Curriculum For This Course

Security and Access

31Lectures

Time 03:37:00

Extending Custom Objects and Applications

8Lectures

Time 01:08:00

Auditing and Monitoring

5Lectures

Time 00:18:00

Sales Cloud Applications

28Lectures

Time 02:23:00

Service Cloud Applications

20Lectures

Time 02:01:00

Data Management

10Lectures

Time 01:12:00

Content Management

7Lectures

Time 00:36:00

Change Management

7Lectures

Time 00:30:00

Analytics, Reports and Dashboards

12Lectures

Time 00:57:00

Process Automation

34Lectures

Time 03:07:00

Security and Access
	1. Course Introduction, Exam Guide and Security and Access Introduction	4:00
	2. Salesforce Security Model Overview	6:00
	3. User License Types	9:00
	4. Profiles	12:00
	5. Permission Sets	9:00
	6. Record and Field Level Access	7:00
	7. Sample Questions #1 & #3 from the Exam Guide	13:00
	8. Setting Organization-Wide Defaults	5:00
	9. Controlled by Parent	9:00
	10. Roles and the Role Hierarchy	6:00
	11. Logging in as Another User	5:00
	12. Profiles vs. Roles	9:00
	13. Ownership-Based Sharing Rules	11:00
	14. Criteria-Based Sharing Rules	11:00
	15. Manual Sharing	4:00
	16. Teams Access	14:00
	17. Record Ownership and Queues	3:00
	18. Public Groups	10:00
	19. Running the Health Check	5:00
	20. Account Owner Report	7:00
	21. Communities’ Security Settings	14:00
	22. Record Type Security Considerations	14:00
	23. Delegated Administration	5:00
	24. Territory Hierarchy Access Introduction	2:00
	25. Enabling Territory Management	4:00
	26. Configuring Territory Management	4:00
	27. Creating Territory Models	2:00
	28. Creating Territories	2:00
	29. Assigning Accounts to Territories	6:00
	30. Assigning Users to Terriotories	2:00
	31. Activating a Territory Model	3:00

Extending Custom Objects and Applications
	1. Extending Custom Objects and Applications Introduction	4:00
	2. Creating a Custom Object	7:00
	3. Creating a Junction Object	4:00
	4. Creating a Hybrid Junction Object	5:00
	5. Leveraging a Junction Object Across Multiple Record Types	13:00
	6. Assigning an Asset to a User via the Hybrid Junction Object	10:00
	7. Considerations for Relationships	16:00
	8. Creating the Asset Management App	9:00

Auditing and Monitoring
	1. View Setup Audit Trail	1:00
	2. Email Log	4:00
	3. Debug Log	4:00
	4. Event Monitoring	7:00
	5. Session Management	2:00

Sales Cloud Applications
	1. Course and Sales Cloud Applications Introduction	1:00
	2. Specifying a Parent Account / Account Hierarchy Creation	3:00
	3. Account Hierarchy and the Impact on Data Access	5:00
	4. Account Teams (aka Sales Teams)	2:00
	5. Implementing Paths in the Sales Cloud	7:00
	6. Customer Scenarios for Territory Management	3:00
	7. Opportunity Splits	12:00
	8. Products and Pricing on Opportunities	5:00
	9. Creating Pricebooks and What is the Standard Price Book?	11:00
	10. Enabling Product Scheduling	5:00
	11. Establishing Quantity and Revenue Scheduling on an Opportunity	5:00
	12. Enabling and Creating Quotes	8:00
	13. Syncing Quotes with Opportunities	4:00
	14. Quote Templates and Generating PDFs	7:00
	15. Creating Orders that Don't Require a Contract	5:00
	16. Adding the Orders and Contracts Related Lists to the Account Page Layout	4:00
	17. Creating Contracts	5:00
	18. Contract Settings	4:00
	19. Contact Roles on Contracts	6:00
	20. Collaborative Forecasts	6:00
	21. Customizable vs. Collaborative Forecasts	6:00
	22. Creating Forecast Types	9:00
	23. Setting a Forecast Manager on a Territory	6:00
	24. Setting a Default Display Forecast Currency	2:00
	25. Configuring the Forecasts Hierarchy	3:00
	26. Cumulative Forecast Rollups	5:00
	27. Sharing Forecasts	1:00
	28. Custom Fiscal Year Considerations	3:00

Service Cloud Applications
	1. Service Cloud Applications Introduction	1:00
	2. Creating Support Processes	4:00
	3. Creating Case Record Types	2:00
	4. Service Console Introduction	6:00
	5. Customizing the Service Console with the Lightning App Builder	4:00
	6. Customizing the Service Console via App Settings	13:00
	7. Creating a Lightning Home Page for the Service Console	8:00
	8. Case Feed Overview - Lightning vs. Classic	5:00
	9. Case Feed Customization in Lightning Experience - Log a Call Quick Action	7:00
	10. Case Feed Customization in Lightning Experience - Close Case	8:00
	11. Case Feed Customization in Lightning Experience - Send Email	3:00
	12. Enabling Email to Case	10:00
	13. Case Closure	5:00
	14. Enabling Salesforce Knowledge	4:00
	15. Salesforce Knowledge Article Types vs. Record Types	5:00
	16. Knowledge Data Categories	10:00
	17. Creating Knowledge Articles, Assigning Data Categories and Publishing Articles	11:00
	18. Adding the Knowledge Component to the Console	3:00
	19. Case Teams	8:00
	20. Additional Support Features	4:00

Data Management
	1. Data Management Introduction	2:00
	2. Validation Rules	12:00
	3. Conditional Validation Rules by User Profile	7:00
	4. Duplicate Management	8:00
	5. Creating a Duplicate Rule and Matching Rule	7:00
	6. Adding the Potential Duplicates Lightning Component to a Detail Page	5:00
	7. Duplicate Jobs, Duplicate Record Sets and Duplicate Record Set Items	4:00
	8. Field Dependencies and Making Dependent Picklist Values Required	12:00
	9. Data Enrichment through Data.com	10:00
	10. Data Archiving	5:00

Content Management
	1. Course and Content Management Introduction	1:00
	2. Salesforce CRM Content Settings and Enablement	5:00
	3. Creating Content Packs	7:00
	4. Disabling Content Pack Creation	3:00
	5. Setting Library Permissions - Granting Users Access to a Library	3:00
	6. Working with Libraries in Lightning Experience (via Files)	3:00
	7. Documents vs. Files vs. Attachments, etc.	14:00

Change Management
	1. Change Management Introduction	1:00
	2. Sandboxes and Change Sets	10:00
	3. Unmanaged Packages	5:00
	4. Force.com IDE	3:00
	5. Ant Migration Tool	2:00
	6. Workbench	6:00
	7. Salesforce DX and CLI	3:00

Analytics, Reports and Dashboards
	1. Analytics, Reports and Dashboards Introduction	1:00
	2. Custom Report Types	10:00
	3. Salesforce Report Formats	5:00
	4. Reporting Snapshots Demo	9:00
	5. Historical Trend Reporting Demo	3:00
	6. Bucketing	3:00
	7. Custom Summary Formulas	4:00
	8. Joined Reports	5:00
	9. Cross Filters	4:00
	10. Creating a Dynamic Dashboard	5:00
	11. Dashboard Filters	3:00
	12. Retired Exam Guide Sample Question #4	5:00

Process Automation
	1. Process Automation Introduction	3:00
	2. Automation Home	2:00
	3. Process Automation Cheat Sheet	4:00
	4. Workflow Rules and Available Actions	4:00
	5. Field Updates via Workflow Actions	10:00
	6. Cross-Object Field Updates and Making Fields Required	10:00
	7. Email Templates, Email Alerts and Process Automation Settings	9:00
	8. Troubleshooting Email Alerts	8:00
	9. Creating New Object Records via Workflow Rules - Tasks Only	4:00
	10. Outbound Messages	7:00
	11. Time-Based Actions	2:00
	12. Time-Based Workflow Queue	3:00
	13. Approval Processes	11:00
	14. Troubleshooting an Approval Process	9:00
	15. Adding Items to Approve Component to Home Page Layout	2:00
	16. Process Builder Intro	2:00
	17. Actions Available from the Process Builder	5:00
	18. Converting Workflow Rules into a Process	9:00
	19. Process Versioning	9:00
	20. Viewing Scheduled Actions from Processes - Paused Flow Interviews	3:00
	21. Adding Multiple If/Then Statements in Processes and Post to Chatter	9:00
	22. Example Processes	3:00
	23. Troubleshooting Processes	7:00
	24. Flow Builder Introduction	6:00
	25. Using Flow Templates	4:00
	26. Setting Flow User on Your User Account	2:00
	27. Flow Types and Building Flows	4:00
	28. Screen Flows and Autolaunched Flows	12:00
	29. Other Types of Flows	8:00
	30. When to Use Visualforce and Apex Triggers	3:00
	31. Monitoring Flows and Processes	2:00
	32. Order of Execution	5:00
	33. Retired Exam Guide - Sample Question #5	3:00
	34. Trailmix for the Advanced Admin Exam	3:00

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