Salesforce Certified Administrator - Revision Guide

Video description

Gain the confidence and proficiency to take up the Salesforce Certified Administrator exam

About This Video

  • Powerful combination of theory and hands-on guidance through the Salesforce platform
  • Training content is broken down into bitesize videos that can be re-used as reference videos after your certification
  • Extensive inclusion of Trailhead modules and projects to increase your hands-on experience and learning

In Detail

Salesforce is a fast-growing business solution suite, constantly improving and adding new functionality to its features. This course will serve as a key guide to help you in your certification journey by covering all the topics to help you update your skills and acquire in-depth knowledge of the Salesforce platform.

This course will enable you to sharpen your problem-solving skills and strengthen your knowledge of key topics in a practical way and is ideal for administrators at all levels (new and experienced). Every section will cover a module/topic which will be part of the certification. You will also review some example/mock questions that are highly likely to be asked in the certification exam. After covering basics such navigating the Salesforce environment and application and getting your organization ready for users, you will start by setting up and managing user types and profiles. You will cover data and security and also move on to maintaining and customizing Sales Cloud and Service Cloud apps. You will learn how to build reports and dashboards to maximize the look and feel of the application and to enhance user experience. You will set up workflows for automation and manage the support process. You will also look at the configuration, data management, data analytics, and mobile administration. You will cover techniques to enhance your system management efficiently.

By the end of this comprehensive course, you will be confident and proficient in your skills and will be all set to take up and succeed at your Salesforce Certified Administrator exam.

Table of contents

  1. Chapter 1 : Introduction
    1. The Course Overview 00:05:29
    2. Exploring the Different Salesforce Clouds 00:04:31
    3. Salesforce Editions 00:02:12
    4. Set Up Your Trailhead Account 00:05:03
  2. Chapter 2 : Getting Around Salesforce
    1. Objects: What Are They and What Is a Standard Object? 00:02:25
    2. How Does Lead Conversion Work? 00:04:31
    3. Custom Objects and Object Relationships 00:03:18
    4. Getting Your First Lightning Experience Tour 00:07:27
    5. What Is the Guidance for Success? 00:05:34
    6. Creating List Views and Working with Kanban 00:07:36
    7. What Is Chatter? 00:07:08
    8. Activity Management 00:05:40
  3. Chapter 3 : Organization Set Up
    1. The Company Profile Page 00:03:03
    2. Locale Settings – How Do They Work? 00:04:02
    3. Working with Fiscal Years and Currencies 00:05:44
    4. Customize the Home Page 00:06:04
    5. Restricting Login Access 00:04:31
  4. Chapter 4 : User Set Up
    1. Settings versus Permissions 00:05:56
    2. What Can You Do with Standard Profiles? 00:02:40
    3. How to Create Your Own Custom Profiles? 00:03:05
    4. Understanding Object Permissions and Profiles 00:05:09
    5. Create New Users 00:04:47
  5. Chapter 5 : Data Access
    1. Understanding the Different Access Models (OWD) 00:06:59
    2. How Does Record Ownership Work? 00:02:34
    3. Using Roles and Role Hierarchy 00:07:19
    4. Using Sharing Rules 00:05:34
    5. What Are Public Groups? 00:04:25
    6. Where Can You Use Teams? 00:07:09
    7. Manual Sharing 00:03:56
    8. Field Level Security 00:04:21
  6. Chapter 6 : Object Customization
    1. What Can You Change on Standard Fields? 00:09:28
    2. How to Create Custom Fields? 00:06:05
    3. What Are Dependent and Controlling Pick Lists? 00:10:22
    4. How Do Lookups Work? 00:06:22
    5. Creating Formula Fields 00:10:30
    6. Page Layouts, Record Types, and Business Process 00:23:35
    7. Working with Validation Rules 00:07:50
  7. Chapter 7 : Automation
    1. Working with Email Templates 00:10:09
    2. Setting Up Workflow Rules 00:19:01
    3. What Does Process Builder Do? 00:09:28
    4. Working with Assignment Rules 00:08:44
    5. What Are Auto Response Rules? 00:06:47
    6. The Salesforce Order of Execution 00:01:36
    7. Setting Up an Approval Process 00:13:48
    8. What Is Lead Management? 00:05:58
  8. Chapter 8 : Support Process
    1. Understanding Case Management 00:06:02
    2. Working Through the Support Process 00:04:23
    3. What Automation Can We Do? 00:09:57
    4. What Is Email to Case? 00:03:57
    5. Expanding with CTI 00:02:32
    6. Exploring the Support Console 00:13:01
    7. Using Knowledge 00:08:29
  9. Chapter 9 : Managing Data
    1. When to Use the Import Wizard 00:11:27
    2. When to Use Data Loader 00:13:53
    3. How Can We Mass Transfer Records? 00:06:38
    4. Using the Salesforce Back-up Functionality 00:04:28
    5. The Importance of the Recycle Bin 00:03:37
  10. Chapter 10 : Reports and Dashboards
    1. How Do Folders Work? 00:09:56
    2. Guide Through the Report Builder 00:08:39
    3. What Report Types Are There? 00:05:26
    4. How Do Report Filters Work? 00:06:50
    5. Creating Formula Fields and Charts in Reports 00:07:08
    6. Export and Scheduling Reports 00:02:02
    7. Dashboard Components and the Importance of the Running User 00:08:32
    8. Expanding Your Reporting and Dashboard Skills 00:07:38
  11. Chapter 11 : Other Clouds and Elements
    1. Campaign Management in Sales Cloud 00:08:44
    2. Marketing Cloud 00:03:53
    3. How Do We Use Products and Price books 00:06:37
    4. Understanding Revenue Scheduling 00:11:58
    5. Introducing Salesforce Communities 00:04:04
  12. Chapter 12 : Admin Tasks
    1. Dealing with Login Issues 00:05:33
    2. SalesforceA – The Admin App 00:03:40
    3. Salesforce Mobile – User App 00:04:25
    4. Health Check 00:02:02
    5. Lightning for Outlook 00:03:23
  13. Chapter 13 : Preparation Guide
    1. Study Tips 00:04:16
    2. Exam Tips 00:06:17
    3. Exam Preparation 00:06:03

Product information

  • Title: Salesforce Certified Administrator - Revision Guide
  • Author(s): Connie Hazendonk
  • Release date: July 2019
  • Publisher(s): Packt Publishing
  • ISBN: 9781838550813