The Complete Salesforce Advanced Administrator Certification
What you’ll learn
Covers all aspects of Administration essentials for Experienced Admins to help clear the Salesforce Certified Advanced Administrator exam
We discuss not just the concepts, but also the various considerations while implementing them
Implementing complex business processes using various Automation Tools
Exploring the Sales Cloud and Service Cloud Applications
Handle data maintenance efficiently with data archival and data enrichment
Free Developer Edition account for hands-on learning
Requirements
The passion for learning is all that is required. However, if you would like to appear for the Salesforce Advanced Administrator Certification Exam (ADM 211), you need to have an active Salesforce Administrator credential (ADM 201).
Description
Welcome to the World of Salesforce! The #1 On-Demand CRM! Welcome to the course “The Complete Salesforce Advanced Administrator Certification” from Archana Rajendran, a Salesforce certified professional holding five salesforce certifications. You have taken the right step in your path to become a Salesforce certified Advanced Administrator. This course is over (a whooping!) 27 hours in length and is probably one of the most complete and comprehensive online courses you will ever get to see covering the administration essentials for experienced admins. This comprehensive hands-on course is for administrators who are ready to significantly ramp up their skills and knowledge about using Salesforce to solve their most pressing business needs. I have designed this course based on my work experience and using real-world scenarios so you can related the concepts that you learn with the real-time business requirements.This course is 100% aligned with the Salesforce Official exam guide for Advanced Administrator and covers the following topics – > Security and Access> Extending Custom Objects and Applications> Process Automation> Auditing and Monitoring> Sales Cloud Applications> Service Cloud Applications> Data Management> Content Management> Change Management> Reports and DashboardsSo, why wait..start learning, understand the concepts and get certified! You have a 30-day money back guarantee so you’re at no risk!!I truly wish you all great success and I’m so excited to see your success journey in Salesforce!Happy Learning!!
Overview
Section 1: Getting Started
Lecture 1 Good Luck!
Lecture 2 CRM and ERP
Lecture 3 Cloud Computing
Lecture 4 Salesforce Career Paths and Certifications
Lecture 5 Leverage Trailhead
Lecture 6 Understand the Advanced Administrator Exam guide
Lecture 7 Salesforce Editions and Pricing
Lecture 8 Setup your own Developer Edition Account!
Lecture 9 Get an overview of Salesforce Standard Data Model
Section 2: Extending Custom Objects and Applications : Custom Objects and Considerations
Lecture 10 Section Overview
Lecture 11 Extending Custom Objects and Applications : Introduction
Lecture 12 Understanding the Enterprise data model – Field of Education
Lecture 13 Creating Custom Objects and Tabs
Lecture 14 Creating Custom Objects thro Schema Builder
Lecture 15 Exploring Fields and Field Types
Lecture 16 More about Text Field Types
Lecture 17 Picklists and Multi-Select Picklists
Lecture 18 Field Dependencies and Considerations
Lecture 19 Considerations while converting Field Types
Section 3: Extending Custom Objects and Applications : Relationships and Considerations
Lecture 20 Object Relationships – Overview
Lecture 21 Lookup Relationship – Overview
Lecture 22 Considerations while using Lookup Relationship
Lecture 23 Master-Detail Relationship – Overview
Lecture 24 Considerations while using M-D Relationship
Lecture 25 Relationship Conversion : Lookup to MD and vice-versa
Lecture 26 Many-to-Many Relationship – Overview
Lecture 27 Considerations while using Many-to-Many Relationship
Lecture 28 Self Relationship
Lecture 29 Hierarchial Relationhip
Section 4: Extending Custom Objects and Applications : External Objects and Relationships
Lecture 30 Configuring External Data Source and External Objects
Lecture 31 Experimenting on the External Objects
Lecture 32 Indirect Lookup Relationship
Lecture 33 External Lookup Relationship
Lecture 34 Considerations while using External Objects
Section 5: Security and Access : Object Level Access
Lecture 35 Section Overview
Lecture 36 Security and Access – Overview
Lecture 37 Managing Profiles
Lecture 38 Profiles – Considerations
Lecture 39 Permission Sets
Lecture 40 Salesforce Licenses – User Licenses, Permission Set Licenses and Feature License
Section 6: Security and Access : Record Level Access
Lecture 41 OWD
Lecture 42 OWD – Considerations
Lecture 43 Role Hierarchy
Lecture 44 Role Hierarchy – Considerations
Lecture 45 Sharing Rules : Owner-based Sharing Rules
Lecture 46 Sharing Rules : Criteria-based Sharing Rules
Lecture 47 Manual Sharing
Lecture 48 Manual User Record Sharing
Lecture 49 Sharing Rules – Considerations
Lecture 50 Manager Groups
Lecture 51 Standard Report Visibility
Lecture 52 Community and Portal User Visibility
Lecture 53 Access to Record Types
Lecture 54 Why someone is able to see a record?
Section 7: Security and Access : Field Level Access
Lecture 55 Field Level Security
Section 8: Security and Access : Delegated Administration
Lecture 56 Delegated Administration
Section 9: Security and Access : Enterprise Territory Management
Lecture 57 Enterprise Territory Management – Introduction
Lecture 58 Enabling Enterprise Territory Management
Lecture 59 Building a Territory Model
Lecture 60 Creating Territory and Territory Hierarchy
Lecture 61 Assigning Accounts to Territories
Lecture 62 Assigning Users to Territories
Lecture 63 Colloborate with Territory Models using Chatter
Lecture 64 Activating Territory Model
Lecture 65 Running Opportunity Territory Assignment Filter
Section 10: Process Automation : Overview
Lecture 66 Section Overview
Lecture 67 Automation Tools in Salesforce – Overview
Section 11: Process Automation : Troubleshoot an Approved Process
Lecture 68 Approval Process – A quick recap
Lecture 69 Troubleshoot an Approval Process
Lecture 70 Considerations while using Approval Processes
Section 12: Process Automation : Lightning Process Builder
Lecture 71 Lightning Process Builder – Introduction
Lecture 72 Using Process Builder to auto-create a record
Lecture 73 Using Process Builder to auto-create child records
Lecture 74 Using Process Builder to Update Child records
Lecture 75 Using Process Builder to Execute Time-Dependent Actions
Lecture 76 Using Process Builder to Send Email Alerts
Lecture 77 Using Process Builder to Auto Submit Records for Approval
Lecture 78 Using Process Builder to Configure Nested IF-ELSE conditions
Lecture 79 Using Process Builder to Build and Use Invocable Process
Lecture 80 Using Process Builder to Post to Chatter
Lecture 81 Using Process Builder to perform Quick Actions
Lecture 82 Process Builder Version Control Mechanism
Section 13: Process Automation : When to use which tool?
Lecture 83 Lightning Flow Builder
Lecture 84 Automation Tool Combinations
Lecture 85 Choose the Right Automation Tool
Section 14: Data Management : Overview
Lecture 86 Section Overview
Lecture 87 Data Management Tools – Introduction
Lecture 88 How to use Data Import Wizard?
Lecture 89 How to use Apex Data Loader?
Section 15: Data Management : Proactive Measures for Good Data Quality
Lecture 90 Evaluating Incoming Data Sources
Lecture 91 Enforce Data Entry Standards and Procedures
Lecture 92 Use Validation Rules to enforce data entry standards
Lecture 93 Considerations when mass importing records
Lecture 94 Duplicate Management : Matching Rules
Lecture 95 Duplicate Management : Duplicate Rules
Lecture 96 Assign a Data Steward
Section 16: Data Management : Reactive Measures for Data Quality Maintenance
Lecture 97 Data Quality Reports and Dashboards
Lecture 98 Merging Duplicate Accounts
Lecture 99 Merging Duplicate Contacts
Lecture 100 Merging Duplicate Leads
Lecture 101 Mass Deleting Records
Section 17: Data Management : Best Practices
Lecture 102 Optimize your Data Visibility Structure
Lecture 103 Data Skew
Section 18: Data Management : Data Enrichment
Lecture 104 Data Enrichment – Introduction
Lecture 105 Using Salesforce Data.com for data enrichment
Lecture 106 Third Party Apps
Lecture 107 Social Accounts, Contacts and Leads
Section 19: Data Management : Data Archival
Lecture 108 What is Data Archival and how to handle it?
Lecture 109 Various tools and options for archiving data – Part 1
Lecture 110 Various tools and options for archiving data – Part 2
Section 20: Auditing and Monitoring : Overview
Lecture 111 Section Overview
Lecture 112 What is Auditing and Monitoring?
Section 21: Auditing and Monitoring : Auditing
Lecture 113 Auditing using Record Modification Fields
Lecture 114 Auditing using Login History
Lecture 115 Auditing using Email Logs
Lecture 116 Auditing using Email Logs : Considerations
Lecture 117 Auditing using Field History Tracking
Lecture 118 Auditing using Field Audit Trail
Lecture 119 Auditing using Setup Audit Trail
Lecture 120 Auditing using Login Forensics
Section 22: Auditing and Monitoring : Monitoring
Lecture 121 Monitoring : Security Health Check
Lecture 122 Monitoring : System Overview
Lecture 123 Monitoring : Storage Usage
Lecture 124 Monitoring : Debug Logs – Configuration
Lecture 125 Monitoring : Debug Logs – Testing
Lecture 126 Monitoring : Jobs
Lecture 127 Monitoring : Outbound messages
Lecture 128 Monitoring : Time-Based Workflows
Lecture 129 Monitoring : API Usage Notifications
Section 23: Content Management
Lecture 130 Section Overview
Lecture 131 What is Content Management?
Lecture 132 Using Attachments to maintain files
Lecture 133 Using Documents to maintain files
Lecture 134 Salesforce Knowledge
Lecture 135 Add Google Docs to Salesforce
Lecture 136 Salesforce Files
Section 24: Content Management : Salesforce CRM Content
Lecture 137 Salesforce CRM Content : Introduction and Setup
Lecture 138 Salesforce CRM Content : Creating and Managing Libraries
Lecture 139 Salesforce CRM Content : Configuring Record Types to Libraries
Lecture 140 Salesforce CRM Content : Creating and Managing Content Packs
Lecture 141 Salesforce CRM Content : Content Versioning
Lecture 142 Salesforce CRM Content : Content Delivery
Section 25: Change Management : Overview
Lecture 143 Section Overview
Lecture 144 What is Change Management??
Lecture 145 Benefits of Change Management
Lecture 146 Key Stages of Change Management
Lecture 147 Development Methodology Options
Lecture 148 Develop a Change Management Strategy
Section 26: Change Management : Managing Sandboxes
Lecture 149 Sandboxes and Sandbox Environment types
Lecture 150 How to create a Sandbox?
Lecture 151 Establish a deployment connection between Production and Sandbox
Lecture 152 How to delete a Sandbox?
Lecture 153 How to do a Sandbox Refresh?
Section 27: Change Management : Metadata Export
Lecture 154 What is Metadata and Metadata Export?
Lecture 155 Metadata Export using Force.com IDE
Lecture 156 Force.com CLI and Automated Metadata Export
Section 28: Change Management : Metadata Deployment
Lecture 157 Salesforce Metadata Deployment – Overview
Lecture 158 Salesforce Packages
Lecture 159 Deployment of Metadata using Change Sets – Outbound
Lecture 160 Deployment of Metadata using Change Sets – Inbound
Lecture 161 Best Practices while using Change Sets
Lecture 162 Deployment of Metadata using Force.com IDE
Lecture 163 Deployment of Metadata using Snapshot
Section 29: Sales Cloud Applications : Campaign Management
Lecture 164 Section Overview
Lecture 165 Executing a successful marketing campaign
Lecture 166 Creating a new campaign
Lecture 167 Setting up Campaign Hierarchy
Section 30: Sales Cloud Applications : Lead Management
Lecture 168 Steps for Effective Lead Management
Lecture 169 Creating a new Lead
Lecture 170 Lead Conversion Process
Section 31: Sales Cloud Applications : Account and Contact Management
Lecture 171 Account and Account Hierarchy
Lecture 172 Configuring Account Team
Lecture 173 Understanding Person Accounts
Lecture 174 Account Contact Relationship – Contacts to Multiple Accounts
Section 32: Sales Cloud Applications : Product Management
Lecture 175 Create Products, Price Books and Price Book Entries
Section 33: Sales Cloud Applications : Opportunity Management
Lecture 176 Opportunity and Opportunity Products
Lecture 177 Opportunity Product Scheduling – Quantity Scheduling and Revenue Scheduling
Lecture 178 Opportunity Teams
Section 34: Sales Cloud Applications : Quote Management
Lecture 179 Enable Quotes
Lecture 180 Create Quotes
Lecture 181 Generate Quote PDF
Lecture 182 Email Quote to Customer
Lecture 183 Sync Quote to Opportunity
Section 35: Sales Cloud Applications : Collaborative Forecasts
Lecture 184 Colloborative Forecasting – Enable Forecasts
Lecture 185 Adding Forecast Types
Lecture 186 Configure Default Forecast Display
Lecture 187 Enable Forecast Adjustments
Lecture 188 Enable Cumulative Forecast Rollups
Lecture 189 Enable Colloborative Forecast Users
Lecture 190 Understanding Colloborative Forecast Hierarchy
Lecture 191 View and Analyze Forecasts
Section 36: Service Cloud Applications : Case Management
Lecture 192 Creating a new case
Lecture 193 Email-to-Case functionality
Lecture 194 Case Assignment Rules
Lecture 195 Case Escalation Rules
Section 37: Service cloud Applications : Entitlement Management
Lecture 196 Entitlement Management – Introduction
Lecture 197 Enable Entitlement Management
Lecture 198 Create Milestone
Lecture 199 Create Entitlement Process
Lecture 200 Add milestone to entitlement process
Lecture 201 Add milestone actions
Lecture 202 Activate Entitlement Process
Section 38: Service Cloud Applications : Interaction between Support Agents and Customers
Lecture 203 Configure Service Cloud Console App
Lecture 204 Configure Agent Console Tab
Lecture 205 Case Feed
Section 39: Service Cloud Applications : Knowledge Management
Lecture 206 Enabling Salesforce Knowledge
Lecture 207 Configure Data Categories and Data Category Assignments
Lecture 208 Configure Knowledge Validation Status
Lecture 209 Configure Knowledge Article Actions
Lecture 210 Create Article Types
Lecture 211 Create and Publish Articles
Section 40: Analytics,Reports and Dashboards
Lecture 212 Understand Analytics using Reports and Dashboards
Lecture 213 How to use Report Builder
Lecture 214 Create and Use Tabular Reports
Lecture 215 Create and Use Summary Reports
Lecture 216 Create and Use Matrix Reports
Lecture 217 Create and Use Joined Reports
Lecture 218 Create Custom Report Types
Lecture 219 Report Scheduling
Lecture 220 Create Dashboards with Dashboard Components for Matrix and Summary Reports
Lecture 221 Create Dashboards with Dashboard Components for Tabular and Joined Reports
Lecture 222 Setup Dynamic Dashboard Filters
Lecture 223 Scheduling Dashboard Refresh
Salesforce Administrators or Salesforce Developers who are ready to significantly ramp up their skills,Salesforce Users with a passion for learning. Pre-requisites are only for exams, not for learning and exploring !!!
Course Information:
Udemy | English | 28h 3m | 14.37 GB
Created by: Archana Rajendran
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