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Mike Wheeler has taught over 135,000 students how to use the Salesforce platform and pass a multitude of Salesforce Certification Exams.
Salesforce Certified Administrator - Lightning Experience - Part 1
Learn the fundamentals of the Salesforce Platform in the new User Interface - Lightning Experience. Salesforce Instructor Mike Wheeler works you through each of the Knowledge Areas found in the official Exam Guide for the Salesforce Certified Administrator Exam.
This course is part 1 of a brand new course series, recorded in the current release of Salesforce. Whereas my prior course was recorded in Salesforce Classic, this course is recorded in Lightning Experience. Also, in order to get the most current information out to you as quickly as possible, I am dividing up the Salesforce Administrator Certification into a series of courses - this is the first course in the new series. Subsequent parts of this series will be releasing soon!
This course covers the following Knowledge Areas of the Exam Guide:
In this introductory lecture we go over how to get started in your Salesforce Administrator journey. I also reference the Administrator Home Page on Trailhead https://trailhead.salesforce.com/credentials/administratoroverview as well as the Exam Guide Outline https://trailhead.salesforce.com/help...
This lesson takes you through the process of signing up for your own free Salesforce account. You will use this new, free account to work through the various exercises in this course. You can also keep this account for life and build additional solutions in the cloud, as you see fit.
In this lesson, we access and get introduced to the Setup Menu. I share the enormity of the Setup Menu and discuss the dreaded Imposter Syndrome as well. We compare and contrast the Setup menu in Lightning Experience as compared to Salesforce Classic.
In this lesson, I show you where to set an organization’s fiscal year setting. By default, an org’s fiscal year is set to the default fiscal start of January. We walk through the process of how to set a Fiscal Year to a Custom one, but we don’t save our changes.
In this lesson, we change the default Business Hours for our Salesforce Org from being open every day and 24 hours a day to instead be open Monday through Friday from 8 AM to 5 PM in our local time zone.
We also create a new Holiday in our orgs and set the Holiday to a recurring one.
In this lesson, we enable multiple currencies in our org.
Do not enable multiple currencies in a workplace Salesforce org. Only follow along and enable Multiple Currencies if you are in a free Salesforce account that is intended for training purposes. I repeat, do not enable multiple c...
In this lesson, we address the settings available under the User Management Settings, some of which impact certain User Interface settings inside of Salesforce. We also discuss newer GDPR compliant features built into Salesforce now via the User Management Settings menu.
In this lesson, we look at a feature that is currently only available to us as Administrators in Salesforce Classic – Search Settings. I demonstrate some of the Search Settings that can be configured in your org.
We adjust the Number of Search Results Displayed Per Object. We also adjust the Loo...
In this lesson, we explore another visual representation of List Views – Kanban List Views. We address how to set the Kanban Grouping by Status on Cases and also look at dynamic updates to not only cases but leads and opportunities as well.
In this lesson, I introduce you to Login Access Policies in the Setup Menu. Setting this functionality proves useful in troubleshooting issues reported by other users, because you can see and experience Salesforce from their perspective, based upon their own Profile, Role and security settings.