What you'll learn
Gain a foundational knowledge of Salesforce's core capabilities
Learn how to navigate Salesforce efficiently
Learn how the CRM platform solves the challenge of connecting departments and customer data
Learn the types of business challenges that can be solved by the Salesforce Customer 360
Learn key Salesforce platform terms
Learn fundamental functionality in the current version of Salesforce at a foundational level, such as requirements gathering, reporting, security, sharing
Fully prepare for the Salesforce Certified Associate Exam
Requirements
No prior Salesforce experience is required
No prerequisites for this course or the Salesforce Certified Associate Exam
Description
This certification has no pre-requisites and is intended for those just starting their Salesforce Certification journey.That's right! This is the course for absolute beginners. No prior knowledge is required.This is the ideal Salesforce Certification to start with, as a starting point towards eventual further certifications.This certification is also an ideal entry point into the Salesforce ecosystem for recruiters looking to understand the Salesforce platform better.This certification is also ideal for those desiring to become a super-user of Salesforce, or to simply be more efficient on the platform in Sales or Service environments.Once you have attained the Salesforce Associate Certification, you will be able to demonstrate knowledge, skills, and experience in the following areas:How the CRM platform solves the challenge of connecting departments and customer dataTypes of business challenges that can be solved by Salesforce Customer 360Key Salesforce platform termsFundamental functionality in the current version of Salesforce at a foundational level, such as requirements gathering, reporting, security, sharing, customization, and data management.There are four knowledge areas covered in this course, which will fully prepare you for the Salesforce Certified Associate Exam:Salesforce EcosystemNavigationData ModelReports & DashboardsAfter completing this course, you will be fully prepared to take and pass the Salesforce Certified Associate Exam.
Overview
Section 1: Course Introduction & Getting Started
Lecture 1 Course Introduction and My Bio
Lecture 2 Signing Up for a FREE Salesforce Trailhead Account
Lecture 3 General Housekeeping Items as We Get Started
Lecture 4 Accessing and Understanding the Salesforce Certified Associate Exam Guide
Section 2: Salesforce Ecosystem
Lecture 5 Salesforce Ecosystem Section Introduction
Lecture 6 Renaming and Launching Your Trailhead Playground - Your Free Salesforce Account
Lecture 7 The Opportunity - Millions of Jobs Are Coming to the Salesforce Ecosystem
Lecture 8 Salesforce Partner Ecosystem
Lecture 9 The Trailblazer Community Introduction
Lecture 10 Trailhead Trails, Trailmixes, Modules, Projects and Quests
Lecture 11 Performance Issues and Trust Site
Lecture 12 Multi-Tenant Architecture - Why Everything Has a Limit in Salesforce
Lecture 13 Customer 360
Lecture 14 Sales Cloud Overview
Lecture 15 Service Cloud Overview
Lecture 16 Marketing Cloud Overview
Lecture 17 Commerce Cloud
Lecture 18 Experience Cloud Overview (Formerly Community Cloud and Before That... Portals)
Lecture 19 Salesforce for Non-Profits
Lecture 20 Tableau for Analytics
Lecture 21 Mulesoft for Integrations
Lecture 22 Slack for Collaboration
Lecture 23 Salesforce Genie for Real-Time Data
Lecture 24 Salesforce Career Paths and Job Roles
Section 3: Navigation
Lecture 25 Navigation Section Introduction
Lecture 26 Accessing and Launching Your Hands-On Org
Lecture 27 Getting Your Login Credentials and Setting Your Password
Lecture 28 Logging into Salesforce Using Your Username and Password
Lecture 29 App Launcher Introduction
Lecture 30 Accessing All Items from App Launcher
Lecture 31 Recycle Bin
Lecture 32 List Views - Adding Filters and Save As for New List Views
Lecture 33 Adding and Removing Fields to Display to a List View
Lecture 34 Performing Mass Updates from List Views
Lecture 35 List View Row Limits
Lecture 36 Kanban List Views
Lecture 37 Split View List Views
Lecture 38 Related Lists
Lecture 39 Personal Settings and User Customizations
Lecture 40 Customizing Pages with the Lightning App Builder
Lecture 41 Updating Your User Account and Advanced User Details
Lecture 42 Activity Timeline
Lecture 43 Setting Email Signature in Salesforce
Lecture 44 Creating a User Account
Lecture 45 Enabling Lightning for a User and Switching from Classic to Lightning
Lecture 46 Editing a User Account - Changing Name, Email and/or Username Considerations
Lecture 47 Viewing User Login History
Lecture 48 My Favorites
Lecture 49 Chatter - Following Records and Receiving Notifications
Lecture 50 Chatter Groups - Public and Private
Lecture 51 Global Search
Lecture 52 Filtering Global Search Results Using Natural Language Search
Section 4: Data Model
Lecture 53 Data Model Section Introduction
Lecture 54 Salesforce Glossary
Lecture 55 Standard Objects & the Object Manager
Lecture 56 Schema Builder - Relationship Between Core Standard Objects
Lecture 57 The Lead Conversion Process
Lecture 58 Account Hierarchy and Parent Accounts
Lecture 59 Enabling Contact to Multiple Accounts
Lecture 60 Adding the Related Contacts Related List to the Account Page Layout
Lecture 61 Custom Objects
Lecture 62 Standard Fields
Lecture 63 Creating a Custom Lookup Field
Lecture 64 Creating a Custom Picklist Field and Setting a Default Value
Lecture 65 Adding Fields to Our Custom Object Related List
Lecture 66 Master-Detail Relationships
Lecture 67 Creating a Roll-Up Summary Field
Lecture 68 Creating a Formula Field for a Roll-Up Summary Sum
Lecture 69 Validation Rule on a Roll-Up Summary Field
Lecture 70 Creating a Text Area Field
Lecture 71 Validation Rules - Require Reason Lost Example
Lecture 72 Testing Our Validation Rule
Lecture 73 Setting Default Values in Fields Using Formulas
Lecture 74 Hiding Fields on a Page Layout
Lecture 75 Disabling Cache in Your Org
Lecture 76 Changing Field Types and Potential for Data Loss
Lecture 77 Dependent Picklists
Lecture 78 Creating Record Types
Lecture 79 Renaming Page Layouts Based on Assignments by Record Type and Profile
Lecture 80 Testing our Record Types and Page Layout Assignments
Lecture 81 Removing a Field Dependency
Lecture 82 Adding the Record Type Field to Your Page Layouts
Lecture 83 A Guide to Sharing Architecture
Lecture 84 Profiles
Lecture 85 Permission Sets
Lecture 86 Org-Wide Defaults
Lecture 87 Role Hierarchy
Lecture 88 Sharing Rules
Lecture 89 Public Groups and Private (Chatter) Groups
Lecture 90 Manual Sharing
Lecture 91 Queues - Call Center - Service Cloud
Lecture 92 Publishing a Digital Experience for Salesforce Knowledge and Case Deflection
Lecture 93 Dynamic Forms
Lecture 94 Declarative vs. Programmatic
Lecture 95 Sandboxes - Logging In and Deployment (login history troubleshooting)
Section 5: Reports & Dashboards
Lecture 96 Reports & Dashboards Section Introduction
Lecture 97 The Reports Tab
Lecture 98 Report Folders
Lecture 99 Report Types
Lecture 100 Creating a Report - Tabular Report
Lecture 101 Report Row Display Limits (2000)
Lecture 102 Exporting a Report
Lecture 103 Creating a Summary Report by Adding a Row Grouping to a Report
Lecture 104 Adding Charts to Reports
Lecture 105 Summary Report Toggles
Lecture 106 Matrix Reports - Grouped by Row and Column
Lecture 107 Joined Reports
Lecture 108 Adding a Row Grouping and Charts to a Joined Report
Lecture 109 Sharing a Report Folder
Lecture 110 Creating Line Charts to Display Values Over Time
Lecture 111 Reports - All Favorites
Lecture 112 Reports - All Folders
Lecture 113 Reports - All Reports
Lecture 114 Subscribing to and Scheduling Report
Lecture 115 Locating Reports via Global Search
Lecture 116 Adding a Custom Summary Formula Field to a Report (Limit is 5)
Lecture 117 Creating a Dashboard
Lecture 118 Refreshing a Dashboard
Lecture 119 Subscribing to a Dashboard
Lecture 120 Dashboard Filters
Lecture 121 Dynamic Dashboards - Running User (vs. static / standard)
Lecture 122 Downloading a Dashboard
Lecture 123 Creating a Custom Lightning Homepage and Adding a Dashboard
Lecture 124 Enabling Logging In as Another User in Your Org
Lecture 125 Combining Multiple Reports on a Single Screen - Joined Reports vs. Dashboards
Lecture 126 Installing Reports & Dashboards from the AppExchange
Beginning Salesforce Learners,Those wanting to pass the new Salesforce Certified Associate Exam


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