Trailhead Live Video

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

Admin Prep Trailmix

• Admin Prep Trailmix

Interactive Prep Exam:

• Admin Practice Test

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

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

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 – Set Trusted IP Ranges for your Organization

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

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

• Discussion Forum – Master Detail vs Lookup (pros and cons)
• Help – Object Relationships Overview

Lightning App Builder

• Module – Lightning App Builder
• Project – Quick Start: Lightning App Builder
• Trail – Build Platform Apps in Lighting Experience

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
• Cross object formulas are built on the child object (in a parent/child relationship) and simply display field data from the parent, on the child. Because they are formula fields, they are ready only.
• Lookup fields create a loose relationship between two records. They are also built on the child. In contrast, users can edit lookup fields and search for a record to associate. Lookup fields also appear in the interface as a clickable field that navigates you to the associated record.
• Rollup summary fields are build on the master (parent) in a Master-Detail (tight relationship). They can also be created on a select list of standard related objects (see link). Rollup summary fields calculate values from related child records.
• 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)

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
• Module – Sales Cloud Productivity Best Practices

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

Forecasts

• Implementation Guide – Collaborative Forecasts
• Help – Collaborative Forecasts Concepts

Sales Cloud Einstein

• Module – Sales Cloud Einstein
• Module – Sales Cloud Einstein Rollout Strategies

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

• Trailmix – Get Started with Service Cloud for Lightning Experience
• 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 – Workflow Automation for Sercvice Quick Look
• 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

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

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
• Module – Formulas and Validations

Data Quality

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

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

Automation Tools Overview

• Help – Which Automation Tool Do I Use?
• Help – Differences Between Auto-Response Rules and Workflow Email Alerts
• Trail – Build Flows with Flow Builder

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

Salesforce Flow

• Trailmix – Build Flows with Flow Builder
• Trail – Automate Your Business Processes with Salesforce Flow
• Module – Approve Records with Approval Processes
• Module – Flow Basics
• Module – Flow Builder
• Module – Record-Triggered Flows
• Module – Flow Concepts: Quick Look
• Module – Flow Troubleshooting
• Module – Salesforce Flow for Service
• Module – Flow Testing and Distribution
• Project – Build a Simple Flow
• YouTube – Get Started Building Flow
• YouTube – Flow Builder Tutorials
• YouTube – Flow Builder Tutorial: Send an email
• YouTube – Flow Builder Tutorial: Get a Record and Use it
• YouTube – Flow Builder Tutorial: Get Multiple Records and Loop
• YouTube – Flow Builder Tutorial: Decisions, Related Records, Buttons
• YouTube – Flow Builder Tutorial: Screen Elements
• YouTube – Build a simple screen flow with Salesforce Flow Builder
• YouTube – Introduction to Lightning Flow
• Quick-Look: Flow Concepts

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

Workflow/Process Automation Superbadge

• Superbadge – Flow Elements and Resources Specialist Superbadge

Approvals

• Project – Build a Discount Approval Process

Automation Tool comparison

• Help – Which Automation Tool Do I Use?
• Help – Difference between Workflows and ProcessBuilder