Complete Salesforce Certified Platform Administrator Course

In this introductory lesson for the first knowledge area of the exam, I provide an overview of the core concepts and learning objectives related to Configuration and Setup.

In this lesson, we review Fiscal Year settings.

In this lesson, we cover how to switch between the Lightning Experience and Salesforce Classic user interfaces.

In this lesson we use ChatGPT to analyze learning objectives from the Salesforce Certified Administrator Exam Guide.

In this lesson we set the Business Hours for our org. We also leverage ChatGPT to learn more about the importance and impact of setting Business Hours.

In this lesson, we enable multiple currencies in our org. We will later add additional currencies once we start working more fully with Opportunities in the Sales and Marketing Applications section of the course.

In this lesson, we explore the default settings which can be set on the Company Information screen.

In this lesson we use ChatGPT to analyze the User Interface learning objective from the exam guide.

In this lesson we explore the User Interface Settings in Salesforce.

The App Menu is used to set the default sort order of apps as they appear in the App Launcher for end users.

In this lesson, we compare and contrast responses and potential errors given from the GPT 3.5 and 4 learning models.

In this lesson we explore the different kinds of list views available in Salesforce. List Views in Salesforce are customizable views of records within an object, such as accounts or opportunities. They allow users to filter, sort, and display specific sets of data based on criteria they define. Benefits of List Views include the ability to easily segment and prioritize records, share views

with team members, and perform mass actions on multiple records at once. Use cases include sales representatives filtering their opportunities by stage, support teams viewing cases by priority, and managers tracking the progress of leads in their pipeline.

You can add global quick actions to almost any page that supports actions. Use global actions to let users log call details, create or update records, or send email, all without leaving the page they’re on. Global create actions enable users to create object records, but the new record has no direct relationship with other records.

In this lesson, we visit the Publisher Layout for Global Actions to add the Email Global Action to the Layout. We then create a new Global Action to create new Contracts with a default Status designation. Once that new Global Action is created, we adjust our Publisher Layout to add the New Contract to the Global Actions list and put it to the test.

In this lesson, we preview the Lightning App Builder by building a single page app called Contract Corner. We use the Lightning App Builder to drag and drop various Lightning Components onto our Lightning page and then save and activate our page. We make further adjustments to our app and put it to the test.

In this lesson we deactivate a user and then create a new user account with the resulting available Salesforce license.

Here we dive into maintaining user accounts as well as logging in as other users.

If you can't deactivate a user but need to keep them out of your Salesforce instance, you can instead freeze their account.

Setup Audit Trail tracks the recent setup changes that you and other admins make. Audit history is especially useful when there are multiple admins.

Specify the hours when users can log in based on the user profile.

You can enable the Enhanced Profile User Interface in your org by going to User Management Settings inside of Setup.

In this lesson, we adjust our session settings to allow for longer times of inactivity without being logged out. Here we also set to not be forced to log back in once logging out as another user.

In this lesson we review the sharing model of Salesforce and get introduced to a great reference resource, the Guide to Sharing Architecture.

In this lesson, we discuss Salesforce Profiles and the functionality which they provide to users. Users must be assigned to a Profile.

Permission Sets work much like Profiles, but you can assign a user to multiple Permission Sets. We explore scenarios where a Permission Set may be preferable to creating a new Profile instead.

Organization Wide Defaults are explored via the Sharing Settings in Setup. We also discuss granting access using the role hierarchy.

Here we learn more about the Role Hierarchy of our orgs. Role Hierarchy enables the vertical sharing of records.

Sharing Rules are set in Sharing Settings and enable the lateral sharing of records.

Manual sharing enables the sharing of records with other users.

Another security component of Salesforce is Team Access. In this lesson, we enable Team Selling and add the Opportunity Team related list to the Opportunity page layouts.

In this lesson I address user customizations, where users may adjust the related lists on their detail pages. We can override those customizations to force new changes to page layouts into the view of users who have previously made customizations, so they can then see those new changes.

You can grant access to users to the Lightning Experience user interface by way of a Permission Set. We create this permission set and assign it to our new user account that we previously created.

In this lesson, I discuss Reports and Dashboard folders, as well as the security model impact on the contents of reports and dashboards.

In this lesson, we create a sample Restriction Rule on the Contract object. For this restriction rule, we are restricting users located in the Pacific Time Zone from viewing any contract records other than those that they own.

In this lesson we use ChatGPT to further compare and contrast Salesforce Profiles and Permission Sets.

A permission set group streamlines permissions assignment and management. Use a permission set group to bundle permission sets together based on user job functions. Users assigned the permission set group receive the combined permissions of all the permission sets in the group. You can include a permission set in more than one permission set group. Updates in a permission set propagate to all permission set groups that include the permission set. You can also remove individual permissions from a group with the muting feature, to further customize the group.

Dissecting and Analyzing the Configuration and Setup Knowledge Area with ChatGPT.

In this lesson, I start the process of creating a Study Guide in Google Docs. I copy content from ChatGPT and paste into a Google Doc. I then run you through how to clean up the formatting of your study guide.

In this lesson, we leverage ChatGPT to analyze the Salesforce Certified Administrator Trailmix.

In this lesson, we leverage ChatGPT to analyze and dissect the Study for the Administrator Certification Exam trail.

In this lesson, we use ChatGPT to create additional practice test questions based upon existing questions found on the Trailhead practice test.

In this lesson we leverage ChatGPT to dissect and analyze Trailhead Superbadges associated with this knowledge area of the exam.

In this lesson, we leverage ChatGPT to generate 10 different custom object ideas which we could build. ChatGPT also provides us with a list of potential fields and relationships that may need to be built for these custom objects.

In this lesson, we create the Warranty custom object.

In this lesson, we relate our new custom Warranty object with the standard Asset object.

In this lesson, we create two asset records and then add one or multiple warranties to them by way of the Warranties related list on the Asset Page Layout

In this lesson, we get introduced to the Schema Builder. We use the Schema Builder to create a new custom field for warranty descriptions and add it to the page layout.

In this lesson, we review page layouts and field visibility for our new Description field which we created via the Schema Builder.

In this lesson, we create another lookup field, this time to Account from Warranty, to be able to record the Warranty Provider information

In this lesson, we create two custom date fields for warranty start and end dates

In this lesson, we create a custom picklist field for warranty status

In this lesson, we ultimately want to create a new Master-Detail relationship field for the primary Warranty Contact. This will end up being a master-detail relationship with the Contact object, but since we have previously created records for our custom object, we must first create the field as a lookup relationship. We can then populate the new lookup field for all legacy warranty records and once that new field is populated in all records, can then convert that field type to master-detail.

In this lesson, we edit the account and contact page layouts to include related lists for primary warranty contact and warranty providers.

In this lesson, we use ChatGPT to generate ideas for custom objects we could create that could serve as junction objects

In this lesson, we ask ChatGPT to spell out how to create a junction object for our warranty management scenario. We settle for one and I leave it to you to follow the directions. We will look at our results in the next lesson.

In this lesson, we review our junction object functionality from both the front and back end, as well as visualize it in the Schema Builder.

In this lesson, we retire our previous primary contact functionality, which was a master-detail relationship directly from contact to warranty, in favor of our new warranty contact role junction object. Once we delete the old master-detail relationship, we elect to add a primary designation to the role field on primary contact role as well.

In this lesson, we introduce four record types on the account object for warranty providers, clients, prospect and vendors

In this lesson, we rename our account page layouts to coincide with their respectively assigned record types and adjust the page layouts to include the Account Source field. We show and hide picklist options by Record Type and then also demonstrate what happens when a user creates a new account and has either one or multiple record types assigned to their profile.

In this lesson, we add a lookup filter on the Warranty Provider field to only return accounts that are Warranty Providers in the lookup.

In this lesson, we prompt ChatGPT for 10 different formula field examples, along with their return types and the actual code to be used. We put one of these formulas to the test to calculate the age of a contact and display it on the page layout.

In this lesson, we update the Warranty Provider account page layout to include a Warranties related list.

In this lesson we leverage ChatGPT to give us Apex code which we can run in the Execute Anonymous window of the Developer Console to mass update all of our account records without a Record Type to be update to Propsects.

In this lesson, we review our account page layouts and make changes to the related lists to include on some. We also use a page layout as a starting point to create a new page layout for an admin specific page layout for client accounts. We then put our new page layout to the test, viewing it as ourselves as well as a non-admin user.

In this lesson, we create a rollup summary field to total the amount of all closed won opportunities for accounts.

In this lesson, we leaverage ChatGPT again to give us apex code to execute anonymous. This code finds all accounts with a record type of Prospect and our rollup summary field when greater than 0 and updates those accounts to clients.

In this lesson, we discuss the Type field on Account and scenarios where an org may outgrow the need for that field and elect in favor of introducing Record Types, such as needing different page layouts and picklist values. We retire the Type field by removing it from List Views and Page Layouts.

In this lesson, we create a custom Lightning Home Page using the Lightning App Builder.

In this lesson, we use the Lightning App Builder to create a Warranty Management app. We add a Home page tab to our navigation items so that the default home tab displays correctly for our new Warranty Management lightning app.

In this lesson, I leverage ChatGPT to dissect and analyze the Object Manager and Lightning App Builder Knowledge Area with ChatGPT.

In this lesson, I prompt ChatGPT to create a Study Guide for the Object Manager and Lightning App Builder knowledge area of the admin exam.

In this lesson, I leverage ChatGPT to analyze parts of the Trailmix specific to this knowledge area.

In this lesson, I use ChatGPT to expound upon the key topics of this knowledge area found in the Study for the Administrator Certification Exam trail

In this lesson, we create a picklist field called Client Onboarding Stage to be used on Client Accounts. This is to accomodate a custom business process.

In this lesson, we enable Paths in our org. We then create a Path for Client Accounts for the Client Onboarding Stage custom picklist we previously created.

Now that we have our Path created, it is time to add it to the appropriate page layouts

In this lesson, I share resources for Practice Test Questions that span either across all knowledge areas, as well as for this particular knowledge area

In this lesson, I review the core Marketing components of Salesforce, to begin getting you familiar with Campaigns, Leads and Contact records

In this lesson, we get information on what Leads are in Salesforce from ChatGPT. We enter in a Lead record manually.

In this lesson, we generate the code for a Web to Lead form in Salesforce

In this lesson, we test our Web to Lead form. We then use ChatGPT to improve the styling of our form and test it out at replit.com

You can use the lead settings below to specify default lead behavior for your organization.

In this lesson, we convert a Lead into an Account, Contact and Opportunity

In this lesson, we start the custom to custom field mapping for the lead conversion process. In the end, we have more custom fields needed on the Contact, Account and Opportunity objects to avoid data loss during the lead conversion process, which we will rectify in the next lesson.

In this lesson, we create custom fields to match the Primary, Product Interest and SIC Code custom fields on the Lead Object

In this lesson, we revisit ChatGPT to update our Web to Lead code to pass a hidden field value for Lead Source and set it to Web. We also make our form more response and add validations by way of using Bootstrap on our form, with ChatGPT updating our code for that as well.

In this lesson, we create queues for incoming leads.

In this lesson, we create an Assignment Rule to route new incoming leads that have expressed a product interest to their respective queues. I also provide troubleshooting tips to force the Assign using active assignment rule checkbox to display.

In this lesson, we create Lead Processes to handle different types of leads in our org. For our scenario, we will be creating Generator, Power Supply and Both (Generator & Power Supply) Lead Processes.

In this lesson, we create Lead Record Types to correspond with our Lead Processes.

We add additional picklist values to the Lead Status field and add them to their appropriate Lead Processes. We then reorder the Lead Status picklist values at the field level so that they make sense sequentially.

In this lesson we enter a lead record and adjust the Industry picklist values by Record Type. This is to demonstrate how to show and hide various picklist values by Record Type and how that differs from the Lead Status field, which is adjusted in the Lead Process

In this lesson, we add additional picklist values for Product Interest to accomodate not only generatator series interest, but also leads that may be interested in various power supply series. We dynamically show and hide these values based on the record type of the lead by way of the picklists available for editing.

We now rename our Lead page layouts to more closely align with the purpose for each layout, based on record type. We also add the Record Type field to each of the page layouts. We additionally hide the Current Generators field on the Power Supplies page layout.

In this lesson, we leverage ChatGPT to generate SOQL queries and to also get Apex code to execute anonymously. We first mass update all leads that are open and have a Product Interest expressed to now be updated to the Generator Record Type. For those remaining leads that have neither a Record Type nor a product interest, we mass update to the Both Record Type, once again using ChatGPT for our execute anonymous code. We also leverage ChatGPT to help us find and debug code errors along the way.

In this lesson, we gain best practice advice from ChatGPT on whether we should convert our Product Intertest field into a multi-select picklist or create a second picklist field.

In this lesson, we convert the custom Product Interest picklist field to be renamed Generator Product Interest. We remove picklist values related to Power Supplies for it. We then create a Power Supply Product Interest Picklist field for leads to also be able to express interest in one of our Power Supply products.

With the introduction of our second product interest field, we go through our Lead page layouts to bring both picklist fields together. We also update our All Open Leads list view to include both product interest picklist fields now.

In this lesson, we update the custom to custom field mapping for our Lead conversion process. We need to update the field label and api name for one of the custom fields on opportunity and need a second picklist field to capture the other type of product interest.

In this lesson, we discuss more complex scenarios when leads may have multiple product interests beyond one individual product line. We explore various scenarios of how this may be handled, along with revisiting our lead conversion process to verify that our Description information on the Lead is captured in the new Contact record as a Lead is converted.

You don't have access to Einstein Lead Scoring or Opportunity Scoring in your free developer accounts. In this lesson, I provide several resources that preview how Einstein approaches scoring as well as how it looks and behaves in the interface. We leverage ChatGPT to create our own Lead Scoring algorithm for a custom lead scoring solution.

In this lesson, we test our lead score formula and make adjustments and then test the effects on a lead detail page for that lead score.

In this lesson we add the Lead Score field to our All Open Leads list view in order to sort by Lead Score.

In this lesson, we set up a Lead auto response rule and then put it to the test by revisiting our Web-to-Lead form

In this lesson, we review the Lead Conversion process and the subsequent account that is created. We populate a Parent Account and establish and account hierarchy between accounts

In this lesson we enable contacts to multiple accounts

In this lesson, we review the new Account Contact Relationship object in the Object Manager. Once you enable contacts to multiple accounts in Salesforce, the Account Contact Relationship object appears in your org and serves as a type of junction object that resides between Account and Contact. This enables creating related lists on the Account for Related Contacts and the Contact page layouts for Related Accounts. We run through this process as well as deleting the now redundant Contact related lists from the Account page layouts.

In this lesson, we get an overview of how Opportunities work in Salesforce. We preview the probability percentagess by stage of an opportunity and their impact on your forecast.

In this lesson, we create three Sales Processes and associated Opportunity Record Types for Generator, Power Supply and Both

In this lesson, we add an additional Stage to the Generator Sales Process. We adjust the probability of a stage and review which picklist fields are available for editing at the Record Type vs. the Sales Process (stage).

In this lesson, we convert a Lead and discuss the various Record Types for Account and now Opportunities

In this lesson, we activate the Standard Pricebook and add products to an opportunity. We note the calculations to an opportunity amount based on the product pricing in the price book.

In this lesson, we look at the forecast impact of opportunities in our pipeline as we adjust amounts and stages on opportunities using a Kanban list view

In this lesson we discuss the primary Service components of Salesforce applications

In this lesson, we turn on the Closed status designation for cases via the Support Settings.

In this lesson, we create Support Processes for Generator and Power Supply cases. We create Case Record Types to associate with our newly created Support Processes.

In this lesson, we leverage ChatGPT to generate Execute Anonymous Apex code to run in the Developer Console in order to mass update all legacy case records that are without a Record Type to now have a Record Type of Generator.

In this lesson we change the case page layouts and case page layout assignments

In this lesson, we create a Path for our Generator cases

Now that we have our Case Path created, we need to add it to our Lightning page.

In this lesson, we show and hide our path on our case page layout based on certain criteria or filters being met.

In this lesson we create dynamic forms using the Lightning App Builder.

In this lesson, we create a custom console application by cloning our previously created Warranty Management application. We adjust the navigation items for our console application and include our previously created Contract Corner single page Lightning App as an available item for our navigation inside of our new custom console application which we call Warranty Management console. From the Contract Corner screen, we put our embedded flow to the test to take information from our caller and enter and search for them and then create a case from our embedded screen flow.

In this lesson, we review the Service Setup screen and enable the Service Setup Assistant. The Service Setup Assistant creates a ready-to-use Service Cloud app that can be customized for your team. After you turn it on, the Assistant remains on and periodically provides more setup help. It doesn’t overwrite any of your existing configurations.

In this lesson we review the results of the Service Setup Assistant

In this lesson, we set up email-to-case.

In this lesson, we add the Parent Case field to the Case page layout. We also have to remove the org default designation for our Lightning page in order to show this new field and then recreate and re-assign the Lightning page.

In this lesson, we create Case Queues for Generator and Power Supply cases. We mass reassign ownership of cases by Record Type to their respective queues and review the queues list views.

In this lesson, we create a Web-to-Case form.

In this lesson, we leverage ChatGPT to add styling to our form

In this lesson, we set up and test our case auto-response rules.

In this lesson, we create a Case Assignment Rule and work through how to show and hide the checkbox to trigger assignment rules upon the creation of a new case record.

In this lesson, we look at Omni Channel for advanced case routing.

In this lesson, we create a Case Escalation Rule.

In this lesson, we test the Case Escalation Rule and discover that these don't fire properly nor appear in the queue in the free developer accounts. I demonstrate the queue visibility of escalating cases in one of my personal production instances.

In this lesson, we create Case Team Roles and add individual team members to a case.

In this lesson, we create a pre-defined case team and assign that team to a case.

In this lesson, we enable Salesforce Knowledge and author a draft of our first knowledge article.

In this lesson, we create a second Knowledge Record Type and use it to draft another knowledge article.

In this lesson, we add the Knowledge Sidebar to the Service Console application.

In this lesson, we publish the sample digital experience and then create another through the guided Service Setup Assistant.

Start here for the Productivity and Collaboration knowledge area.

Here you will learn more about Activity Management.

In this lesson, we log a completed call.

In this lesson, we create various types of tasks and mark them as complete.

In this lesson, we create Events.

In this lesson, we set the Email Deliverability to All in our Org in order to get the Email button to appear in records under Activity Management

In this lesson, we switch back and forth between Activity Timeline and Related Lists in the Record Page Settings. We also preview the Grouped View vs. Full View settings for the default Lightning Experience Record Page view.

In this lesson, we go over the Activity Settings for our org.

In this lesson, we begin to collaborate on records by using Chatter. We create a Chatter post, favorite it, and add a Chatter comment, complete with a hashtag topic.

In this lesson, we go into Chatter Settings to disable and re-enable Chatter. We note that our previous Chatter posts and bookmarks, etc. persist through that disable and re-enablement process.

In this lesson, we go over the core features of the Chatter app in Salesforce.

In this lesson, we create a Chatter Group and put it to use, reviewing core features and functionalities of Chatter Groups.

In this lesson, we create a Chatter Group and put it to use, reviewing core features and functionalities of Chatter Groups.

In this lesson, we enable Chatter Feed Tracking and set fields to track on various objects and then put our changes to the test.

In the future, Salesforce will perhaps fully ingrate Slack to enable an updated collaboration experience beyond that of Chatter. In this lesson, I briefly share various Slack resources you can preview.

In this lesson, we learn more about the Salesforce mobile application.

In this lesson, we run through several of the Salesforce mobile configurations for our org.

In this lesson, we review the Offline Settings available for mobile users, which can be enabled or disabled.

In this lesson, we review the Salesforce Mobile Settings options, which can be set to allow mobile users to import Contacts from their mobile devices to Salesforce.

In this lesson, we get familiar with the Salesforce AppExchange and install an app into our org.

Get started with the Data and Analytics Management knowledge area here.

In this lesson, we discuss the differences between data and metadata in Salesforce. We leverage ChatGPT to help differentiate between these two key terms.

In this lesson, we schedule a monthly export of all of our Salesforce data.

In this lesson, you will get acquainted with the Data Loader. This is a client side tool that you install locally on your own machine. It requires Java to also be installed and can be difficult to get installed properly. I provide several resources and links for further help and reference in getting the Data Loader installed.

In this lesson, we use the Data Import Wizard to mass import a .csv file of Fortune 500 companies as well as their accompanying CEOs as Contact records.

In this lesson, we use the DataLoader.io tool.

In this lesson, we mass delete all of our acquired accounts in our org, using ChatGPT to give us the code to do so.

In this lesson, we mass delete all tasks in our org. ChatGPT botches the code that was supposed to exclude tasks with a due date in the past or one year from today. We will leverage the Recycle Bin in the next lesson to restore and rectify this situation, as well as updating our code.

In this lesson, we restore the Tasks that we shouldn't have mass deleted previously. We then adjust our code to perform the mass Task deletion properly, keeping current and past Tasks in place and only deleting the Tasks that have a due date beyond one year from today.

In this lesson, you will learn how to use ChatGPT to generate sample data from a prompt. This can be prove helpful for testing and even demonstration purposes, since you will usually not want to use real biographical information of people. Let me show you a prompt approach on my screen, and I will ask for ChatGPT to give me this sample data in a table format.

In this lesson, you will learn how to use ChatGPT to create a fake data generator program that you can run at any time. We will ask ChatGPT to write the Python code for this program that can produce realistic-looking data for testing and development purposes. I will perform a follow-up prompt from the previous lesson, where we had our table of fake data.

In this lesson, we review our test code coverage level in our org. To deploy code to production, you must have at least 75%.

In this lesson, we create a validation rule to enforce only positive numbers to be entered into Lead records.

In this lesson, we review a complex scenario of First Name not being required on the Lead object and being unable to make it required either on the Field or Page Layout level. Validation Rule to the rescue as we make one on the First Name field and use the ISBLANK function to block users whenever a Lead has been entered without a First Name, thus making the field required by way of a Validation Rule.

ChatGPT is a powerful tool that does quite well with formulas, such as those for Validation Rules. In this lesson, we ask ChatGPT to generate a list of sample validation rules for our perusal.

In this lesson, we discover the standard Duplicate Rules in our Salesforce instance to help detect potential duplicates across Accounts, Contacts and Leads.

In this lesson, we test our new duplicate rule on a custom object by cloning a warranty record.

The Potential Duplicates Lightning Component can only be displayed on detail pages for Standard Objects.

In this lesson, we merge a couple of records into one.

In this lesson, I introduce you to Duplicate Record Sets, which are accessible via the App Launcher. We also create a new list view in order to see all Duplicate Record Sets currently in our org.

You can see the potential duplicate alerts that have displayed in your org by accessing Duplicate Record Sets from the App Launcher.

You can also report on your Duplicate Record Sets as well.

I demonstrate in this YouTube video how to create a custom report type for Contacts and Duplicate Record Items. You will learn more about creating reports later in this section of the course!

You can also reference the Create Reports on Duplicate Records help article.

In this lesson, we get ready to dive into Analytics Management, which rounds out this knowledge area. From here to the end of this knowledge area, we will learn more about creating Reports and Dashboards. We will start by focusing on Reports, since they are required in order to create Dashboards.

In this lesson, we create a basic Tabular format report.

In this lesson, we create a Summary report, which is a report format that contains a row grouping. Once we have a row grouping in a report, we are able to add a chart to it, which is also demonstrated.

In this lesson, we create a Matrix report, which is a report format that contains two groupings, such as both a row and column grouping.

In this lesson, we create a Joined Report to see our closed won opportunities across various time frames.

In this lesson, we create Opportunity History and Case History reports.

In this lesson, we subscribe to a report.

In this lesson, we preview a dashboard and create one of our own. We look at the various dashboard components and their compatibility constraints, based on the source report.

In this lesson, we subscribe to a dashboard.

In this lesson, we add a filter to our dashboard to further filter account records by Record Type.

In this lesson, we adjust our dashboard to allow users to view the dashboard as another running user.

In this lesson, we look at helpful prompts to learn more about Salesforce reports.

Get started with the Workflow and Process Automation knowledge area here.

In this lesson, we visit the Automation Home Page.

In this lesson, we address our Process Automation Settings in our Org.

In this lesson, we create a basic Workflow Rule and review the four action types that a Workflow Rule can perform.

In this lesson, we open up the Process Builder and review the supported actions it can take.

In this lesson, we finally get the Migrate to Flow tool to work, after struggling to convert a workflow rule that contained cross-object references.

Now that we have migrated a workflow rule to a flow, we review it in the Flow Builder.

In this lesson, we test our Flow from the front end by updating an opportunity. We then create a Flow test on the back-end to verify our flow is working and enabling any record changes to roll back, post test.

In this lesson, we look at the different types of flows and Flow Templates which Salesforce provides.

In this lesson, we access the Flow Trigger Explorer.

In this lesson, we start down the path of creating an Approval Process on our Warranty custom object. We add three picklist values for our Status field on our Warranty object that we will later use in our Approval Process.

In this lesson, we edit our approval process to further round it out.

In this lesson, we activate our Approval Process.

In this lesson, we submit a record for approval.

In this lesson, we create a Custom Hierarchical Relationship field from User to User to capture a user's warranty return request approval processes.

In this lesson, we sign up for a free Salesforce account. We will use this Salesforce account throughout the duration of this course to work through and follow along.

Sign up for the free account and confirm your account via email.

In this lesson, I show you how to get logged into your free Salesforce account.

In this lesson I show you how to switch from the Salesforce Lightning user interface to the older Salesforce Classic interface.

In this lesson I show you how to find and navigate the Salesforce exam guide for the administrator certification.

Please note that this video has been updated to reflect the updated exam guide released by Salesforce on June 23, 2021.

In this lesson, I introduce you to Salesforce's online help system and glossary. The glossary will be helpful in you learning the lingo of Salesforce.

In this lesson, I give you a tour of the Setup menu in Lightning.

In this lesson, we look at Salesforce from a user's perspective. I introduce you to the App Launcher, which is used to launch apps (applications) in Salesforce.

In this lesson, we look at a record details page. I cover the various building blocks of these types of pages.

In this lesson I demonstrate global search in Salesforce.

In this lesson I demonstrate search options within the Setup menu in Salesforce.

We have now made it to the first Knowledge Area from the Exam Guide - Configuration and Setup. You will often hear an Organization referred to as an Org in the Salesforce eco-system. This introductory lesson prepares you for what lies ahead in setting up your own org.

In this section, we will cover all of the core features you need to understand related to the Configuration and Setup knowledge area of the exam.

Those include the following from the Exam Guide:
Describe the information found in the company settings (for example: company settings fiscal year, business hours, currency management, default settings).

Distinguish and understand the administration of declarative configuration of the User Interface. (for example: UI settings, app menu, list views, global actions, Lightning App Builder).

Given a scenario, demonstrate the proper setup and maintenance of users.

Explain the various organization Security Controls. (for example: Setup Audit Trail, Login Hours, Session Settings)

Given a user request scenario, apply the appropriate security controls based on the features and capabilities of the Salesforce sharing model. (for example: public groups, org wide default, sharing: roles, subordinates, hierarchy, report and dashboard folders)

Given a scenario, determine the appropriate use of a custom profile or permission set using the various profile settings and permissions.

There's a wealth of information to be found on your Company Information page. In this lesson, I show what you need to be concerned with most.

Salesforce's supports enabling custom fiscal years. In this lesson, we look at Standard vs. Custom fiscal years, and the implications of both.

In this lesson, we select the days and hours that our support team is available in our organization. These hours, when associated with escalation rules, determine the times at which cases can escalate.

NOTE: If you enter blank business hours for a day, that means your organization does not operate on that day.

In this lesson, we look at how to set various holidays that affect your operating hours in your business.

In this lesson, we get into currency management for our org.

In this lesson, we enable Advanced Currency Management. This allows you to manage dated exchange rates that map a currency conversion rate to a specific date range.

In this lesson we run through the process of managing currencies and setting up dated exchange rates.

In this lesson, I show you how to specify a currency on an opportunity.

In this lesson, we look at various default settings found on the Company Information screen, such as:
Default Locale
Default Language
Default Time zone

When you change an organization’s default locale to reflect your organization’s physical location, this may impact the display of some information, such as numbers, dates or phone numbers.

In this lesson, I show you how to make changes to your organization's User Interface settings.

A new addition to the updated exam guide released by Salesforce on June 23, 2021 included App Menu.

The App Menu is used to set the default sort order of apps that are displayed in the App Launcher.

In this lesson, I cover how to configure search settings in Classic as well as configuring search results in Lightning.

In this lesson, I introduce you to List Views. We go over how to create and filter List Views as well.

There's other types of list views available in Lightning, besides tables. In this lesson I show you how to display a Kanban List View as well as a Split Live View. I also demonstrate some of the key functionality of these types of List Views.

In this lesson we discuss the Home Page Layout and how to customize it to suite your needs.

In this lesson, I show you how to change the theme (appearance) of your Salesforce instance. I also demonstrate how to replace the Salesforce logo with one of your own!

We are now going to start setting up users. In this lesson, we discuss the different Salesforce License Types.

In this lesson, I demonstrate how to deactivate a user. This accomplishes freeing up a license in my org in order to later create a new user.

Now that we have freed up a license, it's time to create our new user. I walk through the steps of creating a new user account, being careful not to use a real email address, to avoid anyone receiving an email they didn't ask for.

In this lesson, I demonstrate the functionality of adding multiple users at once, via the Add Multiple Users button found on the Users list page.

There are times you'll need to reset a user's password. I demonstrate how to do a password reset on a Salesforce user account in this lesson.

In this lesson, I purposefully log into one of my demo user account incorrectly, in order to get their user account locked.

We then look at the user's login history to see their failed attempts. We also review and change the password policies in our org to reduce the limit for failed login attempts before a user account is locked.

Finally, we unlock their account.

In this lesson, we look at Login Access Policies. It is here that you can allow or disallow administrators logging in as another user.

When you can't deactivate a user, but need to keep them off your Salesforce instance, you can freeze them. You click the Freeze button from their User Detail screen.

In this lesson we visit what I like to call Salesforce's 'Junk Drawer' - aka User Management Settings. This screen consists of several settings you can toggle on or off. We spend a moment on the settings related to GDPR and the toggle to enable the Enhanced Profile User Interface (which will be helpful in the next knowledge area when we deal with Profiles in the Security and Access section).

The SalesforceA mobile app helps you be more productive and manage your Salesforce Org from anywhere. With the SalesforceA mobile app, you can:

• Reset passwords

• Freeze users

• Edit users

• Manage permission sets

• Create new users

• Reassign licenses

• View real-time Trust status

• Access to Trailhead, Success Community, Release Notes & Admin News

We are now getting into the security and access related items of the Configuration and Setup. In this introductory lesson, I prepare you for what lies ahead.

The goals to aspire to, as stated in the Exam Guide for the Security and Access knowledge area are:

- Explain the various organization security controls (for example, passwords, IP restrictions, identity confirmation, network settings).

- Given a user request scenario, apply the appropriate security controls based on the features and capabilities of the Salesforce sharing model (for example, organization-wide defaults, roles and the role hierarchy, manual sharing, sharing rules, and public groups).

- Given a scenario, determine the appropriate use of a custom profile or permission set using the various profile settings and permissions.

- Describe how folders can be used to organize and secure communication templates, dashboards, and reports.

We get started with Organization-Level Security and Access Overview, which I refer to as 'Security for the Whole'. There will be several subsequent lessons where we address specific Organization-Level Security features and functions.

Once we have adequately covered the security for the whole, we will drill further down into User-Level Security and Access, which I refer to as "Security for the Individual".

In this lesson we look at various features and settings available under Password Policies, where you can set the password policies for your org.

Trusted IP Ranges define a list of IP addresses from which users can log in without receiving a login challenge for verification of their identity, such as a code sent to their mobile phone.

In this lesson we look at Device Activation and History, which were formerly known as Identify Verification and History, until they were renamed with the Spring '21 release of Salesforce.

In this lesson, we look at Session Settings and how to modify them.

We now pivot from Organization-Level Security to User-Level Security - in essence shifting from Security for the Whole to Security for the Individual.

We look at a great Salesforce resource called a Guide to Sharing Architecture and the Types of Data Access article. In this article is a diagram of Salesforce's Security Model, which we reference throughout the remainder of this Knowledge Area.

In this lesson, I introduce you to Profiles. We get a glimpse of just how much can be set at the Profile level.

In this lesson, I walk through the functionality and features of the original profile interface. We look at the various settings for a profile.

In this lesson, I show you how to enable the Enhanced Profile User Interface from User Management Settings. I then provide a tour of the enhanced interface.

For each profile, you can view and specify the IP addresses from which users can log in on Salesforce. When you define IP address restrictions for a profile, logins from undesignated IP addresses are denied, and addresses from specified IP addresses are allowed.

A new addition to the updated exam guide Salesforce released on June 23, 2021 is the Setup Audit Trail.

The Setup Audit Trail is available in Setup via View Setup Audit Trail. There you'll find the 20 most recent changes to your Salesforce org. You can also download the past 6 months of audit line items that are in the Setup Audit Trail.

In this lesson, I show you how to set the Login Hours at the profile level. I also address a commonly confusing scenario that has been floated around online regarding what happens to users who are logged in past the specified Login Hours.

In this lesson we look at the various Object Settings available on a Profile.

In this lesson, we look at the Tab Settings for an object, found in the profile's Object Settings. We discuss the often confused differences between Tab On, Tab Off and Tab Hidden.

In this lesson we look at creating a Custom Profile. When you create a Custom Profile, you are in essence cloning an existing profile.

In this lesson we discuss some of the core differences between Standard and Custom profiles.

In this lesson I introduce you to Permission Sets. Permission Sets closely resemble Profile, but provide greater flexibility in that you can assign a user to multiple Permission Sets.

In this lesson we create a Permission Set that extends the ability to delete cases to those users that are assigned to it.

I also explain how items that are unchecked on a Permission Set do not take away or further restrict a user's access and rights.

Permission Sets are used to extend further access and rights to Salesforce users and doesn't take away a user's existing rights that they have available to them by way of their Profile and corresponding settings.

A permission set group streamlines permissions assignment and management. Use a permission set group to bundle permission sets together based on user job functions.

Define the default access level for an object’s records with organization-wide sharing settings. Organization-wide sharing settings can be set separately for custom objects and many standard objects, and you can set different levels of access for internal and external users.

For most objects, organization-wide sharing settings can be set to Private, Public Read Only, or Public Read/Write. In environments where the organization-wide sharing setting for an object is Private or Public Read Only, an admin can grant users additional access to records by setting up a role hierarchy or defining sharing rules. However, sharing rules can only be used to grant additional access—they can’t be used to restrict access to records beyond what was originally specified with the organization-wide sharing defaults.

In this lesson I introduce you to Roles and the Role Hierarchy.

In this lesson, I demonstrate how to add new roles and edit existing ones. I always advise that you record your current Role Hierarchy via a screen capture or print out before making changes to it.

In this lesson, we navigate down to the Sharing Rules section of the Sharing Settings screen. It is here that you can create Sharing Rules for an object. I run through the various steps of creating the Sharing Rule in this lesson.

Records can be manually shared with other users. And now with the Spring '21 release, you can share records in Lightning.

In this lesson, we look at the various teams that are available in Salesforce. We go through the process of enabling teams, adding team related lists to page layouts and assigning members to a team on accounts and opportunities.

In this lesson, we round out our teams work by adding the Case Team related list to the Case page layout.

There's more than one way to access and adjust the Field Level Security (FLS) on a field. In this we approach revising the FLS on a field at the field level via the Object Manager > Object > Field.

Another way to adjust Field Level Security on a field is by way of an individual profile, then accessing the object and then field. In this lesson, I demonstrate the way you can hide a field from a profile, via the profile instead of at the field level.

You can also view field accessibility for a specific field via the View Field Accessibility button. In this lesson, I demonstrate this functionality.

The Where is this Used? button is visible on the field details screen for custom fields only. In this lesson, I demonstrate what this button displays as far as field references as well as provide a help article resource with a list of other possible references that this button will possibly displayer.

Public Groups are used in many places in Salesforce. A public group is a set of users and can contain individual users, other groups, the users in a particular role or territory, or the users in a role or territory plus all of the users below that role or territory in the hierarchy. In this lesson, we create a sample Public Group.

Use delegated administration to assign limited admin privileges to users in your org who aren’t administrators.

In this lesson, we look at folder security for Email Templates in Lightning. We learn how folders can be used to organize and secure communication templates.