WeLearnSalesforce

A Word From Your Instructor

Come say hello 👋

How to use the Course Player (3:00)

About the Instructor (2:25)

Benefits of WeLearnSalesforce (2:31)

Get Started with Trailhead (7:44)

Set up Your Trailhead Practice Org (4:47)

Set up a Developer Org (3:21)

About the Certification (7:23)

Getting Certified Successfully - Download The Ultimate Salesforce Certification Guide

What you will be learning in this Course

Administrator - Study Checklist

Administrator - Workbook

Administrator - Practice Exams

Next Steps...

Objectives - Configuration & Setup

Where am I on my LEARNING JOURNEY - Organizational Setup

Module 1 - Unit 1 - Welcome to Salesforce (8:15)

Module 1 - Unit 2 - Get Started with Salesforce (13:48)

Module 2 - Unit 1 - Navigate Setup (5:34)

Module 2 - Unit 3 - Use Cases for the Platform (2:02)

Module 2 - Unit 2 - Understand Setup Tools (5:05)

Module 2 - Unit 4 - Salesforce Architecture (4:01)

Module 2 - Unit 5 - Extend with AppExchange (5:08)

Module 3 - Unit 1 - Company and Locale Settings (11:40)

Module 3 - Unit 2 - Manage Currencies (3:29)

Module 4 - Unit 1 - Setup the Exchange Rate (6:06)

Module 4 - Unit 3 - Customize a Home Page with Lighting App Builder (14:38)

Module 4 - Unit 2 - Advanced Currency Management (5:01)

Module 4 - Unit 4 - List Views and Kanban Views (10:45)

Module 4 - Unit 5 - Collaborate with Chatter (14:11)

Where am I on my LEARNING JOURNEY - User Setup

Module 1 - Unit 1 - What is a User (3:13)

Module 1 - Unit 2 - Control what a User can access (3:27)

Module 1 - Unit 3 - Create New Users (8:48)

Module 1 - Unit 4 - Reset Passwords and Unlock Users (4:11)

Module 1 - Unit 5 - Activate and Deactivate Users (4:28)

Module 1 - Unit 6 - Freeze Users (3:55)

Module 1 - Unit 7 - Login as Users (4:53)

Module 2 - Unit 1 - Set up Multi-Factor Authentication (11:13)

Module 2 - Unit 2 - Customize Logins with My Domain (9:13)

Module 2 - Unit 3 - Set Up Single Sign-On (11:29)

Where am I on my LEARNING JOURNEY - Security & Access

Module 1 - Unit 2 - Control Access to the Org (15:16)

Module 1 - Unit 1 - Overview of Data Security (1:46)

Module 1 - Unit 3 - Control Access to Objects (20:06)

Module 1 - Unit 3 Extended - Use Permission Set Groups

Module 1 - Unit 4 - Control Access to Records (8:56)

Module 1 - Unit 5 - Create a Role Hierarchy (9:11)

Module 1 - Unit 6 - Define Sharing Rules (10:11)

Module 1 - Unit 7 - Team and Manual Sharing (13:20)

Module 1 - Unit 8 - Control Access to Fields (4:53)

Module 2 - Unit 1 - Identity Tools Overview (4:21)

Objectives - Object Manager & Lightning App Builder

Where am I on my LEARNING JOURNEY - Object Manager & Lightning App Builder

Module 1 - Unit 1 - Work with Standard and Custom Fields (10:41)

Module 1 - Unit 2 - Create Picklists and Field Dependencies (7:53)

Module 1 - Unit 3 - Create Lookup Filters (7:12)

Module 1 - Unit 4 - Create Formula Fields (7:57)

Module 1 - Unit 4 Extended - Implement Roll-up Summary Fields

Module 1 - Unit 5 - Create Page Layouts (9:39)

Module 1 - Unit 6 - Create Record Types (10:34)

Module 1 - Unit 7 - Enable History Tracking (4:38)

Module 1 - Unit 8 - Create Validation Rules (7:25)

Module 2 - Unit 1 - Extend Your Org with Custom Objects (9:26)

Module 2 - Unit 2 - Create and Customize Lightning Apps (7:39)

Module 2 - Unit 3 - Create and Customize List Views (2:49)

Module 2 - Unit 4 - Record Highlights with Compact Layouts (3:44)

Module 2 - Unit 5 - Create Custom Buttons and Links (6:32)

Module 2 - Unit 6 - Create Short Cuts with Quick Actions (8:26)

Module 3 - Unit 1 - Recap Custom and Standard Objects (1:02)

Module 3 - Unit 2 - Create Object Relationships (8:59)

Module 3 - Unit 3 - Work with Schema Builder (6:31)

Module 4 - Unit 1 - Application Lifecycle Management

Module 4 - Unit 2 - Understanding Sandboxes

Objectives - Sales & Marketing Applications

Where am I on my LEARNING JOURNEY - Sales & Marketing Applications

Module 1 - Unit 1 - Understand Accounts and Contacts (8:27)

Module 1 - Unit 2 - Account and Contact Relationships (7:17)

Module 2 - Unit 1 - Create and Convert Leads (9:17)

Module 2 - Unit 2 - Lead Automation with Web-to-Lead (17:13)

Module 2 - Unit 3 - Work your Opportunities (5:29)

Module 2 - Unit 4 - Visualize Progress with Path and Kanban (6:16)

Module 2 - Unit 5 - Understand Sales Cloud Einstein

Module 2 - Unit 6 - Set Up Lead and Opportunity Scoring

Module 2 - Unit 7 - Use Collaborative Forecasting

Module 3 - Unit 1 - Create Price Books to Track Products (9:57)

Module 3 - Unit 2 - Manage Quotes and Contracts (11:04)

Module 4 - Unit 1 - Campaign Basics (3:46)

Module 4 - Unit 2 - Campaign Hierarchies and Record Types (6:46)

Module 4 - Unit 3 - Target Campaign Members (8:14)

Module 4 - Unit 4 - Report on Your Campaigns (5:24)

Module 5 - Unit 1 - Understand CRM Content and File Mangement (9:03)

Module 6 - Unit 1 - Practice Project (1:49)

Objectives - Service & Support Applications

Where am I on my LEARNING JOURNEY - Service & Support Applications

Module 1 - Unit 1 - Service Cloud Basics (9:01)

Module 1 - Unit 2 - Understand Service Cloud Setup (3:20)

Module 1 - Unit 3 - Automate Case Management (12:23)

Module 1 - Unit 4 - Email and Web-to-Case Integration (9:28)

Module 2 - Unit 1 - Lightning Knowledge Basics (2:10)

Module 2 - Unit 2 - Lightning Knowledge Preparation Steps (3:53)

Module 2 - Unit 3 - Enable and Set Up Lightning Knowledge (9:00)

Module 2 - Unit 4 - Create and Manage Knowledge Articles (6:14)

Module 3 - Unit 1 - Experience Cloud Basics (2:24)

Module 3 - Unit 2 - Enable Digital Experiences and Chat Agent (10:27)

Module 3 - Unit 3 - Integrate Lightning Knowledge (6:48)

Module 3 - Unit 4 - Add Knowledge Using Topics (6:02)

Module 3 - Unit 5 - Add Branding and Components (9:56)

Module 3 - Unit 6 - Test Digital Site Setup (5:25)