Salesforce Certified Administrator - Lightning Experience - Part 2

Salesforce Certified Administrator - Lightning Experience - Part 2

This course is part 2 of my new Salesforce Certified Administrator series, recorded in Salesforce Lightning.
This course covers the following Knowledge Areas of the Exam Guide:

Standard and Custom Objects
Sales and Marketing Applications

I also have a Salesforce Practice Test Course with three timed practice tests available here - https://www.udemy.com/course/salesforce-administrator-practice-tests/?referralCode=37E3A93A0D1EB76413C3

Salesforce Certified Administrator - Lightning Experience - Part 2
  • Leads Overview

    In this lesson, I provide an overview of Leads in Salesforce.

  • Salesforce Leads Process

    There are three primary processes that Salesforce supports:
    - Lead Process
    - Sales Process
    - Support Process

    In this lesson we dive into the first primary process - Leads Process. This process determines the different Status designations for Leads, which allows you to facilitate multiple process...

  • Creating Lead Record Types

    In this lesson, we create Record Types for the Lead object. We use these Lead Record Types in conjunction with your Lead Processes.

  • Creating New Lead Status Picklist Values

    One of the advantages of introducing Lead Processes and multiple Record Types on the Lead object is that we can have different Status designations for leads by record type. In this lesson, we walk through creating new Lead Status Picklist values in order to round out that introduction of new Lead...

  • Showing and Hiding Picklist Values by Record Type vs. Process

    I cover how to show or hide picklist values by Record Type.

  • Campaign Management Introduction

    In this introductory lesson, I prepare you for what we will cover in this section of the course - Campaign Management.

  • Using a Path to Track Campaign Progress

    In this lesson, we set up a Path on the Campaign object to track the progress of a campaign. Once the path is created, we next need to add it to the Lightning Page via the Lightning App Builder, which is also demonstrated in this lesson.

  • Adding Campaign Members to a Campaign

    In this lesson, I demonstrate how you can add members to a campaign in Salesforce. You will typically add either Leads or Contacts (or both) to a Campaign. These Leads and Contacts are considered Campaign Members as they are added to a Campaign.

  • Lead Conversion Process

    The Lead Conversion Process is where Marketing hands leads over to Sales. During this process a Lead is converted into a Contact, Account and/or an Opportunity. That's up to three new records created from a single Lead record. I demonstrate how to not only convert leads into those three different...

  • Web-to-Lead

    In this lesson, I walk you through how to capture leads from a website via the Web-to-Lead functionality on the Salesforce platform. The Web-to-Lead process generates basic HTML for a web-based form that can be either further styled or eventually embedded into a website.

  • Campaign Hierarchy

    In this lesson, we look at Campaign Hierarchy and how to set them up and adjust multiple Campaigns into a hierarchy.

  • Primary Sales Components of Salesforce Applications

    In this lesson we discuss the primary sales components of typical Salesforce applications.

  • Opportunity Stages and Sales Processes

    Once you have set up Sales Processes, you will find that you can vary the Stages on Opportunities by Sales Process. This enables you to configure and customize Salesforce to support multiple Sales Processes, which is very powerful and is typically leveraged in most Sales Cloud instances that are ...

  • Opportunity Record Types

    Once you have created Sales Processes and customized the available Stages for Opportunities by Sales Process, you can now create Opportunity Record Types. You will associate each Record Type with a corresponding Sales Process. It's typically helpful to name the corresponding Sales Process and Opp...

  • Record Type and Page Layout Assignments and the Default Record Type

    We assign page layouts by Record Type and Profile. We also discuss the setting and implications of the Default Record Type that is set for each Profile.

    Resources:
    Record Type Access in Salesforce - Master Record Type Explained - https://youtu.be/GKu2J2Ij1NE
    Mike Wheeler Media Youtube Channel - ...

  • Adding a Path to an Opportunity

    In this lesson, we add a Path to the Opportunity object and then include it on the page layout.

  • Paths vs. Sales Process

    In this lesson we compare and contrast the functionality provided by a Sales Process vs. a Path.

  • Adding Products to an Opportunity

    We are now ready to cover how to add products to an opportunity.

    Resource:
    Manage Products - https://help.salesforce.com/articleView?id=products_landing_page.htm

  • Creating a Pricebook

    Price books track the prices of products and services that your company offers to customers.

    The standard price book is the master list of all your products and their default standard prices. Salesforce creates the standard price book when you start creating product records. It includes all your...

  • Difference Between List Price and Sales Price on an Opportunity Product

    In this lesson we discuss the core differences between the Sales Price and List Price on an Opportunity Product.

    Resource:
    Knowledge Article - Difference between Sales Price and List Price - https://help.salesforce.com/articleView?id=000315315&type=1&mode=1

  • Product Scheduling - Revenue and Quantity

    For product scheduling, a quantity schedule determines when a product is delivered. A revenue schedule determined when a product is paid for. In this lesson we discuss how to set both Revenue and Quantity scheduling on an Opportunity Product in Salesforce.

    Resource:
    Product Schedules - https://h...

  • Adding Scheduled Products to an Opportunity

    Now that we have set up product scheduling we now explore how to add those scheduled products to an opportunity.

  • Salesforce CRM Content, Content Packs and Delivery

    Let's be honest. There are too many different tools for managing content in Salesforce. There's Files. There's Salesforce CRM Content. There's Salesforce Knowledge. There's Salesforce Documents. And not to be left out - there's also Attachments to take into consideration. In this lesson we discus...

  • Similar Opportunities

    In this lesson, we look at a Salesforce Classic only feature - Similar Opportunities.