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Salesforce Certified Administrator (aka 201) 2021

Video Introducing this tutorial

1. Salesforce Introduction:
1. Welcome, Course & Exam Breakdown
2. What is CRM
3. Udemy Review System
4. Salesforce the Company
BONUS Free Learning Content

2. Organizational & User Setup:
1. Org & User Setup Learning Objectives
2. Creating a FREE Salesforce Org
3. Logging into Salesforce
4. Navigating the Salesforce User Interface
5. Lightning vs Classic Salesforce Interface
6. Lightning vs Classic Feature Compatibility
7. Salesforce Branding and UI Customization
8. Density Settings
9. User Navigation Bar Customization
10. Salesforce Themes and Branding
11. Lightning Chrome Extension
12. Classic User Interface Overview
13. Customising the Classic User Interface
14. Classic Homepage Customization
15. UI Customization for Admins
16. Company Profile
17. User Management

3. My First App:
1. Learning Objectives
2. Understanding the Standard Object Model
3. Creating an App & Personalizing Salesforce
4. Creating Objects & Tabs
5. Creating Fields
6. Field Dependences
7. Creating Object Relationships
8. Traversing Relationships with Formulas and Summary Fields
9. Page Layout Customization
10. Field Histories
11. Record Types Part 1
12. Record Types Part 2
13. Common Issues with Record Types
14. Standard Fields & Deleting Fields
15. Chatter
16. Customising Search and Tab Layouts
17. List Views

4. WorkflowProcess Automation:
1. Process Automation Overview & Learning Objectives
2. Workflow Rules & Actions
3. Validation Rules
4. Best Practice The Importance of Validation Timing
5. Approval Processes
6. Process Builder Overview
7. Creating a Process Builder Process
8. Process Builder Actions
9. Process Builder in Practice

5. Salesforce Security:
1. Learning Objectives
2. Salesforce Security Overview
3. Organizational Security Settings
4. Organizational Wide Defaults
5. Record Ownership
6. Role Hierarchies
7. Sharing rules
8. Manual Sharing
9. Object Permissions and Record Access
10. User Profiles & Permissions

6. Analytics-Reports & Dashboards:
1. Learning Objectives
2. Tabular Reports
3. Report Automation
4. Summary Reports
5. Matrix Reports
6. Report Charts & Formatting
7. Bucket Fields
8. Report Types
9. Report Type Layouts
10. Report Types Lab
11. Reports & Page Layouts
12. Dashboards
13. Report & Dashboard Security
14. Chatter & Dashboards

7. Data Management:
1. Learning Objectives
2. Duplicate Management
3. Methods for Importing & Exporting Data
4. Salesforce IDs and External IDs
5. Data Loader
6. Import Wizard
7. Dataloader.io by Mulesoft
8. Considerations when importing data
9. Data Management Best Practice
10. Backing up Salesforce Data
11. Mass Action Functions
12. Salesforce Content
13. Document Folder & File Uploading Review

8. Sales & Marketing Applications:
1. Learning Objectives
2. Sales Overview
3. Web to Lead
4. Lead Scoring
5. Auto Response Rules
6. Lead Conversion
7. Assignment Rules
8. Opportunity Overview
9. Products & Pricebooks
10. Sales Productivity Features
11. Campaign Management

9. Service & Support Applications:
1. Learning Objectives
2. The Case Object
3. Case Settings
4. Support Processes
5. Case Escalation Rules
6. Email to Case
7. Web to Case
8. Solutions
9. Knowledge
10. Ideas
11. Customer, Partner & Employee Communities

10. Activity Management:
1. Activity Management

11. Desktop & Mobile Administration:
1. Learning Objectives
2. Salesforce1
3. SalesforceA
4. AppExchange

12. Mock Exam, Taking the exam & Exam Top tips:
1. Finding out information about the Exam, Online vs Onsite Exams
2. Booking a Salesforce Exam and what to expect!