Salesforce.com Certified Administrator LiveLessons (Video Training)

Salesforce.com Certified Administrator LiveLessons (Video Training)

Released March 2013
Publisher(s): Pearson
ISBN: 0133832015

Read it now on the O’Reilly learning platform with a 10-day free trial.

O’Reilly members get unlimited access to books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.

Start your free trial

Video description

12+ Hours of Video Instruction

Overview

Salesforce.com Certified Administrator LiveLessonsprovides over 12 hours of live instruction to help you prepare for the Salesforce.com Certified Administrator exam. Hands-on video lessons detail the fundamentals necessary to perform every day tasks such as creating new fields, modifying reports, importing data, and managing users.

All topics within the exam are covered so you have a full resource for passing the exam and also performing the basic day-to-day tasks of a system administrator. Drawing on first-hand experience as a Salesforce implementer of over 400 projects and a former Salesforce.com administrator, Justin Davis provides a level of detail known only to experts who are hands-on in the system on a daily basis.

Description

Salesforce.com Certified Administrator LiveLessonscontains 18 individual video lessons with over 12 hours of video training. The videos detail hands-on live instruction using Salesforce.com. Justin Davis walks you through each key objective for the Salesforce.com Certified Administrator exam while also providing real-world examples for using Salesforce.com so you can prepare for the test and learn how to administer within a Salesforce environment.

Major sections are as follows:

Part 1–Basic Configuration of Salesforce.com

Lesson 1: Navigation

Lesson 2: System Information

Lesson 3: Managing Users

Lesson 4: Getting Help

Lesson 5: Records Management

Lesson 6: Products and Pricebooks

Part 2–Intermediate Configuration of Salesforce.com

Lesson 7: Leads Management

Lesson 8: Quotes Management

Lesson 9: Outlook Integration

Lesson 10: Workflow and Approval Processes

Lesson 11: Managing Cases

Lesson 12: Communities

Lesson 13: AppExchange Apps

Lesson 14: Dashboards and Reports

Lesson 15: Collaboration

Lesson 16: Mobile Administration

Lesson 17: Security

Lesson 18. Data Management

About the Instructor

Justin Davisis the chief operations officer of MK Partners, a full-service Salesforce consulting and implementation firm in Los Angeles. Developing on the Salesforce platform for more than five years, he has overseen 400+ Salesforce implementations for corporate, non-profit, and government clients throughout the United States. Justin is the author of Teach Yourself VISUALLY Salesforce.com.

Skill Level

  • Beginning

What You Will Learn

  • Navigation
  • System Information
  • Managing Users
  • Getting Help
  • Records Management
  • Products and Pricebooks
  • Leads Management
  • Quotes Management
  • Outlook Integration
  • Workflow and Approval Processes
  • Managing Cases
  • Communities
  • AppExchange Apps
  • Dashboards and Reports
  • Collaboration
  • Mobile Administration
  • Security
  • Data Management

Who Should Take This Course

New Salesforce system administrators, and those interested in obtaining their administrator certification with salesforce.com

The Primary audience includes:

  • individuals who have seen a Salesforce presentation or demonstration previously
  • people who use Salesforce at their place of business
  • cloud enthusiasts interested in learning

Course Requirements

No prerequisite requirements to adequately learn from these videos, but a moderate understanding of use of Internet browsers such as Firefox, Chrome, or Internet Explorer will be helpful. Developers who spend most of their time writing code can also benefit from better understanding the Salesforce data model and declarative configuration options.

Table of Contents

Part 1–Basic Configuration of Salesforce.com

Lesson 1: Navigation

Lesson 1.1: Personalizing the Home Page

Lesson 1.2: Activities–Tasks and Events

Lesson 1.3: Showing and Hiding Tabs

Lesson 1.4: Customizing Apps

Lesson 1.5: Using Leads

Lesson 1.6: Using Accounts

Lesson 1.7: Using Contacts

Lesson 1.8: Using Opportunities

Lesson 1.9: Chatter Overview

Lesson 2: System Information

Lesson 2.1: Viewing the System Overview and Company Profile

Lesson 2.2: Understanding Salesforce Editions

Lesson 2.3: Understanding Feature Licenses

Lesson 2.4: Using Salesforce Checkout and Buying Licenses

Lesson 2.5: Viewing Existing Data, Document Storage, and Capacity

Lesson 2.6: Modifying the Fiscal Year, Holidays, and Business Hours

Lesson 2.7: Customizing the User Interface

Lesson 2.8: Customizing Social Contacts and Accounts

Lesson 3: Managing Users

Lesson 3.1: Creating a New User

Lesson 3.2: Deactivating a User

Lesson 3.3: Choosing Roles and Profiles

Lesson 3.4: Creating Queues

Lesson 3.5: Granting Login Access

Lesson 3.6: Understanding Activation Emails

Lesson 4: Getting Help

Lesson 4.1: Exploring Help and Training

Lesson 4.2: Logging a Case with Technical Support

Lesson 4.3: Finding Developers on the AppExchange

Lesson 4.4: Posting a Question to Developer Force

Lesson 4.5: Viewing System Status

Lesson 4.6: Exploring Training and Certification Classes

Lesson 5: Records Management

Lesson 5.1:Creating and Managing Records

Lesson 5.2: Creating and Editing Page Layouts

Lesson 5.3: Creating Fields

Lesson 5.4: Sending Single and Mass Emails

Lesson 5.5 Managing Campaigns and Importing Leads

Lesson 5.6: Creating a New Email Template

Lesson 6: Products and Pricebooks

Lesson 6.1: Managing Products

Lesson 6.2: Managing Pricebooks

Lesson 6.3: Using Products with Opportunities

Lesson 6.4: Using Products with Quotes

Part 2–Intermediate Configuration of Salesforce.com

Lesson 7: Leads Management

Lesson 7.1: Managing Lead Assignment Rules

Lesson 7.2: Creating a Web to Lead Form

Lesson 7.3: Creating an Auto-Response Rule

Lesson 7.4:Performing Mass Delete and Transfers

Lesson 7.5: Creating Lead Record Types and Processes

Lesson 7.6: Searching and Adding Leads to a Campaign

Lesson 8: Quotes Management

Lesson 8.1: Creating a Quote Template

Lesson 8.2: Updating and Cloning Quote Templates

Lesson 8.3: Generating Quotes from Opportunities

Lesson 9: Outlook Integration

Lesson 9.1: Configuring Outlook Integration

Lesson 9.2: Installing the Salesforce for Outlook Application

Lesson 9.3: Using Outlook Integration

Lesson 10: Workflow and Approval Processes

Lesson 10:1: Creating a New Approval Process

Lesson 10:2: Creating a New Approval Action

Lesson 10.3: Creating a New Approval Final Action

Lesson 10.4: Creating a New Workflow Rule

Lesson 10.5: Creating a New Workflow Email Alert

Lesson 10.6: Creating a New Workflow Task

Lesson 10.7: Creating a New Workflow Field Update

Lesson 11: Managing Cases

Lesson 11:1: Creating and Assigning the Console

Lesson 11.2: Managing Case Assignment Rules

Lesson 11.3: Configuring Case Escalation Rules

Lesson 11.4: Searching and Editing Case Solutions

Lesson 11.5: Creating a Web to Case Form

Lesson 11.6: Understanding Email to Case Routing

Lesson 11.7: Configuring Entitlement Management

Lesson 11.8: Installing CTI Integration

Lesson 11.9: Assigning Case Teams

Lesson 11.10: Reviewing Support Settings

Lesson 12: Communities

Lesson 12.1: Creating a Communities Portal

Lesson 12.2: Configuring Colors and Branding

Lesson 12.3: Creating New Portal Users

Lesson 12.4: Configuring Knowledge

Lesson 12.5: Configuring Chatter Answers

Lesson 12.6: Enabling and Configuring Ideas

Lesson 13: AppExchange Apps

Lesson 13.1: Searching the AppExchange

Lesson 13.2: Installing an App from the AppExchange

Lesson 13.3: Using an Installed App

Lesson 13.4: Uninstalling an App

Lesson 14: Dashboards and Reports

Lesson 14.1: Creating Reports

Lesson 14.2: Understanding Report Types

Lesson 14.3: Managing Report and Dashboard Folders

Lesson 14.4: Creating a Dashboard

Lesson 14.5: Refreshing and Emailing Dashboards

Lesson 14.6: Creating Custom Report Types

Lesson 15: Collaboration

Lesson 15.1: Configuring Chatter Settings

Lesson 15.2: Enabling Chatter on Custom Objects

Lesson 15.3: Configuring Chatter Groups

Lesson 15.4: Using Free Chatter Licenses

Lesson 15.5: Enabling Libraries and Content

Lesson 16: Mobile Administration

Lesson 16.1: Configuring Mobile Navigation

Lesson 16.2: Configuring Notification Settings

Lesson 16.3: Enabling the Salesforce1 Mobile Browser App

Lesson 16.4: Configuring Salesforce Classic

Lesson 17: Security

Lesson 17.1: Creating Roles and the Role Hierarchy

Lesson 17.2: Modifying Default Sharing Settings

Lesson 17.3: Creating Sharing Rules

Lesson 17.4: Editing Profiles

Lesson 17.5: Creating a Custom Profile

Lesson 17.6: Configuring Sesson Settings

Lesson 17.7: Viewing Activations and Network Access

Lesson 17.8: Setting Up Delegated Administration

Lesson 17.9: Viewing Login History and Setup Audit Trail

Lesson 17.10: Enabling Field History on Objects

Lesson 18. Data Management

Lesson 18.1: Installing the Data Loader

Lesson 18.2: Exporting with the Data Loader

Lesson 18.3: Importing with the Data Loader

Lesson 18.4: Updating with the Data Loader

Lesson 18.5: Deleting with the Data Loader

Lesson 18.6: Configuring Data Loader Settings

Lesson 18.7: Using the Data Import Wizard

Lesson 18.8: Managing Sandboxes

Lesson 18.9: Scheduling Data Exports

About LiveLessons Video Training

LiveLessons Video Training series publishes hundreds of hands-on, expert-led video tutorials covering a wide selection of technology topics designed to teach you the skills you need to succeed. This professional and personal technology video series features world-leading author instructors published by your trusted technology brands: Addison-Wesley, Cisco Press, IBM Press, Pearson IT Certification, Prentice Hall, Sams, and Que. Topics include: IT Certification, Programming, Web Development, Mobile Development, Home and Office Technologies, Business and Management, and more. View all LiveLessons on InformIT at: http://www.informit.com/livelessons

Table of contents

  1. Introduction
    1. Salesforce.com Certified Administrator LiveLessons: Introduction
  2. Lesson 1: Navigation
    1. Learning objectives
    2. 1.1 Personalizing the Home Page
    3. 1.2 Activities — Tasks and Events
    4. 1.3 Showing and Hiding Tabs
    5. 1.4 Customizing Apps
    6. 1.5 Using Leads
    7. 1.6 Using Accounts
    8. 1.7 Using Contacts
    9. 1.8 Using Opportunities
    10. 1.9 Chatter Overview
  3. Lesson 2: System Information
    1. Learning objectives
    2. 2.1 Viewing the System Overview and Company Profile
    3. 2.2 Understanding Salesforce Editions
    4. 2.3 Understanding Feature Licenses
    5. 2.4 Using Salesforce Checkout and Buying Licenses
    6. 2.5 Viewing Existing Data, Document Storage, and Capacity
    7. 2.6 Modifying the Fiscal Year, Holidays, and Business Hours
    8. 2.7 Customizing the User Interface
    9. 2.8 Customizing Social Contacts and Accounts
  4. Lesson 3: Managing Users
    1. Learning objectives
    2. 3.1 Creating a New User
    3. 3.2 Deactivating a User
    4. 3.3 Choosing Roles and Profiles
    5. 3.4 Creating Queues
    6. 3.5 Granting Login Access
    7. 3.6 Understanding Activation Emails
  5. Lesson 4: Getting Help
    1. Learning objectives
    2. 4.1 Exploring Help and Training
    3. 4.2 Logging a Case with Technical Support
    4. 4.3 Finding Developers on the AppExchange
    5. 4.4 Posting a Question to Developer Force
    6. 4.5 Viewing System Status
    7. 4.6 Exploring Training and Certification Classes
  6. Lesson 5: Records Management
    1. Learning objectives
    2. 5.1 Creating and Managing Records
    3. 5.2 Creating and Editing Page Layouts
    4. 5.3 Creating Fields
    5. 5.4 Sending Single and Mass Emails
    6. 5.5 Managing Campaigns and Importing Leads
    7. 5.6 Creating a New Email Template
  7. Lesson 6: Products and Pricebooks
    1. Learning objectives
    2. 6.1 Managing Products
    3. 6.2 Managing Pricebooks
    4. 6.3 Using Products with Opportunities
    5. 6.4 Using Products with Quotes
  8. Lesson 7: Leads Management
    1. Learning objectives
    2. 7.1 Managing Lead Assignment Rules
    3. 7.2 Creating a Web to Lead Form
    4. 7.3 Creating an Auto-Response Rule
    5. 7.4 Performing Mass Delete and Transfers
    6. 7.5 Creating Lead Record Types and Processes
    7. 7.6 Searching and Adding Leads to a Campaign
  9. Lesson 8: Quotes Management
    1. Learning objectives
    2. 8.1 Creating a Quote Template
    3. 8.2 Updating and Cloning Quote Templates
    4. 8.3 Generating Quotes from Opportunities
  10. Lesson 9: Outlook Integration
    1. Learning objectives
    2. 9.1 Configuring Outlook Integration
    3. 9.2 Installing the Salesforce for Outlook Application
  11. Lesson 10: Workflow and Approval Processes
    1. Learning objectives
    2. 10.1 Creating a New Approval Process
    3. 10.2 Creating a New Approval Action
    4. 10.3 Creating a New Approval Final Action
    5. 10.4 Creating a New Workflow Rule
    6. 10.5 Creating a New Workflow Rule Email Alert
    7. 10.6 Creating a New Workflow Task
    8. 10.7 Creating a New Workflow Field Update
  12. Lesson 11: Managing Cases
    1. Learning objectives
    2. 11.1 Creating and Assigning the Console
    3. 11.2 Managing Case Assignment Rules
    4. 11.3 Configuring Case Escalation Rules
    5. 11.4 Searching and Editing Case Solutions
    6. 11.5 Creating a Web to Case Form
    7. 11.6 Understanding Email to Case Routing
    8. 11.7 Configuring Entitlement Management
    9. 11.8 Installing CTI Integration
    10. 11.9 Assigning Case Teams
    11. 11.10 Reviewing Support Settings
  13. Lesson 12: Communities
    1. Learning objectives
    2. 12.1 Creating a Communities Portal
    3. 12.2 Configuring Colors and Branding
    4. 12.3 Creating New Portal Users
    5. 12.4 Configuring Knowledge
    6. 12.5 Configuring Chatter Answers
    7. 12.6 Enabling and Configuring Ideas
  14. Lesson 13: AppExchange Apps
    1. Learning objectives
    2. 13.1 Searching the AppExchange
    3. 13.2 Installing an App from the AppExchange
    4. 13.3 Using an Installed App
    5. 13.4 Uninstalling an App
  15. Lesson 14: Dashboards and Reports
    1. Learning objectives
    2. 14.1 Creating Reports
    3. 14.2 Understanding Report Types
    4. 14.3 Managing Report and Dashboard Folders
    5. 14.4 Creating a Dashboard
    6. 14.5 Refreshing and Emailing Dashboards
    7. 14.6 Creating Custom Report Types
  16. Lesson 15: Collaboration
    1. Learning objectives
    2. 15.1 Configuring Chatter Settings
    3. 15.2 Enabling Chatter on Custom Objects
    4. 15.3 Configuring Chatter Groups
    5. 15.4 Using Free Chatter Licenses
    6. 15.5 Enabling Libraries and Content
  17. Lesson 16: Mobile Administration
    1. Learning objectives
    2. 16.1 Configuring Mobile Navigation
    3. 16.2 Configuring Notification Settings
    4. 16.3 Enabling the Salesforce1 Mobile Browser App
    5. 16.4 Configuring Salesforce Classic
  18. Lesson 17: Security
    1. Learning objectives
    2. 17.1 Creating Roles and the Role Hierarchy
    3. 17.2 Modifying Default Sharing Settings
    4. 17.3 Creating Sharing Rules
    5. 17.4 Editing Profiles
    6. 17.5 Creating a Custom Profile
    7. 17.6 Configuring Session Settings
    8. 17.7 Viewing Activations and Network Access
    9. 17.8 Setting Up Delegated Administration
    10. 17.9 Viewing Login History and Setup Audit Trail
  19. Lesson 18. Data Management
    1. Learning objectives
    2. 18.1 Installing the Data Loader
    3. 18.2 Exporting with the Data Loader
    4. 18.3 Importing with the Data Loader
    5. 18.4 Updating with the Data Loader
    6. 18.5 Deleting with the Data Loader
    7. 18.6 Configuring Data Loader Settings
    8. 18.7 Using the Data Import Wizard
    9. 18.8 Managing Sandboxes
    10. 18.9 Scheduling Data Exports
  20. Summary
    1. Salesforce.com Certified Administrator LiveLessons: Summary

Product information

  • Title: Salesforce.com Certified Administrator LiveLessons (Video Training)
  • Author(s):
  • Release date: March 2013
  • Publisher(s): Pearson
  • ISBN: 0133832015