The Complete Salesforce Certified Administrator Course + AI

In this introductory video, I provide an overview of what to expect in this course.

In this lesson, I introduce you to the Exam Guide. We walk through the structure of the exam guide, along with the various knowledge areas and learning objectives.

Leverage the Course Prompt Library to have access to the text prompts that I enter into ChatGPT throughout the duration of this course. This will help you not need to pause the video and type in long prompts, but can instead copy and paste. The prompt library will also prove helpful for later reference and I also add additional notes wherever I feel further guidance or corrections to ChatGPT's responses may prove warranted.

In this lesson, we get you signed up for your own free Salesforce account. You can use this free account throughout the duration of this course.

In this lesson, I walk you through signing up for your own free ChatGPT account. We will use this ChatGPT account throughout the duration of this course.

In this lesson, we get logged into our free Salesforce accounts and get familiar with the user interface.

In this lesson we tour the Setup menu.

In this video, I give you a quick overview of the ChatGPT user interface to help you get oriented.

In this introductory lesson for the first knowledge area of the exam, I provide an overview of the core concepts and learning objectives related to Configuration and Setup.

In this lesson, we review Fiscal Year settings.

In this lesson, we cover how to switch between the Lightning Experience and Salesforce Classic user interfaces.

In this lesson we use ChatGPT to analyze learning objectives from the Salesforce Certified Administrator Exam Guide.

In this lesson we set the Business Hours for our org. We also leverage ChatGPT to learn more about the importance and impact of setting Business Hours.

In this lesson, we enable multiple currencies in our org. We will later add additional currencies once we start working more fully with Opportunities in the Sales and Marketing Applications section of the course.

In this lesson, we explore the default settings which can be set on the Company Information screen.

In this lesson we use ChatGPT to analyze the User Interface learning objective from the exam guide.

In this lesson we explore the User Interface Settings in Salesforce.

The App Menu is used to set the default sort order of apps as they appear in the App Launcher for end users.

In this lesson we explore the different kinds of list views available in Salesforce. List Views in Salesforce are customizable views of records within an object, such as accounts or opportunities. They allow users to filter, sort, and display specific sets of data based on criteria they define. Benefits of List Views include the ability to easily segment and prioritize records, share views

with team members, and perform mass actions on multiple records at once. Use cases include sales representatives filtering their opportunities by stage, support teams viewing cases by priority, and managers tracking the progress of leads in their pipeline.

You can add global quick actions to almost any page that supports actions. Use global actions to let users log call details, create or update records, or send email, all without leaving the page they’re on. Global create actions enable users to create object records, but the new record has no direct relationship with other records.

In this lesson, we visit the Publisher Layout for Global Actions to add the Email Global Action to the Layout. We then create a new Global Action to create new Contracts with a default Status designation. Once that new Global Action is created, we adjust our Publisher Layout to add the New Contract to the Global Actions list and put it to the test.

In this lesson, we preview the Lightning App Builder by building a single page app called Contract Corner. We use the Lightning App Builder to drag and drop various Lightning Components onto our Lightning page and then save and activate our page. We make further adjustments to our app and put it to the test.

In this lesson we deactivate a user and then create a new user account with the resulting available Salesforce license.

Here we dive into maintaining user accounts as well as logging in as other users.

If you can't deactivate a user but need to keep them out of your Salesforce instance, you can instead freeze their account.

Setup Audit Trail tracks the recent setup changes that you and other admins make. Audit history is especially useful when there are multiple admins.

Specify the hours when users can log in based on the user profile.

You can enable the Enhanced Profile User Interface in your org by going to User Management Settings inside of Setup.

In this lesson, we adjust our session settings to allow for longer times of inactivity without being logged out. Here we also set to not be forced to log back in once logging out as another user.

In this lesson we review the sharing model of Salesforce and get introduced to a great reference resource, the Guide to Sharing Architecture.

In this lesson, we discuss Salesforce Profiles and the functionality which they provide to users. Users must be assigned to a Profile.

Permission Sets work much like Profiles, but you can assign a user to multiple Permission Sets. We explore scenarios where a Permission Set may be preferable to creating a new Profile instead.

Organization Wide Defaults are explored via the Sharing Settings in Setup. We also discuss granting access using the role hierarchy.

Here we learn more about the Role Hierarchy of our orgs. Role Hierarchy enables the vertical sharing of records.

Sharing Rules are set in Sharing Settings and enable the lateral sharing of records.

Manual sharing enables the sharing of records with other users.

Another security component of Salesforce is Team Access. In this lesson, we enable Team Selling and add the Opportunity Team related list to the Opportunity page layouts.

In this lesson I address user customizations, where users may adjust the related lists on their detail pages. We can override those customizations to force new changes to page layouts into the view of users who have previously made customizations, so they can then see those new changes.

You can grant access to users to the Lightning Experience user interface by way of a Permission Set. We create this permission set and assign it to our new user account that we previously created.

In this lesson, I discuss Reports and Dashboard folders, as well as the security model impact on the contents of reports and dashboards.

In this lesson, we create a sample Restriction Rule on the Contract object. For this restriction rule, we are restricting users located in the Pacific Time Zone from viewing any contract records other than those that they own.

In this lesson we use ChatGPT to further compare and contrast Salesforce Profiles and Permission Sets.

A permission set group streamlines permissions assignment and management. Use a permission set group to bundle permission sets together based on user job functions. Users assigned the permission set group receive the combined permissions of all the permission sets in the group. You can include a permission set in more than one permission set group. Updates in a permission set propagate to all permission set groups that include the permission set. You can also remove individual permissions from a group with the muting feature, to further customize the group.

Dissecting and Analyzing the Configuration and Setup Knowledge Area with ChatGPT.

In this lesson, I start the process of creating a Study Guide in Google Docs. I copy content from ChatGPT and paste into a Google Doc. I then run you through how to clean up the formatting of your study guide.

In this lesson, we leverage ChatGPT to analyze the Salesforce Certified Administrator Trailmix.

In this lesson, we leverage ChatGPT to analyze and dissect the Study for the Administrator Certification Exam trail.

In this lesson, we use ChatGPT to create additional practice test questions based upon existing questions found on the Trailhead practice test.

In this lesson we leverage ChatGPT to dissect and analyze Trailhead Superbadges associated with this knowledge area of the exam.

In this lesson, we leverage ChatGPT to generate 10 different custom object ideas which we could build. ChatGPT also provides us with a list of potential fields and relationships that may need to be built for these custom objects.

In this lesson, we create the Warranty custom object.

In this lesson, we relate our new custom Warranty object with the standard Asset object.

In this lesson, we create two asset records and then add one or multiple warranties to them by way of the Warranties related list on the Asset Page Layout

In this lesson, we get introduced to the Schema Builder. We use the Schema Builder to create a new custom field for warranty descriptions and add it to the page layout.

In this lesson, we review page layouts and field visibility for our new Description field which we created via the Schema Builder.

In this lesson, we create another lookup field, this time to Account from Warranty, to be able to record the Warranty Provider information

In this lesson, we create two custom date fields for warranty start and end dates

In this lesson, we create a custom picklist field for warranty status

In this lesson, we ultimately want to create a new Master-Detail relationship field for the primary Warranty Contact. This will end up being a master-detail relationship with the Contact object, but since we have previously created records for our custom object, we must first create the field as a lookup relationship. We can then populate the new lookup field for all legacy warranty records and once that new field is populated in all records, can then convert that field type to master-detail.

In this lesson, we edit the account and contact page layouts to include related lists for primary warranty contact and warranty providers.

In this lesson, we use ChatGPT to generate ideas for custom objects we could create that could serve as junction objects

In this lesson, we ask ChatGPT to spell out how to create a junction object for our warranty management scenario. We settle for one and I leave it to you to follow the directions. We will look at our results in the next lesson.

In this lesson, we review our junction object functionality from both the front and back end, as well as visualize it in the Schema Builder.

In this lesson, we retire our previous primary contact functionality, which was a master-detail relationship directly from contact to warranty, in favor of our new warranty contact role junction object. Once we delete the old master-detail relationship, we elect to add a primary designation to the role field on primary contact role as well.

In this lesson, we introduce four record types on the account object for warranty providers, clients, prospect and vendors

In this lesson, we rename our account page layouts to coincide with their respectively assigned record types and adjust the page layouts to include the Account Source field. We show and hide picklist options by Record Type and then also demonstrate what happens when a user creates a new account and has either one or multiple record types assigned to their profile.

In this lesson, we add a lookup filter on the Warranty Provider field to only return accounts that are Warranty Providers in the lookup.

In this lesson, we prompt ChatGPT for 10 different formula field examples, along with their return types and the actual code to be used. We put one of these formulas to the test to calculate the age of a contact and display it on the page layout.

In this lesson, we update the Warranty Provider account page layout to include a Warranties related list.

In this lesson we leverage ChatGPT to give us Apex code which we can run in the Execute Anonymous window of the Developer Console to mass update all of our account records without a Record Type to be update to Propsects.

In this lesson, we review our account page layouts and make changes to the related lists to include on some. We also use a page layout as a starting point to create a new page layout for an admin specific page layout for client accounts. We then put our new page layout to the test, viewing it as ourselves as well as a non-admin user.

In this lesson, we create a rollup summary field to total the amount of all closed won opportunities for accounts.

In this lesson, we leaverage ChatGPT again to give us apex code to execute anonymous. This code finds all accounts with a record type of Prospect and our rollup summary field when greater than 0 and updates those accounts to clients.

In this lesson, we discuss the Type field on Account and scenarios where an org may outgrow the need for that field and elect in favor of introducing Record Types, such as needing different page layouts and picklist values. We retire the Type field by removing it from List Views and Page Layouts.

In this lesson, we create a custom Lightning Home Page using the Lightning App Builder.

In this lesson, we use the Lightning App Builder to create a Warranty Management app. We add a Home page tab to our navigation items so that the default home tab displays correctly for our new Warranty Management lightning app.

In this lesson, I leverage ChatGPT to dissect and analyze the Object Manager and Lightning App Builder Knowledge Area with ChatGPT.

In this lesson, I prompt ChatGPT to create a Study Guide for the Object Manager and Lightning App Builder knowledge area of the admin exam.

In this lesson, I leverage ChatGPT to analyze parts of the Trailmix specific to this knowledge area.

In this lesson, I use ChatGPT to expound upon the key topics of this knowledge area found in the Study for the Administrator Certification Exam trail

In this lesson, we create a picklist field called Client Onboarding Stage to be used on Client Accounts. This is to accomodate a custom business process.

In this lesson, we enable Paths in our org. We then create a Path for Client Accounts for the Client Onboarding Stage custom picklist we previously created.

Now that we have our Path created, it is time to add it to the appropriate page layouts

In this lesson, I share resources for Practice Test Questions that span either across all knowledge areas, as well as for this particular knowledge area

In this lesson, I review the core Marketing components of Salesforce, to begin getting you familiar with Campaigns, Leads and Contact records

In this lesson, we get information on what Leads are in Salesforce from ChatGPT. We enter in a Lead record manually.

In this lesson, we generate the code for a Web to Lead form in Salesforce

In this lesson, we test our Web to Lead form. We then use ChatGPT to improve the styling of our form and test it out at replit.com

You can use the lead settings below to specify default lead behavior for your organization.

In this lesson, we convert a Lead into an Account, Contact and Opportunity