ADM-211: Administration Essentials for Experienced Admin

Get ready for your exam by enrolling in our comprehensive training course. This course includes a full set of instructional videos designed to equip you with in-depth knowledge essential for passing the certification exam with flying colors.

What’s included

222 : Lectures
28h : Duration

$14.99/24.99

Getting Started

Lectures	Duration
1. CRM and ERP- 9m	9m
2. Cloud Computing- 13m	13m
3. Salesforce Career Paths and Certifications- 10m	10m
4. Leverage Trailhead- 8m	8m
5. Understand the Advanced Administrator Exam guide- 11m	11m
6. Salesforce Editions and Pricing- 4m	4m
7. Setup your own Developer Edition Account!- 4m	4m
8. Get an overview of Salesforce Standard Data Model- 3m	3m

Extending Custom Objects and Applications : Custom Objects and Considerations

Lectures	Duration
1. Section Overview- 3m	3m
2. Extending Custom Objects and Applications : Introduction- 4m	4m
3. Understanding the Enterprise data model - Field of Education- 7m	7m
4. Creating Custom Objects and Tabs- 5m	5m
5. Creating Custom Objects thro Schema Builder- 4m	4m
6. Exploring Fields and Field Types- 8m	8m
7. More about Text Field Types- 10m	10m
8. Picklists and Multi-Select Picklists- 8m	8m
9. Field Dependencies and Considerations- 10m	10m
10. Considerations while converting Field Types- 7m	7m

Extending Custom Objects and Applications : Relationships and Considerations

Lectures	Duration
1. Object Relationships - Overview- 4m	4m
2. Lookup Relationship - Overview- 12m	12m
3. Considerations while using Lookup Relationship- 9m	9m
4. Master-Detail Relationship - Overview- 8m	8m
5. Considerations while using M-D Relationship- 9m	9m
6. Relationship Conversion : Lookup to MD and vice-versa- 3m	3m
7. Many-to-Many Relationship - Overview- 7m	7m
8. Considerations while using Many-to-Many Relationship- 3m	3m
9. Self Relationship- 7m	7m
10. Hierarchial Relationhip- 4m	4m

Extending Custom Objects and Applications : External Objects and Relationships

Lectures	Duration
1. Configuring External Data Source and External Objects- 13m	13m
2. Experimenting on the External Objects- 5m	5m
3. Indirect Lookup Relationship- 16m	16m
4. External Lookup Relationship- 7m	7m
5. Considerations while using External Objects- 7m	7m

Security and Access : Object Level Access

Lectures	Duration
1. Section Overview- 2m	2m
2. Security and Access - Overview- 5m	5m
3. Managing Profiles- 15m	15m
4. Profiles - Considerations- 11m	11m
5. Permission Sets- 15m	15m
6. Salesforce Licenses - User Licenses, Permission Set Licenses and Feature License- 13m	13m

Security and Access : Record Level Access

Lectures	Duration
1. OWD- 22m	22m
2. OWD - Considerations- 10m	10m
3. Role Hierarchy- 16m	16m
4. Role Hierarchy - Considerations- 3m	3m
5. Sharing Rules : Owner-based Sharing Rules- 14m	14m
6. Sharing Rules : Criteria-based Sharing Rules- 5m	5m
7. Manual Sharing- 9m	9m
8. Manual User Record Sharing- 5m	5m
9. Sharing Rules - Considerations- 10m	10m
10. Manager Groups- 16m	16m
11. Standard Report Visibility- 1m	1m
12. Community and Portal User Visibility- 2m	2m
13. Access to Record Types- 2m	2m
14. Why someone is able to see a record?- 3m	3m

Security and Access : Field Level Access

Lectures	Duration
1. Field Level Security- 9m	9m

Security and Access : Delegated Administration

Lectures	Duration
1. Delegated Administration- 13m	13m

Security and Access : Enterprise Territory Management

Lectures	Duration
1. Enterprise Territory Management - Introduction- 12m	12m
2. Enabling Enterprise Territory Management- 7m	7m
3. Building a Territory Model- 6m	6m
4. Creating Territory and Territory Hierarchy- 7m	7m
5. Assigning Accounts to Territories- 8m	8m
6. Assigning Users to Territories- 1m	1m
7. Colloborate with Territory Models using Chatter- 2m	2m
8. Activating Territory Model- 2m	2m
9. Running Opportunity Territory Assignment Filter- 3m	3m

Process Automation : Overview

Lectures	Duration
1. Section Overview- 1m	1m
2. Automation Tools in Salesforce - Overview- 8m	8m

Process Automation : Troubleshoot an Approved Process

Lectures	Duration
1. Approval Process - A quick recap- 6m	6m
2. Troubleshoot an Approval Process- 23m	23m
3. Considerations while using Approval Processes- 11m	11m

Process Automation : Lightning Process Builder

Lectures	Duration
1. Lightning Process Builder - Introduction- 4m	4m
2. Using Process Builder to auto-create a record- 10m	10m
3. Using Process Builder to auto-create child records- 12m	12m
4. Using Process Builder to Update Child records- 8m	8m
5. Using Process Builder to Execute Time-Dependent Actions- 11m	11m
6. Using Process Builder to Send Email Alerts- 5m	5m
7. Using Process Builder to Auto Submit Records for Approval- 12m	12m
8. Using Process Builder to Configure Nested IF-ELSE conditions- 8m	8m
9. Using Process Builder to Build and Use Invocable Process- 20m	20m
10. Using Process Builder to Post to Chatter- 13m	13m
11. Using Process Builder to perform Quick Actions- 6m	6m
12. Process Builder Version Control Mechanism- 6m	6m

Process Automation : When to use which tool?

Lectures	Duration
1. Lightning Flow Builder- 7m	7m
2. Automation Tool Combinations- 3m	3m
3. Choose the Right Automation Tool- 7m	7m

Data Management : Overview

Lectures	Duration
1. Section Overview- 2m	2m
2. Data Management Tools - Introduction- 5m	5m
3. How to use Data Import Wizard?- 16m	16m
4. How to use Apex Data Loader?- 12m	12m

Data Management : Proactive Measures for Good Data Quality

Lectures	Duration
1. Evaluating Incoming Data Sources- 6m	6m
2. Enforce Data Entry Standards and Procedures- 11m	11m
3. Use Validation Rules to enforce data entry standards- 7m	7m
4. Considerations when mass importing records- 5m	5m
5. Duplicate Management : Matching Rules- 10m	10m
6. Duplicate Management : Duplicate Rules- 10m	10m
7. Assign a Data Steward- 2m	2m

Data Management : Reactive Measures for Data Quality Maintenance

Lectures	Duration
1. Data Quality Reports and Dashboards- 14m	14m
2. Merging Duplicate Accounts- 11m	11m
3. Merging Duplicate Contacts- 5m	5m
4. Merging Duplicate Leads- 4m	4m
5. Mass Deleting Records- 11m	11m

Data Management : Best Practices

Lectures	Duration
1. Optimize your Data Visibility Structure- 8m	8m
2. Data Skew- 3m	3m

Data Management : Data Enrichment

Lectures	Duration
1. Data Enrichment - Introduction- 7m	7m
2. Using Salesforce Data.com for data enrichment- 14m	14m
3. Third Party Apps- 3m	3m
4. Social Accounts, Contacts and Leads- 6m	6m

Data Management : Data Archival

Lectures	Duration
1. What is Data Archival and how to handle it?- 21m	21m
2. Various tools and options for archiving data - Part 1- 8m	8m
3. Various tools and options for archiving data - Part 2- 11m	11m

Auditing and Monitoring : Overview

Lectures	Duration
1. Section Overview- 2m	2m
2. What is Auditing and Monitoring?- 2m	2m

Auditing and Monitoring : Auditing

Lectures	Duration
1. Auditing using Record Modification Fields- 2m	2m
2. Auditing using Login History- 5m	5m
3. Auditing using Email Logs- 7m	7m
4. Auditing using Email Logs : Considerations- 2m	2m
5. Auditing using Field History Tracking- 10m	10m
6. Auditing using Field Audit Trail- 21m	21m
7. Auditing using Setup Audit Trail- 2m	2m
8. Auditing using Login Forensics- 7m	7m

Auditing and Monitoring : Monitoring

Lectures	Duration
1. Monitoring : Security Health Check- 11m	11m
2. Monitoring : System Overview- 3m	3m
3. Monitoring : Storage Usage- 6m	6m
4. Monitoring : Debug Logs - Configuration- 16m	16m
5. Monitoring : Debug Logs - Testing- 10m	10m
6. Monitoring : Jobs- 9m	9m
7. Monitoring : Outbound messages- 5m	5m
8. Monitoring : Time-Based Workflows- 14m	14m
9. Monitoring : API Usage Notifications- 3m	3m

Content Management

Lectures	Duration
1. Section Overview- 1m	1m
2. What is Content Management?- 5m	5m
3. Using Attachments to maintain files- 6m	6m
4. Using Documents to maintain files- 17m	17m
5. Salesforce Knowledge- 1m	1m
6. Add Google Docs to Salesforce- 7m	7m
7. Salesforce Files- 4m	4m

Content Management : Salesforce CRM Content

Lectures	Duration
1. Salesforce CRM Content : Introduction and Setup- 6m	6m
2. Salesforce CRM Content : Creating and Managing Libraries- 20m	20m
3. Salesforce CRM Content : Configuring Record Types to Libraries- 11m	11m
4. Salesforce CRM Content : Creating and Managing Content Packs- 3m	3m
5. Salesforce CRM Content : Content Versioning- 9m	9m
6. Salesforce CRM Content : Content Delivery- 9m	9m

Change Management : Overview

Lectures	Duration
1. Section Overview- 2m	2m
2. What is Change Management??- 1m	1m
3. Benefits of Change Management- 1m	1m
4. Key Stages of Change Management- 10m	10m
5. Development Methodology Options- 3m	3m
6. Develop a Change Management Strategy- 2m	2m

Change Management : Managing Sandboxes

Lectures	Duration
1. Sandboxes and Sandbox Environment types- 7m	7m
2. How to create a Sandbox?- 9m	9m
3. Establish a deployment connection between Production and Sandbox- 4m	4m
4. How to delete a Sandbox?- 2m	2m
5. How to do a Sandbox Refresh?- 14m	14m

Change Management : Metadata Export

Lectures	Duration
1. What is Metadata and Metadata Export?- 3m	3m
2. Metadata Export using Force.com IDE- 6m	6m
3. Force.com CLI and Automated Metadata Export- 18m	18m

Change Management : Metadata Deployment

Lectures	Duration
1. Salesforce Metadata Deployment - Overview- 3m	3m
2. Salesforce Packages- 11m	11m
3. Deployment of Metadata using Change Sets - Outbound- 15m	15m
4. Deployment of Metadata using Change Sets - Inbound- 9m	9m
5. Best Practices while using Change Sets- 8m	8m
6. Deployment of Metadata using Force.com IDE- 12m	12m
7. Deployment of Metadata using Snapshot- 11m	11m

Sales Cloud Applications : Campaign Management

Lectures	Duration
1. Section Overview- 2m	2m
2. Executing a successful marketing campaign- 9m	9m
3. Creating a new campaign- 6m	6m
4. Setting up Campaign Hierarchy- 12m	12m

Sales Cloud Applications : Lead Management

Lectures	Duration
1. Steps for Effective Lead Management- 10m	10m
2. Creating a new Lead- 1m	1m
3. Lead Conversion Process- 4m	4m

Sales Cloud Applications : Account and Contact Management

Lectures	Duration
1. Account and Account Hierarchy- 6m	6m
2. Configuring Account Team- 20m	20m
3. Understanding Person Accounts- 6m	6m
4. Account Contact Relationship - Contacts to Multiple Accounts- 7m	7m

Sales Cloud Applications : Product Management

Lectures	Duration
1. Create Products, Price Books and Price Book Entries- 7m	7m

Sales Cloud Applications : Opportunity Management

Lectures	Duration
1. Opportunity and Opportunity Products- 10m	10m
2. Opportunity Product Scheduling - Quantity Scheduling and Revenue Scheduling- 10m	10m
3. Opportunity Teams- 7m	7m

Sales Cloud Applications : Quote Management

Lectures	Duration
1. Enable Quotes- 5m	5m
2. Create Quotes- 4m	4m
3. Generate Quote PDF- 2m	2m
4. Email Quote to Customer- 2m	2m
5. Sync Quote to Opportunity- 6m	6m

Sales Cloud Applications : Collaborative Forecasts

Lectures	Duration
1. Colloborative Forecasting - Enable Forecasts- 4m	4m
2. Adding Forecast Types- 6m	6m
3. Configure Default Forecast Display- 2m	2m
4. Enable Forecast Adjustments- 4m	4m
5. Enable Cumulative Forecast Rollups- 8m	8m
6. Enable Colloborative Forecast Users- 1m	1m
7. Understanding Colloborative Forecast Hierarchy- 4m	4m
8. View and Analyze Forecasts- 19m	19m

Service Cloud Applications : Case Management

Lectures	Duration
1. Creating a new case- 4m	4m
2. Email-to-Case functionality- 11m	11m
3. Case Assignment Rules- 10m	10m
4. Case Escalation Rules- 16m	16m

Service cloud Applications : Entitlement Management

Lectures	Duration
1. Entitlement Management - Introduction- 8m	8m
2. Enable Entitlement Management- 9m	9m
3. Create Milestone- 4m	4m
4. Create Entitlement Process- 4m	4m
5. Add milestone to entitlement process- 4m	4m
6. Add milestone actions- 8m	8m
7. Activate Entitlement Process- 2m	2m

Service Cloud Applications : Interaction between Support Agents and Customers

Lectures	Duration
1. Configure Service Cloud Console App- 12m	12m
2. Configure Agent Console Tab- 11m	11m
3. Case Feed- 3m	3m

Service Cloud Applications : Knowledge Management

Lectures	Duration
1. Enabling Salesforce Knowledge- 3m	3m
2. Configure Data Categories and Data Category Assignments- 6m	6m
3. Configure Knowledge Validation Status- 2m	2m
4. Configure Knowledge Article Actions- 4m	4m
5. Create Article Types- 5m	5m
6. Create and Publish Articles- 3m	3m

Analytics,Reports and Dashboards

Lectures	Duration
1. Understand Analytics using Reports and Dashboards- 7m	7m
2. How to use Report Builder- 14m	14m
3. Create and Use Tabular Reports- 5m	5m
4. Create and Use Summary Reports- 9m	9m
5. Create and Use Matrix Reports- 6m	6m
6. Create and Use Joined Reports- 6m	6m
7. Create Custom Report Types- 10m	10m
8. Report Scheduling- 6m	6m
9. Create Dashboards with Dashboard Components for Matrix and Summary Reports- 14m	14m
10. Create Dashboards with Dashboard Components for Tabular and Joined Reports- 8m	8m
11. Setup Dynamic Dashboard Filters- 6m	6m
12. Scheduling Dashboard Refresh- 5m	5m