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Salesforce.com Certified Administrator Course Bundle
Getting Started with CertifiedOnDemand.com
Let's get started! (3:13)
Salesforce Certified Administrator Study Guide - Certification Objectives
Feedback Guidelines
Introduction to Salesforce
Section Objectives
What is Salesforce.com? (4:34)
Salesforce Editions
Cloud computing, multi-tenancy, and software-as-a-service (SaaS)
Sign Up and Configure Developer Edition
Quiz
Salesforce Lightning Experience and Salesforce Classic - What's the difference? (6:41)
Navigating the Setup Menu and Personal Settings in Salesforce.com (4:44)
Force.com Quick Access Menu (1:12)
Salesforce.com Basic Navigation & Data Terms (7:04)
Data vs Metadata - What's the difference? (1:57)
Quiz
Complete Salesforce recommended Trailhead Modules
Section Exam
Section Feedback
Navigating the Ecosystem
Section Objectives
Pod, Instance, Org, Environment – What’s the difference? (3:32)
How often are there major releases to Salesforce.com?
Quiz
Managing Multiple Concurrent Sessions in Salesforce (6:15)
How can an administrator get involved in the Salesforce community?
How did Salesforce.com transform into a Billion-Dollar company?
Section Exam
Section Feedback
Organization Setup (3%)
Section Objectives
Overview of Salesforce.com Company Information (6:06)
Quiz
Salesforce.com Business Hours & Holidays (6:16)
Quiz
Salesforce.com Fiscal Year Configuration (6:08)
Quiz
Multiple Currencies in Salesforce.com (7:31)
Quiz
Salesforce.com Email Templates (7:23)
Quiz
Complete Salesforce recommended Trailhead Modules
Section Exam
Section Feedback
User Setup (7%)
Section Objectives
Salesforce.com User Records (9:59)
What is the significance of record ownership in Salesforce?
Locked Users in Salesforce.com (2:44)
How can an administrator login as another user?
How can an administrator reset a user's password?
Quiz
Salesforce.com Queues (4:35)
Quiz
Localization Settings for Salesforce.com Users (8:38)
Quiz
Complete the Salesforce recommended Trailhead Modules
Section Exam
Section Feedback
Security and Access (13%)
Section Objectives
How is security structured in Salesforce.com? (1:50)
Salesforce.com Profiles (6:31)
Salesforce.com Enhanced Profile User Interface (2:21)
What are the standard Salesforce profiles?
Quiz
Salesforce.com User Authentication (13:45)
How can a system administrator configure session settings and monitor active sessions?
Quiz
Salesforce.com Permission Sets (11:00)
Quiz
How do organization-wide defaults influence security?
Salesforce.com Role Hierarchy (5:18)
How should you structure your role hierarchy?
Salesforce.com Role Configuration (4:25)
Quiz
Sharing Rules and Public Groups (14:10)
Quiz
Salesforce.com Grants & Evaluation Matrix (15:16)
Quiz
Transferring Records in Salesforce.com (6:26)
Quiz
View All & Modify All Permissions (6:33)
Salesforce.com Delegated Administration (9:30)
Securing Other Information: List Views, Email Templates, and More (3:46)
Quiz
Complete the Salesforce recommended Trailhead Modules
Section Exam
Section Feedback
Global User Interface
Section Objectives
Configuring Salesforce.com List Views (6:58)
Quiz
Configuring Salesforce.com Home Page Layouts (Salesforce Classic) (11:50)
Quiz
Creating a Home Page in Salesforce.com Lightning Experience (3:49)
Quiz
Configuring Search Layouts in Salesforce.com (6:27)
Configuring Search Settings in Salesforce.com (4:48)
How does search behavior change between devices and user interfaces?
Quiz
Global User Interface Settings
Section Exam
Section Feedback
Salesforce Classic
Section Objectives
Configuring Salesforce.com Page Layouts (12:09)
Salesforce.com Page Layouts & Security (8:10)
Quiz
Configuring Buttons & Links (10:20)
Quiz
Salesforce.com Applications & Tabs (10:16)
Quiz
What is Visualforce? (4:16)
Quiz
Section Exam
Section Feedback
Field Definitions
Section Objectives
Creating Fields in Salesforce.com (3:21)
Field Types in Salesforce.com (9:54)
Quiz
Picklist Dependencies in Salesforce.com (8:44)
Global Picklists & Additional Considerations (8:16)
Quiz
When can an administrator change field types and when will this result in data loss?
Field History Tracking & Chatter Feed Tracking in Salesforce.com (8:41)
Quiz
Section Exam
Section Feedback
Record Types
Section Objectives
Salesforce.com Record Types (14:32)
Quiz
Salesforce.com Record Types Additional Considerations (9:43)
Salesforce.com Record Types - Default Selection (2:06)
Quiz
Salesforce.com Record Types Scenarios (8:21)
What is a person account?
Section Exam
Section Feedback
Lightning Experience
Section Objectives
Enabling Lightning Experience in Salesforce.com (3:57)
Quiz
Shared Configuration Lightning Experience & Salesforce Classic (5:11)
Creating a Lightning Experience Record Page in Salesforce.com (8:09)
Exploring Lightning Components on a Custom Record Page in Salesforce.com (8:38)
Page Assignments in Lightning Experience (5:27)
Quiz
Themes & Branding Salesforce.com Lightning Experience (3:58)
Creating Applications for Salesforce.com Lightning Experience (7:14)
Quiz
Salesforce Paths in Lightning Experience (3:54)
Quiz
Complete the Salesforce recommended Trailhead Modules
Section Exam
Section Feedback
Objects & Relationships
Section Objectives
Object Relationships in Salesforce.com (8:18)
Quiz
Creating Objects in Salesforce.com (3:35)
Creating an Object Relationship in Salesforce.com (4:47)
Quiz
Lookup & Master-Detail Relationships (12:02)
Roll-Up Summary Fields (3:20)
Quiz
Lookup Filters in Salesforce.com (5:17)
Quiz
Renaming Fields and Objects in Salesforce.com (4:30)
Deleting and Restoring Fields & Objects in Salesforce.com (6:11)
Quiz
Section Exam
Section Feedback
Formulas
Section Objectives
Salesforce Formula Fields (9:53)
Quiz
Salesforce Formula Fields - And/Or Syntax (5:25)
Salesforce Formula Fields - Additional Considerations (11:48)
Quiz
Section Exam
Section Feedback
Lead Management
Section Objectives
Salesforce Lead Conversion (2:39)
Quiz
Salesforce Lead Conversion - Field Mapping (4:39)
Quiz
Salesforce Web-to-Lead (5:17)
Quiz
Salesforce.com Lead Auto-Response Rules (4:42)
Salesforce.com Lead Assignment Rules (5:25)
Quiz
Section Exam
Section Feedback
Opportunities & Products
Section Objectives
What does opportunity stage configuration impact?
Salesforce Opportunity Contact Roles (1:58)
Quiz
Salesforce Contact & Account Relationships (7:04)
Quiz
Salesforce Account & Opportunity Teams (6:17)
Quiz
Salesforce Products & Price Books (7:21)
Quiz
Salesforce Opportunity Competitors (1:23)
Salesforce Similar Opportunities (2:37)
Quiz
What are big deal alerts in Salesforce?
What are account and opportunity partners?
Section Exam
Section Feedback
Campaigns & Marketing
Section Objectives
Salesforce Campaigns Overview (6:08)
Quiz
Salesforce.com Campaign Hierarchies and ROI (6:04)
Quiz
Salesforce.com Campaign Auto-Association (5:17)
Quiz
How can Salesforce be used to perform email marketing and marketing automation?
Section Exam
Section Feedback
Content Management
Section Objectives
Attaching Files in Salesforce.com (9:16)
Salesforce Content (6:58)
Quiz
Section Feedback
Case Management
Section Objectives
Salesforce.com Cases Overview (5:10)
Quiz
Salesforce.com Web-to-Case (4:11)
Quiz
Salesforce.com Email-to-Case (6:22)
Quiz
Salesforce.com Case Settings, Assignment Rules, Auto-Response Rules (5:10)
Quiz
Salesforce.com Case Escalation Rules (5:33)
Quiz
Salesforce.com Case Teams & Case Contact Roles (5:20)
Quiz
Section Exam
Section Feedback
Knowledge & Solution Management
Section Objectives
Solution Management in Salesforce.com (5:20)
Getting Started with Salesforce.com Knowledge (5:31)
Quiz
Section Feedback
Salesforce Communities
Section Objectives
Introduction to Salesforce.com Communities (4:23)
Salesforce.com Ideas (2:05)
Quiz
Section Feedback
Activity Management (3%)
Section Objectives
Salesforce.com Activities Overview (4:42)
Quiz
Customizing Salesforce.com Activities (2:55)
Quiz
Salesforce.com Public Calendars & Resources (3:08)
Quiz
Section Feedback
Chatter
Section Objectives
Salesforce.com Chatter Overview (5:15)
Quiz
Salesforce.com Chatter Groups (4:36)
Quiz
What are the capabilities of Chatter Feed Tracking?
Salesforce.com Chatter Questions (1:47)
How is Chatter enabled and deployed?
What are the implications of adding file(s) to a Chatter post?
What licensing options exist for Chatter users?
Section Feedback
Data Management (10%)
Section Objectives
Salesforce.com Record IDs (2:32)
Deleting and Restoring Records in Salesforce.com (4:04)
Quiz
Introduction to Data Quality in Salesforce.com (4:02)
Salesforce.com Validation Rules (9:22)
Salesforce.com Duplicate Rules & Matching Rules (7:55)
Quiz
Salesforce.com Data Import Wizard (6:40)
Salesforce.com Mass Manipulation Wizards (3:25)
Using the Data Loader in Salesforce.com (11:26)
What tool should an administrator use to manipulate data?
Quiz
How can an administrator maintain good data quality in Salesforce.com?
How can a system administrator export the entire Salesforce database?
How can a system administrator modify system fields in Salesforce.com?
How can state and country picklists be used within standard address fields?
Section Exam
Section Feedback
Reports & Dashboards (10%)
Section Objectives
Reporting in Salesforce.com (15:28)
Quiz
Reporting in Salesforce.com - Additional Considerations (7:16)
Quiz
Salesforce.com Reporting Custom Summary Formulas (4:17)
Embedded Analytics in Salesforce.com (3:18)
Quiz
Salesforce.com Custom Report Types (12:23)
Quiz
Getting Started with Salesforce.com Dashboards (9:59)
Salesforce.com Dashboard Components (5:26)
Salesforce.com Dashboard Filters (4:23)
Quiz
Section Exam
Section Feedback
Workflow & Process Builder (8%)
Section Objectives
Salesforce.com Workflow Rules (13:37)
Salesforce.com Process Builder (14:08)
Quiz
Time-Based Automation in Salesforce.com: Workflow & Process Builder (10:26)
Quiz
Salesforce.com Which Automation Tool Should I Use? (9:04)
Section Exam
Section Feedback
Approval Processes
Section Objectives
Salesforce.com Approval Processes (20:51)
Quiz
Section Feedback
Desktop & Mobile (3%)
Section Objectives
Salesforce Mobile & SalesforceA (2:54)
Lightning for Outlook & Salesforce for Outlook (3:15)
Quiz
Section Feedback
AppExchange (2%)
Section Objectives
What is the AppExchange?
Installing a an AppExchange Package on Salesforce.com (8:37)
Quiz
Section Feedback
Getting Certified
Section Objectives
Use Trailhead to gain experience.
Study reference materials.
Answering Salesforce.com Questions (9:31)
Full-Length Practice Exam
Determine if you are ready for the exam.
Pass the Salesforce Certified Administrator exam.
Maintain your certification.
Verify your certification.
Conclusion
Course Feedback
Pod, Instance, Org, Environment – What’s the difference?
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