Salesforce Certified Administrator Training (Mar 2024)

The first video sets the learning objectives for this section of this Salesforce Administrator course.

In this lecture, I will be going through how you can create a free version of Salesforce that you can play around with Salesforce. Don't worry if you REALLY mess up in your org as you can always create another free Salesforce instance/org.

There are a number of different ways to login to Salesforce and I'll be showing you some of these ways and what to look out for.

Navigating the Lightning User Interface is important to understand so that you can see how you can traverse the Salesforce features and functionality. In this lecture, I go through the Salesforce Lightning interface.

For the exam, it's important to understand the differences between the Salesforce Lightning and Classic user interfaces. In this lecture we go back in time to the start of Salesforce.com to understand why we have two user interfaces in Salesforce.

In this Salesforce session, we dive into comparing the features and functionality between the Salesforce Classic UI and Lightning UI.

In this overview lecture, we look at the different areas a user or administrator could change the user interface within Salesforce.

Salesforce has a feature to allow users to change the density settings or padding around the text to condense the user interface down so that more information can be displayed. In this lecture, we look at how a user can change their density settings as well as setting a default for the Salesforce org.

In this lecture, we take a look at how to brand and theme your Salesforce org to make it look like your companies branding and help gain adoption!

The Salesforce Lightning Chrome Extension is an application that allows Salesforce to test user interface changes/features without rolling them out across their entire user base. In this session we go over the Salesforce Chrome Extension and the functionality it has.

Get an overview of the Salesforce classic interface and how to navigate around the platform.

It's important to understand how a user can customise their user interface and the implications this can have on Administrating Classic Salesforce.

The homepage is the first page that users will see when they login. It's important that this is setup well for your particular business requirements. This video goes through how to customize the homepage using Homepage Components.

There are a number of Salesforce Admin only features that you can use to customize the user interface. This video steps through these Salesforce Admin level user interface changes that you can make.

This is where you can control the key default settings of your Salesforce Org. It also displays license information. This video goes through the Company Profile and elements of it.

Salesforce User management is an important aspect of the Administrator. This video goes through the detail of creating, updating, freezing etc of user accounts.

Test your knowledge on the Section 1 of this course, Organizational & User Setup

An important aspect of building a Salesforce App is to understand the current Salesforce Object Module so your application can fit within the platform without re-inventing what is already there.

To really make your Salesforce org your own you need to create a custom app and personalize it. This video goes through creating an app and personalizing it.

To have Data and records in Salesforce you need objects to hold the data. This video goes through creating the videos and how to make them visible as a tab so that your users can access the data as well as search for the data.

There are a lot of different fields that you can use within Salesforce to store your data in. This video goes through all the fields and when and why to use them.

Salesforce Field Dependences allow you create dependant fields in Salesforce so based on data being entered in one field this drives the data of other fields. This video goes through field dependences and their use.

Salesforce Object Relationships allow you to link records together. There are a couple of different relationships including Lookup, Master Detail & External Relationships. This video goes through what you need to know about the differences and how to set them up.

Some times you want data on records to be shown from other records. This class goes through how to can display roll up information via Summary Fields and data on records using Formulas.

Laying out how fields should be displayed on the page is important so that fields are grouped together in a logical way. This video goes through the Salesforce Page Layouts and how to customize them.

Field Histories allow you to track changes in Salesforce fields on records. This video goes through how to set up field histories.

Salesforce Record Types allow you to control which pick list values are used in different Page Layouts. This video goes through the basics of Record Types.

A Quick video for those people having issues with Record Types not working.

Understanding Salesforce's Standard fields and the impact of deleting fields is important. This video goes through both topics so you can understand the impact of deleting and un-deleting fields as well as Standard Fields.

I find people miss out on customizing their Search & Tab layouts leaving the user interface not as efficient as it could be. This video goes into setting up Salesforce Search & Tab Layouts.

In this video we will look at how you can activate your classic app in the lightning interface.

List Views allow the viewing a filtered list of records based on the criteria you have set in the list view. This video shows how to create list views.

An overview of what you will learn in this Salesforce Process Automation section of this course.

Workflow rules allow you to fire immediate or scheduled actions at specific times. This lecture will introduce you to Workflow rules and the actions that you can use.

Validations are important in maintaining good data quality. Making sure that users enter the correct information at the correct time.

This will not come up in the exam but if you want to become an AWESOME Admin this is something you really need to understand. The Importance of Validation Timing

Approval Processes allow user to approve records in Salesforce. This lecture goes through how you can create complex approval processes to approve records.

Here we take a look at how to create a process builder process in Salesforce.

In this video, we take a deep dive into all the process builder actions and how you can use them to drive your process builder process.

Now it's time to get your hands dirty with Salesforce Process Builder. In this video, we go through a scenario and some of the issues you may come across in Process Builder.

The learning objectives for Salesforce Security on the force.com platform

It's important in Salesforce to get your security correct from the start. This lecture provides an overview of Salesforce's Security model.

Salesforce has a set of fundamental security settings which protect your org. This makes Salesforce very flexible on how secure you make it. This lecture reviews these fundamental security settings.

The Salesforce Organizational Wide Defaults or OWD are the fundamentals to record security in Salesforce. Without this being correct you can be in trouble! This lecture goes through how to set your OWDs on objects.

Salesforce's Security, unlike other CRM tools and applications, revolves around record ownership and a lot of the security is driven by who owns what records. This lecture goes through this record ownership security model.

Role Hierarchies allow you to organize your security model based on a Hierarchical model, a bit like an organizational chart in your company. This lecture talks about how to set up roles in the role hierarchy.

Salesforce Sharing rules allow you to go across the role hierarchy and/or open up rules to records based on criteria based sharing or role-based sharing to essentially break the very defined security model that comes from Role Hierarchies. In this lecture, you will learn this.

Manual sharing is the final security feature that allows you to manually share individual records within Salesforce. This lecture goes through these features.

This lecture teaches you how object permissions relate to record access in Salesforce.

User Profiles & Permission Sets allow you to set one or more sets of security permissions against individual users in Salesforce. This lecture goes into more depth on the Profiles & Permission Sets and what you need to know for the exam.

Test your knowledge on Salesforce Security

Having an understanding of Salesforce Reports & Dashboards is a fundamental requirement of a Salesforce Admin Guru. This section of the course goes through Reports & Dashboards in depth.

Salesforce Tabular Reports are the most basic report that you can make in Salesforce. This lecture goes through the basics of how to create Salesforce reports and the reporting interface.

I'm a great believer in letting Salesforce do the hard work so you don't have to. In this lecture I will show you how to automate your Reports!

Summary Reports allow you to group Salesforce data together and start representing your records in a meaningful way. This lecture will show you how to get the best out of Summary reports!

Matrix reports can be a little tricky to get your head around but they are great at looking at data in multiple dimensions. I go through Matrix Reports and how you can use them!

I'm always amazing how few people use table highlighting. I also go through how you can rapidly change your reports into lovely looking charts.

Bucket Fields allows you to group values together and report on these value groupings.

Salesforce Report Types are the foundations for reporting. In this video, we learn about how Report Types can be used.

Report Type Layouts allow you to select the fields you want to be available to your users to report on. You can change the name of the fields as well as if you want to show the field by default and finally a sneaky trick to put data from other objects on to your report.

Time to get your hands dirty with creating a Report Type based on a scenario.

Another feature of Reports that I don't see many people using which is REALLY powerful is adding reports to your page layouts on specific objects. This is a great way for users to visualise reports by having charts appear on the records when they look at them! I go through how to do this to make your records really pop out!

Learn about the features and functionality of Salesforce Dashboards

For the Salesforce Administrator Certification exam, it's important to understand how reports and dashboards can affect security.