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Lectures |
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1. Course Introduction, Exam Guide and Security and Access Introduction- 4m |
2. Salesforce Security Model Overview- 6m |
3. User License Types- 9m |
4. Profiles- 12m |
5. Permission Sets- 9m |
6. Record and Field Level Access- 7m |
7. Sample Questions #1 & #3 from the Exam Guide- 13m |
8. Setting Organization-Wide Defaults- 5m |
9. Controlled by Parent- 9m |
10. Roles and the Role Hierarchy- 6m |
11. Logging in as Another User- 5m |
12. Profiles vs- 9m |
13. Ownership-Based Sharing Rules- 11m |
14. Criteria-Based Sharing Rules- 11m |
15. Manual Sharing- 4m |
16. Teams Access- 14m |
17. Record Ownership and Queues- 3m |
18. Public Groups- 10m |
19. Running the Health Check- 5m |
20. Account Owner Report- 7m |
21. Communities’ Security Settings- 14m |
22. Record Type Security Considerations- 14m |
23. Delegated Administration- 5m |
24. Territory Hierarchy Access Introduction- 2m |
25. Enabling Territory Management- 4m |
26. Configuring Territory Management- 4m |
27. Creating Territory Models- 2m |
28. Creating Territories- 2m |
29. Assigning Accounts to Territories- 6m |
30. Assigning Users to Terriotories- 2m |
31. Activating a Territory Model- 3m |
Lectures |
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1. Extending Custom Objects and Applications Introduction- 4m |
2. Creating a Custom Object- 7m |
3. Creating a Junction Object- 4m |
4. Creating a Hybrid Junction Object- 5m |
5. Leveraging a Junction Object Across Multiple Record Types- 13m |
6. Assigning an Asset to a User via the Hybrid Junction Object- 10m |
7. Considerations for Relationships- 16m |
8. Creating the Asset Management App- 9m |
Lectures |
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1. View Setup Audit Trail- 1m |
2. Email Log- 4m |
3. Debug Log- 4m |
4. Event Monitoring- 7m |
5. Session Management- 2m |
Lectures |
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1. Course and Sales Cloud Applications Introduction- 1m |
2. Specifying a Parent Account / Account Hierarchy Creation- 3m |
3. Account Hierarchy and the Impact on Data Access- 5m |
4. Account Teams (aka Sales Teams)- 2m |
5. Implementing Paths in the Sales Cloud- 7m |
6. Customer Scenarios for Territory Management- 3m |
7. Opportunity Splits- 12m |
8. Products and Pricing on Opportunities- 5m |
9. Creating Pricebooks and What is the Standard Price Book?- 11m |
10. Enabling Product Scheduling- 5m |
11. Establishing Quantity and Revenue Scheduling on an Opportunity- 5m |
12. Enabling and Creating Quotes- 8m |
13. Syncing Quotes with Opportunities- 4m |
14. Quote Templates and Generating PDFs- 7m |
15. Creating Orders that Don't Require a Contract- 5m |
16. Adding the Orders and Contracts Related Lists to the Account Page Layout- 4m |
17. Creating Contracts- 5m |
18. Contract Settings- 4m |
19. Contact Roles on Contracts- 6m |
20. Collaborative Forecasts- 6m |
21. Customizable vs- 6m |
22. Creating Forecast Types- 9m |
23. Setting a Forecast Manager on a Territory- 6m |
24. Setting a Default Display Forecast Currency- 2m |
25. Configuring the Forecasts Hierarchy- 3m |
26. Cumulative Forecast Rollups- 5m |
27. Sharing Forecasts- 1m |
28. Custom Fiscal Year Considerations- 3m |
Lectures |
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1. Service Cloud Applications Introduction- 1m |
2. Creating Support Processes- 4m |
3. Creating Case Record Types- 2m |
4. Service Console Introduction- 6m |
5. Customizing the Service Console with the Lightning App Builder- 4m |
6. Customizing the Service Console via App Settings- 13m |
7. Creating a Lightning Home Page for the Service Console- 8m |
8. Case Feed Overview - Lightning vs- 5m |
9. Case Feed Customization in Lightning Experience - Log a Call Quick Action- 7m |
10. Case Feed Customization in Lightning Experience - Close Case- 8m |
11. Case Feed Customization in Lightning Experience - Send Email- 3m |
12. Enabling Email to Case- 10m |
13. Case Closure- 5m |
14. Enabling Salesforce Knowledge- 4m |
15. Salesforce Knowledge Article Types vs- 5m |
16. Knowledge Data Categories- 10m |
17. Creating Knowledge Articles, Assigning Data Categories and Publishing Articles- 11m |
18. Adding the Knowledge Component to the Console- 3m |
19. Case Teams- 8m |
20. Additional Support Features- 4m |
Lectures |
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1. Data Management Introduction- 2m |
2. Validation Rules- 12m |
3. Conditional Validation Rules by User Profile- 7m |
4. Duplicate Management- 8m |
5. Creating a Duplicate Rule and Matching Rule- 7m |
6. Adding the Potential Duplicates Lightning Component to a Detail Page- 5m |
7. Duplicate Jobs, Duplicate Record Sets and Duplicate Record Set Items- 4m |
8. Field Dependencies and Making Dependent Picklist Values Required- 12m |
9. Data Enrichment through Data.com- 10m |
10. Data Archiving- 5m |
Lectures |
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1. Course and Content Management Introduction- 1m |
2. Salesforce CRM Content Settings and Enablement- 5m |
3. Creating Content Packs- 7m |
4. Disabling Content Pack Creation- 3m |
5. Setting Library Permissions - Granting Users Access to a Library- 3m |
6. Working with Libraries in Lightning Experience (via Files)- 3m |
7. Documents vs- 14m |
Lectures |
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1. Change Management Introduction- 1m |
2. Sandboxes and Change Sets- 10m |
3. Unmanaged Packages- 5m |
4. Force.com IDE- 3m |
5. Ant Migration Tool- 2m |
6. Workbench- 6m |
7. Salesforce DX and CLI- 3m |
Lectures |
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1. Analytics, Reports and Dashboards Introduction- 1m |
2. Custom Report Types- 10m |
3. Salesforce Report Formats- 5m |
4. Reporting Snapshots Demo- 9m |
5. Historical Trend Reporting Demo- 3m |
6. Bucketing- 3m |
7. Custom Summary Formulas- 4m |
8. Joined Reports- 5m |
9. Cross Filters- 4m |
10. Creating a Dynamic Dashboard- 5m |
11. Dashboard Filters- 3m |
12. Retired Exam Guide Sample Question #4- 5m |
Lectures |
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1. Process Automation Introduction- 3m |
2. Automation Home- 2m |
3. Process Automation Cheat Sheet- 4m |
4. Workflow Rules and Available Actions- 4m |
5. Field Updates via Workflow Actions- 10m |
6. Cross-Object Field Updates and Making Fields Required- 10m |
7. Email Templates, Email Alerts and Process Automation Settings- 9m |
8. Troubleshooting Email Alerts- 8m |
9. Creating New Object Records via Workflow Rules - Tasks Only- 4m |
10. Outbound Messages- 7m |
11. Time-Based Actions- 2m |
12. Time-Based Workflow Queue- 3m |
13. Approval Processes- 11m |
14. Troubleshooting an Approval Process- 9m |
15. Adding Items to Approve Component to Home Page Layout- 2m |
16. Process Builder Intro- 2m |
17. Actions Available from the Process Builder- 5m |
18. Converting Workflow Rules into a Process- 9m |
19. Process Versioning- 9m |
20. Viewing Scheduled Actions from Processes - Paused Flow Interviews- 3m |
21. Adding Multiple If/Then Statements in Processes and Post to Chatter- 9m |
22. Example Processes- 3m |
23. Troubleshooting Processes- 7m |
24. Flow Builder Introduction- 6m |
25. Using Flow Templates- 4m |
26. Setting Flow User on Your User Account- 2m |
27. Flow Types and Building Flows- 4m |
28. Screen Flows and Autolaunched Flows- 12m |
29. Other Types of Flows- 8m |
30. When to Use Visualforce and Apex Triggers- 3m |
31. Monitoring Flows and Processes- 2m |
32. Order of Execution- 5m |
33. Retired Exam Guide - Sample Question #5- 3m |
34. Trailmix for the Advanced Admin Exam- 3m |
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