Salesforce Certified Administrator - Lightning Experience - Part 4

Salesforce Certified Administrator - Lightning Experience - Part 4

Final course in my 4-course series on the Salesforce Administrator Certification Exam in Lightning.
This course covers the following Knowledge Areas of the Exam Guide:

Analytics - Reports and Dashboards
Workflow / Process Automation
Desktop and Mobile Administration
AppExchange

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 4
  • Modifying Dashboards

    In this lesson, I run through common modification scenarios for Salesforce dashboards.

  • Dashboard Components and Component Types

    In this lesson we look at the various Dashboard Components and Component Types available for Classic and Lightning Dashboards.

    Dashboard components include bar charts, stacked bar charts, line charts, donut charts, funnel charts, scatter charts, gauge charts, metric components, Lightning Dashboa...

  • Setting Decimal Precision in Dashboards

    You can choose how many decimal places appear after numbers in dashboard components.

    Resource:
    Set Decimal Places for Numbers in Dashboard Charts, Tables, and Metrics - https://help.salesforce.com/articleView?id=dashboards_set_decimal_places.htm&type=5

  • Dynamic Dashboards and Running Users

    You can create a dashboard and let people view the dashboard as you (or anyone else who can see all opportunities).

    Resources:
    Dynamic Dashboards in Lightning Experience - https://help.salesforce.com/articleView?id=dashboards_view_as_overview.htm&type=5

    Choose a Running User in Salesforce Class...

  • Subscribing to Dashboards

    You can set automatic dashboard refreshes and receive refreshed dashboard results by email on a schedule that you set.

    Resource:
    Subscribe to or Schedule Dashboards - https://help.salesforce.com/articleView?id=dashboards_subscribe_overview.htm&type=5

  • Adding a Dashboard to the Home Tab

    In this lesson, I add a dashboard to a Home page. We then specify that page as the org default Home tab as well as the default for all profiles for the Sales app. We also further specify this same page as the Home tab default for the Knowledge application for System Administrators only. We discov...

  • Adding a Home Tab to a Lightning App

    In the previous lesson, after adding a dashboard to a Home tab and specifying it as the default Home tab for the Knowledge app for System Administrators, we discovered that the Home tab was missing from the app. We go into the Lightning Experience App Manager in this lesson and add the Home tab t...

  • Dashboard Filters

    Add, edit, or remove filters from your Lightning Experience dashboard directly from the lightning dashboard builder. Filters let people choose different views of a dashboard, so one dashboard does the job of many. Without dashboard filters, you’d have to create multiple dashboards, each with its ...

  • Conditional Highlighting in Reports and Dashboards

    You can highlight ranges of data in reports and dashboards.

    Resources:
    Reports Builder Highlighting - Highlight Data Ranges - https://help.salesforce.com/articleView?id=reports_builder_highlighting.htm&type=5

    Advanced Dashboard Techniques - Conditional Highlights - https://trailhead.salesforce....

  • Workflow / Process Automation Introduction

    In this introductory lesson, I provide an overview of the Workflow and Process Automation Knowledge Area.

  • Creating Workflow Rules

    You can create workflow rules to perform either immediate or time-based actions. In this lesson, we create a workflow rule and criteria. We will next create actions to associate with this workflow rule.

  • Creating Immediate Workflow Actions

    There are four primary workflow actions that can be performed from a workflow rule - Field Update, New Task, Email Alert and Outbound Message. In this lesson, we create an immediate workflow action.

  • Creating Time-Based Workflow Actions

    In addition to immediate workflow actions, which we just covered, you can also create workflow actions that fire in the future. You will need to create a Time Trigger in your Workflow Rule as well. Time-based workflow actions are the same options as those for immediate - New Task, Field Update, O...

  • Process Automation Settings

    In this lesson, we visit the Process Automation Settings because it is there that we set the Default Workflow User.

    Resource:
    Modify Process Automation Settings - https://help.salesforce.com/articleView?id=wf_approval_settings.htm&type=5

  • Time-Based Workflow Queue

    The Time-Based Workflow Queue displays any time-based actions that are set to fire in the future.

  • Working With and Closing Tasks

    In this short lesson, I demonstrate how to mark a task as complete after receiving an alert for it. This is a task that was created via a workflow rule and action for a new task.

  • Creating Email Templates

    When you want to send emails via a workflow rule and an email alert, you will need an email template. You can use merge fields on email templates to dynamically pull in data from Salesforce into your email message.

  • Creating Email Alerts

    Now that we have created an email template, we are now going to create an email alert to associate it with.

  • Creating Outbound Messages

    An outbound message sends information to a designated endpoint, like an external service.

    Resource:
    Outbound Message Actions - https://help.salesforce.com/articleView?id=workflow_managing_outbound_messages.htm&type=5

  • Approval Processes

    Approvals take automation one step further, letting you specify a sequence of steps that are required to approve a record.

    Resource:
    Approvals - https://help.salesforce.com/articleView?id=what_are_approvals.htm&type=5

  • Reassigning an Approval Process

  • Creating a Process Using the Process Builder

  • One Process Per Object Design Pattern