In this first week live session, we get things started with signing up for a free Salesforce account. We look at the Salesforce Security Model.
We also cover the first two Knowledge Areas of the Exam Guide - Organization Setup and User Setup.
Curriculum Spreadsheet - https://docs.google.com/spreadsheets/d/1OWoHWE9xaGIJq6x-9Z6v5DDa92DQWocCyrX3zCjTfPA/edit?usp=sharing
Mike Wheeler Media+ Subscription - 75% off for 3 Months - http://learn.mikewheelermedia.com?code=live75
Free Salesforce Account - https://developer.salesforce.com/signup
Data Model - https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/data_model.htm
Sales and Marketing Objects - https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_erd_majors.htm
Support Objects - https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_erd_support.htm
Mike Wheeler Media Student Facebook Group - https://www.facebook.com/groups/MikeWheelerMedia/
Mike Wheeler's Salesforce Administrator Certification Practice Tests - https://bit.ly/salesforcepracticetest
Salesforce Platform Basics - https://trailhead.salesforce.com/content/learn/modules/starting_force_com
I'm Mike Wheeler founder Mike Wheeler media now taught over 107,000 students on the platform. But hey, who's counting right
My vision and mission statement, I guess, is to train inspire and equip the masses on the Salesforce platform.
I have five Salesforce certifications and one retired one, and I've got a goal of passing several more certifications this year.
Have not passed the certification exam in several years. And so I think it's good for me to practice what I preach. And so in the year 2020
I do aspire to attain many more certifications and prior to come into trainer. I've worked on the platform as an administrator developer and consultant kind of stumbled into training.
But I do have a background in technical writing and training, which has served me well in learning the platform quickly and then be able to turn around and teach others as well.
And then there was a question regarding a live thing that I did a couple of hours ago. And part of full disclosure that
Was it was kind of a last minute chance to talk about this live session if there's anyone that was on the fence thinking about registering but also
A practice session for me to get more familiar with zoom or get reacquainted with zoom. This has been a while since I've been on the platform so
The webinar that I did a couple of hours ago, which also stream to my Facebook student group is available for replay. I'll be blasting out a replay of that one.
Now these sessions here live those replays will only be available to those that have registered for the live class, but that webinar that I did previously it was called Salesforce certifications and Silver Linings with cloud career. I'll be blasting out a replay of that later. Okay, so
All right, so our agenda for today is that we are going to be meeting for 90 minutes. Sometimes I do run long in these sessions. And so depending on how far we get into it.
It'll be 90 plus minutes now about the midway point i do typically take a 10 minute break, I found that I perform much better if I'm not going nonstop for an hour and a half to two hours.
I start to lose my voice to start to lose my focus and so taking that two minute break in the middle also help you to remain focused. If you need to take a break or grab something to eat, or whatever.
And we're going to be working through getting started on the Salesforce platform. Sign up for free Salesforce account. Many of you may have already done that before or recently for this class, I do recommend that you sign up for a
New Salesforce account and even if you already have several and then we will also look at three pillars of Salesforce and these are some high level things that are important for you to understand as you start out
And then is a word of warning or caution as well is that some of you may be well on your way towards studying for the admin exam. Some of you may be brand new.
I'm going to approach this assuming no prior knowledge of Salesforce. I want to encourage you to keep an open mind. If I'm covering some things that you already know.
Just knowing that you will probably either gain a deeper understanding of some of the concepts, if something does happen to be a repeat for you and
The hope is that you will learn new things all the time through this also be sharing key resources and we'll be going over the course curriculum and I will be doing a tour of Salesforce, as well as some of the core concepts as well so
In addition to that, we're going to be talking about the schedule of far as what each week is going to look like as well as how to
Take advantage of technical support for this class and will also be discussing the Facebook group about half of you have joined the Facebook group for this class, half of you have not
I'm thinking that some of you did not receive the confirmation email. It's sitting in your spam folder. I think
And what tells me that is many especially early on, didn't sign up for the Facebook group. So we'll be going over that as well. It's not a big deal that you're not in that yet.
And we'll talk about some of the fundamental force functions and learning the lingo, as far as fundamental concepts of the platform. So the first
item of business that you need to attend to signing up for a free Salesforce developer account now in that confirmation email. I did.
include a link to a video that I've done on YouTube on how to sign up for a free developer account and I'm going to put this link from the slide deck in
In the chat.
So that if you do need to sign up for free account. Some of you may have something, maybe not. But let me post that in those developer Salesforce com slash sign up and once you have signed up for an account. I want to show you something to be aware of.
So what do you see right now because I moved the
slide deck. So what do you see right now the homepage of Salesforce. Great. Okay. So, one word of caution or warning when you sign up for a free Salesforce account is you will receive a confirmation email from Salesforce and you want to click the button to confirm your account.
And if you don't do that, then you may get stuck in a loop trying to sign up for the account or trying to sign in, or have to, or you'll be prompted to reset your password, whatever. So once you've successfully set your password then you will see
The homepage. Now I do encourage you to go ahead and sign up for
For your own for a new developer account. You may already have a trailhead account or multiple accounts and this is so that your work that you do in this live class one overlap with or conflict with things that you've done previously just try to be cautious with that, if you will. So
All right, so let's talk about the three pillars of Salesforce and we will also look at this in the Salesforce side.
And also, if you've not signed up for a free Salesforce developer account, click the link that I shared in the chat and I go through the process of signing up for free Salesforce developer account and
So that's the primary thing that you need to understand at a very high level related to the Salesforce platform.
Are the three primary pillars of Salesforce and that would be marketing, sales and service.
Now, it took me quite some time to recognize what those the distinct nature of those three things are
And this is really the three pillars of any business and I actually spoke about this a little bit, just a few hours ago on that previous webinar that I did.
Related to Salesforce certifications. And if you think about the business to business life cycle.
Of a business relationship, everything starts off on the marketing side where you're trying to attract attention where you're trying to gain eyeballs and brand awareness.
And you're doing in delivering to do effective marketing and that is where you attract the attention of potential customers. And then from there, once you've
attracted attention to potential customers is the next goal is to attain those customers to close deals and that's where the sales happens and you
Work through various opportunities to close deals and then once someone becomes a company becomes a customer of yours.
Then, the goal is to retain that customer. There's been many studies showing that it's a lot cheaper to retain an existing customer than have to go out and gain a new customers so services also
A an important piece of the puzzle. When it comes to business and with Salesforce. What I've noticed. And what I've learned over time of working on the platform.
Is that the reason that Salesforce has been so successful is because they made that customer relationship management.
Process easy now customer relationship management is often referred to a CRM and Salesforce started out as a CRM customer relationship management platform specifically geared towards sales.
But over time, that focus on sales and I made a Salesforce has expanded further and deeper into both marketing and service both sides of that relationship from a track attain and retain now.
You won't see the terms of track attain retained in the Salesforce platform or on the exam.
To me, it is my own way of catching these thoughts or categorizing them so that I can understand better what that process looks like and understand
Where I'm at in this journey with a company so that
Depending on what the goal is of this piece of this process, you'll be using what are known as different objects in Salesforce in different types of records.
And in the front end of things with marketing. Some of the primary objects, you'll be dealing with our campaigns in leads. Now I have a note here about at some point in marketing.
And this can vary by company and can be customized depending on each individual businesses needs.
But at some point, marketing, hands off leads over to the sales department where they do the qualification and there's this thing known as the lead conversion process. Now I'm going to show you in Salesforce.
What I'm talking about here, as far as some of the fundamental things from a marketing perspective.
Now if you are able to follow along in your own instance. That's great. If not, you can just watch and you can always follow along later be a replay. And that's probably ideal if you do get distracted, trying to keep up or get stressed out depending on connectivity issues.
Then just watch and follow along and replay. If you want, but I'm clicking the three by three grid on the top left, which is known as the app launcher.
And I'll be repeating the lingo of what these things are called often it's not because I don't remember mentioning it before. It's because repetition is how you learn.
And the lingo. The terminology is what will be on the exam. So if you see on the exam. Something to do with the app launcher. It's good that you become very familiar with the app launcher so
I see there's a few questions coming in. I will take some milestone points tonight to answer these questions.
And it's a couple real quick. I'm going to get out of the way and answer live
Is a Linda's asking how long will the replays be available to us. The replays will be available well beyond the end of the nine weeks I'll leave them available to you. And definitely, those that took my spring 19 class, they'll have their replays available so
Probably at least a year, I would imagine, and then Alexi is asking will the slides be made available. Yes, I'll make the slides available to you.
And I'll be sending out links to the slide decks and I'll be posting those in the Facebook group as well. We'll be talking about the Facebook group and God. God is asking is this lightning. It is lightning. So, all right.
And there will be other ways of getting the replays other than Facebook, I will be making a zoom link available.
I'm still working out how long that will take for that replay to be available via zoom and so it will be in the next
Six to 12 hours after we're done. And that process will be quicker in the future with this being the first class. The replays
In the mechanism of making those available more quickly will work themselves out. So I'll have the replays and Facebook, and then we'll have those available elsewhere. I just got to make sure they're not being distributed or uploaded to YouTube stuff like that. So any who. All right.
So Blair's mentioning that the app launcher has been called the waffle. That's because it looks like a waffle. I guess that's the first part of that, but
I don't think that's a official technical term, but the app launches the three by three grid or you can call the waffle or whatever.
Is here that whatever applications that you have access to are available and then down below are all the individual items, sometimes referred to as tabs.
And you can access records related to specific objects such as accounts or opportunities or people, etc.
From the all items. So I want to focus your attention on the marketing side of things. And remember,
With the three pillars of Salesforce. We talked about marketing, sales and service and the first up is that is attracting attention and so
In our slide deck, we mentioned that some of the primary things you've worked with and marketing would be campaigns and leads and he noticed that some look first tabs that you see.
Inside of the marketing application our campaigns and then leads. Now, in addition to those items are a few other objects such as contacts opportunities and reports and dashboards.
Now you'll notice as you get more familiar with these different applications. I want to draw your attention to the fact that in Salesforce an application is nothing more
Than a series of tabs and screens and so we're in the marketing application. And you see that there's a Home tab. And that's where we first land by default. And there's the quarterly performance graph. Yours may look a little different. There's the assistant
On the right, at least in my instance. And then there's information around today's events and tasks and recent records.
And a few things to note is that your instance may look a little different. You may be wondering about these records that you see. And let's say if we go into the leads tab.
And if we're looking at some lead records. Let's pull up some records and I'll show you, or introduce you to
Are known as list views you notice I click the down arrow is showing recently viewed, which is kind of worthless because your first time in the new instance of Salesforce. You've not viewed anything. So it's this blank list.
Now I want you to know that because this list is blank doesn't mean that you're missing data and I've had more than a dozen students
Email me or reach out to me saying, Mike, I have no thank data in my free Salesforce developer account. Why is that
And that is because typically you're looking at a recently viewed list view and you need to look at a list view the actually contains some data and such as, for example, selecting all open leads
An open lead is a lead record a lead would be a person that works for a company that you're hoping to do business with you're trying to extract revenue from their
Account, if you will. Now a note is that these are not real people. This is not real data, a lot of these lead records are recognized from
Seven, eight years ago when I was first starting out, such as Bertha boxer. These are not real phone numbers or email addresses, as far as I know.
And so you don't need to worry about working with these records or inadvertently emailing someone that you shouldn't. Now, I'm not sure where they get these fake phone numbers that they give for them but
You can just rest assured that this is just like data, basically. Now these lead records are people a lead is someone that works for a company and
I see that we're at 100 person max hope. No one's been shut out. It's a webinar.
You can look at a lead record by clicking on it. And I mentioned in the slide deck that as your qualifying these leads. If you've ever gone shopping for a home a car large purchase.
Typically Salesforce lends itself more towards large complex sales processes, more than a direct to consumer immediate impulse purchase like direct response marketing or impulse buys is typically
A process to where there's some qualification that goes on. And if you've ever walked into a car dealership.
They want to know, you know, what kind of car you're interested in. They want to know about your credit wanting to know if you can qualify for car loan.
They want to know how much money you have down available for downpayment what your work history might be and what your timeframe is if you come into a car dealership.
And you're just looking around and you tell them you know you're not going to buy a car for the next three months, they're not going to be as interested in working with you.
Compared to if you show up saying you want to leave today in a new car you've got great credit, you've got a large down payment qualifies not going to be a problem.
They know the that's how their qualifying you that that whole process is known as qualifying a leader lead qualification process. Now, once they've determined
In marketing or perhaps cells that you, this is a good prospect to do business with then you will go through and Salesforce is terms the lead conversion process now.
That lead conversion process is where you hand someone over from marketing to cells. And this isn't necessarily the deals not going to close right away.
But it may take some time. And so the sales people will be working, what is known as an opportunity. Now you'll notice that in the marketing application. We have a few additional objects beyond what I mentioned
In the slide deck, let me slide. This slide deck in here and be sure you can see this as well, but with marketing we're dealing with marketing we're dealing with campaigns and leads. But then when you hand off.
To sales for the lead conversion process, then that's where you try to attain the business and these leads are converted in you'll be dealing with other objects such as contacts accounts and opportunities.
I want to know before we go over into the sales side of things that contacts and opportunities are additional tabs available in the marketing application. Now, just a reminder is something that's important for you to understand because I think that there's some sort of
I tend to romanticize or think it's overly complex to create an app or an application. And typically, that's true. If you go the route of trying to build an iOS app or an Android app, but
building an app on the Salesforce platform is easy if you
If you create or you can just include various objects and build an app around it and it's just nothing more than a series of tabs and screens and those tabs.
May be commonly recurring across multiple apps. And so, what I mean is that if we go from marketing over into sales by clicking the waffle or the app launcher and selecting cells.
Then you'll notice that we have a sales home screen, and it's a little different than the marketing home screen.
And then you'll notice as well that there's still the leads tab. There's the opportunities tab. But there's a few other tabs and we're not on the marketing applications such as accounts and files.
And I think contacts was in the marketing application. The point is, is that these tabs can
Overlap across multiple applications. So you can get two accounts, many different ways, either through various applications that it's in
Or for example, you could click on the waffle. And if you're wanting to go to accounts directly, you could go under all items.
And select accounts from there. Now, once again, we're on a list view a list view for recently viewed that is blind, we're not missing data. We just have a list view that
Is nonsense. I think it should be fault to like all accounts, instead of recently viewed
Now if you want to pin a list view so that the next time you come back to this tab. It has the list view that you want, you can just pin this
And that in essence makes that or signifies that list view as your favorite. And then the next time you come back to accounts. It'll be a list view that you're wanting to work with. All right, so let me see here.
submenu has a question related to tabs are tabs and objects one in the same a tab is just a mechanism for how you can get to an object records and so
You may or may not have a background in object oriented principles. And so it's a little confusing.
When you hear the terminology about objects is so objects are just different types of records. There's account records and Salesforce with contacts or leads or opportunities.
And the tabs do are representative of an individual object. And so if we click on contacts. That's how we would get to the contact records that belong to the contact object.
And we're going to be talking more about the data model Salesforce later on tonight. And a lot of those objects that how you can get a visual representation of them as well.
And I think a good thing to do or an exercise to get familiar with, as you're tagging through these various objects.
Is selecting list views them have some data in them and pin those so that you're not just continually going back to recently viewed
Now recently viewed as helpful if you have been really active in an instance. And if you find that you're just wanting to go back to things you've done in the past, you can do that as well. But some of the other list views in addition to like all contacts.
In depends as well. And you can customize all these as well, is you can filter by when a record was created. And you notice new last week and
There was nothing that was created new last week at least in my instance or new this week will probably be everything because I just signed up for this account.
Now I did just sign up for this account moments before going live. So this is a fresh news got that new car smell instance of Salesforce and but typically
If you're working in a list view like a new this week, it may just be a handful, but since this is a new instance and all the records of move in there. It's basically the same as all contacts so you can determine which list view want to work from. And just pin those alright so
I need to mark. Some of these as
Answered live. Alright. So Samuel is saying.
So yeah, these objects are components that make up an application. So if you think about an application, there's the underlying what is known as metadata.
And then there's the user interface. And so the metadata. The underlying things are typically objects.
And the way you interact with those underlying things are to the user interface or through screens and so that's why I say apps are nothing more than a series of tabs and screens and that's how you can dive into these individual records and so Salesforce is really good at.
giving you access to information and being able to update information and then automation happening based on what's going on on the platform. Alright, so
We said previously, that when a lead is qualified and converted is converted into a contact and account and opportunity now.
I said previously that a lead is someone that works for a company that lead becomes a contact. That is the person that's associated
With that lead record the account is what was previously known as the company on the lead record and the opportunity would be this opportunity to do business and the end goal there is to close and win that business. And so let's let's do the lead conversion process.
By clicking on the leads tab. And as I mentioned, follow along if you can
So I'm going to go ahead and just go into the birth of boxer lead record.
What we can do and we will go much more deeply into lead conversion process, either, week to week three, I'm going to show you what I'm talking about.
On the front end so that you can start to internalize what it is to convert a lead into a contact and account and opportunity and see some of the power Salesforce firsthand.
So we have these different buttons here on the top follow would be for chatter where you're following this record, you get notifications. If there's changes.
There's other options for a new case or a note associated with this or submitting this record for approval, taking it through an approval process.
But what we want to do is select converts down on the bottom here of my screen. And I'm going to click on that and that opens up a what is known as a modal window or pop up.
Now you notice that this convert lead modal window has three sections one for account, one for contact
And then finally, one for opportunity and what is happening here as you convert a lead is that is going to create up to three new records, one for each of the following objects account contact and opportunity.
It defaults to selecting to create new records for each for the account to contact an opportunity
That typically you would search each of those to make sure you're not introducing duplicate specific. This is a brand new.
Org Salesforce organization. I'll refer to as org quite often. I'm not gonna worry about searching, because I know that there's not a birth of box or contact record.
Or opportunity. I'm just going to take the defaults and click Convert to complete the process of
Converting this lead. Now you notice that what shows up here and this always cracks me up when I see this because it's like I'm Sir Edmund Hillary summited Everest.
Because I click Convert and I took the default. So I converted a lead record into an account a contact and opportunity, but this is a very powerful piece of software and functionality that is just available out of the box.
All that data on that lead record that was derived from that one record has been converted over and copied over automatically
Onto three individual records the account the contact and the opportunity and they're all related to one another. They're not just three separate entities, but harkening back to this idea of object oriented principles and what it even is an object, the account object has a relationship.
To the contact object and the opportunity and so you'll see that, for example, for the opportunity.
With a name of farmers co op of Florida. The related account is farmers co op a Florida, which is this account.
So what this means and what the power of object or the principles are, if I were to go in and change the account name that anywhere that that related account is associated in an opportunity
Or a contact that will be updated automatically otherwise you would have to go into each individual record that belongs to that account for any contacts and opportunities.
And do double entry that would be a real pain. And so you see as you get more familiar with clicking through these records.
That a something as simple as changing a name has a cascading effect. Now I talked about these object relationships, now I'm on the account record. So this is
Part of the account object are these individual records and so farmers co op of Florida and on the related tab, you notice those relationships are related are represented by what are known as Related lists. Related lists, you'll find
On under the related tab of records. So, for example, on account is related list for contacts and anyone that is a contact that belongs to the
Farmers co op of Florida will display and is accessible from this related list you can hover over to bring up this pop up with more details.
Were birth and boxers associated, not only with this account, but any opportunities that are associated with as well. The opportunities. This is another relationship with account is the opportunity object and there is an opportunity for the farmers co op of Florida.
All right, so
We are on an opportunity
And you'll notice that there is this, what is known as a path and this specifically on opportunity. This is oftentimes referred to as a sales path.
The idea behind a path is it's a visual representation from beginning to end and with the end being the desired end goal. Now if you remember back on the slide deck for cells. I mentioned
That in this was the attain side of the three pillars of Salesforce, is that the goal of an opportunity is for it to be closed one
You don't do these opportunities, hoping that you lose them. You want to attain this business. Now, each one of these Chevron's in this path Chevron fancy word
Are different stages of an opportunity. So I'm going to upstage this from prospecting to qualification via the path.
And this is a toast message. Now I'm throwing a lot of lingo at you and I know it's probably a lot of it's just kind of washing over you and like, how am I supposed to remember all this
I am every time a toast message comes up. I'm going to mention the toast message and
The different stages that it's it's going to be repeated over and over. So want to encourage you to not get overwhelmed. It is a lot like drinking from a firehose
Especially if you're brand new to the platform, but over time as we what I call ironing a shirt. If, as we are in the shirt each week and multiple passes it becomes more clear.
So this is all fine. If you feel like you know this is a lot of information, because it is
But just rest assured that I've really thought about this path that you're on just much like there's different stages in an opportunity each week is like a next stage for you in this journey.
And becomes closer and closer to your end goal and there's the toast message. Once again, but you're in goal of closing and winning the certification. That's your end goal so
These are opportunities. And all of this is customizable and this is really one of the core underpinnings of Salesforce and probably the opportunity
Is the most mature and stable piece of Salesforce has been there from the beginning.
And you can do multiple sales processes so that there's different stages, depending on even what you're selling so you can sell mortgages and widgets, if you will.
And just suffice it to say that in Salesforce. If you can fake it up, you can customize it to meet the needs of the business basically
All right, so it looks like we got a lot of questions. But let me let me round out our process here and then before we take our break. I'll answer some questions.
I may answer some questions during the break. I've been known to do that. And I take a break. We just keep answering questions but
So keep them coming. That's great. And if there's anything I can't answer live or if you're watching on replay.
You can always get your questions answered via email or in the Facebook group.
And just another aside, is that for the replays will also have a Chat Transcripts available. So anything that's shared in the chat or the QA will be available to you.
So the final pillar of the three pillars of Salesforce would be service. And that's where you retain customers and remember it's
easier and cheaper to retain a customer and to gain a new customer and so service is a core tenet of business is very important. So in Salesforce.
The object in records that you work in on the retail side of things, or the service side of things will be cases. In addition to accounts and contacts. So the new piece of the equation, specifically related to service or the service cloud would be cases is so we go back to the app launcher.
And open up the service application. I'm not going to do service console is just another visual representation or layout.
Is a console layout for the service cloud, but I'm just going to do the non console service application.
These little animations pop up, depending on what version of Salesforce. You're on. This is the winter 20 release it kind of looks like Spring 20 because of the palm trees.
But it's the winter 20 release notes as well that the service application has a home screen and the system. Today's tasks etc etc chatter and then some of the same objects.
That you can access the records of the other tabs for accounts and contacts and then as well reports and dashboards tend to be in almost all applications because
Regardless what application or work you're doing. Typically you want access to reports and dashboards, but the one that is unique for the most part for service has to do with cases.
Now a case is oftentimes in other areas of the world outside of Salesforce maybe referred to as a trouble ticket.
And you've been on the receiving end either good or bad customer service anytime. You've called in to try to resolve an issue and anytime that you call in
To a call center or chat with the support rep.
If there's something that needs to be resolved, and it's not resolved right away, then they're entering and information and water system. They may have, whether it's Salesforce or something else.
And they're creating a case and they're tying you to that case as a person and here it would be a contact record and then as well. If you work for a specific company.
Then that company is related to your contact record and so that way the support reps can see okay we have for example five cases.
That belong to this company to have which belongs to Mike and three of which were called in by someone else.
And so this is a way that you can start to do reports and dashboards to see which of your accounts do you need to really pay attention to because you've got this influx of support cases, whereas you used to not have any now.
Let me pin my list view to there's the toast message for the all open cases list view being pinned
And these would be any cases that are as a viet unresolved. Now the goal of a case is to close it successfully and ideally in the first touch point. Now that's not always the case. Sometimes cases have to be escalated before they can be resolved, but you can
Let me do this.
Okay so much like with an opportunity. The end goal is to have a closed one opportunity with case what you're dealing with is the status of the case now.
You can signify that you're working on a case, you can escalate a case, let's say that we've successfully resolved this case, we can just mark it as closed.
And click Save and we have now closed. This case. And that's kind of the end goal, if you will. Now,
When we come back from break. I'm going to answer some more questions before we do that, but when we come back from break we're going to dive more
Into the objects of Salesforce and the data model. And I'm going to give you some diagrams of these objects for sales and marketing.
And support or service because there is some overlap there and I'm going to give you some guidance as well on the core objects, you need to be concerned with on the admin exam.
Because there's a lot more objects available via the all items, then you need to worry about on the admin exam. You don't need to be familiar with a lot of these, but there's some that are core and fundamental to your success on the exam so
Let's answer some questions, shall we. So let's see.
So I have answered the replays question.
So I'm done with that one.
So Nick is asking, can the name of the account contact and or opportunity be changed to better reflect the business model. Yes.
You can rename any of those during the lead conversion process or even after the fact. So when I was going through the process of doing the lead conversion it filled things in by default, but you can edit those names either Dan The lead conversion or after to better fit the
Business model. And oftentimes, you'll see that, especially on the opportunity accounts may have dozens of opportunities and if they're all named just after the account that's kind of garbage.
So oftentimes what you'll see is a naming convention that seems to hold true across multiple orders that I've seen.
Is that the opportunity will have the account name and then a space the dash space and then what the product is or what the service is
Represented for that specific opportunity and typically you don't throw in all of your business into one opportunity.
But you divide that up across multiple opportunities because you don't want to hold up a deal because of one thing
And so what I see most businesses do is if there's a dozen different line items they may do a dozen different opportunities.
And this was the North American call center. And this was the South American call center and this one.
Is the hundred support reps that you're trying to place in Brazil or something like that and naming those opportunities accordingly assign them to the sales reps. That makes sense.
And then each of those deals can progress on their own independently. So this will may be closed one that one may be still needs qualification. This one has been closed loss and that way you are continually making progress on these deals and not having one hold up all of them. So
Linda is asking to job will be to go get the leads. So that is a function of marketing. Typically, and I mean people by lead lists and they just. And so the way that you get leads is many different ways. It can be through social media through Facebook ads or Instagram, Twitter.
There's a lot of different marketing endeavors YouTube Direct mail billboards radio, TV, you see that exemplified in the Superbowl ads. Some of us for brand awareness, some of that call to action.
late night TV is a lot of direct response marketing where you know back a decade ago, I was having a great old time. So in Snuggies online. And so the leads come in through various means you can get those via
Email through web delete and I've got that in on my own website if someone fills out. For example, a contact form that creates a case for me.
So those are very common things you can do is you can embed a web to lead form and
I for the waiting list for this class that was web to lead form. It wasn't a Salesforce web to lead form. It was on a platform called cartridge
Because that's where I manage my email list. And yes, I do these other platforms. In addition to Salesforce. I know that might be sacrilege, but
But you, but that's one of the core tenants of business is marketing and then
You convert them over into a contact opportunity and account now will be going much more deeply and all that in the coming weeks. There's a lot to do with the lead conversion process.
On the exam and how to map those fields into map custom fields. I'm going to be showing you all that and I think the next question you had Linda was
Will the leads come in to the admin automatically the leads will come in and then those may be assigned automatically to either a queue.
Or people that work in marketing. So they're not necessarily coming into the admin.
And admins job is more to set up the plumbing and to configure things that Salesforce so that it goes to the people that need to do something with those records.
And that would typically be someone in the marketing department, they would do some lead. Lead qualification and ask some questions get some answers, fill in all that information, the record and then convert that over hand that off to cells, etc. So, good stuff.
And there are multiple ways of doing the lead conversion process. There's the Convert button you can select the lead status of converted and then go from there. And I think that's
What Blair is saying. All right.
And Nick is asking, can we change the stages. I think that was on the opportunity. You can change the stages and I'll show you how to do that in the coming weeks.
Has to do with different sales processes. And that's a pretty involved process is not complicated, but it's another layer of complexity.
There's three primary objects that you can really customize around processes and it makes them a little more special.
than all the other objects that would be leads cases and opportunities, the primary objects for marketing, sales and service. And so there's underlying processes and is there, they can customize the stages of opportunities, the status on leads in cases. All right.
Lots of questions. It's good stuff.
Nick is asking, can you enter contacts that are not leads like a vendor or partner that you want as a contact you just want to track information, but nothing to do with sales or leads. Yes.
So not everyone has to begin or be born into Salesforce as a lead that's typically leads are people that you're hoping to do business with. But as you mentioned,
There's a lot of contact records that you just want to be contacts. They're not tied to an opportunity, you can do that.
So, those can be partners, those can be vendors, those can be employees co workers, etc. So, oftentimes, you will see that in a Salesforce instance, there will be some people that have a Salesforce user account.
And there will be some people that do not have a Salesforce user account. And so you will have user records for some, but not all employees are co workers with you.
But typically, you will see that all those people inside the business will have a corresponding contact record.
With that type of employee and there's there's reasons for that as well because you might want to fire off some emails to them.
Out of Salesforce, but they don't have a Salesforce license. And so you might want to create a contact record. So yes, you can and often will have contacts that didn't
Start Their life as a lead in Salesforce and then Diana. Diana is asking, why do I need to pay for service cloud. If I can access the service app from Sales Cloud.
So that was kind of a complicated answer. There's a lot of nuance around licensing and you could probably I think Salesforce should have a certification just around all their licensing nuance.
There's some things you can and can't do without a service cloud license it goes beyond the scope of the admin certification and there's there's different
License types of Salesforce. There's enterprise. There's unlimited there's professional and depending on the level of license or licenses that you have means what you can and cannot do. And
There's certain limitations on some of the cheaper licenses as well. And so that's
I don't know why that is necessarily, but just know that the more robust features you need the more you're going to pay on the Salesforce platform, they will nickel and dime you anywhere that can be quite honest.
Alright, so let's take a 10 minute break. Let's see if I can successfully do this.
Let me stop my sharing for a second because I got to do a new share here and we'll see how this goes. It should be interesting.
So keep your questions coming. I'll try and answer some during the break and we'll be back in 10 minutes and
Let me do this.
And we'll see you in 10
Not quite ready yet.
Alright, so how was that for a break. So could you hear music during that time. I'm not sure if you can hear the audio or not. So anyway,
Yes. Well, very good. So now the replay that may be muted. I'm not sure it's some sort of thing I found on YouTube. Basically, I'd like to take credit for it, but it's
Just a countdown timer on YouTube. Pretty cool, but pretty high energy as it was mentioned as well. So let's get back at it. Shall we, and I answer some questions during the break, we'll get into some more here momentarily and got some links to share. So let me do this.
We're going to talk about the data model of Salesforce and I've got some links here. I'll put these in the chat.
And I'll share my screen as well.
Let me put this in here in the chat.
I just shared three lanes. One is for data model.
And then links for sales and marketing applications and or objects and support objects. So this first link. Let me just show you what this looks like. As far as the data model of Salesforce. This is a landing page of various links for different objects data models and
The first link is for cells objects, but I wanted to show you this landing page. And this is part of what is known as the SOAP API Developer guide.
Which is well beyond the scope of the admin certification, but I've not found this information elsewhere. I feel like it's important for those of you that are visual especially
To understand what the relationship is between these objects. And so this high level landing page. The ones I want to highlight is the cells objects.
And then, as well as the support objects which are the other two links that I provided in the chat.
And also these links are also in the slide deck, which I'll make available later as well. This is kind of hard to see. I'll try and zoom in a little bit. It looks a little fuzzy to me. But you see here. Here's the account object.
And from here are all these different relationships. You see that this is going up to the case object and as well. You see,
See the opportunity is right here and then contact is right here. And so you'll see though how these different objects relate to one another.
And there will be some commonly recurring objects across different diagrams. This is the sales objects. And as I mentioned,
You don't need to know every single object in order to pass the admin exam. The primary ones are the ones that you find on especially
The marketing, sales and service applications. So if you remember that would be campaigns and leads and contacts accounts opportunities and cases.
A lot of these, you will not get into such as, quote, for example, is not something you need to concern yourself with
On the admin exam now campaign is something that you need to be concerned with that's on the marketing side and he knows campaign members and contacts and accounts and so
This is just more for your reference. And if you're confused about how these objects are related to one another.
You can always reference this now there are ways of seeing this, not in a visual representation so much there is a thing called the schema builder.
Which it will show you visually as well someone but this is really everything related to cells or if you're curious about support related objects. Then here are
Some of the, the primary support objects with case being the primary one but as well. You'll notice that there's contact there should be
Let's see, there's knowledge. There's a lot around knowledge articles and we'll be going into some of this in later weeks now, you'll know that, you know, this is just preliminary information I'm trying to provide you with some references and resources and
Looks like someone's having some audio issues. That's a great point. So if you've lost audio. It looks like maybe a handful of people lost sound whenever because during the break I muted myself and not unmuted. So you should be able to hear me. I hope
But if you have problems with your computer, audio, you can always call in as well in your invitation to this, which should be phone call and information as well. So if you have to, you can always do audio through your phone as well. Alright, so
We do this.
So that has to do with the data model and object diagrams useful reference. Now, some other key resources that your
Looks okay so Abigail having audio issues. So Abigail. Try and call and if you can, there should be calling information on the email invite hopefully and
Apologize for the sound issues in the future. I may not mute myself if that is part of the cause, but I'm showing that the sound is working at least on my end.
So I'm not sure what the issue is. Alright, so the Facebook group. Let me give you that link as well. There's many of you that have not joined that group.
quite yet, which is fine. Is that will be more useful if you're wanting support during the week, or if you want to ask a question in advance blood
I'm not monitoring that group, while I'm presenting live because there's just too much. Other things to keep track of. But I just shared that link in the chat.
And about half of you have requested to join that do please share the email address that you signed up under so I can match you up because sometimes some of your names on Facebook are entirely different than what your professional name is
And that way I know that you belong in the group, basically. And the idea here is to have a smaller setting of students so that I can devote my attention here.
I do have a larger Facebook group of all my students across all platforms and it's now like over 8000 in there.
That's a little more of a free for all, and gets a little wild in there sometimes. And so with a smaller group. This is specific to where we're at in this journey together and
Then as well. Other key resources that I would encourage you to take advantage of would be trailhead and that's trailhead Salesforce com and
I am going to be assigning some trailhead modules related to the topics that we cover each week. And this is a way that in addition to the live and then the on demand.
weekly assignments. This is another angle or another approach to fill in some of the gaps, just to make sure that we have a more holistic approach.
And it gives you plenty of opportunities to get hands on experience and apply what you're learning. I think its core and fundamental that you get the hands on experience to apply what you're learning
So it's not all just listening, but following along, and working through these problems. And then also seeing how trailhead approaches things as well.
And then many of you have already purchased them some form or fashion. My lightning admin series I'm primarily known as having, you know, make my mark on the you to me platform is where I really got my start
I have courses on Linda LinkedIn stack skills skill share all sorts of platforms. I'm kind of migrating away from all that and putting all my resources into my own learning platform, which is Mike with our media plus and this link, which I will also put in the chat is
Where you can get 75% off of micro their MEDIA Plus for three months. That's well beyond the duration of these nine weeks and that gets you access, not only to all four of my enlightening courses, but all the courses. I've ever done, including my boot camp series.
Basically everything I've ever done. It's all searchable as well. So one of the powerful features is the ability to search by keyword or concept is see everything I've ever recorded on a topic.
And that way you can hone in on things even outside of the admin certification course if it's something in some other
Course, but there's some overlap. It gives you the chance to see high approach things related to topic as well. And there are mobile apps for iOS and Android. So
That's another key resource now curriculum spreadsheet. This is important and encourage you to bookmark this let me copy this put this in the
chat as well. Let me see if I can pull this up, like I have this up somewhere. Let me, let me do this curriculum spreadsheet.
In here somewhere.
Let me just do this.
When all else fails, open a new window.
Alright, so the curriculum spreadsheet is set for view only so
Speaking of Salesforce security and the data model I will be talking more about security next week and I'll reference back to this spreadsheet and talents view only
Much like in Google Docs or Google Spreadsheets, you can set the security to view only
You can imagine how problematic, it would be to myself and other students. If this we're read right for everyone. And you can just type in anything you want in there. So with this curriculum spreadsheet. Let me put this in the chat.
With the curriculum spreadsheet. It does detail what you should work through each week now towards the end of each live session, I will be assigning
That week's work, but you can get a jump on things or work your way ahead if you're anticipating falling behind, at some point, you can see just
With each individual course. You notice that this is part one of my liking admin series also have a link to my cooler MEDIA Plus with the promo code embedded in there as well.
But each individual lesson the runtime and which week I recommend that you complete this in order to be on track.
Many of you in the past have mentioned that it's hard to know what your path is or what your milestones, you're trying to hit
That's one of the reasons that we're doing this live classes for the accountability, the encouragement and provide those milestones and markers so that you know where you should be each week.
And you notice starting a week to we're getting into security and access and then another pro tip for you is that even though that this is view only you can do a file.
And oh, you can't actually do an export options disabled. I need to open that up so that you can save a copy and
Create it as a checklist for yourself. You also see that everyone's anonymous here, so I can't see who's accessing the spreadsheet or whatever. So don't worry about that. You see that there's 61 total viewers right now of our Hundred and One participants. So then beyond that.
And this has been something that I've improved upon. Over time, after having done this several times is because the questions that came up, but with each week is the date of that meeting. And here we are. This week of week one. And then for the assignments.
Those have to do with the sections of the courses, of course, one through course for which this is more the high level assignment and then this is more getting into the nitty gritty of each individual
video lesson and then the optional trailhead work.
And then it's here that I'll provide replay links, those will be those replays also be in the Facebook group, but I'll include the zoom link here as well. You should be getting emails on the replays also
And then each week as well. We will have a chat transcript in these individual tabs. So if you are watching on replay. You should be able to watch the replay the chat rolling as well.
But if you're wanting to search for specific thing or find a link that I've shared or someone else's shared chat transfer it will be there as well.
Some people are saying the screen is blurry. I'm not sure why that is. I apologize for that.
Let me try this. I'm going to stop sharing for a second. And let me try and
A different way. Or actually, I'm done with the curriculum spreadsheet. I wonder if it's my browser. Let's close this out. And then let's get back to the slide deck. I'll share that and we'll go from there and let me know if this is better nama go a little more full screen here.
So back to the slide deck.
And the question is asking, are the courses in Michael and Media Plus, the same as the one through four new to me, they are
At this point I will be making updates on my Twitter media.
As time progresses. But right now, they are the same. So if you already have them on you. To me, that's fine. You don't have to subscribe to my other media.
I'm just trying to give you options so you can try it out. But if you already have them on a different platform go with that. There was another question about the lynda.com
Is that problematic because that's in classic that will be problematic because the assignments are enlightening. So I would encourage you to either grab them on you to me or on my clear MEDIA PLUS
So I'm trying to mark these as done
Cameron's asking are you expected to be through the week one stuff today know the cadence of these. And that's a good question and I probably should specify that
More Cameron, etc. I'm sure you're asking the question 50 other people are wondering as well. So this is the start and so
Kind of the starting gun is fired and now we're in week one, which is started today.
And so over the coming weeks. The goal is to complete the week one work in advance of week two starting next week, same time, same place, but a week from now.
So, and if you fall a little bit behind. It's not the end of the world you will have access to the replays for a good long time after this is over. I understand that life happens as well.
But it is a good idea to stay current with where we're at, so that the live sessions mean the most, if you will. Now back to the slide deck. The curriculum spreadsheet. It is view only Google Drive the Chat Transcripts
And yeah, we've already covered. All right, let's move on. So,
Now, the way to receive support a couple things. One is email is support at cloud Career Coach com
That is primary mechanism for support request. And then as well. If you know in advance that you'd have some questions in, you're not going to be
Able to be on live and you won't ask some questions in advance, you can always post those in the Facebook group or send an email.
And so request access to the Facebook group. If you haven't done so already, and I will approve your admission into the group once we're done going live here. I can do that right now because there's about 50 of you that have not requested access yet once I've verified you blogging.
Then from there you can post your questions in the Facebook group as well. Now,
There's in addition to this live class group. There's my all students Facebook group, and that has like 1000 students in it. And let me give you that link.
Do. I'll put that in the chat as well. But it's facebook.com slash groups slash my quiver media.
And that these groups as well, especially this larger one that's intended for you to receive support related to my content.
I'm not able to support other people's content. And so if you keep it focused to either just trailhead or micro their media related stuff.
Everything will be cool. And then if you have questions related to things beyond that, or want to know about other resources or whatever. There's the success community which is success dot Salesforce com
And that is the million plus strong Trailblazer community and you can get a lot of your questions answered there as well. Anything related to
Salesforce or jobs, etc. Now I want to spend some time in Salesforce. I know we've been doing a lot of housekeeping answering a lot of questions.
And I want to talk about some of the fundamental force functions if you will say that three times fast.
And so I'm going to give you an overview of the platform, I've kind of already done that a little bit. We've looked at marketing, sales and service.
But I want to look at the setup menu, the Object Manager. We've already looked at the waffle the app launcher. We've looked at list views and how to pin those in the subsequent toast message. And oh, by the way, during the break.
I noticed that Scott biermann had answered someone else's question related to changing the color of the toast message. So I put that in the chat. Thank you, Scott for passing that along
And then we've also looked at Related lists already, but we also want to look at chatter publisher. And so let me pull up Salesforce again try to let me close that down. And where is my
Salesforce instance own lovely okay so
One thing with logging into Salesforce is you want to go to log into Salesforce com
See if I can remember my username I close out my window. So now that into like a log in again and I
Don't like doing that live
I've got a lot of Salesforce logins
So I'm doing this off screen, I guess you should be seeing my slide deck and not be failing logging in.
Here we go, hopefully.
What's going on here.
Yeah, I'm not gonna put in my phone number. Thank you though. Alright.
Alright, so let's look at some of these fundamental force functions showering Lucy.
Wiping out my screen there.
And hopefully this isn't too blurry for you. I'm going to try and
Let's do this.
Try and make this
Alright, so we've looked at the app launcher.
One of the primary things that you will spend a lot of time in is the Object Manager and that is accessible from what is known as the setup menu. If you notice the app that comes open
When you first sign into Salesforce is the setup menu was saying, the screen is blurry. What is going on.
Yeah, I'm not sure what I can do about the blurry screen. So I'm just going to keep plowing ahead and we're going to do.
The best we can. And I'll just try and figure out how to improve next time it was clear before the break. So I should do is not take a break, basically not muted or change my screen or anything. That's a bummer town. It could be an issue with my connection or perhaps years but
Let's just finish strong. So the way that you can access the setup menu. If you're not in it is clicking the gear icon and selecting setup.
And that does always open a new tab. Unfortunately, in your browser. But it takes you to the setup menu.
And it says set up here as far as the application that's currently open. There's a Home tab, the setup home has several different helpful links and recently use things that you've accessed.
But the Object Manager is something that is a separate tab and the setup application and screen.
And the Object Manager, you will spend a lot of time in as an administrator on the platform.
There's direct access to all the different standard objects that come out of the box in your free Salesforce developer account.
And this is just a list of those same objects that are represented in those graphical PDFs of the object model that shared previously.
And so for example if you want to look at details around an account object, you could click on that specific object. And that takes you to
The details of that object. Now, regardless of which object you're looking at. You'll typically have the same links along the left. Start with details and then fields and relationships.
This tells you all the different fields on that object. And these will vary by object. And you'll notice that these are related to an account.
And then from there are the various page layouts that have been created or provided for you.
In your Salesforce instance and for the Account page layouts. We've got marketing, sales and support. Remember the attract, retain retain
That's represented right here. As far as the different types of Account page layouts.
And the idea behind having different page layouts is depending on someone's work function or job title. They may be focused on specific things
So, and I saw this come up in the chat or one of the questions in the Q AMP. A was, why would there be
The lead tab on the sales and marketing application. There's several questions around this and it depends on
You know what people do in their job and they may need to access leads as a sales person who may need to access contacts as a marketing person, for example.
But just because they have access to the same tabs their page layouts may differ depending on their job function.
This would be represented or hinted at, at least through these different Account page layouts, for example.
And then beyond that we have all these other links via the Object Manager for specific objects such as lightning record pages buttons links and actions compact layouts build sets object limits.
record types and a lot of these, we will be going into in the coming weeks record types is one that you will need to understand really well.
In order to excel on the exam. For example, but as you can see there's a lot here on the Object Manager for each object.
Now you can go back out to the Object Manager by clicking the tab here or you could click this link here or you can go level higher just going to the setup menu.
And you'll notice as well that the Object Manager is also available from the menu here on the left.
There's more than one way to get two things in Salesforce and the more experience you get you'll find some shortcuts, or more than one way to get to the same things.
Now from the Object Manager, you can access what is known as the schema builder. This is a way of being a visual representation of objects. And as you can see as I like zoom out and get more of the view here.
There's a lot of objects here and a lot of them are related and it starts to look like spaghetti and can be quite overwhelming, but that's the schema builder.
Now this is a helpful tool if you're wanting to just condensed that convinced things down or just view a few objects, for example. So if you want to just to see accounts.
Make sure where it counts is there it is. There's account and cases, you could see that. So you can just hone things down to just a few objects. This is also helpful if you've created your own application.
And you've created some custom objects and you want to have some sort of diagram to put in like release notes, for example, I've seen people
Do a screen capture of just the objects that are wanting to show from the schema builder and put those in like a release notes or something like that. Now,
Beyond the setup menu which once again is from the gear icon and clicking on setup and the Object Manager, which is accessible here from a tab.
Or on the left under objects and fields and you just dive into your heart's content on these different objects. There's these other core concepts as you're dealing with
Individual records which typically you will access via applicant application of some sort. So if we were to go into an account record, for example.
And I'm just picking one at random. Here you have these Related lists and we looked at previously at the account object and you know that
Account is related to a lot of different objects of which one would be contacts and other would be opportunities and so
You will need to understand that these things are known as Related lists and they're accessible enlightening from the related tab.
And it's just a list of related records that are related to the current record that you're on. Now let me review my slide deck. We're coming up against time and make sure that covers some of these fundamental functions.
Because you will see these come up time and again
So chatter publisher. So one final piece to talk about. And we'll go more into chatter
In the coming weeks as well. And it's, it's something that you'll see on just about any record in Salesforce if chatters been enabled which it is by default in your org is the chatter publisher and you can post things to the publisher.
Known as sharing an update and this is much like Twitter where you can add mention other users, you can
Mention things related to a record and those that follow this record will receive a notification and this will appear in their own
Stream so that they can keep up to date with what's going on with this account. For example, if they're following this account.
And this is a way to provide collaboration means for various Salesforce users so that you're not having to trade emails or share spreadsheets, but everything is right there.
And recorded inside of the chatter feed on record you can post updates manually. You can also set up chatter to where it'll do updates automatically if certain fields have changed values. For example, so I'm just going to do a real quick.
Chatter post just for grants and share that and that appears in the chatter publisher. Alright, so we've looked at.
All these things now and
A few other things that you need to understand. We've broached the subject earlier. But this idea of data versus metadata and
Data itself would be the individual records and metadata is the underlying objects or object model or the individual fields. And so when you think about data versus metadata.
Whenever you're working as a user in Salesforce you're dealing with and focused on data you're focused on individual records.
And that's all sales people care about service reps care about are the individual records that are working on.
But you as an administrator are more concerned with the metadata. Now, when you think of metadata.
You will want to access details from the setup menu and it's in the Object Manager is where you will typically be dealing with metadata.
And then once again metadata would be data about these objects. Okay, so for example some metadata related to the account object would be the various fields and relationships.
Of these fields on the account object. So, for example, you've got the account name. It has a data type of name.
account number, it's a data type of text account owner. It's a data type of look up and it's a look up to the user object.
So there's all sorts of different types of fields and those can have various relationships to other objects such as the lookup to the user object.
For the account owner. And so you can see that if there's these layers of complexity that has to do with metadata. If it's just individual records that you're accessing such as Burlington textiles Corp. And that's just data now.
There is a
trailhead module. I think that this is the actual assignment for this week is the
Starting force.com and see if it's the same. Yep. So let's talk about the assignments for this week as we're coming up against time
And I'll stay on for a few minutes trying to answer any remaining questions and then if I don't get everything answered, I will follow up with you individually after the fact.
Or via email, but for sake of time, let's bring this in for landing. So the assignments for this week. And these are available on the curriculum spreadsheet, would be to complete
The course one sections for introduction organizations setup and user setup that has a runtime of two hours and 45 minutes and then as well. Complete the Salesforce platform basics trail that the link there, and also be in the curriculum spreadsheet and
Then if you have any questions, beyond our lifetime here together, you can always reach out at support at cloud career coach. COM. Okay.
So be looking for. Let me stop sharing my screen. So it's just me on the screen. And I'll try to answer some more questions in this final minutes. And let's see.
It looks like most of these have been answered.
So, Samir getting the 75% off send so to utilize that coupon for the same 5% off because you've already enrolled at the full price for MDM
Plus reach out via support through them like to their MEDIA PLUS platform and they should be able to apply that coupon to your subscription. If you have any problems with that just reach out to me, then it's supported clockwork coach will get that resolved and
The assignments are on the part for this week the assignments are the part one first section.
The part one lightning admin course those first three sections as detailed in the curriculum spreadsheet that can be on the Unity platform. If you have them there or the micro their MEDIA PLUS platform. If you have them there.
So then my new is asking about chatter. So with chatter will go more deeply into chatter in the coming weeks, but as a real high level overview of what chatter is and
It is Salesforce is a social platform inside of Salesforce is not shared outside of Salesforce.
It's a way for users to collaborate on records and you can follow records and receive updates and you can add mentioned people do hashtag topics and you can set up and configure streams for your
So you get up to date on what's happening with the records that you're following
We'll go more into that chatters more towards the end, as far as the knowledge areas. So it's probably like Week seven or eight, if I remember correctly, and then if account is data that is account name metadata. So
It's, you're not going to be asked on the exam is this data or metadata, it's important just to understand that.
There's times you're going to be asked about specific individual records and that would be data.
And then there's going to be questions related to metadata. That's kind of data about data that would be the fields and the relationships.
Between accounts and other objects and other fields, for example. So metadata is typically things that are more behind the scenes that you as an administrator deal with
And data would be data records things that users deal with from the interface like typing in
A new account record now they are entering in data related to an account and they're entering that data into the fields. The fields.
Themselves and underlying fields and the, the type of fields that they are. That would be metadata.
What is typed into those individual fields would be more like the cells in a spreadsheet and that would be data. Okay, and then Kathy's asking, Where can you find the assignments again looks like Samir answered that one for us with the spreadsheet.
And then Kathy's also asking if we should be ready to take the exam after the nine weeks, I would say that you should be ready are really close by the end of the nine weeks if you stay caught up with where we're at.
And do the assignments, whether that be my coursework, especially if you also do the trailhead work.
Then you should be in really good shape for taking the exam. I will be going over some practice test options in Week nine so that you can gauge where you're at and
Really see if you're ready or not. And I do encourage people to schedule the exam within the next couple of weeks of the conclusion of this live class so that you don't start to lose what you've learned, because if you go too long. You start to lose what you've learned. All right.
All right, so let's let's sign off there and
And Diane is asking, can we email the links to the homework. So look for your confirmation emails. Check your spam folder. When you first register, there was an email that in all caps should have done outside confirmation in the subject line.
I think because I had so many links and there's one thing that I'm going to do next time to improve. I'm always trying to improve on doing
Is I'm not going to try and throw all the information in one email because your email clients. See all these different links to a Google spreadsheet and a YouTube video and
I have like five or six links in there. Unfortunately, and that is interpreted as spam. Unfortunately, so check your spam folder.
The link to the curriculum spreadsheet is in there. I'll put it in the Facebook group as well. I'll email it out.
But in the future when people register for this class. I'm going to parse out the information in a sequence of emails like. Now it's time to sign up for the Facebook group and then the next one. Once you've done that is now it's time to
Check out the curriculum spreadsheet. So it's just one link per email and not going to your spam folder.
BROOKE is wondering about if the assignments are done through our current trailhead so
I see what you're saying there Brooke, you're probably wanting you may have already completed. Some of these are may be wanting to get the points or badges or whatever.
So for the trailhead work if you already have a trailhead playground. That's your prime primary place that you do trailhead work.
Then, by all means you can complete the trailhead work in that same account so that those points and badges are going towards you trying to attain Ranger status or whatever.
The live stuff that we're doing live at least, I would do in a new developer account.
And you can use that same account for the assignments that you do for my recorded content. So let's say use the new account for my stuff and then you can use your trial type playground or whatever you have already for your trial had work. Good question.
All right. Let's sign off and I will stay on and try to answer more questions. I'll follow up with you individually. If you get something
For me, and then after the fact. You always reach out on Facebook group or via email and really enjoyed our time here together tonight. Great participation and we're still 90 plus strong here at the end. So, that's awesome.
And I will see you next week, same time, same place. Let me know if you need anything, and until then I'll see you in the cloud.