Salesforce Certified Administrator — Revision Guide

Course Curriculum

Chapter 1: Introduction

Lecture 1: The Course Overview

Lecture 2: Exploring the Different Salesforce Clouds

Lecture 3: Salesforce Editions

Lecture 4: Set Up Your Trailhead Account

Chapter 2: Getting Around Salesforce

Lecture 1: Objects: What Are They and What Is a Standard Object?

Lecture 2: How Does Lead Conversion Work?

Lecture 3: Custom Objects and Object Relationships

Lecture 4: Getting Your First Lightning Experience Tour

Lecture 5: What Is the Guidance for Success?

Lecture 6: Creating List Views and Working with Kanban

Lecture 7: What Is Chatter?

Lecture 8: Activity Management

Chapter 3: Organization Set Up

Lecture 1: The Company Profile Page

Lecture 2: Locale Settings – How Do They Work?

Lecture 3: Working with Fiscal Years and Currencies

Lecture 4: Customize the Home Page

Lecture 5: Restricting Login Access

Chapter 4: User Set Up

Lecture 1: Settings versus Permissions

Lecture 2: What Can You Do with Standard Profiles?

Lecture 3: How to Create Your Own Custom Profiles?

Lecture 4: Understanding Object Permissions and Profiles

Lecture 5: Create New Users

Chapter 5: Data Access

Lecture 1: Understanding the Different Access Models (OWD)

Lecture 2: How Does Record Ownership Work?

Lecture 3: Using Roles and Role Hierarchy

Lecture 4: Using Sharing Rules

Lecture 5: What Are Public Groups?

Lecture 6: Where Can You Use Teams?

Lecture 7: Manual Sharing

Lecture 8: Field Level Security

Chapter 6: Object Customization

Lecture 1: What Can You Change on Standard Fields?

Lecture 2: How to Create Custom Fields?

Lecture 3: What Are Dependent and Controlling Pick Lists?

Lecture 4: How Do Lookups Work?

Lecture 5: Creating Formula Fields

Lecture 6: Page Layouts, Record Types, and Business Process

Lecture 7: Working with Validation Rules

Chapter 7: Automation

Lecture 1: Working with Email Templates

Lecture 2: Setting Up Workflow Rules

Lecture 3: What Does Process Builder Do?

Lecture 4: Working with Assignment Rules

Lecture 5: What Are Auto Response Rules?

Lecture 6: The Salesforce Order of Execution

Lecture 7: Setting Up an Approval Process

Lecture 8: What Is Lead Management?

Chapter 8: Support Process

Lecture 1: Understanding Case Management

Lecture 2: Working Through the Support Process

Lecture 3: What Automation Can We Do?

Lecture 4: What Is Email to Case?

Lecture 5: Expanding with CTI

Lecture 6: Exploring the Support Console

Lecture 7: Using Knowledge

Chapter 9: Managing Data

Lecture 1: When to Use the Import Wizard

Lecture 2: When to Use Data Loader

Lecture 3: How Can We Mass Transfer Records?

Lecture 4: Using the Salesforce Back-up Functionality

Lecture 5: The Importance of the Recycle Bin

Chapter 10: Reports and Dashboards

Lecture 1: How Do Folders Work?

Lecture 2: Guide Through the Report Builder

Lecture 3: What Report Types Are There?

Lecture 4: How Do Report Filters Work?

Lecture 5: Creating Formula Fields and Charts in Reports

Lecture 6: Export and Scheduling Reports

Lecture 7: Dashboard Components and the Importance of the Running User

Lecture 8: Expanding Your Reporting and Dashboard Skills

Chapter 11: Other Clouds and Elements

Lecture 1: Campaign Management in Sales Cloud

Lecture 2: Marketing Cloud

Lecture 3: How Do We Use Products and Price books

Lecture 4: Understanding Revenue Scheduling

Lecture 5: Introducing Salesforce Communities

Chapter 12: Admin Tasks

Lecture 1: Dealing with Login Issues

Lecture 2: SalesforceA – The Admin App

Lecture 3: Salesforce Mobile – User App

Lecture 4: Health Check

Lecture 5: Lightning for Outlook

Chapter 13: Preparation Guide

Lecture 1: Study Tips