Salesforce Bootcamp Part 1 - Make Your Own Experience

Salesforce Bootcamp Part 1 - Make Your Own Experience

Get Started Here With Mike Wheeler's Salesforce Career Success Bootcamp - Grow Where You Are Planted Success Pack.

This course is the first course of my Salesforce Career Success Bootcamp Series of courses - there are 11 total courses in the Bootcamp Series. 

This course, the Grow Where You Are Planted Success Pack, is intended for someone that is trying to land their first Salesforce job and have been told that they lack the appropriate level of experience. No certification or prior Salesforce experience is required. 

I surveyed my students to find out what the biggest challenges were that they faced in launching their own Salesforce career. The most reported obstacle to starting a Salesforce career was a lack of experience. I created this Salesforce Career Success Bootcamp Series to empower you to 'Make Your Own Experience' rather than passively waiting for someone else to bestow your first Salesforce job randomly.

These courses are available on-demand and you can go at your own pace, take them multiple times, and reference them at your convenience.

In this first course, the Grow Where You Are Planted Success Pack - I teach you how to use Salesforce in your existing job, your household, and/or your current job pursuits in order to start gaining relevant experience that you can add to your resume and speak to in job interviews.

Salesforce Bootcamp Part 1 - Make Your Own Experience
  • Bootcamp Part 1 - Grow Where You Are Planted Success Pack Introduction

    In this module of the Bootcamp, we discuss how to Grow Where You Are Planted. In this lesson, I introduce you to the Org Chart we will be setting up in Salesforce.

    You can also download the 10 Questions Worksheet, which I reference in this video.

    Resources:
    10 Questions Worksheet - https://kart...

  • Accessing Setup

    Resources:
    Org Chart - https://kartrausers.s3.amazonaws.com/mikewheelermedia/1752427_1534180042524OrgChart2.pdf
    10 Questions Worksheet - https://kartrausers.s3.amazonaws.com/mikewheelermedia/6722257_1574710254031Grow-Where-You-Are-Planted-Worksheet-10-Questions-for-You.pdf

  • Loading Accounts

    In this lecture, we import the Fortune 500 list of account records into your Salesforce account.

    https://kartrausers.s3.amazonaws.com/mikewheelermedia/6725952_15747245188161748709_1534139041905Fortune500Accounts_5.csv

    We also import 500 Contact records as well, which are listed in the Fortune ...

  • Creating Reports

    In this lesson, we create a Contact & Account Report. We then subscribe to the report. We also further customize the report to perform various groupings. We then create an Opportunity report and then perform Bucketing of the opportunities based on amounts.

  • Creating Dashboards

    In this lecture, we create Dashboards. We also install an app off of the AppExchange to begin populating more reports and dashboards into our orgs.

  • Mass Edits via List Views

    In this lecture, we create a List View. We then perform mass-edits to records via the List View.

  • Creating Kanban List Views

    In this lesson we look at the Kanban display feature of list views. For any object that has an underlying Process in Salesforce, such as Support, Sales and Lead Processes, you will find the ability to display KanBan List Views in Lightning Experience.

    We explore the functionality of KanBan List ...

  • Subscribing to Reports

    In this lesson, we work through the process of subscribing to reports, based on criteria. You will find subscribing to reports enables you to be proactive and alerted whenever certain conditions arise in your org.

  • Creating Custom Report Types

    In this lesson, I walk through the process of creating a Custom Report Type. For this custom report type, we create an Account, Contact, Opportunity and Contact Role report.

  • Salesforce Mobile

    In this lesson, we set up Salesforce Mobile in our org. We work through the Mobile Setup Wizard and preview what the Navigation Menu, Compact Layout and Global Actions look like.

  • Creating Roles

    In this lesson, we adjust the Role Hierarchy in our org to match the Org Chart.

  • Creating Profiles

    In this lesson, we revisit our org chart for our fictional company. We create a new custom profile for the President of the Company, Allison President. We make additional custom profiles for Vice-President and then division specific custom profiles for the Marketing Manager, Sales Manager and Ser...

  • Creating Users

    In this lesson we create users with different license types and assign them to the various Custom Profiles we previously created.

  • Creating a Custom App

    In this lesson, we explore how to tell if you have the ability to create a Custom App in your workplace org. We discuss how this is done in both Lightning and Classic. We cover the difference between Console Apps and Standard Apps as well as how to customize the interface of Console Apps. We also...

  • Module Review and Assignment

    Module Review

    In this module, we covered a lot of ground as far as ways you can Grow Where You Are Planted on the Salesforce Platform. Here’s an overview of what we accomplished and worked through in this module, of which you may want to add to your LinkedIn profile and resume.

    Created Custom P...