Salesforce Certified Administrator - Lightning Experience - Part 1

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:

Organization Setup
User Setup
Security and Access

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 1
  • SalesforceA Mobile App for User Administration

    In this lesson, we learn about the SalesforceA mobile app for iOS and Android devices. It is a helpful app for common administrative functions.

    Resources:
    SalesforceA iOS - https://apps.apple.com/us/app/salesforcea/id731117958
    SalesforceA Android - https://play.google.com/store/apps/details?id=c...

  • Organization Password Security Controls

    In this lesson, we review the Set Password Policies options available that we can set org-wide.

    Resource:
    Set Password Policies - https://developer.salesforce.com/docs/atlas.en-us.securityImplGuide.meta/securityImplGuide/admin_password.htm

  • Network Access and Setting Trusted IP Ranges

    This list contains IP address ranges from sources that your organization trusts. Users logging in to salesforce.com with a browser from trusted networks are allowed to access salesforce.com without having to activate their computers (identity confirmation) Security > Network Access

    Resources:
    Se...

  • Login IP Ranges

    In this lesson, we address setting a Login IP Range for a profile.

    You can control login access on a user’s profile by specifying a range of IP addresses. When you define IP address restrictions for a profile, any login from a restricted IP address is denied.

    Resource:
    Restrict Login IP Ranges ...

  • Trusted IP Ranges vs. Company Login IP Range

    Trusted IP Ranges define a list of IP addresses from which users can log in without receiving a login challenge for verification of their identity, such as a code sent to their mobile phone. i.e. Identity confirmation

    https://help.salesforce.com/apex/HTViewHelpDoc?id=security_networkaccess.htm

    ...

  • Login Hours - What happens at 5:01 PM?

    A user profile has login hour restrictions set to Monday through Friday 8am to 5pm. The user logged in at 4:30 pm on a Tuesday and it is now 5:01 pm. Which behavior of the application should the user expect?

    Resource:
    Work with Login Hours in the Enhanced Profile User Interface - https://help.sa...

  • Identity Verification and History

    In this lesson, we look at the various Identity Verification Settings that are available to set in your Salesforce org. We also revisit the Session Settings menu to see that many of those same settings can be adjusted from there as well.

     We also look at the Identity Verification History list an...

  • Profiles Introduction

    In this lesson, we start things off by verifying that you have the Enhanced Profile User Interface enabled via the User Management Settings menu. We then look at the layout of the Enhanced Profile User Interface and how a profile’s settings are divided into two major categories – Apps and System....

  • Profile Object Settings

    In this lesson, we look at the Object settings for a Profile. It is here that you can access and modify what are known as the CRUD rights on an object (Create, Read, Update, Delete).

  • Profile Tab Settings - On, Off and Hidden

    In this lesson, I address the three different options for Tab Settings at the profile level – Default On, Default Off, and Tab Hidden.

    Resource:
    Tab Settings - https://help.salesforce.com/articleView?err=1&id=permissions_tab_settings_ref.htm&type=5

  • Creating a Custom Profile

    In this lesson, we create a custom profile by cloning an existing one.

  • Custom vs. Standard Profiles

    In this lesson, I discuss a best practice for Profile assignment of users – assigning them to a Custom Profile always, and why that is. As with any software system, or life in general, there’s always an exception, and I share the one exception to this Best Practice as well.

    We round things out w...

  • Roles and the Role Hierarchy

    In this lesson, we cover Roles and the Role Hierarchy.

  • Editing the Role Hierarchy

    In this lesson, I discuss how to edit the Role Hierarchy. I also recommend capturing a snapshot of the current state of the Role Hierarchy before making any edits to it.

  • Setting Organization Wide Defaults

    In this lesson, I demonstrate Organization-Wide Defaults.

    Resource:
    Control Access to Records - Trailhead - https://trailhead.salesforce.com/en/content/learn/modules/data_security/data_security_records

  • Profiles vs. Roles

    Newer admins often confuse Profiles and Roles. Salesforce realizes this fully, and fashions the security questions on the Administrator Exam accordingly. Their goal is to ascertain that you know the difference between the two, and that you can figure out various security based scenarios.

  • Sample Exam Question #1

    In this lesson, I walk you through sample exam question #1 from the exam guide (which Salesforce has since pulled from the exam guide).

    What should a system administrator use to disable access to a custom application for a group of users?

    Choose one answer

    A.    Profiles

    B.    Sharing Rules

    ...

  • Enhanced Profile List Views

    You must have the Enhanced Profile List View toggle set to on in User Management Settings in order to create an Enhanced Profile List View. In this lesson, we create an Enhanced Profile List View in order to make mass edits to multiple profiles and objects to adjust their CRUD rights.

  • Permission Sets

    A permission set is a collection of settings and permissions that give users access to various tools and functions. The settings and permissions in permission sets are also found in profiles, but permission sets extend users’ functional access without changing their profiles.

    In this lesson, we ...

  • Profiles vs Permission Sets

    In this lesson, we compare and contrast Profiles and Permission Sets.

  • Sharing Rules

    Remember that the Role Hierarchy opens up access vertically. With Sharing Rules you can open up access laterally. 

  • Manual Sharing

    In this lesson, we find that Manual Sharing is not currently available in Lightning Experience, thanks to the Lightning Roadmap. We switch to Salesforce Classic and create a Sharing Rule on the Opportunity. 

    We set the criteria for the Opportunity Sharing Rule so that whenever an opportunity has...

  • Field Level Security

    In this lesson, we set Field Level Security on fields.

  • Public Groups

    In this lesson, we create a Public Group. I also demonstrate a few areas you may find Public Groups being used, such as when creating Sharing Rules and also when manually sharing records.