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💼 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
📺 DAY 2 LIVESTREAM ARCHIVE
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