Autoplay
Autocomplete
Previous Lesson
Complete and Continue
💼 Salesforce Admin Training in Lightning
Day 1 - Setting the Groundwork
1.1 Start here
1.2 Introductions & Overview (24:09)
1.3 What is a Salesforce Admin? (29:33)
1.4 What is a Salesforce Developer? (4:19)
1.5 Responsibilities of a Salesforce Admin (53:31)
1.6 Attributes of Great Salesforce Admins (42:08)
1.7 Understanding Salesforce Products (6:46)
1.8 Understanding Classic vs. Lightning Experience (13:26)
📺 DAY 1 LIVESTREAM ARCHIVE (266:34)
Day 2 - Getting Around the App
📚 ADDITIONAL RESOURCES FOR THIS TOPIC
2.1 Understanding the data model (66:47)
2.1.2 Navigating Lightning Experience (67:16)
2.2 Lightning Experience Customization Options (77:02)
2.3 Help & Training (30:07)
📺 DAY 2 LIVESTREAM ARCHIVE (278:59)
Day 3 - Getting Your Organization Ready for Users
📚 ADDITIONAL RESOURCES FOR THIS TOPIC
3.1 Set up the company profile (34:43)
3.2 Configure the user interface (102:19)
3.3 Set up activities and calendars (12:05)
3.4 Configure search settings (6:08)
3.5 Set up Chatter groups (10:51)
3.6 Salesforce Mobile App Customization (17:32)
📺 DAY 3 LIVESTREAM ARCHIVE (249:50)
Day 4 - Setting Up & Managing Users
📚 ADDITIONAL RESOURCES FOR THIS TOPIC
4.1 How should we tackle this? (15:08)
4.2 Roles, Profiles & Permission Sets (32:28)
4.3 Create and manage users (14:00)
4.4 Setting up Chatter Free Users & Invites (20:24)
4.5 Troubleshoot user login issues (1:28)
4.6 SalesforceA Mobile App (1:22)
📺 DAY 4 LIVESTREAM ARCHIVE (281:59)
Day 5 - Security & Data Access
5.1 Restrict logins (3:28)
5.2 Determine object access (Profiles) (0:52)
5.3 Set up record access (8:23)
5.4 Manage field-level security (1:29)
📺 DAY 5 LIVESTREAM ARCHIVE (242:49)
Day 6 - Object Customizations
📚 ADDITIONAL RESOURCES FOR THIS TOPIC
6.1 Background: Simulating Job Applicant Management Use Case (21:39)
6.2 Creating Custom Object, Fields, Page Layouts (50:52)
6.3 Record Types & Processes for Application Object (20:00)
6.4 Data Quality (15:23)
📺 DAY 6 LIVESTREAM ARCHIVE (256:09)
Day 7 - Managing Data
📚 ADDITIONAL RESOURCES FOR THIS TOPIC
7.1 Understanding the native options for bulk data management (7:30)
7.2 Creating a fictional data set for importing & Data import via Data Import Wizard (24:46)
7.3 Mass transfer (11:11)
7.4 Backing up data (14:18)
7.5 Delete and recycle bin (3:25)
📺 DAY 7 LIVESTREAM ARCHIVE (226:55)
Day 8 - Reports & Dashboards
📚 ADDITIONAL RESOURCES FOR THIS TOPIC
8.1 Reports & Dashboards Overview (8:57)
8.2 Report Building (19:52)
8.3 Printing, Exporting, Chatting on Reports, Subscribing to Reports (15:24)
8.4 Sharing Reports & Report Folders (15:32)
8.5 Building Dashboards (7:33)
8.6 Dynamic Dashboards (2:44)
📺 DAY 8 LIVESTREAM ARCHIVE (258:06)
Day 9 - Automation
9.1 Understanding Options: Workflow Rules, Process Builder, Flow
9.2 Diving Into Workflow Rules & Process Builder (42:23)
9.3 Approval Processes (41:34)
9.4 Flow (18:45)
9.5 Additional Resources: Learning Flow (200:43)
📺 DAY 9 LIVESTREAM ARCHIVE (267:05)
Day 10 - Managing the Support Process
10.1 Understanding Settings & Options for Case Management (50:57)
10.2 Lightning Console (33:43)
10.3 Additional Resources on Managing the Support Process
📺 DAY 10 LIVESTREAM ARCHIVE (136:58)
Bonus Material
Admin Certification Prep
Autocomplete on Standard Addresses
Branding & Theme (13:07)
Enhanced Login Options
In-App Guidance, Prompts, Customizing Help Menu
Learning Flow
Managing Duplicates in Salesforce (6:44)
Multi-Select Picklists...why you should never use them (25:38)
Notification Builder
Practice Questions for the Salesforce Admin Certification Exam
Reporting Snapshots
Salesforce for Nonprofits - NPSP
Salesforce - Slack Integration
Sandboxes & Change Sets
Setting up My Domain (Custom URL) for Salesforce (8:23)
Trailhead Links
Using Formulas
YouTube | Salesforce Admins "Be A Builder Series"
💬 STUDENT AND INSTRUCTOR ROOM (COMMENTS)
WOO HOO!! You made it through the course!
Course Feedback
Updating Your LinkedIn Profile
2.1.2 Navigating Lightning Experience
Lesson content locked
If you're already enrolled,
you'll need to login
.
Enroll in Course to Unlock