The Complete Salesforce Administrator Certification Course

Salesforce Admin Certification course through all of the Salesforce Admin Study Guide. Most Salesforce Certifications.
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  • Lectures 71
  • Length 11 hours
  • Skill Level All Levels
  • Languages English, captions
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 3/2016 English Closed captions available

Course Description

This Salesforce Certification Course and Instructor were recently featured in InfoWorld. This course was released on Udemy on March 30th, 2016 and is continually updated. This course was last updated on November 8th, 2016. 

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.

What are the requirements?

  • All you need is a computer and an Internet connection. We will walk through signing you up for your own free Salesforce account which you can use to work through the exercises of the course. This Salesforce account is free and you can keep it for life!

What am I going to get from this course?

  • Understand all of the core concepts on the exam in order to pass the Salesforce Administrator Certification Exam
  • Administer Salesforce Like a Pro
  • Deploy Salesforce Lightning Experience
  • Roll Out Salesforce1
  • Use SalesforceA

What is the target audience?

  • This course is meant for people that are new to the Salesforce Platform. The front section of the course covers basic concepts.
  • Those with Salesforce experience will also benefit from this course as we go through each section of the Salesforce Administrator Study Guide, teaching you not only core concepts, but providing hands on experience.
  • Anyone interested in studying for and passing the Salesforce Administrator Certification Exam will benefit from this course.
  • Anyone tasked with deploying the new Lightning Experience in their Salesforce instance.

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.

Curriculum

Section 1: Introduction and Getting Started
05:10

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.

03:07

Students become familiar with the Salesforce Administrator Certification Study Guide. This course is structured for each section that follows to correspond with the 15 sections of the Study Guide:

  • Organization Setup
  • User Setup
  • Global User Interface
  • Security and Access
  • Standard and Custom Objects
  • Sales Cloud Applications
  • Service Cloud Applications
  • Activity Management
  • Chatter
  • Data Management
  • Content and Folder Management
  • Reports and Dashboards
  • Workflow Automation
  • Desktop and Mobile Administration
  • AppExchange
Section 2: Organization Setup
21:24

This lecture was extended on June 18, 2016 to now include the Company Profile information. You will find this new information starting at roughly the 18 minute mark of the lecture.

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.

We also cover the basics of your new Salesforce organization (often called an 'org') and discuss items related to the org setup that may be on the certification exam.

Article

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.

Section 3: User Setup
15:40

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.

Article

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!

4 questions

This quiz will test your knowledge and retention related to the Organization and User Setup features in Salesforce.

Section 4: Global User Interface
16:02

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:

  • Enhanced Page Layout Editor
  • Inline Editing
  • Separate Loading of Related Lists
  • Quick Create
  • Collapsible Sections and Sidebar
  • Hover Links
  • Enhanced Profile List Views
  • Enhanced Profile User Interface
Section 5: Security and Access
05:24

This lecture introduces students to the Security and Access portion of the Admin Certification Exam.

22:45

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.

09:51

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.

12:40

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.

17:37

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.

13:25

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. I also walk you through creating your first Permission Set, which is a Permission Set to enable the new UI for Salesforce, Lightning Experience, to a subset of users.

09:51

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.

3 questions

In this quiz, you will test your knowledge and retention of the core concepts related to Salesforce Security and Access.

Section 6: Standard and Custom Objects
18:56

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:

  • Standard Objects
  • Custom Objects

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.

Article

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.

20:23

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.

Section 7: Sales Cloud Applications
02:47

This lecture introduces you to the Sales Cloud functionality found in Salesforce, such as the Sales Process, productivity features, products and pricebooks.

17:50

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.

08:38

The new Lightning Experience from Salesforce introduces several Sales Productivity Features, such as the Opportunity Workspace and the Sales 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.

19:47

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.

24:20

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.

10:03

The lecture covers creating and managing campaigns. Leads are added to campaigns. Review the recently added Resource for this lecture related to Campaign Influence.

07:44

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.

4 questions

This quiz will test your knowledge and retention related to the Sales Cloud Applications section of the exam.

Section 8: Service Cloud Applications
00:52

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.

11:02

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.

Article

This lecture contains additional information on Case Management Automation features, such as Macros and Keyboard Shortcuts. Links to additional resources are also provided.

Article

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.

21:21

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.

Article

This text lectures gets you up to date on the retirement of Chatter Answers, which was previously used in Communities.

18:46

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.

Article

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.

Article

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!

18:47

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.

Section 9: Activity Management
11:00

There are two primary types of Activities in Salesforce:

  • Tasks
  • Events

This lecture covers the functionality of both tasks and events for a better understanding of Activity Management.

Section 10: Chatter
04:25

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.

3 questions

This quiz tests your knowledge and retention of Salesforce Chatter features and functionality.

Section 11: Data Management
02:16

I introduce you to the Data Management section of the study guide, laying the groundwork for going into data management tools, in addition to the mass importing / updating / transferring and deleting of data in Salesforce.

22:54

There's several different data management tools available to use on the Salesforce platform. This lecture introduces you to the Data Import Wizard and the Data Loader. We cover various scenarios for mass transferring records, mass editing, mass uploading and more. We also discuss when you will want to use the Data Import Wizard and when the Data Loader is preferable.

NOTE: You can install the Data Loader by going to the Setup menu in your Salesforce org and searching for Data Loader.

Article

This lecture article contains information for Salesforce Data Management tools that are helpful in mass inserting, updating, upserting, exporting and deleting data in Salesforce.

10:36

Validation rules ensure that data conforms to certain standards. And these validation rules do involve writing some code. I walk you through examples of validation rules in practice, and how to display and place error messages when data does not comply.

I've also included a helpful resource to sample validation rules that you can pull from to get started with writing out your own validation rules. I also cover scenarios of when validation rules will fire, in addition to user entry. These scenarios may appear on your admin exam, such as:

  • Field Updates Via the Data Loader
  • Field Updates Via API Calls
  • Field Updates on Fields Hidden in Page Layouts (via workflow rules and field updates)
06:20

This lecture covers the Data Export service available in Salesforce. We cover the frequency at which backups can be scheduled, as well as how the end product of the data backup is delivered, and how the data is structured.

3 questions

This quiz covers core concepts of the Data Management section of the Study Guide.

Section 12: Content and Folder Management
12:44

This lecture goes into Salesforce Content, Content Packs, Libraries, and Content Folders.

06:31

This lecture covers the creating and sharing settings of folders that house reports and dashboards.

Section 13: Reports and Dashboards
01:44

This lecture prepares you for the next section of the Administrator Study Guide - Reports and Dashboards. I provide a high-level overview of the topics we are going to cover in this section, such as creating and customizing reports and dashboards, custom report types, folders, scheduling and delivery.

14:05

This lecture covers how to create and customize reports. We cover filters, along with the different types of reports, demonstrating each:

  • Summary Reports
  • Tabular Reports
  • Matrix Reports

We also address scheduling and subscribing to reports.

07:55

In this lecture, I walk you through the process of creating report folders. I also demonstrate the creation of Bucket Fields in reports. We also discuss the different export options from a report.

02:54

Your Salesforce organization's Sharing Model can greatly impact the visibility of individual records and thus create data skew between different report viewers. This lecture explains the role that the Role Hierarchy plays in data visibility and the impact upon reports.

09:30

This lecture shows you how to create and modify dashboards. We also go over the various types of dashboard components that are available, dashboard running users and changing the layout of dashboards.

15:08

Custom Report Types enable you to report on 3 or 4 related objects. This lecture goes through the example of reporting on accounts with contacts and cases. We then run through cross-filters and grouping in reports.

Section 14: Workflow Automation
02:17

This lecture provides a brief, introductory overview of the Workflow Automation section of the Admin Exam.

13:34

This lecture teaches you how to create various workflow rules. Evaluation criteria options for workflow rules to fire are covered in depth. Once a criteria for a workflow rule is met, any actions are then executed, which is covered in the next lecture.

11:21

This lecture introduces you to the various actions available via workflow rules. You can send email alerts, perform field updates, assign tasks and send outbound messages, and we run through each in this lecture. Workflow Actions are powerful tools that you can leverage to automate your processes on the Salesforce platform with clicks instead of code...and these actions will appear in your Administrator Certification Exam.

22:37

We go through the process of setting up an approval process from start to finish. Covered in this lecture are the two different wizards you can use to set up an approval process, the initial submitters and actions, record locking, request recalling, page layouts for approval forms, and the process visualizer.

15:52

The Salesforce Lightning Process Builder is a newer option available to administrators to perform more complex functionality than is available through traditional workflow rules. Via the Process Builder, you can perform advanced actions, such as create new records, perform cross-object field updates, and more. This lecture will get you oriented with the Process Builder and gain understanding on when to use the Process Builder versus when to utilize Workflow Rules.

3 questions

In this quiz you will be testing on your understanding and retention of the core concepts related to the Workflow Automation topics found on the Administrator Certification Exam.

Section 15: Desktop and Mobile Administration
15:03

Salesforce1 is the Salesforce mobile app available for iOS and Android. You can also run Salesforce1 via a mobile browser on any mobile device. This lecture goes through the process of rolling out Salesforce1 to your org. We also demonstrate some of the User Interface features of Salesforce1, along with Global Actions.

02:38

The SalesforceA mobile app is intended for Salesforce Administrators to be able to perform common tasks on the go. This app enables you to reset user passwords, freeze user accounts, assign users to permission sets, access Release Notes and more. Available on iOS and Android, check this lecture out to learn more about SalesforceA - which is a key component to Mobile Administration on the Salesforce Platform (and likely to make an appearance on your Administrator Certification Exam).

Article

This helpful practice activity takes you through the process of downloading the Salesforce1 and SalesforceA mobile apps on your phone or tablet.

13:20

This lecture covers the integration and sync options between Microsoft Outlook and Salesforce. We cover how to view and resolve conflicts between the two systems, setting sync direction(s) and the relationship with Contacts, Tasks and Events between the two systems.

NOTE: As of the Summer 2016 release of Salesforce, this feature has been renamed Lightning for Outlook (formerly, it was called Salesforce for Outlook).

Section 16: AppExchange
09:34

The AppExchange is the App Store for Salesforce. It is here that you can find free and paid applications to further extend the Salesforce platform. This lecture discusses the various features and functions of the AppExchange, along with how it relates to the Admin Exam.

Section 17: Exam Overview and Webassessor
Administrator Exam Overview
08:10
09:35

This lecture covers signing up for an account on Webassessor.com and scheduling your exam. We cover on-site versus remote test taking scenarios. This lecture also includes footage of the actual setting of the webcam for a remote test taking scenario.

Section 18: Breaking In: Getting Experience
08:01

This lecture covers several creative ways to utilize Salesforce at your existing job. Through following these steps, you can gain verifiable and legitimate work history on the Salesforce Platform. These tips are key in building your resume to be cloud relevant and get well on your way to a new career.

03:08

There are many non-profit organizations that use Salesforce on a daily basis. They are often stretched for resources and lack the personnel to help them customize the platform to meet their needs. You may be able to volunteer time to these non-profits in order to assist them with their Salesforce implementation, as well as gain valuable experience that you can then add to your resume.

Section 19: Helpful Salesforce Resources
09:05

This lecture introduces you to trust.salesforce.com, which provides server specific details related to any performance degradation issues, downtime, maintenance schedules, release schedules, and more.

06:05

This lecture provides a high-level overview of the online help available for Salesforce, along with how to access it. We also go into the Salesforce Success Community and the helpful resources that can be found there.

02:09

From time to time, Salesforce releases Critical Updates. This lecture shows what the Critical Updates prompt looks like as well as how to review and activate updates in your Salesforce org.

Article

Odds are that there are Salesforce user and/or developer groups close to your area. This article lecture shares various links to help you find others close to you to network, learn, and more.

02:42

There are a plethora of Salesforce related groups on LinkedIn. Joining these groups will help you learn, network and keep up with the latest happenings in the Salesforce ecosystem. This lecture shows various groups that are out there that you'll want to join.

13:22

This lecture covers new certifications that Salesforce has recently added, as well as a couple of certifications that they have recently retired.

Bonus Lecture: Next Steps and Coupon Codes in the Resources!
01:57
Article

This lecture contains information on how to sign up for pre-launch promo codes and alerts related to my upcoming courses. 

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Instructor Biography

Mike Wheeler, 6 Salesforce Certifications - Most Salesforce Certs on Udemy

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 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. 

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