• Module – Advanced Administrator

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
• Module – Advanced 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

• 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

• 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

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

• Help – Collaborative Forecasts Concepts
• Youtube Video – Forecast Accurately With Collaborative Forecasts in Lightning Experience
• Module – Sales Territories and Forecasting
• Implementation Guide – Collaborative Forecasts
• Help – Collaborative Forecasts

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

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
• Trailmix – Live Agent Chat Resources

Case Feed

• Help – 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
• Module – Omni-Channel for Lightning Experience
• Module – Omni-Channel Routing and Digital Engagement

Console

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

• 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

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

• 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?

• 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

Automation Tools Overview

• Help – Which Automation Tool Do I Use?

Automation Tool comparison

• Module – Difference Between Workflows and ProcessBuilder

Flow

• Flow Builder

Workflow/Process Automation

• Superbadge – Process Automation Specialist

Approvals

• Project – Build a Discount Approval Process

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