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Resources

Certified Administrator Icon | Resources | Consulting On Demand

Certified Administrator

Courses: TVB201, ADX201, CRT101

General Resources

Trailhead Live Video

  • Trailhead Live Video – Overview Videos
  • Trailhead Live Video – How to Prepare and Exam Day Tips

Admin Prep Trailmix

  • Admin Prep Trailmix – Study for the Administrator Certification Exam

PDF with info to prep

  • PDF – Administrator Certification Prep Part 1
  • PDF – Administrator Certification Prep Part 3
  • PDF – Administrator Certification Prep Part 4

Exam Guide – Cert info

  • Trailhead – Administrator Credentials

Study for the Administrator Certification Exam

If you plan to take the practice exam, please do NOT review this, till you have completed the practice exam. (It will give you most of the answers to the practice exam questions)

  • TH Module – Study for the Administrator Certification Exam

Organizational Setup 3%

  • Project – Prepare Your Salesforce Org for Users
  • Help – Configure User Interface Settings
  • Help – Set Up and Manage Salesforce Search
  • Help – Create or Clone a List View in Lightning Experience

User Setup 7%

  • Project – Customize an Org to Support a New Business Unit
  • Project – Prepare Your Salesforce Org for Users
  • Trailhead Live Video – Preparing for your Admin Certification – Users and Login – Video

Security and Access 13%

Who See’s What series – and Live Video’s

  • Youtube Video – Who Sees What: Overview (Lightning Experience) | Salesforce
  • Trailhead Live Video – Preparing for Your Admin Certification: Exceptions: Sharing Rules, Teams and Manual Sharing
  • Trailhead Live Video – Preparing for Your Admin Certification: Organization-wide Default Settings and Role Hierarchy
  • Trailhead Live Video – Preparing for Your Admin Certification: Profiles
  • Trailhead Live Video – Preparing for Your Admin Certification: Standard and Custom Fields: FLS and Deleting Fields
  • Help – Control Who Sees What
  • Blog – Salesforce Data Security Model — Explained Visually

Project: Protect your Data in SF

  • Project – Protect Your Data in Salesforce
  • Project – Keep Data Secure in a Recruiting App

Record Access

  • Trailhead Live Video – Preparing for Your Admin Certification: Security : Elements: OWD, Role, Role Hierarchy
  • Trailhead Live Video – Preparing for Your Admin Certification: Organization-wide Default Settings and Role Hierarchy
  • Trailhead Live Video – Preparing for Your Admin Certification: Exceptions: Sharing Rules, Teams and Manual Sharing

Network Access, session settings and Profile IP restrictions

  • Help – Difference between Network Access, Session Settings, and Profile-based IP restrictions

Folders in Salesforce

  • Help – Managing Folders

Profile

  • Help – Profiles
  • Trailhead Live Video – Preparing for Your Admin Certification: Security: Profiles
  • Trailhead Live Video – Preparing for Your Admin Certification: Profiles and Permission Sets

Permission Set

  • Help – Permission Sets
  • Youtube Video – Who Sees What: Permission Sets (Lighting Experience) | Salesforce
  • Trailhead Live Video – Preparing for Your Admin Certification: Security: Permission Sets
  • Trailhead Live Video – Preparing for Your Admin Certification: Profiles and Permission Sets

IP Restrictions and Trusted IP

  • Help – Control Login Access Policies
  • Help – Update Trusted IP Ranges

Users Access

  • Trailhead Live Video – Preparing for Your Admin Certification: Deactivating and Freezing a User
  • Trailhead Live Video – Preparing for Your Admin Certification: Security: Users, Deactivate or Freeze
  • Trailhead Live Video – Preparing for Your Admin Certification: Deactivating and Freezing a User

Security Super Badge

  • Superbadge – Security Specialist

Standard and Custom Objects 14%

Object Relationships

  • Youtube Video – Salesforce Essentials 101 | Salesforce
  • Blog – Relationships Among Objects
  • Help – Object Relationships Overview
  • Trailhead Live Video – Preparing for Your Admin Certification: Standard and Custom Objects: Standard and Custom Fields and Field-Level Security
  • Trailhead Live Video -Certification Prep: Standard Object Relationships and Related Records

Master Detail vs lookup Relationship

  • Module – Master Detail vs Lookup (pros and cons)
  • Help – Object Relationships Overview
  • Help – Master Detail Relationship in Detail With Example

Customization

  • Project – Prepare Your Salesforce Org for Users
  • Module – Create Validation Rules
  • Trailhead Live Video – Preparing for Your Admin Certification: Standard and Custom Fields: FLS and Deleting Fields
  • Module – Picklist Administration
  • Trailhead Live Video – Preparing for Your Admin Certification: Custom Objects

Picklists

  • Module – Picklist Administration

Record Types/Business Processes

  • Trailhead Live Video – Preparing for Your Admin Certification: Page Layouts, Record Types, and Business Processes
  • Project – Customize a Salesforce Object
  • Project – Create a Process for Managing Support Cases
  • Help – Tailor Business Processes to Different Users Using Record Types
  • Project – Customize a Sales Path for Your Team
  • Youtube Video – Who Sees What: Record Types (Lightning Experience) | Salesforce
  • Trailhead Live Video – Preparing for Your Admin Certification: Page Layouts, Record Types, and Business Processes
  • Trailhead Live Video – Preparing for Your Admin Certification: Standard and Custom Objects: Page Layouts, Record Types, and Business Processes

Build a Data Model for a recruiting app

  • Project – Build a Data Model for a Recruiting App
  • Project – Improve Data Quality for a Recruiting App

Build a Battle Station App

  • Project – Build a Battle Station App

Customize the User Interface for the Recruiting app

  • Project – Customize the User Interface for a Recruiting App

General overview (create App, Objects, Fields, Validation, Process Builder and Reports/Dashboards)

  • Help – What Is a Cross-Object Formula?
  • Help – Custom Field Types
  • Help – Roll-Up Summary Field
  • Project – Build a Suggestion Box App
  • Trailhead Live Video – Preparing for Your Admin Certification: Standard and Custom Objects: Custom Fields, Field Level Security, and Deleting Fields
  • Trailhead Live Video – Preparing for Your Admin Certification: Standard and Custom Objects: Custom Fields, Field Level Security, Deleting Fields

Sales and Marketing Applications 14%

Getting started with the Sales Cloud

  • Module – Sales Cloud
  • Youtube Video – Set Up Sales Cloud Essentials
  • Trailhead Live Video – Preparing for your Admin Certification – Sales and Marketing Functionalities
  • Project – Customize a Sales Path for Your Team
  • Module – Sales Cloud Configuration Basics
  • Module – Sales Cloud: Quick Look
  • Trail – Discover Sales Cloud
  • Trail – Get Started with Sales Cloud
  • Help – Sales Cloud Basics

Manage Products, prices, quotes and orders

  • Project – Manage Products, Prices, Quotes, and Orders
  • Trailhead Live Video – Preparing for your Admin Certification: Products and Price Books
  • Trailhead Live Video – Preparing for your Admin Certification: Products and Price Books
  • Youtube Video – Qualify and Convert Leads Efficiently

Business processes (incl. Sales Processes)

  • Help – Tailor Business Processes to Different Users Using Record Types

All about leads, lead automation and Lead conversion

  • Blog – Lead Routing in Salesforce
  • Module – Getting Started with Salesforce: Create the User Experience
  • Youtube Video – Qualify and Convert Leads Efficiently
  • Youtube Video – Work Your Opportunities and Manage Your Pipeline
  • Trailhead Live Video – Preparing for Your Admin Certification: How to Prepare and Exam Day Tips
  • Trailhead Live Video – Preparing for Your Admin Certification: Standard and Custom Objects: Lead Conversion
  • Trailhead Live Video – Preparing for Your Admin Certification: Lead Conversion
  • Trailhead Live Video – Preparing for Your Admin Certification: Lead Conversion
  • Trailhead Live Video – Preparing for Your Admin Certification: Lead Conversion

Campaigns

  • Help – Campaigns

Campaign Members

  • Module – Create Campaign Members and Monitor Their Engagement

Chatter vs. Docs vs. Content

  • Help – Differences Between Files, Salesforce CRM Content, Salesforce Knowledge, Documents, and Attachments

Service and Support Applications 13%

Service Overview

  • Youtube Video – Salesforce Service Cloud Overview Demo
  • Youtube Video – Service Cloud Customer Service Demo
  • Trailhead Live Video – Preparing for your Admin Certification – Service and Support Functionalities
  • Module – Service Cloud

Service Cloud

  • Module – Service Cloud for Salesforce Classic
  • Trailhead Live Video – Preparing for your Admin Certification – Service and Support Functionalities

Service Cloud Platform: Quick Look

  • Module – Service Cloud Basics

Improve Data Quality for your Sales and Support Teams

  • Project – Improve Data Quality for Your Sales and Support Teams

Project: Create a Process for Managing Support Cases:

  • Project – Create a Process for Managing Support Cases

Project: Build a community with Knowledge and Chat

  • Project – Build a Community with Knowledge and Chat

Set up a Knowledge

  • Project – Set Up Salesforce Knowledge

Support Settings 

  • Help – Customize Support Settings

Case Comments

  • Help – Create and Edit Case Comments

General Setup, Queues and Automation Rules

  • Module – Create Case Queues and an Assignment Rule
  • Module – Automate Case Management
  • Project – Customize an Org to Support a New Business Unit
  • Trailhead Live Video – Preparing for Your Admin Certification: Assignment Rules and Queues
  • Trailhead Live Video – Preparing for Your Admin Certification: Web-to-Lead and Case, Auto Response Rules, Email-to-Case
  • Trailhead Live Video – Preparing for Your Admin Certification: Escalation Rules
  • Trailhead Live Video – Preparing for Your Admin Certification: Automation: Escalation Rules

Activity Management and Collaboration 3%

  • Youtube Video – Next Steps: Activity Management #3
  • Module – Sales Productivity
  • Help – Activities: Tasks, Events, and Calendars
  • Youtube Video – Use Tasks to Boost Sales Productivity

Data Management 10%

Importing and Exporting

  • Module – Import Your Sales Data
  • Project – Import and Export with Data Management Tools

Data Validation

  • Help – Validation Rules
  • Trailhead Live Video – Preparing for Your Admin Certification: System and Custom Validation Rules
  • Trailhead Live Video – Preparing for Your Admin Certification: System and Custom Validation Rules

Data Quality

  • Help – Data Quality

Salesforce ID’s

  • Help – Locate the Unique ID of a Record in Salesforce
  • Help – Differences between the ‘External ID’ field and the ‘Unique ID’ field setting

Backup options

  • Help – Best practices to backup Salesforce data
  • Trailhead Live Video – Preparing for Your Admin Certification: Data Management: Data Export Service and Backup Options
  • Trailhead Live Video – Preparing for Your Admin Certification: Data Export Service & Backup Options

This Trailhead module has a great video to make data clean up easy in Excel. Very useful

  • Module – Import Data

Data Management Tools

  • Trailhead Live Video – Preparing for Your Admin Certification: Data Management: Data Loader
  • Project – Import and Export with Data Management Tools
  • Trailhead Live Video – Preparing for Your Admin Certification: Data Loader
  • Trailhead Live Video – Preparing for Your Admin Certification: Data Management: Data Import Wizard
  • Trailhead Live Video – Preparing for Your Admin Certification: Data Import Wizard

Order of Execution

  • Trailhead Live Video – Preparing for Your Admin Certification: Order of Execution
  • Trailhead Live Video – Preparing for Your Admin Certification: Order of Execution

Analytics—Reports and Dashboards 10%

Reporting

  • Youtube Video – Reports and Dashboards – Sales Cloud Demo
  • Youtube Video – Build a Report
  • Trailhead Live Video – Preparing for Your Admin Certification: Dashboards, Running User, Subscribing and Scheduling Reports
  • Module – Deliver Accurate Reporting
  • Help – Create a Custom Report Type
  • Project – Create Reports and Dashboards for Sales and Marketing Managers
  • Project – Filter Report Data
  • Project – Evaluate Report Data with Formulas
  • Help – Relative Date Filter Reference

Report and Dashboard

  • Project – Quick Start: Reports & Dashboards
  • Trailhead Live Video – Admin Best Practices: Reports and Dashboards
  • Youtube Video – Analytics Cloud – Operational Reporting
  • Project – Create a Product Pipeline Dashboard with Einstein Analytics Charts
  • Module – Reports & Dashboards for Lightning Experience

Conditional Highlighting

  • Help – Highlight Data Ranges

Scheduling Reports

  • Help – Schedule a Report for Refresh

Row Filter

  • Youtube Video – Supercharge Your Reports
  • Trailhead Live Video – Preparing for Your Admin Certification: Report Formulas and Charts

Source Report and Dashboard Filters

  • Youtube Video – Build Awesome Dashboards with Master Source Reports & Dashboard Filters

Folders

  • Help – Share a Report or Dashboard Folder in Lightning Experience
  • Youtube Video – Manage Report and Dashboard Folders

Running User

  • Help – Dynamic Dashboards: Choose Who People View a Dashboard as in Lightning Experience

Dashboards

  • Youtube Video – Build a Dashboard
  • Trailhead Live Video – Preparing for Your Admin Certification: Dashboards, Running User, Subscribing and Scheduling Reports

Report Types/Report Formats/Report Folders

  • Trailhead Live Video – Preparing for Your Admin Certification: Standard vs Custom Report Types and Folders
  • Trailhead Live Video – Preparing for Your Admin Certification: Standard vs. Custom Reports and Report Folders
  • Trailhead Live Video – Preparing for Your Admin Certification: Reporting: Standard vs Custom Folders
  • Trailhead Live Video – Preparing for Your Admin Certification: Reporting: Standard vs Custom Folders
  • Trailhead Live Video – Preparing for Your Admin Certification: Report Types and Report Formats
  • Trailhead Live Video – Preparing for Your Admin Certification: Report Types and Report Formats
  • Trailhead Live Video – Preparing for Your Admin Certification: Reporting: Report Types and Report Formats

Superbadge

  • Superbadge – Lightning Experience Reports & Dashboards Specialist

Workflow/Process Automation 8%

Automation Tools Overview

  • Help – Which Automation Tool Do I Use?
  • Help – Differences Between Auto-Response Rules and Workflow Email Alerts
  • Module – Workflow Rule Migration

Workflow Demo

  • Youtube Video – Creating a Workflow Rule
  • Trailhead Live Video – Preparing for Your Admin Certification: Automation: Workflow Rules and Approval Processes
  • Trailhead Live Video – Preparing for Your Admin Certification: Workflow Rules and Approval Processes

Visual Workflow (now called Flow)

  • Youtube Video – Visual Workflow: Cloud Flow Designer Overview
  • Youtube Video – Visual Workflow: Building a Simple Flow

Process Builder

  • Youtube Video – Salesforce Platform: Automate Business Processes
  • Youtube Video – Process Builder – Salesforce Platform
  • Project – Quick Start: Process Builder
  • Trailhead Live Video – Preparing for Your Admin Certification: Automation: Process Builder
  • Trailhead Live Video – Preparing for Your Admin Certification: Process Builder

Automation Tool Comparison

  • Help – Difference between Workflows and ProcessBuilder

Workflow/Process Automation Superbadge

  • Superbadge – Process Automation Specialist

Approvals

  • Project – Build a Discount Approval Process

Is there a cheat sheet of what flow and process builder can do and cannot do?

  • Help – Which Automation Tool Do I Use?

Desktop and Mobile Administration 3%

AppExchange 2%

  • Module – AppExchange Basics
Certified Advanced Administrator Icon | Resources | Consulting On Demand

Certified Advanced Administrator

Courses: ADX211, CRT211

General Resources

  • Module – Advanced Administrator

Security and Access

Who See’s What Series

  • Youtube Video – Who Sees What: Overview
  • Help – Control Who Sees What
  • Trailhead Live Video – Preparing for Your Admin Certification: Exceptions: Sharing Rules, Teams and Manual Sharing
  • Trailhead Live Video – Preparing for Your Admin Certification: Organization-wide Default Settings and Role Hierarchy
  • Blog – Salesforce Data Security Model — Explained Visually

Protect your Data in SF

  • Project – Protect Your Data in Salesforce
  • Trailhead Live Video – Preparing for Your Admin Certification: Profiles

Profile

  • Module – What is Delegated Administration and what is the difference between Administrator and Delegated Administrator?
  • Help – Delegate Administrative Duties
  • Module – Permission Sets vs Profile vs Roles Sharing Rules
  • Help – Profiles

FLS and deleting fields

  • Trailhead Live Video – Preparing for Your Admin Certification: Standard and Custom Fields: FLS and Deleting Fields

Keep data secure in a recruiting App

  • Project – Keep Data Secure in a Recruiting App

Permission Set

  • Help – Permission Sets

Territory Management

  • Help – Territory Management Concepts
  • Module – Territory Management Basics
  • Help – How does Salesforce handle territory management?
  • Help – Territory Management Best Practices
  • Help – Learn About Enterprise Territory Management
  • PDF – Enterprise Territory Management Implementation Guide

Record Types/Business Processes

  • Trailhead Live Video – Preparing for Your Admin Certification: Page Layouts, Record Types, and Business Processes
  • Project – Customize a Salesforce Object
  • Project – Create a Process for Managing Support Cases
  • Help – Tailor Business Processes to Different Users Using Record Types
  • Project – Customize a Sales Path for Your Team

Extending Custom Objects and Applications

  • Youtube Video – Salesforce Essentials 101
  • Module – Relationships Among Objects
  • Help – Object Relationships Overview
  • Trailhead Live Video – Preparing for Your Admin Certification: Standard and Custom Objects: Standard and Custom Fields and Field-Level Security

Master Detail vs lookup Relationship

  • Module – Master Detail vs Lookup (pros and cons)
  • Help – Object Relationships Overview
  • Module – Master Detail Relationship

Auditing and Monitoring

  • Help – Set Up Debug Logging
  • Help – View Debug Logs
  • Module – Debug and Run Diagnostics
  • Module – Debugging in Salesforce

Setup Audit Trail

  • Help – Monitor Setup Changes with Setup Audit Trail
  • Help – Auditing

Sales Cloud Applications

Product and Price Books

  • Trailhead Live Video – Preparing for your Admin Certification: Products and Price Books
  • Youtube Video – Qualify and Convert Leads Efficiently

Project to manage Productions, prices, quotes and orders

  • Project – Manage Products, Prices, Quotes, and Orders

Product Schedule and quotes

  • Help – Product Schedules
  • Youtube Video – Customizable Product Schedules
  • Youtube Video – Products & Price Books with Master Solution Architect Iman Maghroori
  • Help – Considerations for Using Product Schedules
  • Help – Quotes
  • Help – Create and Manage Quotes
  • Help – Quote Template and PDF Limitations
  • Module – Products, Quotes, & Contracts
  • Module – Relationship of Product and Quote in Opportunity

Forecasting

  • Module – Collaborative Forecasts Setup
  • Help – Collaborative Forecasts Concepts
  • Youtube Video – Forecast Accurately With Collaborative Forecasts in Lightning Experience
  • Module – Sales Forecasting
  • Help – Collaborative Forecasts

Service Cloud Applications

  • Module – Service Cloud Basics
  • Trail – Get Started with Service Cloud for Lightning Experience

Project: Build a community with Knowledge and Chat

  • Project – Build a Community with Knowledge and Chat

Set up a Knowledge

  • Project – Set Up Salesforce Knowledge
  • Trail – Enhance Service Cloud with Lightning Knowledge
  • Module – Lightning Knowledge Setup and Customization
  • Project – Set Up Salesforce Knowledge
  • Help – Work with Data Categories
  • Help – Knowledge Data Categories Best Practices
  • Help – Create and Modify Category Groups

Chat

  • Help – Set Up Chat in Lightning Experience
  • Help – Add Chat to the Console in Lightning Experience
  • Youtube Video – Service Cloud Live Agent Feature Demo
  • Help – What’s Different in Chat in Lightning Experience
  • Module – Web Chat Basics

Case Feed

  • Module – Upgrade Case Feed
  • Help – Enable Case Feed Actions and Feed Items
  • Help – Settings for Feed Views in Case Feed

OmniChannel

  • Youtube Video – Service Cloud Omni Feature Demo
  • Youtube Video – Customer Engagement Channels in Service Cloud

Console

  • Help – Lightning Service Console
  • Module – Configure a Salesforce Console
  • Youtube Video – Service Cloud Customer Service Demo
  • Project – Set Up the Service Console
  • Help – Set Up and Work with Service Console

Data Management

  • Help – Define Validation Rules
  • Module – Create Validation Rules
  • Help – Examples of Validation Rules
  • Module – Create Validation Rules

Duplicate Management

  • Help – Manage Duplicate Records
  • Module – Duplicate Management
  • Help – Customize Duplicate Management
  • Module – Manage Duplicate Contacts and Accounts
  • Youtube Video – Take Control of Duplicates—Use Duplicate Rules and the Potential Duplicates Component
  • Youtube Video – Use Matching Rules to Hunt Down Duplicate Records

Data Enrichment

  • Module – Apps

Content Management

  • Help – Set Up Salesforce CRM Content
  • Help – Files and Content: What’s Different or Not Available in Lightning Experience

 

Change Management

  • Youtube Video – Release Management: Deploying Changes Using Change Sets
  • Help – Deployment Connections for Change Sets
  • Module – Change Set Development Model
  • Help – Change Sets
  • Help – Deploy a Change Set
  • Help – Change Sets Best Practices
  • Help – Salesforce Project in Visual Studio Code and Searching for Hard-Coded References
  • Module – Move Data and Metadata to Another Org
  • Module – How to Migrate Organization Metadata From One Organization To Another?

Analytics, Reports and Dashboards

  • Help – Define a Reporting Snapshot
  • Help – Report on Historical Data with Reporting Snapshots
  • Help – Schedule and Run a Reporting Snapshot
  • Youtube Video – Advanced Reporting Tips & Tricks for New Admins
  • Help – Limits and Limitations for Trending Data in Tableau CRM
  • Help – Report Limits, Limitations, and Allocations
  • Module – Deliver Accurate Reporting
  • Help – Create a Custom Report Type
  • Project – Filter Report Data
  • Project – Evaluate Report Data with Formulas

Report and Dashboard Super Badge

  • Superbadge – Lightning Experience Reports & Dashboards Specialist
  • Project – Quick Start: Reports & Dashboards
  • Trailhead Live Video – Admin Best Practices: Reports and Dashboards
  • Project – Create a Product Pipeline Dashboard with Einstein Analytics Charts
  • Module – Reports & Dashboards for Lightning Experience

Row Filter

  • Youtube Video – Supercharge Your Reports
  • Trailhead Live Video – Preparing for Your Admin Certification: Report Formulas and Charts

Cross Filter

  • Help – Filter Across Objects with Cross Filters

Source Report and Dashboard Filters:

  • Youtube Video – Build Awesome Dashboards with Master Source Reports & Dashboard Filters

Running User

  • Help – Dynamic Dashboards: Choose Who People View a Dashboard as in Lightning Experience

Custom Report Types

  • Help – Create a Custom Report Type
  • Module – Build Powerful Reports with Custom Report Types
  • Youtube Video – The Ultimate Guide to Report Types
  • Help – Limits on Report Types

Process Automation

Automation Tools Overview

  • Help – Which Automation Tool Do I Use?

Automation Tool comparison

  • Module – Difference Between Workflows and ProcessBuilder

Workflow/Process Automation

  • Superbadge – Process Automation Specialist

Approvals

  • Project – Build a Discount Approval Process

Is there a cheat sheet of what flow and process builder can do and cannot do?

  • Help – Which Automation Tool Do I Use?

Process Builder

  • Youtube Video – Salesforce Platform: Automate Business Processes
  • Youtube Video – Process Builder
  • Project – Quick Start: Process Builder
Certified Platform App Builder Icon | Resources | Consulting On Demand

Certified Platform App Builder

Courses: TVB403, DEX403, CRT403

General Resources

Exam Guide

  • Help – Trailhead Help – Salesforce Certified Platform App Builder

Study for your Platform App Builder Exam

  • Module – Platform App Builder

Prepare for your App Builder Credential

  • Trailmix – Prepare for Your Salesforce Platform App Builder Credential

Salesforce Fundamentals 23%

Basics

  • Module – Data Modeling
  • Module – Custom Objects: Quick Look
  • Project – Customize a Salesforce Object
  • Module – Sales Cloud Configuration Basics

Customization

  • Module – Lightning Experience Customization

Service Cloud LEX

  • Module – Service Cloud for Lightning Experience

Reporting

  • Module – Reports & Dashboards for Lightning Experience
  • Project – Create Reports and Dashboards for Sales and Marketing Managers
  • Superbadge – Lightning Experience Reports & Dashboards Specialist
  • You Tube – Add Filtered Charts to Record Pages

Restrict and Extend Object, Record and field access

  • Trailhead Live Video – Advanced Admin Certification – Security and Access
  • Module – Data Security
  • Trail – Protect Your Salesforce Data
  • Module – Identity Basics
  • Youtube Video – Who Sees What: Overview – Extended

Data Modeling and Management 22%

Lemonade Stand Workshop Trailhead Project

  • Project – Build a Lemonade Stand App

Field Types and Change implications

  • Help – Custom Field Types
  • Help – Notes on Changing Custom Field Types

Data Management tools

  • Project – Import and Export with Data Management Tools
  • Module – Data Management
  • Project – Quick Start: Customize an App with Lightning Object Creator

Data Modeling

  • Module – Data Modeling
  • Module – Practice Data Modeling and Management
  • Youtube Video – Build a Data Model
  • Module – Data Model
  • Module – Standard Objects

Data Management

  • Module – Data Management
  • Project – Import and Export with Data Management Tools
  • Module – Data Quality
  • Youtube Video – Import Data for Program Management

Picklist Administration

  • Module – Picklist Administration

Duplicate Management

  • Module – Duplicate Management
  • Help – Customize Duplicate Management

Save order of Operation

  • Trailhead Live Video – Order Of Execution, Apex Transactions, and Governor Limits

Business Logic and Process Automation 28%

Approval Processes

  • Trailhead Live Video – Preparing for your Advanced Admin Certification-Approval Processes
  • Trailhead Live Video – Trail Together – Build a Discount Approval Process

Process Builder

  • Trailhead Live Video – Preparing for Your Admin Certification: Process Builder

Formula and Validation

  • Module – Formulas and Validations

Salesforce Flow

  • Module – Lightning Flow
  • Module – Introducing Lightning Flow: Process Automation for Every App, Portal and Experience
  • Youtube Video – Get Into Lightning Flow Development
  • Module – Screen Flow Distribution
  • Module – Lightning Experience Productivity
  • PDF – Cloud Flow Designer Guide

Which tool should I use

  • Module – Choosing the Right Automation Tool
  • Help – Which Automation Tool Do I Use?
  • Module – Choose the Right Automation Tool

Superbadge: Process Automation Specialist

  • Superbadge – Process Automation Specialist

User Interface 17%

Lighthing App Builder

  • Module – Lightning App Builder
  • Youtube Video – Creating Dynamic Experience with Lightning App Builder

Dynamic Forms

  • Help – Lightning Component Visibility

Superbadge – Lighthing Experience Specialist

  • Superbadge – Lightning Experience Specialist

App Development 10%

Project: Built a Battle Station app

  • Project – Build a Battle Station App

Mobile App Customization

  • Module – Salesforce Mobile App Customization

Superbadge: App Customization Specialist

  • Superbadge – App Customization Specialist
Certified Community Cloud Consultant Icon | Resources | Consulting On Demand

Certified Community Cloud Consultant

Courses: ADX271

General Resources

  • Module – Community Cloud Consultant
  • Module – Community Cloud Consultant
  • Help – Experience Cloud Overview
  • Trail – Expand Your Reach with Experience Cloud
  • Trail – Customize your Experience Cloud Site
  • Trailmix – Preparing to be a Certified Community Cloud Consultant
  • Help – Experience Cloud Overview

Implementation

License Types

  • Help – Communities User Licenses
  • Help – Communities User Licenses
  • Help – About High-Volume Community or Site Users
  • Help – Lightning Platform Starter and Lightning Platform Plus Details

Deployment types, Integration and Mobility

  • Help – Access Experience Cloud Sites in the Salesforce Mobile App
  • Help – Supported Browsers for Experience Cloud Sites
  • Help – Considerations for Deploying Experience Cloud Sites with Change Sets
  • Help – Deploy Your Experience Cloud Site with the Metadata API
  • Help – Deploy Your Experience Cloud Site with Change Sets

Limits

  • Help – Communities User Licenses
  • Help – About High-Volume Community or Site Users

Domains

  • Help – Manage Your Domains
  • Help – Run Your Salesforce Community Under a Custom Domain

Sharing and Security

Who See’s what

  • Help – Who Can See What in Communities
  • Salesforce Video – Who Sees What in Communities: Sharing Rules

Person Accounts

  • Help – Create Person Accounts for Self-Registering Users

Personas

  • Module – UX Research Basics
  • Module – Get Started with Personas

Super User

  • Help – Enable Super User Access for Your Site

Community Setup

Basics

  • Help – Experience Cloud Site Setup Basics
  • Trail – Expand Your Reach with Experience Cloud

Multilingual

  • Help – Create a Multilingual Site
  • Help – Multilingual Sites

Knowledge

  • Project – Build a Community with Knowledge and Chat

Experience Builder

Components

  • Help – Standard Lightning Page Components
  • Help – Custom Lightning Components
  • Project – Personalize the Community Experience with Audience Targeting
  • Help – Considerations for Using Audiences

Templates

  • Help – Which Experience Cloud Template Should I Use?
  • PDF – Getting Started with the Aloha Community Template for Salesforce Identity
  • Help – Set Up and Manage Experience Cloud Sites
  • Help – Which Components Can I Use with Each Template?
  • Help – Which Experience Cloud Template Should I Use?
  • Help – Choosing Between Experience Builder and Salesforce Tabs + Visualforce Sites

Trail to Customize Community

  • Trail – Customize your Experience Cloud Site

Community Management

Content

Multilingual

  • Help – Multilingual Sites
  • Help – Create a Multilingual Site

Connect Options

  • Help – Salesforce Files Connect
  • Help – Salesforce Connect

Templates and Use Cases

Templates

  • Help – Which Experience Cloud Template Should I Use?
  • Help – Choosing Between Experience Builder and Salesforce Tabs + Visualforce Sites
  • Help – Set Up and Manage Experience Cloud Sites
  • Module – Introducing Experience Cloud
  • Help – Which Experience Cloud Template Should I Use?
  • PDF – Getting Started with the Aloha Community Template for Salesforce Identity
Certified Service Cloud Consultant Icon | Resources | Consulting On Demand

Certified Service Cloud Consultant

Courses: ADX261

General Resources

  • Module – Credentials – Service Cloud Consultant

Industry Knowledge

Implementation Strategies

Service Cloud Solution Design

Knowledge Management

Interaction Channels

Case Management

Contact Center Analytics

Integration and Data Management

Service Console

Certified Sales Cloud Consultant Icon | Resources | Consulting On Demand

Certified Sales Cloud Consultant

Courses: CRT251

General Resources

  • Module – Credentials – Sales Cloud Consultant

Industry Knowledge

Implementation Strategies

Sales Cloud Solution Design

Marketing and Leads

Account and Contact Management

Opportunity Management

Sales Productivity

Sales Cloud Analytics

Integration and Data Management

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Table of Contents

  • Certified Administrator Icon | Resources | Consulting On Demand

    Certified Administrator

    Courses: TVB201, ADX201, CRT101
  • Certified Advanced Administrator Icon | Resources | Consulting On Demand

    Certified Advanced Administrator

    Courses: ADX211, CRT211
  • Certified Platform App Builder Icon | Resources | Consulting On Demand

    Certified Platform App Builder

    Courses: TVB403, DEX403, CRT403
  • Certified Community Cloud Consultant Icon | Resources | Consulting On Demand

    Certified Community Cloud Consultant

    Courses: ADX271
  • Certified Service Cloud Consultant Icon | Resources | Consulting On Demand

    Certified Service Cloud Consultant

    Courses: ADX261
  • Certified Sales Cloud Consultant Icon | Resources | Consulting On Demand

    Certified Sales Cloud Consultant

    Courses: CRT251

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