Salesforce Admin Certification: Ace the ’17 ADM201 Exam!
INCLUDES EVERYTHING YOU NEED TO KNOW FOR THE 2017 SUMMER RELEASE SALESFORCE ADMIN CERTIFICATION
** ACCORDING TO BURNING GLASS TECHNOLOGIES, a labor technologies analysis firm: “Setting aside the near-universal Microsoft Office suite, Salesforce is now the 7th most in-demand software skill…putting Salesforce demand ahead of IT stalwarts such as Python, .Net, and C++, and in line with commonly used applications such as Adobe Photoshop”**
**INDEED Ranked Salesforce Admin in their top 10 best jobs of 2017 with salaries ranging between $70,000-$100,000 per annum**
THIS COURSE IS BUILT TO HELP GET YOU CERTIFIED IN NO TIME!
** INCLUDES SPECIAL FREE BONUS SALESFORCE LICENSE, PRACTICE QUIZ’s, CHEAT SHEETS AND MUCH MUCH MORE **
- Learn what you need to know in rapid time
- Utilize the practice resources to master each section of the test
- Have full access to the instructor to answer any of your questions: This helps ensure everything is even easier to understand & is even more fun and engaging! **
The contents of this course are all based on my work experience as an ADM201 Certified Data Associate and entrepreneur with global experience in for profit, start up and corporate settings. I use Salesforce on a daily basis to drive organizational performance. My certification has lead to increased opportunities and advanced my ability to administrate effectively. And now, I want to share my knowledge and expertise with you.
Are you ready for a practical course designed to equip you with the skills to:
- Answer Exam questions, apply knowledge and demonstrate Salesforce Administration competencies
- Describe the components of the company profile
- Identify the steps to set up and/or maintain a user
- Explain the various organization security options
- Describe the standard object architecture and relationship model
- Describe the options available when creating or customizing a report
This course includes important topics such as Chatter, AppExchange, and Security and Access Applications!
I will work with you throughout the course to support your journey to mastery!
Ready to pass your certification Exam? Click “Take this course now” to get started!
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Welcome to the Course!
In this lecture I set you up for success by demonstrating what you will learn and how to access recources from the course dashboard.
Use this video and the link provided to access your free salesforce license.
This lecture describes the '17 Exam Study Guide.
Organization Setup- 1%
Describe the components of the company profile
(e.g., fiscal year, business hours, currency management, default
settings, company information)
.
User Setup- 9%
In this lecture I walk through the main components of the User Setup
In this lecture we begin by outlining the personal profile functionalities
Global User Interface- 1%
Security and Access- 15%
- Explain the various organization security options (e.g., passwords, IP restrictions, identity confirmation, network settings).
- Describe the features and capabilities of the Salesforce sharing model (e.g., record ownership, organization-wide defaults, roles and the role hierarchy, manual sharing, sharing rules and public groups).
- Given a scenario, apply the appropriate security controls (e.g., organization-wide defaults, roles and the role hierarchy, manual sharing, sharing rules and public groups).
- Describe the various settings and permissions a profile controls (e.g., IP access, login hours, record types, access to tabs, permissions, object permissions, field-level security).
- Given a scenario, determine the appropriate use of a custom profile
Standard and Custom Objects- 18%
Describe the standard object architecture and relationship model.
Explain how to create, delete, and customize fields, page layouts, and list views for custom and standard objects
Given a scenario, determine the appropriate fields and page layouts for custom and standard objects.
Explain how to create, delete, and customize record types for custom and standard objects.
Given a scenario, determine the appropriate record types and business
processes for custom and standard objects.
Explain the implications of deleting fields
Describe when to use and how to create formula fields
Sales and Marketing Applications- 9%
Given a scenario, identify the capabilities and implications of the sales process.
Given a scenario, identify when to apply the appropriate sales productivity features(e.g., big deal alerts, update reminders, similar opportunities, competitors, team selling).
Describe the capabilities of products and price books.
Describe the capabilities of lead management (e.g., lead conversions, lead source, lead field mapping).
Given a scenario, identify how to automate lead management (e.g., queues, assignment rules, web-to-lead, and auto-response).
Describe the capabilities of campaign management(e.g., hierarchies, influences, campaign members).
Service and Support Applications- 6%
Describe the capabilities of case management (e.g., case processes, case settings, and case comments).
Given a scenario, identify how to automate case management(e.g., case assignment, auto-response, escalation, web-to-case, email-to-case, case teams).
Describe the capabilities of solution management(e.g., settings, categories, processes).
Describe the basic capabilities of portals.
Describe the capabilities of the Community application (e.g. Ideas, Answers).
Describe the capabilities of Salesforce Knowledge
Activity Management- 3%
Describe the capabilities of activity management (e.g., manage tasks, events, public calendars, multi-day events, cloud scheduler)
Chatter- 2%
Describe the features of Chatter (e.g., feed, groups, following, security)
Data Management- 11%
Describe the considerations when importing, updating, transferring,
and mass deleting data (e.g., CSV files, field matching, matching types, record IDs, external IDs, duplicate records)
Given a scenario, identify tools and use cases for managing data (e.g., dataloader, data import wizard).
Describe the capabilities and implications of
the data validation tools
Describe the different ways to back up data (e.g., weekly data export service, exports, dataloader)
Preparing the CSV is a critical step to data importing. We go through these steps and get our data ready for import.
Content and Folder Management- 2%
Describe the capabilities of Salesforce Content (e.g., presentation assembly, content delivery, content packs, workspaces, tags).
Describe how folders can be used to organize and secure communication templates, dashboards, reports, and documents.
Analytics, Reports and Dashboards- 13%
Describe the options available when creating or customizing a report(e.g., report type, report format, fields, summarizing data, filtering data, charting, scheduling, and conditional highlighting).
Describe the impact of the sharing model on reports.
Describe the options available when creating and modifying dashboards(e.g., dashboard components, data sources, chart types, scheduling, and running user).
Describe the capabilities of custom report types.
Salesforce reports are the lifeblood of Salesforce. They provide a way to extract vital information from millions of data sources. By the end of this lecture you will be able to describe a report.
Workflow Automation- 7%
Describe when workflow are evaluated.
Describe the capabilities of workflow rules and actions.
Given a scenario, identify the appropriate workflow solution.
Describe capabilities and use cases for the approval process
Desktop and Mobile Administration- 2%
Describe the capabilities of Salesforce Mobile.
Describe the installation and synchronization options of Salesforce for Outlook
App Exchange- 2%
Identify use cases for AppExchange applications
Bonus Section: Discount Courses
