Author
Released
12/13/2018- Explain Salesforce editions and cloud types.
- Describe Salesforce Chatter features.
- Outline the Salesforce access permission features.
- Summarize lead functionality in Salesforce.
- Use Salesforce assignment and escalation rules.
- Construct Salesforce objects using relationships and schemas.
- Demonstrate formatting and interactivity in Salesforce reports.
Skill Level Intermediate
Duration
Views
- Hi, my name is Christopher Matthew Spencer, and thank you so much for joining me on this journey where we'll dive into learning Salesforce administration. Helping people really touches my heart, and I hope that after you experience this course you would have learned the Salesforce administration skills that you've been wanting to acquire. Salesforce administration is a high-demand role, and with the right skills you'll have the potential to earn more money in your career. This would be a great course for you if you are already working with Salesforce regularly and you understand how CRM works.
Now even if you're not a Salesforce admin and you'd like to place your toe in the water, you can gain insights and sharpen your knowledge of Salesforce. I'll show you how to configure, customize, and manage your Salesforce account by helping you get setup and activating the most important features. And I'll explain how to expertly prepare your Salesforce account, as well as configure users at different levels with different permissions in order to streamline access needs and business processes. Achieving and maintaining your skills as a Salesforce admin will impress future employers and clients.
My goal is to help keep things low stress and offer meaningful knowledge that serves your needs. I am pleased to have you join me on this path. Now let's get started exploring Salesforce administration.
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Introduction
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1. Getting Prepared
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How to obtain help4m 46s
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Clouds4m 1s
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Editions2m 48s
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Planning the transition3m 48s
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Getting registered3m 24s
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Discovering AppExchange4m 26s
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Chatter11m 34s
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2. Users and Data Visibility
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User admin6m 53s
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Role hierarchy6m 27s
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Sharing rules6m 58s
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Profiles3m 57s
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Permission sets4m 59s
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Restricting logins3m 13s
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Handling login challenges4m 37s
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Object access4m 38s
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Record access5m 34s
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Field-level security4m 39s
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3. Working with Salesforce
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Leads5m 21s
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Web-to-Lead6m
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Accounts and Contacts7m 7s
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Views4m 4s
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Calendars3m 13s
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Cases8m 2s
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Opportunities6m 15s
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Campaigns6m 35s
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Email templates6m 20s
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Teamwork using queues4m 57s
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4. Customizing, Branding, and Social
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Schema Builder5m 44s
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Search and search layouts8m 23s
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Custom buttons and links10m 57s
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Customizing sales paths7m 54s
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5. Reporting
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Building reports9m 58s
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Filtering within reports3m 27s
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Sharing reports4m 9s
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Dashboard building6m 11s
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6. Data Management
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Importing4m 9s
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Updating records7m 25s
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Mass transfer2m 39s
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Mass delete2m 18s
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Backup4m 41s
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7. Data Security
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Health check3m 24s
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Sessions3m 3s
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Network access3m 38s
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Password policies3m 20s
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Handling former users4m 18s
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Conclusion
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Next steps1m 14s
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