The Complete Salesforce Classic Administrator Certification Course

The Complete Salesforce Classic Administrator Certification Course

If you are new to Salesforce and need a firm understanding of the platform, as a whole, this course is for you. Improve your performance on the Salesforce platform to be more productive, AND profitable. Acquire marketable skills in today’s marketplace, and close more deals along the way.

This course is covers:

Core functionality and common tasks, such as searching, creating records, running reports, sending emails, logging calls.

Customer Relationship Management Fundamentals as specifically performed on the Salesforce Platform

Encompasses the entire lifecycle of the typical sales process from

Marketing (Attract Customers)

Sales (Attain Customers)

Service (Retain Customers)

In this course, I show you and walk you through customizing your own Salesforce instance to automate and optimize your Marketing efforts. We will cover Campaign Management and automation.  We’ll cover lead-based marketing and discuss lead sources and how to track all of this in Salesforce. Track leads from various channels, such as Email, Web, Phone, Tradeshows, and Social.

I demonstrate key Sales Management and Enablement techniques around team-based selling, prospecting, and setting up multiple and varied Sales Processes.

Learn Salesforce analytics to measure user adoption, and key metrics for Marketing, Sales and Service through our Reports and Dashboards section.

The Salesforce1 Mobile interface is covered as well, once you understand the core concepts of the desktop experience. You'll also find helpful tips sprinkled in, all along the way. Go from Salesforce newbie to ninja in no time! 

The Complete Salesforce Classic Administrator Certification Course
  • Introduction and Downloading Salesforce Certified Administrator Exam Guide

    Students become familiar with the Salesforce Administrator Certification Exam Guide, which is available here:
    https://trailhead.salesforce.com/help?article=Salesforce-Certified-Administrator-Exam-Guide

    This course is structured for each section that follows to correspond with the 12 sections of...

  • Organization Setup (Global UI) Introduction

    Let's get started with the first Knowledge Area from the Administrator Exam Guide: Organization Setup (Global UI). In this lesson I give you a glimpse as to what lies ahead for this section of the course.

  • Signing Up for a Free Salesforce Account

    Salesforce gives away free developer accounts for you to learn on. In this lesson, I walk you through the process of signing up for your own free Salesforce developer account, which you can do here - https://developer.salesforce.com/signup

  • Company Profile

    One important piece of the Organization Setup in Salesforce is becoming familiar with your Company Profile settings in Salesforce. This lecture covers your Company Profile page and what it encompasses.

  • Salesforce Classic User Interface Overview

    This lecture covers the Salesforce Classic User Interface in-depth. We cover the various types of tabs, the Applications menu, Home Tab, and Recycle Bin. Students learn how to enabled or disable a myriad of fundamental interface options, such as:

    Enhanced Page Layout Editor
    Inline Editing
    Separa...

  • User Setup Introduction

    We are now ready to continue into the next Knowledge Area from the Exam Guide: User Setup

    In this introductory lesson, I cover what we will be learning in this section of the course.

  • User Setup

    This lecture shows you how to set up new users, assign them a license, as well as a profile and role. Helpful tips are included to get users up and running quickly, as well as the impact to their interface based on local and language settings.

    Resource:
    Salesforce License Types - https://help.sa...

  • Security and Access Introduction

    It's now time for the Security and Access Knowledge Area. I introduce you to the concepts we will next be covering in this introductory lesson.

  • Profiles

    System and App Permissions related to Profiles are covered in-depth. We look at all profile settings that are relevant to the Administrator Certification Exam.

  • Roles

    This lecture covers Roles and the Role Hierarchy, which governs what individual records a user may see. The roll-up nature of records in the role hierarchy is covered and example scenarios are addressed.

  • Data Visibility and How Profiles and Roles Impact Access and Rights

    Newer admins often confuse Profiles and Roles. Salesforce realizes this fully, and fashions the security questions on the Administrator Exam accordingly. Their goal is to ascertain that you know the difference between the two, and that you can figure out various security based scenarios.

  • Sharing Model

  • Permission Sets

    Permission Sets are often confused by new administrators with Profiles and Roles. After this lecture, you will be able to understand the use cases and functionality differences between Profiles, Roles and Permission Sets. 

  • Salesforce Content Folder Management

    This lecture goes into Salesforce Content, Content Packs, Libraries, and Content Folders.

  • Groups and Teams

    This lecture covers the concept of Public Groups and how Sharing Settings (aka Sharing Rules) can be set to Public Groups. We cover who can be assigned to Public Groups, such as specific users, roles, or roles and subordinates.

    The lecture also covers teams, which in Salesforce are Account Team...

  • Standard and Custom Objects Introduction

    In this introductory lesson, I discuss the topics we'll be covering from the next knowledge area of the exam - Standard and Custom Objects - the building blocks of the Salesforce platform.

  • Let's Talk About Objects - Standard and Custom Objects

    This lecture introduces you to the concept of objects, and specifically, the two types of objects you must be familiar with in order to not only pass the Administrator exam, but to also effectively administer the Salesforce platform. Those two types of objects are:

    Standard Objects

    Custom Obje...

  • Standard and Custom Fields

    We cover the difference between Standard and Custom fields. In addition to looking at the most common standard fields, we also go through the creation of several different custom field types. Student will understand the different types of fields that Salesforce supports, how they can be used, and...

  • Sales and Marketing Applications Introduction

    In this introductory lesson, I address the topics we'll cover in the next Knowledge Area of the Exam - Sales and Marketing Applications.

  • Sales Process

    Salesforce supports multiple sales processes. These can be customized to fit specific business requirements. We review how different sales processes can be used to signify different stages on opportunities.

  • Path (a.k.a. Sales Path) in Lightning Experience

    The new Lightning Experience from Salesforce introduces several Sales Productivity Features, such as the Opportunity Workspace and the Sales Path, which has recently been renamed simply 'Path'. This lecture shows you how to enable the Path and how it is used in Lightning Experience.

    NOTE: This ...

  • Products and Pricebooks

    This lecture covers opportunity products and price books. Examples are provided for adding opportunity products to an opportunity and showing the impact to the opportunity amount and expected revenue.

    We also cover both Revenue Scheduling and Quantity Scheduling on Products. Creating and managi...

  • Lead Management and Automation

    Lead Management and Automation is a complex process that entails lead assignment rules, lead field mapping and the lead conversion process. We cover it all in this lecture and show examples of how to map custom lead fields to custom fields on accounts, opportunities and contacts during the lead c...

  • Campaign Management

    The lecture covers creating and managing campaigns. Leads are added to campaigns.

    Resources:
    Campaign Influence - https://help.salesforce.com/articleView?id=campaigns_influence_setup.htm&r=https%3A%2F%2Fwww.udemy.com%2Fcourse%2Fsalesforce-administrator%2Flearn%2Flecture%2F4303082%2F%3Finstruct...