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
  • Campaign Influence on Opportunities and the Campaign ROI Analysis Report

    Campaign Influence on Opportunities is covered, along with the Campaign ROI Analysis Report. I originally recorded this lecture for my upcoming Salesforce New User Training course, and felt it would be beneficial for your studies toward the Administrator Certification. Campaign Influence has rece...

  • Service and Support Applications

    We are now ready to cover Service and Support Applications - the next Knowledge Area in the Exam Guide. Effective Case Management is key to success for Service and Support Applications.

  • Case Management

    Case Management is a core tenant of the Service Cloud. This lecture introduces you to the Service Console as well as the process for managing and administering cases on the platform.

  • Solution Management

    A solution is a detailed description of a customer issue and the resolution of that issue. Solution managers, administrators, and users with the appropriate permissions can create, review, and categorize solutions.

    Resource:
    Solution Management Implementation Guide - https://resources.docs.sales...

  • Activity Management and Collaboration Introduction

    The next Knowledge Area from the Exam Guide - Activity Management and Collaboration is introduced in this introductory lesson.

  • Activity Management

    There are two primary types of Activities in Salesforce:

    Tasks

    Events

    This lecture covers the functionality of both tasks and events for a better understanding of Activity Management.

  • Chatter

    Salesforce Chatter is the Social component of the platform, allowing you to follow records, create and join groups, @ mention other users, and more. This lecture demonstrates the core functionality of Chatter.

  • Data Management Introduction

    The next Knowledge Area from the Exam Guide is Data Management. I preview the topics we'll cover in this section in this introductory lesson.

  • Data Import Wizard and the Data Loader

    There's several different data management tools available to use on the Salesforce platform. This lecture introduces you to the Data Import Wizard and the Data Loader. We cover various scenarios for mass transferring records, mass editing, mass uploading and more. We also discuss when you will wa...

  • Data Validation Tools

    Validation rules ensure that data conforms to certain standards. And these validation rules do involve writing some code. I walk you through examples of validation rules in practice, and how to display and place error messages when data does not comply.

    I've also included a helpful resource to ...

  • Data Backup in Salesforce

    This lecture covers the Data Export service available in Salesforce. We cover the frequency at which backups can be scheduled, as well as how the end product of the data backup is delivered, and how the data is structured.

  • Analytics - Reports and Dashboards Introduction

    The next Knowledge Area from the Exam Guide is Analytics - Reports and Dashboards. In this introductory lesson I discuss the topics covered in this Knowledge Area, such as the various report formats, dashboards, dashboard components and more.

  • Creating and Customizing Reports

    This lecture covers how to create and customize reports. We cover filters, along with the different types of reports, demonstrating each:

    Summary Reports

    Tabular Reports

    Matrix Reports

    We also address scheduling and subscribing to reports.

  • Creating Report Folders, Bucket Fields and Exporting Report Details

    In this lecture, I walk you through the process of creating report folders. I also demonstrate the creation of Bucket Fields in reports. We also discuss the different export options from a report.

  • Sharing Model Impact on Reports

    Your Salesforce organization's Sharing Model can greatly impact the visibility of individual records and thus create data skew between different report viewers. This lecture explains the role that the Role Hierarchy plays in data visibility and the impact upon reports.

  • Creating and Modifying Dashboards

    This lecture shows you how to create and modify dashboards. We also go over the various types of dashboard components that are available, dashboard running users and changing the layout of dashboards.

    Resource:
    Dynamic Dashboards Cheat Sheet - https://resources.docs.salesforce.com/204/latest/en-...

  • Reports and Dashboards Folder Management

    This lecture covers the creating and sharing settings of folders that house reports and dashboards.

  • Custom Report Types

    Custom Report Types enable you to report on 3 or 4 related objects. This lecture goes through the example of reporting on accounts with contacts and cases. We then run through cross-filters and grouping in reports.

  • Workflow Automation Introduction

    The next Knowledge Area is Workflow Automation. In this intro lesson I discuss the topics contained in this section of the course, such as Workflow Rules and their actions, Process Builder, Flows and Approval Processes.

  • Workflow Rules

    This lecture teaches you how to create various workflow rules. Evaluation criteria options for workflow rules to fire are covered in depth. Once a criteria for a workflow rule is met, any actions are then executed, which is covered in the next lecture.

  • Workflow Actions

    This lecture introduces you to the various actions available via workflow rules. You can send email alerts, perform field updates, assign tasks and send outbound messages, and we run through each in this lecture. Workflow Actions are powerful tools that you can leverage to automate your processes...

  • Approval Processes

    We go through the process of setting up an approval process from start to finish. Covered in this lecture are the two different wizards you can use to set up an approval process, the initial submitters and actions, record locking, request recalling, page layouts for approval forms, and the proces...

  • Lightning Process Builder

    The Salesforce Lightning Process Builder is a newer option available to administrators to perform more complex functionality than is available through traditional workflow rules. Via the Process Builder, you can perform advanced actions, such as create new records, perform cross-object field upda...

  • Signing In to Salesforce and Touring the User Interface - Getting Oriented

    This lecture takes you through the Salesforce User Interface, at an introductory level. The initial screen to register your phone number with your Salesforce account is also shown. The Application Menu and Tabs are introduced and explained, along with a glimpse of your home page.