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Salesforce Administrator
Introduction
Be A Salesforce Grizzly (1:31)
Salesforce Administrator Certification
Course Data & Training Model
The Grizzly Way!
Configuration & Setup (20%)
Configuration & Setup Introduction
Creating A Dev Org
Logging In To Salesforce
Navigating Salesforce
Lightning vs. Classic
Branding & UI Customization
Company Settings
User Management
Delegated Administration
Sanboxes Environments & Deploying Changes
Organizational & User Setup
Object Manager & Lightning App Builder (20%)
Introduction
Object Manager Overview
Apps, Objects & Tabs
Creating Fields
Field Dependencies
Object Relationships
Traversing Relationships
Page Layout Customization
Lightning Record Pages
Dynamic Forms
Customizing Search & Tab Layout w/App Manager
Record Types
List Views
Sales & Marketing Applications (12%)
Sales & Marketing Overview
Web to Lead
Lead Scoring
Auto Response Rules
Assignment Rules
Creating Queues for Leads
Lead Conversion
Opportunity Overview
Opportunity Stages
Sales Processes
Opportunity Path
Einstein Opportunity & Lead Scoring
Products & Pricebooks
Service & Support Applications (11%)
Service & Support Overview
Support Processes
Case Management
Case Paths
Service Setup
Email to Case
Case Queues
Web-to-Case
Auto Response & Case Assignment Rules
Omni Channel
Case Teams
Escalation Rules
Predefined Case Teams
Salesforce Knowledge
Knowledge & Cases
Experience Cloud Overview
Productivity & Collaboration (7%)
Productivity & Collaboration Overview
Activity Management
Demo: Logging Calls
Demo: Creating Tasks
Demo: Creating Events
Demo: Setting Up and Sending Emails
Demo: Activities & Timelines
Lecture: Chatter
Demo: Chatter
Lecture: Slack
Demo: Slack
Lecture: Salesforce Mobile App
Demo: Salesforce Mobile App
Lecture: AppExchange
Demo: AppExchange
Data & Analytics Management (14%)
Lecture: Data & Analytics Overview
Lecture: Data vs. Metadata
Lecture: Data Migration
Demo: Data Loader
Demo: DataLoader.io
Demo: Restoring Data from Recycle Bin
Lecture: Duplicate Management
Demo: Duplicate Management
Lecture: Reports & Dashboards Overview
Demo: Tabular Report
Demo: Summary Report
Demo: Matrix Report
Demo: Joined Report
Demo: Historical Report
Demo: Subscribing to a Report
Demo: Creating Dashboards
Demo: Subscribing to Dashboards
Demo: Filters on Dashboards
New Lesson
Demo: Dynamic Dashboards & Running Users
Workflow & Process Automation (16%)
Lecture: Workflow & Process Automation Overview
Automation Home Page
Process Automation Settings
Workflow & Process Builder Deprication
Which Automation Tool to Use
Migrate to Flow
Flow Builder
Lecture: Testing Flows
Demo: Testing Flows
Lecture: Flow Trigger Explorer
Demo: Flow Trigger Explorer
Lecture: Approval Processes
Demo: Approval Processes
Lecture: Workflow & Process Automation Overview
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