Salesforce.com Certified Administrator

Pearson presents Salesforce.com Certified Administrator.

Salesforce.com Certified Administrator

Course Description

Salesforce.com Certified Administrator LiveLessons from Pearson contains 18 individual video lessons with over 12 hours of video training. The videos detail hands-on live instruction using Salesforce.com. Justin Davis walks you through each key objective for the Salesforce.com Certified Administrator exam while also providing real-world examples for using Salesforce.com so you can prepare for the test and learn how to administer within a Salesforce environment. All topics within the exam are covered so you have a full resource for passing the exam and also performing the basic day-to-day tasks of a system administrator. Drawing on the first-hand experience as a Salesforce implementer of over 400 projects and a former Salesforce.com administrator, Justin Davis provides a level of detail known only to experts who are hands-on in t... Read More »

Salesforce.com Certified Administrator LiveLessons from Pearson contains 18 individual video lessons with over 12 hours of video training. The videos detail hands-on live instruction using Salesforce.com. Justin Davis walks you through each key objective for the Salesforce.com Certified Administrator exam while also providing real-world examples for using Salesforce.com so you can prepare for the test and learn how to administer within a Salesforce environment.

All topics within the exam are covered so you have a full resource for passing the exam and also performing the basic day-to-day tasks of a system administrator. Drawing on the first-hand experience as a Salesforce implementer of over 400 projects and a former Salesforce.com administrator, Justin Davis provides a level of detail known only to experts who are hands-on in the system on a daily basis.

Major Sections:

Part 1 – Basic Configuration of Salesforce.com

  • Lesson 1: Navigation
  • Lesson 2: System Information
  • Lesson 3: Managing Users
  • Lesson 4: Getting Help
  • Lesson 5: Records Management
  • Lesson 6: Products and Pricebooks

Part 2 – Intermediate Configuration of Salesforce.com

  • Lesson 7: Leads Management
  • Lesson 8: Quotes Management
  • Lesson 9: Outlook Integration
  • Lesson 10: Workflow and Approval Processes
  • Lesson 11: Managing Cases
  • Lesson 12: Communities
  • Lesson 13: AppExchange Apps
  • Lesson 14: Dashboards and Reports
  • Lesson 15: Collaboration
  • Lesson 16: Mobile Administration
  • Lesson 17: Security
  • Lesson 18. Data Management
  • What you will learn:

    • Navigation
    • System Information
    • Managing Users
    • Getting Help
    • Records Management
    • Products and Pricebooks
    • Leads Management
    • Quotes Management
    • Outlook Integration
    • Workflow and Approval Processes
    • Managing Cases
    • Communities
    • AppExchange Apps
    • Dashboards and Reports
    • Collaboration
    • Mobile Administration
    • Security
    • Data Management
    Read Less
    Course Details:

    Target Audience

      Individuals who have seen a Salesforce presentation or demonstration previously
    • People who use Salesforce at their place of business
    • Cloud enthusiasts interested in learning

    Prerequisites

    • There are no prerequisites to adequately learn from these videos, but a moderate understanding of use of Internet browsers such as Firefox, Chrome, or Internet Explorer will be helpful.
    Certificate Info:

    Type of Certification

    Certificate of Completion

    Format of Certification

    Digital and Print

    Professional Association/Affiliation

    This certificate is issued by Pearson LearnIT

    Method of Obtaining Certification

    Upon successful completion of the course, participants will receive a certificate of completion.

    Course Outline

    • Learning objectives
    • Lesson 1.1: Personalizing the Home Page
    • Lesson 1.2: Activities–Tasks and Events
    • Lesson 1.3: Showing and Hiding Tabs
    • Lesson 1.4: Customizing Apps
    • Lesson 1.5: Using Leads
    • Lesson 1.6: Using Accounts
    • Lesson 1.7: Using Contacts
    • Lesson 1.8: Using Opportunities
    • Lesson 1.9: Chatter Overview
    • Learning objectives
    • Lesson 2.1: Viewing the System Overview and Company Profile
    • Lesson 2.2: Understanding Salesforce Editions
    • Lesson 2.3: Understanding Feature Licenses
    • Lesson 2.4: Using Salesforce Checkout and Buying Licenses
    • Lesson 2.5: Viewing Existing Data, Document Storage, and Capacity
    • Lesson 2.6: Modifying the Fiscal Year, Holidays, and Business Hours
    • Lesson 2.7: Customizing the User Interface
    • Lesson 2.8: Customizing Social Contacts and Accounts
    • Learning objectives
    • Lesson 3.1: Creating a New User
    • Lesson 3.2: Deactivating a User
    • Lesson 3.3: Choosing Roles and Profiles
    • Lesson 3.4: Creating Queues
    • Lesson 3.5: Granting Login Access
    • Lesson 3.6: Understanding Activation Emails
    • Learning objectives
    • 4.1 Exploring Help and Training
    • 4.2 Logging a Case with Technical Support
    • 4.3 Finding Developers on the AppExchange
    • 4.4 Posting a Question to Developer Force
    • 4.5 Viewing System Status
    • 4.6 Exploring Training and Certification Classes
    • Learning objectives
    • 5.1 Creating and Managing Records
    • 5.2 Creating and Editing Page Layouts
    • 5.3 Creating Fields
    • 5.4 Sending Single and Mass Emails
    • 5.5 Managing Campaigns and Importing Leads
    • 5.6 Creating a New Email Template
    • Learning objectives
    • 6.1 Managing Products
    • 6.2 Managing Pricebooks
    • 6.3 Using Products with Opportunities
    • 6.4 Using Products with Quotes
    • Learning objectives
    • Lesson 7.1: Managing Lead Assignment Rules
    • Lesson 7.2: Creating a Web to Lead Form
    • Lesson 7.3: Creating an Auto-Response Rule
    • Lesson 7.4: Performing Mass Delete and Transfers
    • Lesson 7.5: Creating Lead Record Types and Processes
    • Lesson 7.6: Searching and Adding Leads to a Campaign
    • Learning objectives
    • 8.1 Creating a Quote Template
    • 8.2 Updating and Cloning Quote Templates
    • 8.3 Generating Quotes from Opportunities
    • Learning objectives
    • Lesson 9.1: Configuring Outlook Integration
    • Lesson 9.2: Installing the Salesforce for Outlook Application
    • Lesson 9.3: Using Outlook Integration
    • Learning objective
    • Lesson 10:1: Creating a New Approval Process
    • Lesson 10:2: Creating a New Approval Action
    • Lesson 10.3: Creating a New Approval Final Action
    • Lesson 10.4: Creating a New Workflow Rule
    • Lesson 10.5: Creating a New Workflow Email Alert
    • Lesson 10.6: Creating a New Workflow Task
    • Lesson 10.7: Creating a New Workflow Field Update
    • Learning objectives
    • Lesson 11:1: Creating and Assigning the Console
    • Lesson 11.2: Managing Case Assignment Rules
    • Lesson 11.3: Configuring Case Escalation Rules
    • Lesson 11.4: Searching and Editing Case Solutions
    • Lesson 11.5: Creating a Web to Case Form
    • Lesson 11.6: Understanding Email to Case Routing
    • Lesson 11.7: Configuring Entitlement Management
    • Lesson 11.8: Installing CTI Integration
    • Lesson 11.9: Assigning Case Teams
    • Lesson 11.10: Reviewing Support Settings
    • Learning objectives
    • Lesson 12.1: Creating a Communities Portal
    • Lesson 12.2: Configuring Colors and Branding
    • Lesson 12.3: Creating New Portal Users
    • Lesson 12.4: Configuring Knowledge
    • Lesson 12.5: Configuring Chatter Answers
    • Lesson 12.6: Enabling and Configuring Ideas
    • Learning objectives
    • Lesson 13.1: Searching the AppExchange
    • Lesson 13.2: Installing an App from the AppExchange
    • Lesson 13.3: Using an Installed App
    • Lesson 13.4: Uninstalling an App
    • Learning objectives
    • Lesson 14.1: Creating Reports
    • Lesson 14.2: Understanding Report Types
    • Lesson 14.3: Managing Report and Dashboard Folders
    • Lesson 14.4: Creating a Dashboard
    • Lesson 14.5: Refreshing and Emailing Dashboards
    • Lesson 14.6: Creating Custom Report Types
    • Learning objectives
    • Lesson 15.1: Configuring Chatter Settings
    • Lesson 15.2: Enabling Chatter on Custom Objects
    • Lesson 15.3: Configuring Chatter Groups
    • Lesson 15.4: Using Free Chatter Licenses
    • Lesson 15.5: Enabling Libraries and Content
    • Lesson 16.1: Configuring Mobile Navigation
    • Lesson 16.2: Configuring Notification Settings
    • Lesson 16.3: Enabling the Salesforce1 Mobile Browser App
    • Lesson 16.4: Configuring Salesforce Classic
    • Learning objectives
    • Lesson 17.1: Creating Roles and the Role Hierarchy
    • Lesson 17.2: Modifying Default Sharing Settings
    • Lesson 17.3: Creating Sharing Rules
    • Lesson 17.4: Editing Profiles
    • Lesson 17.5: Creating a Custom Profile
    • Lesson 17.6: Configuring Session Settings
    • Lesson 17.7: Viewing Activations and Network Access
    • Lesson 17.8: Setting Up Delegated Administration
    • Lesson 17.9: Viewing Login History and Setup Audit Trail
    • Lesson 17.10: Enabling Field History on Objects
    • Learning objectives
    • Lesson 18.1: Installing the Data Loader
    • Lesson 18.2: Exporting with the Data Loader
    • Lesson 18.3: Importing with the Data Loader
    • Lesson 18.4: Updating with the Data Loader
    • Lesson 18.5: Deleting with the Data Loader
    • Lesson 18.6: Configuring Data Loader Settings
    • Lesson 18.7: Using the Data Import Wizard
    • Lesson 18.8: Managing Sandboxes
    • Lesson 18.9: Scheduling Data Exports
    • Salesforce.com Certified Administrator: Summary

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