Salesforce Certified Administrator - Lightning Experience - Part 3

Salesforce Certified Administrator - Lightning Experience - Part 3

This course is part 3 of a 4 part course series that covers all of the exam guide knowledge areas and topics represented on the Salesforce Certified Administrator Exam.

This course covers the following Knowledge Areas of the Exam Guide:

Service and Support Applications

Activity Management and Collaboration
Data Management

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 3
  • Versioning and Publishing of Knowledge Articles

    In this lesson we walk through the versioning and publishing of Knowledge Articles.

  • Using Knowledge Articles While Working Cases

    In this lesson we work through how to use Knowledge Articles while working with cases.

  • Solutions vs. Knowledge

    In this lesson I compare and contrast Salesforce Solutions and Salesforce Knowledge.

    Resource:
    Solutions Overview - https://help.salesforce.com/articleView?id=sol_def.htm&type=5

  • Creating Data Categories for Knowledge Articles

    Data Categories are hierarchical classification of articles that are controlled by the system administrator. Articles are tagged to Data Categories in a way that is similar to tagging a blog post with keywords.

    Resource:
    Knowledge Data Categories Best Practices - Knowledge Article - https://help...

  • Importing Articles to Salesforce Knowledge

    In addition to writing Knowledge Articles individually, you can also mass import them. In this lesson I walk through the process of importing Knowledge Articles into your Salesforce instance.

  • Salesforce Communities Introduction

    In this introductory lesson I introduce you to Salesforce Communities.

  • Creating a Community

    We start the process of creating a Salesforce Community in your org. We leverage Lightning Community Templates as well.

  • Lightning Bolt Solutions, Ideas and Questions in Communities

    In this lesson, we leverage Lightning Bolt Solutions. We also look at implementing Ideas and Questions into Communities. We also reference the Innovation Hub on the AppExchange as well as the Innovation Hub Installation Guide.

    Resources:
    Innovation Hub Installation Guide - https://docs.google.co...

  • Activity Management and Collaboration Knowledge Area Introduction

    In this knowledge area, we address the Activity Management and Collaboration Knowledge Area. This encompasses the various primary components of Activity Management inside of Salesforce; namely Activities, Events and Tasks.

    Whenever you see the term Collaboration in relation to Salesforce, that m...

  • Creating Tasks and Marking Them as Complete

    In this lesson we walk through how to create tasks as well as how to mark them as completed.

  • Tasks Customization

    In this lesson we cover how to customize tasks as well as the page layout for Tasks, such as including the ability to create a recurring series of tasks.

  • Event Management in Salesforce

    Salesforce Events typically have a location and start and end time specified. You can also specify an event as All-Day to block off the entire day. You also typically invite others to an event. In this lesson we look at how to set up and customize Events inside of Salesforce.

  • Public Calendars

    In this lesson we look at Public Calendars. Calendar sharing can only be used to grant wider access to data, not to restrict access.

  • Chatter for Collaboration

    Wherever you see the term Collaboration on the Admin Exam, know that Salesforce is indeed referring to Chatter - the Collaboration tool for Salesforce. In this lesson I demonstrate the core functionality of Salesforce Chatter. We post to Chatter as well as perform @ mentions, hashtags for topics ...

  • Chatter Feeds and Feed Tracking

    Once you enable Chatter Feed Tracking on an object, you can select up to 20 fields to track changes for in the Chatter Feed. You can leverage this capability to add an additional 20 fields that you are tracking on an object via Field History Tracking - in essence providing you the ability to trac...

  • Publisher Actions

    Actions let users accomplish things with fewer clicks, fewer fields, and ultimately less time spent. Actions are especially useful in the Salesforce app, because it makes it easy to create and edit records with a simple, mobile-optimized interface. By default, the Chatter publisher includes the s...

  • Emojis in Chatter Posts

    Chatter supports the ability to insert emojis into your posts. That's right! You can get emojinal!

  • Chatter Groups and Seen-By Counts

    Posts in private and unlisted Chatter groups have a seen-by count that shows the number of people who have seen a post. Click the count to see the names of people who’ve seen the post.

    Resource:
    Chatter Group Seen-By Counts Help Article - https://help.salesforce.com/articleView?id=collab_group_s...

  • Chatter Security

    In this lesson we look at how to enable the Chatter app by profile. We also cover various System Permissions related to Chatter, which can be set at the Profile or Permission Set level.

  • Chatter Streams

    Chatter streams are custom feeds that you create by combining multiple related feeds into one feed. Look for Streams on your Chatter home page.

    Resource:
    Chatter Streams Overview - https://help.salesforce.com/articleView?id=collab_chatter_streams_overview.htm&type=5

  • Data Export

    You can export all of your data in Salesforce as frequently as once a week via the Data Export functionality. When you schedule a Data Export, Salesforce generates a zip file that contains a separate .csv file for each object's records in your org that you specified to export. You can select to e...

  • Data Import Wizard

    The Data Import Wizard supports a handful of standard objects in Salesforce and you can leverage it to work with up to 50,000 records.

    You can download the Fortune 500 CSV file mentioned in this lesson by going here - https://kartrausers.s3.amazonaws.com/mikewheelermedia/1748709_1534139041905For...

  • Data Loader

    If you need to load more than 50,000 records in Salesforce, then the Data Loader is your tool of choice. In this lesson, we look at installing and using the Data Loader. We also address when to use the Data Import Wizard vs. the Data Loader.

    Resources:
    Export and Import with Data Management Tool...

  • Data vs. Metadata

    An important distinction to grasp is the difference between data and metadata as it relates to Salesforce. In this lesson we address what data is as well as what exactly metadata is - and why you should care.