throughout many of the upcoming lectures, a fictional user called Jim Doe is referenced. It will be helpful for you to create this Jim Doe user account in your own Salesforce org, so you can follow along with subsequent lectures. You will also gain hands on experience with creating a new user account, which is a common practice of Salesforce Administrators!
This quiz will test your knowledge and retention related to the Organization and User Setup features in Salesforce.
This lecture covers the Salesforce User Interface in-depth. We cover the various types of tabs, the Applications menu, Home Tab, and Recycle Bin. Students learn how to enabled or disable a myriad of fundamental interface options, such as:
This lecture introduces students to the Security and Access portion of the Admin Certification Exam.
System and App Permissions related to Profiles are covered in-depth. We look at all profile settings that are relevant to the Administrator Certification Exam.
This lecture covers Roles and the Role Hierarchy, which governs what individual records a user may see. The roll-up nature of records in the role hierarchy is covered and example scenarios are addressed.
Newer admins often confuse Profiles and Roles. Salesforce realizes this fully, and fashions the security questions on the Administrator Exam accordingly. Their goal is to ascertain that you know the difference between the two, and that you can figure out various security based scenarios.
We cover cloning a profile in order to create a custom profile and then we assign that custom profile a Login IP Range. Scenarios are discussed that you may find on the exam.
The Salesforce Sharing Model is founded upon Organization Wide Defaults (OWD) and Sharing Rules. This lecture covers the Org Wide Defaults and how to create and modify sharing rules, along with the impact these settings have for visiblity and user access.
Permission Sets are often confused by new administrators with Profiles and Roles. After this lecture, you will be able to understand the use cases and functionality differences between Profiles, Roles and Permission Sets.
Complete this helpful practice activity to enter a new opportunity into your Salesforce org. This opportunity is called the CEO Opportunity, which is used in the next lecture. You will use this opportunity to associate with a new object later in the course as well.
This lecture covers the concept of Public Groups and how Sharing Settings (aka Sharing Rules) can be set to Public Groups. We cover who can be assigned to Public Groups, such as specific users, roles, or roles and subordinates.
The lecture also covers teams, which in Salesforce are Account Teams, Opportunity Teams (for Team Selling) and Case Teams (for Case Team Management). We demo how adding a user to an opportunity team can grant them view and edit abilities that they normally wouldn't have.
In this quiz, you will test your knowledge and retention of the core concepts related to Salesforce Security and Access.
This lecture introduces you to the concept of objects, and specifically, the two types of objects you must be familiar with in order to not only pass the Administrator exam, but to also effectively administer the Salesforce platform. Those two types of objects are:
We go through common Standard Objects that you will find in any Salesforce instance, as well as how those objects relate to one another. You may have previously heard about the concept of "Object Oriented". It is these standard and custom objects and how they relate to one another that make Salesforce an object oriented solution, through which you can build and automate solutions.
We cover the difference between Standard and Custom fields. In addition to looking at the most common standard fields, we also go through the creation of several different custom field types. Student will understand the different types of fields that Salesforce supports, how they can be used, and what they look like in the interface to an end-user.
This lecture introduces you to the Sales Cloud functionality found in Salesforce, such as the Sales Process, productivity features, products and pricebooks.
Salesforce supports multiple sales processes. These can be customized to fit specific business requirements. We review how different sales processes can be used to signify different stages on opportunities.
The new Lightning Experience from Salesforce introduces several Sales Productivity Features, such as the Opportunity Workspace and the Sales Path, which has recently been renamed simply 'Path'. This lecture shows you how to enable the Sales Path and how it is used in Lightning Experience.
NOTE: This lecture has been updated to reflect the Winter '17 Release of Salesforce, which includes a horizontal navigation bar across the top of the screen instead of the navigation bar on the left, which was retired with the Winter '17 Release of Lightning Experience.
This lecture covers opportunity products and price books. Examples are provided for adding opportunity products to an opportunity and showing the impact to the opportunity amount and expected revenue.
We also cover both Revenue Scheduling and Quantity Scheduling on Products. Creating and managing both products and price books are covered in depth to assist you in answering the related Products and Price Books questions on the admin exam.
Lead Management and Automation is a complex process that entails lead assignment rules, lead field mapping and the lead conversion process. We cover it all in this lecture and show examples of how to map custom lead fields to custom fields on accounts, opportunities and contacts during the lead conversion process. I also discuss exam questions related to the lead conversion process and show you the process from end to end.
The lecture covers creating and managing campaigns. Leads are added to campaigns. Review the recently added Resource for this lecture related to Campaign Influence.
Campaign Influence on Opportunities is covered, along with the Campaign ROI Analysis Report. I originally recorded this lecture for my upcoming Salesforce New User Training course, and felt it would be beneficial for your studies toward the Administrator Certification. Campaign Influence has recently been added to the Admin Exam, so I wanted to keep you up to date.
The Enhanced Page Layout Editor is also demonstrated in this lecture, where we add the Campaign Influence related list. I also demonstrate how ROI is measured between campaigns and opportunities as we go through the Campaign ROI Analysis Report.
This quiz will test your knowledge and retention related to the Sales Cloud Applications section of the exam.
This lecture introduces you to the Service Cloud functionality found in Salesforce, such as the Support Process, Case Management Automation, Solution Management, Communities, and Salesforce Knowledge. Discover examples of how to administer these solutions as well as what the end-user experience is like.
Case Management is a core tenant of the Service Cloud. This lecture introduces you to the Service Console as well as the process for managing and administering cases on the platform.
This lecture contains additional information on Case Management Automation features, such as Macros and Keyboard Shortcuts. Links to additional resources are also provided.
The lecture following this one (Solution Management) requires that you have enabled Suggested Solutions in your Salesforce org. Follow the steps of this text lecture to be sure you have Suggested Solutions enabled.
A solution is a detailed description of a customer issue and the resolution of that issue. Solution managers, administrators, and users with the appropriate permissions can create, review, and categorize solutions.
This text lectures gets you up to date on the retirement of Chatter Answers, which was previously used in Communities.
Salesforce Communities, formerly known as Portals, could be a course unto themselves. There are Communities that can be created for Customers, Partners, and Employees. This lecture shows how to enable Communities and the basic setup and administration as well. We cover everything you need to know related to Communities on the Administrator Exam and show many examples of key functionality that is included, such as Knowledge, Ideas, and more.
These functional pieces that can be enabled in Communities have lectures of their own, later in this course, to take you even more in-depth after gaining this foundational understanding.
In this text lecture, I walk you through the process of publishing your community. Salesforce recently changed this process for the Winter '17 release, so I have added this lecture to help you complete the process that you started in the previous lecture.
This text lecture walks you through the steps needed in order to enable Salesforce Knowledge in your own org. You will need to enable Salesforce Knowledge to be able to complete the next video lecture on Knowledge. You will also need to enable Knowledge in order to import articles, which is covered in a later Data Management lecture in this course. Don't skip this important step!
Salesforce Knowledge requires a feature license to use and is a Service Cloud solution to build a knowledge base. This knowledge base can be used by service representatives to look up and find relevant Knowledge articles related to the cases that they are working. This lecture takes you through the steps of implementing and managing Salesforce Knowledge.
We also demonstrate the appearance of Salesforce Knowledge in the Service Console.
There are two primary types of Activities in Salesforce:
This lecture covers the functionality of both tasks and events for a better understanding of Activity Management.
The Cloud Scheduler is no longer available in new Salesforce orgs. With that said, although you cannot get hands on experience with it in your free Developer account, this lecture will get you familiar with the Cloud Scheduler and what the new upcoming options are to take its place. I provide this information in case you have a question on the exam related to the Cloud Scheduler.
Salesforce Chatter is the Social component of the platform, allowing you to follow records, create and join groups, @ mention other users, and more. This lecture demonstrates the core functionality of Chatter.
This quiz tests your knowledge and retention of Salesforce Chatter features and functionality.
Thank you for visiting my profile. I teach Salesforce because I am passionate about the platform and the awesome things you can build quickly. There is an extreme shortage of Salesforce talent in the job market, and I am creating Salesforce Certification and User courses so that you can get a good paying job in the cloud.
I provide Consulting Services - contact me via my website - click the Globe icon under my picture and let me know what you need!
I have been building solutions on the Salesforce platform since 2008. Before discovering Salesforce, I worked as a Technical Writer, Trainer, and built blogs using Wordpress. Once I found Salesforce, I saw it as the quickest path to building world-class web and mobile applications for businesses and consumers. I've attained 6 Salesforce Certifications along the way: Salesforce Developer, Salesforce Administrator, Salesforce Advanced Administrator, Salesforce Sales Cloud Consultant, Salesforce Service Cloud Consultant, and Salesforce Platform App Builder.
You can verify my certifications by going to http://certification.salesforce.com/verification and searching for my name. I am the founder of Mike Wheeler Media, LLC, where my mission is to Inspire, Equip and Train the masses on the Salesforce Platform. Feel free to connect with me through the various social profile links on my profile here.
Currently working as a full time video editor and producer, gaining a wealth of experience by having edited 100+ Hours of content. Became a NASA Goddard Space Flight Center intern at the age of 16 and worked on 3D graphical creations, as well as various video projects (including a commercial for NASA TV with Optimus Prime voice actor, Peter Cullen) during a 6 week paid summer internship.
Diving deeper into video production allowed the ability to adopt 3D/2D graphics & computer animation into a production workflow.
My goal is to clearly convey all that I have learned in the video production realm, to help expand the knowledge of my students and get them to that information the quickest way possible.