This is my brand new Salesforce Certified Administrator course, available exclusively on Mike Wheeler Media+
The content of this course is releasing weekly and will be fully released by March 15, 2021.
The release of this new course coincides with my Live Salesforce Administrator Class.
Click here to register for live training or to get on the waitlist for the next live class:
In this lesson, I introduce you to List Views. We go over how to create and filter List Views as well.
There's other types of list views available in Lightning, besides tables. In this lesson I show you how to display a Kanban List View as well as a Split Live View. I also demonstrate some of the key functionality of these types of List Views.
In this lesson we discuss the Home Page Layout and how to customize it to suite your needs.
In this lesson, I show you how to change the theme (appearance) of your Salesforce instance. I also demonstrate how to replace the Salesforce logo with one of your own!
We have now made it into the next knowledge area of the exam - User Setup. In this section we will work through all the user related tasks you'll need to understand on the exam. In this lesson, I introduce you to this knowledge area and also discuss the different Salesforce License Types.
In this lesson, I demonstrate how to deactivate a user. This accomplishes freeing up a license in my org in order to later create a new user.
Now that we have freed up a license, it's time to create our new user. I walk through the steps of creating a new user account, being careful not to use a real email address, to avoid anyone receiving an email they didn't ask for.
Resources: Available Feature Licenses https://help.salesforce.com...
In this lesson, I demonstrate the functionality of adding multiple users at once, via the Add Multiple Users button found on the Users list page.
There are times you'll need to reset a user's password. I demonstrate how to do a password reset on a Salesforce user account in this lesson.
In this lesson, I purposefully log into one of my demo user account incorrectly, in order to get their user account locked.
We then look at the user's login history to see their failed attempts. We also review and change the password policies in our org to reduce the limit for failed login atte...
In this lesson, we look at Login Access Policies. It is here that you can allow or disallow administrators logging in as another user.
Resource:
Control Login Access Policies https://help.salesforce.com/articleView?id=controlling_login_access.htm&type=5
When you can't deactivate a user, but need to keep them off your Salesforce instance, you can freeze them. You click the Freeze button from their User Detail screen.
Resource:
Resource: Freeze or Unfreeze User Accounts https://help.salesforce.com/articleView?id=users_freeze.htm&type=5
In this lesson we visit what I like to call Salesforce's 'Junk Drawer' - aka User Management Settings. This screen consists of several settings you can toggle on or off. We spend a moment on the settings related to GDPR and the toggle to enable the Enhanced Profile User Interface (which will be h...
The SalesforceA mobile app helps you be more productive and manage your Salesforce Org from anywhere. With the SalesforceA mobile app, you can:
• Reset passwords
• Freeze users
• Edit users
• Manage permission sets
• Create new users
• Reassign licenses
• View real-time Trust status
• Access to T...
We are now in the Security and Access knowledge area. In this introductory lesson, I prepare you for what lies ahead.
The goals to aspire to, as stated in the Exam Guide for the Security and Access knowledge area are:
- Explain the various organization security controls (for example, passwords,...
We get started with Organization-Level Security and Access Overview, which I refer to as 'Security for the Whole'. There will be several subsequent lessons where we address specific Organization-Level Security features and functions.
Once we have adequately covered the security for the whole, we...
In this lesson we look at various features and settings available under Password Policies, where you can set the password policies for your org.
Resource:
Set Password Policies https://help.salesforce.com/articleView?id=admin_password.htm&type=5
Trusted IP Ranges define a list of IP addresses from which users can log in without receiving a login challenge for verification of their identity, such as a code sent to their mobile phone.
Resource: Set Trusted IP Ranges for Your Organization
https://help.salesforce.com/articleView?err=1&id=se...
In this lesson we look at Device Activation and History, which were formerly known as Identify Verification and History, until they were renamed with the Spring '21 release of Salesforce.
Resource: Identity Conformation is Now Device Activation - https://help.salesforce.com/articleView?id=releas...
In this lesson, we look at Session Settings and how to modify them.
Resource:
Modify Session Security Settings https://help.salesforce.com/articleView?err=1&id=admin_sessions.htm&type=5
We now pivot from Organization-Level Security to User-Level Security - in essence shifting from Security for the Whole to Security for the Individual.
We look at a great Salesforce resource called a Guide to Sharing Architecture and the Types of Data Access article. In this article is a diagram ...
In this lesson, I introduce you to Profiles. We get a glimpse of just how much can be set at the Profile level.
Resource: Manage Profiles List https://help.salesforce.com/articleView?err=1&id=users_profiles_view.htm&type=5
In this lesson, I walk through the functionality and features of the original profile interface. We look at the various settings for a profile.
In this lesson, I show you how to enable the Enhanced Profile User Interface from User Management Settings. I then provide a tour of the enhanced interface.
