This is my brand new Salesforce Certified Administrator course, available exclusively here on Mike Wheeler Media+
Click here to register for live training or to get on the waitlist for the next live class:
This is where we start our journey to getting certified as a Salesforce Administrator.
In this lesson, we sign up for a free Salesforce account. We will use this Salesforce account throughout the duration of this course to work through and follow along.
Sign up for the free account and confirm your account via email.
Resources:
Free Salesforce Account – with Einstein Analytics En...
In this lesson, I show you how to get logged into your free Salesforce account.
In this lesson I show you how to switch from the Salesforce Lightning user interface to the older Salesforce Classic interface.
In this lesson I show you how to find and navigate the Salesforce exam guide for the administrator certification.
Resource:
Salesforce Certified Administrator Exam Guide - https://trailhead.salesforce.com/en/help?article=Salesforce-Certified-Administrator-Exam-Guide#outline
In this lesson, I introduce you to Salesforce's online help system and glossary. The glossary will be helpful in you learning the lingo of Salesforce.
Resource:
Salesforce Glossary - Salesforce Glossary - https://help.salesforce.com/articleView?id=glossary.htm&type=5
In this lesson, I give you a tour of the Setup menu in Lightning.
In this lesson, we look at Salesforce from a user's perspective. I introduce you to the App Launcher, which is used to launch apps (applications) in Salesforce.
In this lesson, we look at a record details page. I cover the various building blocks of these types of pages.
In this lesson I demonstrate global search.
In this lesson I demonstrate search options within the Setup menu.
We have now made it to the first Knowledge Area from the Exam Guide - Organization Setup. You will often hear an Organization referred to as an Org in the Salesforce eco-system. This introductory lesson prepares you for what lies ahead in setting up your own org.
In this section, we will cover ...
There's a wealth of information to be found on your Company Information page. In this lesson, I show what you need to be concerned with most.
Salesforce's supports enabling custom fiscal years. In this lesson, we look at Standard vs. Custom fiscal years, and the implications of both.
In this lesson, we select the days and hours that our support team is available in our organization. These hours, when associated with escalation rules, determine the times at which cases can escalate.
NOTE: If you enter blank business hours for a day, that means your organization does not opera...
In this lesson, we look at how to set various holidays that affect your operating hours in your business.
In this lesson, we get into currency management for our org.
In this lesson, we enable multiple currencies in our org.
Resource:
Considerations for Enabling Multiple Currencies - https://help.salesforce.com/articleView?id=admin_enable_multicurrency_implications.htm&type=5
In this lesson, we enable Advanced Currency Management. This allows you to manage dated exchange rates that map a currency conversion rate to a specific date range.
Resource:
About Advanced Currency Management - https://help.salesforce.com/articleView?err=1&id=administration_about_advanced_curre...
In this lesson we run through the process of managing currencies and setting up dated exchange rates.
Resource:
About Advanced Currency Management - https://help.salesforce.com/articleView?err=1&id=administration_about_advanced_currency_management.htm&type=5
In this lesson, I show you how to specify a currency on an opportunity.
In this lesson, we look at various default settings found on the Company Information screen, such as:
Default Locale
Default Language
Default Time zone
When you change an organization’s default locale to reflect your organization’s physical location, this may impact the display of some informati...
In this lesson, I show you how to make changes to your organization's User Interface settings.
In this lesson, I cover how to configure search settings in Classic as well as configuring search results in Lightning.
Resources: Configure Search Settings in Salesforce Classic https://help.salesforce.com/articleView?id=customize_search_settings.htm&type=5
Configure Search Results in Lightni...
