The Complete Salesforce Advanced Administrator Certification

A complete course covering the essentials for an advanced administrator (ADM 211) & helps pass certification (CRT 211)
The Complete Salesforce Advanced Administrator Certification
File Size :
14.37 GB
Total length :
28h 3m



Archana Rajendran


Last update

Last updated 7/2019



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

The Complete Salesforce Advanced Administrator Certification


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).


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!!


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 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 IDE

Lecture 156 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 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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