2023 Salesforce Administrator Credential - Trail

Learning Objectives

After completing this module, you’ll be able to:

• Set up multi-factor authentication for your users.

• Use the Salesforce Authenticator app for MFA logins.

• Get login information about users who log in to your org.

Learning Objectives

After completing this module, you’ll be able to:

• Understand how My Domain provides more control over your login process.

• Customize your domain name, URL, and login page.

Learning Objectives

After completing this module, you’ll be able to:

• Create a Federation ID.

• Set up single sign-on from an external identity provider.

• Become familiar with the tools to troubleshoot SAML requests.

Learning Objectives

In this project, you’ll:

• Activate multiple currencies with exchange rates.

• Adjust the exchange rate with advanced currency management.

• Build a unique home page for specific profiles.

• Construct a unique list view.

• Create Chatter groups.

Another way to work with the exchange rate is through the advanced currency management tool. You can manage rates with specific dates.

The home page is what your users see first after logging in. This page can be customized to highlight information specific to the user. Easy access to pertinent information = increased efficiency. We customize the home page through the use of the Lightning App Builder.

Sales users need quick access to accounts in two specific industries. Let’s customize a list view so users can conveniently access these accounts.

Chatter is a great collaboration tool for your users. Through the use of Chatter groups, users can communicate and share. Chatter groups are classified as either public or private. Public means anyone can see and add posts, comments, and files. Anyone can join a public group. Private means only group members can see and add posts, comments, and files. People must ask the group's owner or managers to join a private group. But first, the groups need to be created.

Learning Objectives

After completing this unit, you’ll be able to:

• Describe a user account and the type of information it contains.

• Add a single user or multiple users.

• Use the Salesforce mobile app to manage users on the go.

Learning Objectives

After completing this unit, you’ll be able to:

• Describe the difference between object and field level security

• Describe how to set org–wide default sharing settings

In this project, you’ll get hands-on practice setting up some of the basic but oh-so-useful functions a business needs when implementing Salesforce—from adding users and creating Chatter groups to modifying your data model to fit your business needs and automating processes for max efficiency.

You’ll find step-by-step instructions on how to get some important functions going for team members in your Customer Support department. By going through these exercises, you’ll learn what's possible with the Salesforce platform and some of its specific applications. So let’s dive in.

Salesforce offers lots of customization options that allow you to tailor your org to fit the needs of your teams. Like a gearhead tricking out a muscle car, you can add some pretty sleek bells and whistles—creating processes and record types, customizing fields, and creating picklists—all to suit the needs of your business and keep its engine purring.

Having a consistent look makes correspondence from your teams instantly recognizable and professional. Here, we’ll configure a template and letterhead that can be used by all team members for their day-to-day email needs.

Learning Objectives

In this project, you’ll:

• Create new custom fields to meet business requirements and facilitate accurate data entry with formulas, picklists, and lookups.

• Ensure users have access to the right fields with page layouts.

• Manage multiple business scenarios with record types and business processes.

• Maintain data quality with history tracking and data validation.

Picklists offer a selection of options available for specific fields in a Salesforce object, such as a list of regions. Users can then choose a single value from a list of options rather than make an entry directly in the field, which cuts down on errors and helps keep data clean. Field dependencies are filters that allow us to change the contents of a picklist based on the value of another field. Rather than displaying every value for Region in a single picklist, you can limit the values that are displayed based on a value for another field, like Zone. That way our users can find the appropriate option more quickly and easily.

Lookup filters limit the records available in the lookup. A lookup filter can reference other fields on the same record (source); fields on the records of the lookup object (target); fields on the user's record, profile, and role; and fields on records directly related to the target object.

VP of Sales Allison Wheeler has requested your help in collecting additional information on opportunities. First, she’d like sales and executive users to see their commission calculated for won opportunities. She’d also like the regions and zones of accounts displayed on opportunities for all to see. And, in an effort to enhance pipeline accuracy, she’d like to display the discounted amount whenever a discount has been applied to an opportunity

Handle these requests by creating custom formula fields, which allow you to define calculations that reference other fields to display new numeric, text, date, or checkbox values specific to business requirements. Let’s get started.

Noah Larkin would like a few more things tweaked for this teams. He'd like you to set up some page layouts (next step of this project), but first you need to lay the groundwork by creating record types. Record types determine the business processes, page layouts, and picklist values users have access to.

Setting up record types will ensure that when Noah's Consulting Team views customer accounts, they won't also see the partner accounts. The team also has to scroll through a long list of values in the industry field when they use partners for consulting or training. Creating record types will allow them to simply choose from Consulting or Education in these cases. Let's get to it.

Noah Larkin, AW Computing’s VP of Services, is concerned that his Consulting team uses accounts to record details of consulting partners, but some of the fields they see are not applicable to their partner accounts—he would like all sales-related information removed.

Allison Wheeler also contacted you with a request. She's concerned that the new account fields appear together in the top section of account record detail pages. She’d like them organized into different sections to make it easier for her team to find the right information.

You can solve both of these issues using page layouts, which control the fields, sections, related lists, and buttons that appear when users view or edit a record.

VP of Support Noah Larkin would like to know which accounts are being marked as having support plans each week, so he can track which accounts don’t have a support plan expiration date.

To fulfill Noah’s request, enable history tracking, which allows you to track changes on up to 20 standard or custom fields on an object which can be viewed on a record’s History related list or through History reports. For each field, tracking logs the date and time of change, the user making the change, and old and new values.

Noah Larkin can now track which accounts don’t have a support plan expiration date, but he also wants to ensure that, going forward, all users enter the support plan expiration date when the Has Support Plan checkbox is selected on an account. Allison Wheeler has a similar request. She’d like to ensure that sales reps enter a Close Reason whenever an opportunity is lost.

Take care of Noah’s and Allison’s requests by creating validation rules, which allow you to specify your own criteria to prevent users saving invalid data in one or more fields.

Note: An important point to keep in mind when working with validation rules is the impact on existing data. Validation rules apply to both future data and current data so the admin may need to populate the required data of the existing records to ensure any future integrations aren't blocked.

Learning Objectives

After completing this unit, you’ll be able to:

• Describe what business accounts and contacts are, and explain how they’re related.

• Describe what a person account is.

• Add a new business account and associated contact.

Learning Objectives

After completing this unit, you’ll be able to:

• Understand different types of relationships your accounts and contacts can have.

• Relate a single contact to multiple accounts.

• Create a hierarchy among related accounts.

• Set up an account team.

Learning Objectives

After completing this unit, you’ll be able to:

• Understand how leads fit into the sales process.

• Understand what happens when you convert a lead.

• Create and convert leads.

Learning Objectives

After completing this unit, you’ll be able to:

• Describe how to use opportunities.

• Create an opportunity.

• Add contact roles to an opportunity.

Learning Objectives

After completing this unit, you’ll be able to:

• Explain when to use opportunity teams and account teams.

• Apply revenue splits and overlay splits to an opportunity.

Learning Objectives

After completing this unit, you’ll be able to:

• Update a record’s stage or status using Path.

• Update records in the Kanban view.

• Use filters and view charts in the Kanban view.

Lightning Experience is designed to give you more options and help you work faster than ever. In this unit, we explore how the Path and the Kanban view can help you track, manage, and update your records.

Learning Objectives

After completing this unit, you’ll be able to:

• Explain how products and price books work together.

• Set up a price book.

• Define a product schedule.

Learning Objectives

After completing this unit, you’ll be able to:

• Explain how quote templates help sales reps efficiently prepare quotes for customers.

• Set up quote templates.

• Create contracts.

Learning Objectives

After completing this unit, you’ll be able to:

• Explain how quote templates help sales reps efficiently prepare quotes for customers.

• Set up quote templates.

• Create contracts.

Learning Objectives

After completing this unit, you’ll be able to:

• Describe what Salesforce campaigns are.

• Explain why marketing teams use campaigns.

• List three things campaigns can be used for.

Learning Objectives

After completing this unit, you’ll be able to:

• Understand how campaign hierarchies let you group and analyze related marketing efforts.

• Describe the levels of a typical campaign hierarchy.

• List the marketing results displayed with hierarchies.

• Understand how record types make managing campaigns easier.

Learning Objectives

After completing this unit, you’ll be able to:

• Describe who can be added to campaigns.

• Describe the methods for adding members to campaigns.

• Describe how to use campaign member statuses to track responses.

Learning Objectives

After completing this unit, you’ll be able to:

• Describe the categories of information available in campaign reports.

• Explain how to find out-of-the-box campaign reports.

• Describe three example reports.