ADM-211: Administration Essentials for Experienced Admin

ADM-211: Administration Essentials for Experienced Admin

Get ready for your exam by enrolling in our comprehensive training course. This course includes a full set of instructional videos designed to equip you with in-depth knowledge essential for passing the certification exam with flying colors.

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Getting Started

  • 1. CRM and ERP
    9m
  • 2. Cloud Computing
    13m
  • 3. Salesforce Career Paths and Certifications
    10m
  • 4. Leverage Trailhead
    8m
  • 5. Understand the Advanced Administrator Exam guide
    11m
  • 6. Salesforce Editions and Pricing
    4m
  • 7. Setup your own Developer Edition Account!
    4m
  • 8. Get an overview of Salesforce Standard Data Model
    3m

Extending Custom Objects and Applications : Custom Objects and Considerations

  • 1. Section Overview
    3m
  • 2. Extending Custom Objects and Applications : Introduction
    4m
  • 3. Understanding the Enterprise data model - Field of Education
    7m
  • 4. Creating Custom Objects and Tabs
    5m
  • 5. Creating Custom Objects thro Schema Builder
    4m
  • 6. Exploring Fields and Field Types
    8m
  • 7. More about Text Field Types
    10m
  • 8. Picklists and Multi-Select Picklists
    8m
  • 9. Field Dependencies and Considerations
    10m
  • 10. Considerations while converting Field Types
    7m

Extending Custom Objects and Applications : Relationships and Considerations

  • 1. Object Relationships - Overview
    4m
  • 2. Lookup Relationship - Overview
    12m
  • 3. Considerations while using Lookup Relationship
    9m
  • 4. Master-Detail Relationship - Overview
    8m
  • 5. Considerations while using M-D Relationship
    9m
  • 6. Relationship Conversion : Lookup to MD and vice-versa
    3m
  • 7. Many-to-Many Relationship - Overview
    7m
  • 8. Considerations while using Many-to-Many Relationship
    3m
  • 9. Self Relationship
    7m
  • 10. Hierarchial Relationhip
    4m

Extending Custom Objects and Applications : External Objects and Relationships

  • 1. Configuring External Data Source and External Objects
    13m
  • 2. Experimenting on the External Objects
    5m
  • 3. Indirect Lookup Relationship
    16m
  • 4. External Lookup Relationship
    7m
  • 5. Considerations while using External Objects
    7m

Security and Access : Object Level Access

  • 1. Section Overview
    2m
  • 2. Security and Access - Overview
    5m
  • 3. Managing Profiles
    15m
  • 4. Profiles - Considerations
    11m
  • 5. Permission Sets
    15m
  • 6. Salesforce Licenses - User Licenses, Permission Set Licenses and Feature License
    13m

Security and Access : Record Level Access

  • 1. OWD
    22m
  • 2. OWD - Considerations
    10m
  • 3. Role Hierarchy
    16m
  • 4. Role Hierarchy - Considerations
    3m
  • 5. Sharing Rules : Owner-based Sharing Rules
    14m
  • 6. Sharing Rules : Criteria-based Sharing Rules
    5m
  • 7. Manual Sharing
    9m
  • 8. Manual User Record Sharing
    5m
  • 9. Sharing Rules - Considerations
    10m
  • 10. Manager Groups
    16m
  • 11. Standard Report Visibility
    1m
  • 12. Community and Portal User Visibility
    2m
  • 13. Access to Record Types
    2m
  • 14. Why someone is able to see a record?
    3m

Security and Access : Field Level Access

  • 1. Field Level Security
    9m

Security and Access : Delegated Administration

  • 1. Delegated Administration
    13m

Security and Access : Enterprise Territory Management

  • 1. Enterprise Territory Management - Introduction
    12m
  • 2. Enabling Enterprise Territory Management
    7m
  • 3. Building a Territory Model
    6m
  • 4. Creating Territory and Territory Hierarchy
    7m
  • 5. Assigning Accounts to Territories
    8m
  • 6. Assigning Users to Territories
    1m
  • 7. Colloborate with Territory Models using Chatter
    2m
  • 8. Activating Territory Model
    2m
  • 9. Running Opportunity Territory Assignment Filter
    3m

Process Automation : Overview

  • 1. Section Overview
    1m
  • 2. Automation Tools in Salesforce - Overview
    8m

Process Automation : Troubleshoot an Approved Process

  • 1. Approval Process - A quick recap
    6m
  • 2. Troubleshoot an Approval Process
    23m
  • 3. Considerations while using Approval Processes
    11m

Process Automation : Lightning Process Builder

  • 1. Lightning Process Builder - Introduction
    4m
  • 2. Using Process Builder to auto-create a record
    10m
  • 3. Using Process Builder to auto-create child records
    12m
  • 4. Using Process Builder to Update Child records
    8m
  • 5. Using Process Builder to Execute Time-Dependent Actions
    11m
  • 6. Using Process Builder to Send Email Alerts
    5m
  • 7. Using Process Builder to Auto Submit Records for Approval
    12m
  • 8. Using Process Builder to Configure Nested IF-ELSE conditions
    8m
  • 9. Using Process Builder to Build and Use Invocable Process
    20m
  • 10. Using Process Builder to Post to Chatter
    13m
  • 11. Using Process Builder to perform Quick Actions
    6m
  • 12. Process Builder Version Control Mechanism
    6m

Process Automation : When to use which tool?

  • 1. Lightning Flow Builder
    7m
  • 2. Automation Tool Combinations
    3m
  • 3. Choose the Right Automation Tool
    7m

Data Management : Overview

  • 1. Section Overview
    2m
  • 2. Data Management Tools - Introduction
    5m
  • 3. How to use Data Import Wizard?
    16m
  • 4. How to use Apex Data Loader?
    12m

Data Management : Proactive Measures for Good Data Quality

  • 1. Evaluating Incoming Data Sources
    6m
  • 2. Enforce Data Entry Standards and Procedures
    11m
  • 3. Use Validation Rules to enforce data entry standards
    7m
  • 4. Considerations when mass importing records
    5m
  • 5. Duplicate Management : Matching Rules
    10m
  • 6. Duplicate Management : Duplicate Rules
    10m
  • 7. Assign a Data Steward
    2m

Data Management : Reactive Measures for Data Quality Maintenance

  • 1. Data Quality Reports and Dashboards
    14m
  • 2. Merging Duplicate Accounts
    11m
  • 3. Merging Duplicate Contacts
    5m
  • 4. Merging Duplicate Leads
    4m
  • 5. Mass Deleting Records
    11m

Data Management : Best Practices

  • 1. Optimize your Data Visibility Structure
    8m
  • 2. Data Skew
    3m

Data Management : Data Enrichment

  • 1. Data Enrichment - Introduction
    7m
  • 2. Using Salesforce Data.com for data enrichment
    14m
  • 3. Third Party Apps
    3m
  • 4. Social Accounts, Contacts and Leads
    6m

Data Management : Data Archival

  • 1. What is Data Archival and how to handle it?
    21m
  • 2. Various tools and options for archiving data - Part 1
    8m
  • 3. Various tools and options for archiving data - Part 2
    11m

Auditing and Monitoring : Overview

  • 1. Section Overview
    2m
  • 2. What is Auditing and Monitoring?
    2m

Auditing and Monitoring : Auditing

  • 1. Auditing using Record Modification Fields
    2m
  • 2. Auditing using Login History
    5m
  • 3. Auditing using Email Logs
    7m
  • 4. Auditing using Email Logs : Considerations
    2m
  • 5. Auditing using Field History Tracking
    10m
  • 6. Auditing using Field Audit Trail
    21m
  • 7. Auditing using Setup Audit Trail
    2m
  • 8. Auditing using Login Forensics
    7m

Auditing and Monitoring : Monitoring

  • 1. Monitoring : Security Health Check
    11m
  • 2. Monitoring : System Overview
    3m
  • 3. Monitoring : Storage Usage
    6m
  • 4. Monitoring : Debug Logs - Configuration
    16m
  • 5. Monitoring : Debug Logs - Testing
    10m
  • 6. Monitoring : Jobs
    9m
  • 7. Monitoring : Outbound messages
    5m
  • 8. Monitoring : Time-Based Workflows
    14m
  • 9. Monitoring : API Usage Notifications
    3m

Content Management

  • 1. Section Overview
    1m
  • 2. What is Content Management?
    5m
  • 3. Using Attachments to maintain files
    6m
  • 4. Using Documents to maintain files
    17m
  • 5. Salesforce Knowledge
    1m
  • 6. Add Google Docs to Salesforce
    7m
  • 7. Salesforce Files
    4m

Content Management : Salesforce CRM Content

  • 1. Salesforce CRM Content : Introduction and Setup
    6m
  • 2. Salesforce CRM Content : Creating and Managing Libraries
    20m
  • 3. Salesforce CRM Content : Configuring Record Types to Libraries
    11m
  • 4. Salesforce CRM Content : Creating and Managing Content Packs
    3m
  • 5. Salesforce CRM Content : Content Versioning
    9m
  • 6. Salesforce CRM Content : Content Delivery
    9m

Change Management : Overview

  • 1. Section Overview
    2m
  • 2. What is Change Management??
    1m
  • 3. Benefits of Change Management
    1m
  • 4. Key Stages of Change Management
    10m
  • 5. Development Methodology Options
    3m
  • 6. Develop a Change Management Strategy
    2m

Change Management : Managing Sandboxes

  • 1. Sandboxes and Sandbox Environment types
    7m
  • 2. How to create a Sandbox?
    9m
  • 3. Establish a deployment connection between Production and Sandbox
    4m
  • 4. How to delete a Sandbox?
    2m
  • 5. How to do a Sandbox Refresh?
    14m

Change Management : Metadata Export

  • 1. What is Metadata and Metadata Export?
    3m
  • 2. Metadata Export using Force.com IDE
    6m
  • 3. Force.com CLI and Automated Metadata Export
    18m

Change Management : Metadata Deployment

  • 1. Salesforce Metadata Deployment - Overview
    3m
  • 2. Salesforce Packages
    11m
  • 3. Deployment of Metadata using Change Sets - Outbound
    15m
  • 4. Deployment of Metadata using Change Sets - Inbound
    9m
  • 5. Best Practices while using Change Sets
    8m
  • 6. Deployment of Metadata using Force.com IDE
    12m
  • 7. Deployment of Metadata using Snapshot
    11m

Sales Cloud Applications : Campaign Management

  • 1. Section Overview
    2m
  • 2. Executing a successful marketing campaign
    9m
  • 3. Creating a new campaign
    6m
  • 4. Setting up Campaign Hierarchy
    12m

Sales Cloud Applications : Lead Management

  • 1. Steps for Effective Lead Management
    10m
  • 2. Creating a new Lead
    1m
  • 3. Lead Conversion Process
    4m

Sales Cloud Applications : Account and Contact Management

  • 1. Account and Account Hierarchy
    6m
  • 2. Configuring Account Team
    20m
  • 3. Understanding Person Accounts
    6m
  • 4. Account Contact Relationship - Contacts to Multiple Accounts
    7m

Sales Cloud Applications : Product Management

  • 1. Create Products, Price Books and Price Book Entries
    7m

Sales Cloud Applications : Opportunity Management

  • 1. Opportunity and Opportunity Products
    10m
  • 2. Opportunity Product Scheduling - Quantity Scheduling and Revenue Scheduling
    10m
  • 3. Opportunity Teams
    7m

Sales Cloud Applications : Quote Management

  • 1. Enable Quotes
    5m
  • 2. Create Quotes
    4m
  • 3. Generate Quote PDF
    2m
  • 4. Email Quote to Customer
    2m
  • 5. Sync Quote to Opportunity
    6m

Sales Cloud Applications : Collaborative Forecasts

  • 1. Colloborative Forecasting - Enable Forecasts
    4m
  • 2. Adding Forecast Types
    6m
  • 3. Configure Default Forecast Display
    2m
  • 4. Enable Forecast Adjustments
    4m
  • 5. Enable Cumulative Forecast Rollups
    8m
  • 6. Enable Colloborative Forecast Users
    1m
  • 7. Understanding Colloborative Forecast Hierarchy
    4m
  • 8. View and Analyze Forecasts
    19m

Service Cloud Applications : Case Management

  • 1. Creating a new case
    4m
  • 2. Email-to-Case functionality
    11m
  • 3. Case Assignment Rules
    10m
  • 4. Case Escalation Rules
    16m

Service cloud Applications : Entitlement Management

  • 1. Entitlement Management - Introduction
    8m
  • 2. Enable Entitlement Management
    9m
  • 3. Create Milestone
    4m
  • 4. Create Entitlement Process
    4m
  • 5. Add milestone to entitlement process
    4m
  • 6. Add milestone actions
    8m
  • 7. Activate Entitlement Process
    2m

Service Cloud Applications : Interaction between Support Agents and Customers

  • 1. Configure Service Cloud Console App
    12m
  • 2. Configure Agent Console Tab
    11m
  • 3. Case Feed
    3m

Service Cloud Applications : Knowledge Management

  • 1. Enabling Salesforce Knowledge
    3m
  • 2. Configure Data Categories and Data Category Assignments
    6m
  • 3. Configure Knowledge Validation Status
    2m
  • 4. Configure Knowledge Article Actions
    4m
  • 5. Create Article Types
    5m
  • 6. Create and Publish Articles
    3m

Analytics,Reports and Dashboards

  • 1. Understand Analytics using Reports and Dashboards
    7m
  • 2. How to use Report Builder
    14m
  • 3. Create and Use Tabular Reports
    5m
  • 4. Create and Use Summary Reports
    9m
  • 5. Create and Use Matrix Reports
    6m
  • 6. Create and Use Joined Reports
    6m
  • 7. Create Custom Report Types
    10m
  • 8. Report Scheduling
    6m
  • 9. Create Dashboards with Dashboard Components for Matrix and Summary Reports
    14m
  • 10. Create Dashboards with Dashboard Components for Tabular and Joined Reports
    8m
  • 11. Setup Dynamic Dashboard Filters
    6m
  • 12. Scheduling Dashboard Refresh
    5m