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The Salesforce Certification Training Bundle

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Lifetime
Content
2 hours
Lessons
26

Salesforce Einstein Discovery: Introduction to AI and Data Science

The Codeless Way to Learn AI & Data Science

By Mike Wheeler | in Online Courses

New versions of Salesforce are harnessing the power of Artificial Intelligence to enable you to make many decisions and discover patterns in mass collections of data, all with clicks rather than code. That means it's beginner-friendly. This course is an introduction to utilizing Salesforce to perform complicated AI and Data Science tasks — without the complications.

  • Access 26 lectures & 2 hours of content 24/7
  • Build apps that utilize AI to automate processes & make decisions
  • Explore core concepts of AI in plain English
  • Sign up for free Salesforce Einstein & Salesforce Trailhead accounts
Mike Wheeler teaches Salesforce because he is passionate about the platform, and the awesome things you can build quickly on it - including your career! There is an extreme shortage of Salesforce talent in the job market, and Mike is creating Salesforce Certification and User courses, so that you can get a good paying job in the cloud.

Mike has been building solutions on the Salesforce platform since 2008, and started his own certification journey in 2011. Before discovering Salesforce, he worked as a Technical Writer, Trainer, and built blogs using WordPress. Once he found Salesforce, he saw it as the quickest path to building world-class web and mobile applications for businesses and consumers. He has attained 6 Salesforce Certifications along the way: Salesforce Developer, Salesforce Administrator, Salesforce Advanced Administrator, Salesforce Sales Cloud Consultant, Salesforce Service Cloud Consultant, and Salesforce Platform App Builder.

He is the founder of Mike Wheeler Media, LLC, where his mission is to Inspire, Equip and Train the masses on the Salesforce Platform.

Details & Requirements

  • Length of time users can access this course: lifetime
  • Access options: web streaming, mobile streaming
  • Certification of completion not included
  • Redemption deadline: redeem your code within 30 days of purchase
  • Experience level required: beginner

Compatibility

  • Internet required

Course Outline

  • Introduction and Getting Started
    • Introduction and My Bio (3:47)
    • Signing Up for a Free Salesforce Einstein Discovery Account
    • Logging In to Your Salesforce Einstein Discovery Account (1:37)
    • Salesforce Einstein Discovery User Interface Tour (2:35)
    • Practice Activity – Signing Up for a Trailhead Account (5:39)
  • Importing Data Sets into Salesforce Einstein Discovery
    • Importing Introduction (1:08)
    • Importing CSV Data Sets into Salesforce Einstein Discovery (6:52)
    • Importing Salesforce Data into Salesforce Einstein Discovery (10:53)
    • Importing Other Data Sets into Salesforce Einstein Discovery (9a and b recorded, c to do) (14:02)
    • Helpful Practice Activity – Import Data into Einstein Discovery Trail
    • Making Changes to a Data Set in Einstein Discovery (6:44)
  • Creating Stories in Salesforce Einstein Discovery
    • Introduction to Creating Stories in Salesforce Einstein Discovery (0:37)
    • Creating a Story in Salesforce Einstein Discovery (7:24)
    • Editing a Story and Adding Insights in Salesforce Einstein Discovery (14:51)
  • Creating Playing and Customizing Executive Summaries in Einstein Discovery
    • Introduction to Executive Summaries in Einstein Discovery (0:29)
    • Playing an Executive Summary (2:42)
    • Turning on Discovery Mode in Executive Summary (2:11)
    • Personalizing Stories in the Executive Summary (4:31)
    • Viewing and Changing Recommended Insights in Executive Summaries (2:42)
  • Sharing and Exporting Stories
    • Introduction to Sharing and Exporting Stories (0:28)
    • Sharing Stories with Other Users (5:21)
    • Exporting Stories to Microsoft Word (3:00)
    • Exporting Stories to PowerPoint (2:49)
    • Exporting R Code (6:08)
    • Helpful Practice Activity – Discover Simple Stories for Complex Problems Trail (3:50)
    • Final Thoughts and a Word of Thanks (2:13)
    • Bonus Lecture: Promo Codes / Website / Facebook Group / LinkedIn and More

View Full Curriculum


Access
Lifetime
Content
10.5 hours
Lessons
115

Salesforce Service Cloud Consultant Certification Course

Develop the Skills to Earn One of the Most In-Demand IT Certifications in the World

By Mike Wheeler | in Online Courses

The Salesforce Service Cloud Consultant Certification demonstrates that you can implement the Salesforce Lightning Service Console, design service solutions on the Salesforce platform, and can implement OmniChannel, create Macros, and create custom apps to deliver world-class service as a Service Cloud consultant. Sound intense? Well, it is, which is why those who hold the certification regularly command six-figure salaries. Salesforce is currently the 7th-most in-demand IT skill in the world and this training can help you rise above the competition.

  • Access 115 lectures & 10.5 hours of content 24/7
  • Learn how to design & deploy solutions that support customer business processes & requirements
  • Gain experience designing solutions using the Service Cloud functionality
  • Develop the knowledge needed to implement multiple applications in common customer scenarios
Mike Wheeler teaches Salesforce because he is passionate about the platform, and the awesome things you can build quickly on it - including your career! There is an extreme shortage of Salesforce talent in the job market, and Mike is creating Salesforce Certification and User courses, so that you can get a good paying job in the cloud.

Mike has been building solutions on the Salesforce platform since 2008, and started his own certification journey in 2011. Before discovering Salesforce, he worked as a Technical Writer, Trainer, and built blogs using WordPress. Once he found Salesforce, he saw it as the quickest path to building world-class web and mobile applications for businesses and consumers. He has attained 6 Salesforce Certifications along the way: Salesforce Developer, Salesforce Administrator, Salesforce Advanced Administrator, Salesforce Sales Cloud Consultant, Salesforce Service Cloud Consultant, and Salesforce Platform App Builder.

He is the founder of Mike Wheeler Media, LLC, where his mission is to Inspire, Equip and Train the masses on the Salesforce Platform.

Details & Requirements

  • Length of time users can access this course: lifetime
  • Access options: web streaming, mobile streaming
  • Certification of completion not included
  • Redemption deadline: redeem your code within 30 days of purchase
  • Experience level required: all levels

Compatibility

  • Internet required

Course Outline

  • Introduction and Getting Started
    • Getting Started Introduction (2:46)
    • Signing Up for a Free Salesforce Account (2:48)
    • Salesforce Lightning vs. Salesforce Classic Notes
    • Logging into Salesforce and Switching Between Lightning and Classic (2:04)
    • Downloading and Reviewing the Service Cloud Consultant Certification Exam Guide (6:37)
    • Assigning the Service Cloud and Knowledge User Feature Licenses (1:08)
    • Introduction and Getting Started Quiz
  • Industry Knowledge
    • Industry Knowledge Introduction (1:22)
    • Installing Service and Support Dashboards to Measure Contact Center Metrics (5:09)
    • Contact Center KPIs (4:11)
    • Contact Center Business Challenges and How Salesforce Helps (3:21)
    • Use Cases and Benefits for Different Interaction Channels (7:06)
    • Challenges and Considerations for Business Continuity in the Contact Center (2:23)
    • Exam Guide Sample Question #1 (4:42)
    • Types of Contact Centers and Displaying the Service Console (5:47)
    • KCS Core Tenets and a Glimpse of the Service Setup Menu and Salesforce Knowledge (3:02)
    • Contact Center Components and How They Solve Business Challenges (3:01)
    • Practice Activity – Industry Knowledge Trailhead Units
    • Industry Knowledge Quiz
  • Implementation Strategies
    • Implementation Strategies Introduction (0:52)
    • Typical Phases of a Consulting Engagement and Creating Custom Objects and Fields (14:49)
    • Contact Center Deployment Strategies (5:04)
    • Practice Activity – Implementation Strategies Trailhead Units
    • Implementation Strategies Quiz
  • Service Cloud Solution Design
    • Service Cloud Solution Design Introduction (0:32)
    • Analyzing Customer Requirements for Service Cloud Solution Design (8:07)
    • Extending the Service Cloud with Custom Application Development and Third-Party (3:29)
    • Key Components for Performance Optimization and Creating a Validation Rule (8:05)
    • User Experience Requirements Solved by the Salesforce Lightning Service Console (5:46)
    • Salesforce Lightning Service Console Custom List Views and Creating a New User (17:00)
    • Service Console Interaction Logs (Salesforce Classic Only) (9:02)
    • Service Console Custom Components (7:14)
    • Service Console Keyboard Shortcuts (1:39)
    • Service Console Macros (6:03)
    • Service Console Integration Toolkit and Lightning Console JavaScript API (10:55)
    • Adjusting the Service Console Settings (5:33)
    • Exam Guide Sample Question #2 (4:10)
    • Practice Activity – Service Cloud Solution Design Trailhead Units
    • Service Cloud Solution Design Quiz
  • Knowledge Management
    • Knowledge Management Introduction (0:33)
    • Enabling Salesforce Knowledge and the Knowledge Article Lifecycle (9:04)
    • Managing Knowledge Adoption and Maintenance (7:50)
    • Creating Knowledge Data Categories Groups and Data Categories (7:41)
    • Creating Knowledge Article Record Types and Assigning Page Layouts (4:42)
    • Turning on the Knowledge Sidebar in the Service Console (7:17)
    • Knowledge Publishing Workflow (14:25)
    • Knowledge Data Migration Strategies (4:30)
    • Knowledge vs. Solutions (3:07)
    • Exam Guide Sample Question #3 - Public Groups and Assigning Article Actions (6:26)
    • Exam Guide Sample Question #5 (3:23)
    • Practice Activity – Knowledge Management Trailhead Units
    • Knowledge Management Quiz
  • Interaction Channels
    • Interaction Channels Introduction (1:43)
    • Understanding and Implementing Multiple Support Processes (4:27)
    • Mobile Interaction Channel and Creating a Mobile Case Record Type (3:17)
    • Telephony (aka ‘phone’) Interaction Channel (3:02)
    • Email Interaction Channel and Creating an Email Case Record Type (2:14)
    • Email to Case vs. On-Demand Email to Case and Configuring a Routing Address (10:03)
    • Adding Emails Related List to Cases Page Layout (6:00)
    • Configuring Email Templates for Effective Case Communications (5:11)
    • Web Interaction Channel (7:45)
    • Chat Interaction Channel – Live Agent (2:31)
    • Enabling Live Agent and Creating Live Agent Users (1:57)
    • Creating Live Agent Skills (2:07)
    • Creating Live Agent Configurations (6:36)
    • Creating Live Agent Deployments (2:19)
    • Setting Up Live Agent in the Salesforce Console (2:36)
    • Creating Chat Buttons (7:28)
    • Enabling OmniChannel and Creating Service Presence Status (2:31)
    • Adding the Supervisor Panel to the Salesforce Console (4:05)
    • Social Media Interaction Channel (7:39)
    • Chatter Groups as Internal Interaction Channels (6:06)
    • Exam Guide Sample Question #4 (2:19)
    • Interaction Channels UI Design Considerations (12:16)
    • Case Feed Configuration and Customization (9:21)
    • Adding and Configuring the Email Action to the Case Feed (7:03)
    • Interaction Channels Profile Design Considerations (8:08)
    • Interaction Channels Objects to Expose Design Considerations (6:51)
    • Interaction Channels Sharing Model Design Considerations (11:46)
    • Interaction Channels Reporting Design Considerations (13:33)
    • Kan Ban View and Case Feed Page Layout Assignments (12:36)
    • Practice Activity – Interaction Channels Trailhead Units
    • Interaction Channels Quiz
  • Case Management
    • Case Management Introduction (0:49)
    • Designing a Case Management Solution (2:36)
    • Case Creation Design Considerations (3:24)
    • Case Queues Configuration (7:39)
    • Case Assignment Design Considerations (14:39)
    • OmniChannel for Routing of Cases (2:14)
    • Creating Service Channels for Omni-Channel (4:21)
    • Creating Routing Configurations for Omni-Channel (6:28)
    • Creating a Presence Status for Omni-Channel (1:31)
    • Creating Omni-Channel Permission Sets (2:38)
    • Adding Omni-Channel to your Service Console Footer (3:48)
    • Adding Sidebar Components to the Service Console (5:01)
    • Adding Fields to Page Layouts and Related Lists for Improved Usability (4:33)
    • Case Escalation Design Considerations (9:29)
    • Log a Call Activity Management and Call Disposition Design (11:47)
    • Case Resolution Design Considerations – Case Closure (8:25)
    • Enabling Entitlement Management for SLA Driven Case Management (20:22)
    • Improve Agent Productivity by Bundling Multiple Case Actions in Macros (7:56)
    • Field Service Lightning (10:30)
    • Final Live Agent Configurations (6:40)
    • Creating a Self-Service Community to Increase Case Deflection (16:39)
    • Visual Workflow Use Cases, Capabilities and Limitations for Case Management (19:45)
    • Practice Activity – Case Management Trailhead Units
    • Case Management Quiz
  • Contact Center Analytics
    • Contact Center Analytics Introduction (0:53)
    • Contact Center Reporting Solutions (3:18)
    • Reports and Dashboards Design Considerations (6:28)
    • Practice Activity – Contact Center Analytics Trailhead Units
    • Contact Center Analytics Quiz
  • Integration and Data Management
    • Integration and Data Management Introduction (0:59)
    • Design Considerations for Large Data and Transaction Volumes (2:18)
    • Contact Center Integration Patterns (11:36)
    • Practice Activity – Integration and Data Management Trailhead Units
    • Integration and Data Management Quiz
  • Release Readiness and Updates
    • Adding a Path to the Case Object - Spring '18 Release (9:44)
  • Next Steps
    • Next Steps Introduction (0:41)
    • Registering for the Service Cloud Consultant Certification (5:19)
    • Taking the Exam – Online vs. On-site (10:29)
    • Test Taking Strategies – Improve Your Odds of Passing the First Time (5:30)
    • Final Thoughts and a Word of Thanks (0:55)
    • Bonus Lecture: Promo Codes / Website / Facebook Group / LinkedIn and More

View Full Curriculum


Access
Lifetime
Content
11 hours
Lessons
107

Salesforce Sales Cloud Consultant Certification Course

Take Your Salesforce Career to the Next Level by Becoming a Consultant

By Mike Wheeler | in Online Courses

The Salesforce Sales Cloud Consultant Certification will help you leap ahead of the competition and become massively in-demand for Salesforce partner companies. Salesforce's most popular cloud solution is the Sales Cloud, and administrators and consultants are always in-demand. This course will help you ace the certification exam and push your career to brand new heights.

  • Access 107 lectures & 11 hours of content 24/7
  • Understand all of the core concepts found on the Salesforce Sales Cloud Certification Exam
  • Create multiple Salesforce Sales Processes
  • Configure Salesforce Lightning pages
  • Explore extensive opportunity record types, stage customizations, & more
Mike Wheeler teaches Salesforce because he is passionate about the platform, and the awesome things you can build quickly on it - including your career! There is an extreme shortage of Salesforce talent in the job market, and Mike is creating Salesforce Certification and User courses, so that you can get a good paying job in the cloud.

Mike has been building solutions on the Salesforce platform since 2008, and started his own certification journey in 2011. Before discovering Salesforce, he worked as a Technical Writer, Trainer, and built blogs using WordPress. Once he found Salesforce, he saw it as the quickest path to building world-class web and mobile applications for businesses and consumers. He has attained 6 Salesforce Certifications along the way: Salesforce Developer, Salesforce Administrator, Salesforce Advanced Administrator, Salesforce Sales Cloud Consultant, Salesforce Service Cloud Consultant, and Salesforce Platform App Builder.

He is the founder of Mike Wheeler Media, LLC, where his mission is to Inspire, Equip and Train the masses on the Salesforce Platform.

Details & Requirements

  • Length of time users can access this course: lifetime
  • Access options: web streaming, mobile streaming
  • Certification of completion not included
  • Redemption deadline: redeem your code within 30 days of purchase
  • Experience level required: intermediate. You must be certified as a Salesforce Administrator to eventually take the Salesforce Sales Cloud Consultant Certification exam (not included).

Compatibility

  • Internet required

Course Outline

  • Introduction and Getting Started
    • Introduction and Getting Started (0:52)
    • Signing Up for a Free Salesforce Account - Keep it For Life (2:48)
    • Logging in to Salesforce and Switching Between Lightning and Classic (2:25)
    • Downloading and Reviewing the Sales Cloud Consultant Exam Guide (5:27)
    • Introduction and Getting Started Quiz
  • Industry Knowledge
    • Industry Knowledge Introduction (1:14)
    • Sales Metrics and Factors that Influence Them (12:50)
    • KPIs and Business Challenges (12:07)
    • Common Sales Processes and Key Considerations (10:23)
    • Practice Activity - Industry Knowledge Trailhead Units
    • Industry Knowledge Quiz
  • Implementation Strategies
    • Implementation Strategies Introduction (1:20)
    • Scenarios and Successful Consulting Engagement Phases (11:07)
    • Planning Phase of Consulting Engagements (9:51)
    • Requirements Gathering Phase of Consulting Engagements (12:07)
    • Designing Phase of Consulting Engagements (4:18)
    • Building Phase of Consulting Engagements (13:00)
    • Testing Phase of Consulting Engagements (3:29)
    • Documentation Phase of Consulting Engagements (4:20)
    • Sales Deployment Considerations (12:06)
    • Measuring the Success of a Sales Cloud Implementation Project (8:00)
    • Practice Activity - Implementation Strategies Trailhead Units
    • Implementation Strategies Quiz
  • Sales Cloud Solution Design
    • Sales Cloud Solution Design Introduction (1:45)
    • Designing an End-to-End Sales Process (7:43)
    • It All Begins with a Lead in the Sales Process (5:42)
    • Lead Processes and Lead Qualification Stages (7:55)
    • Lead Field Mapping (6:51)
    • The Lead Conversion Process - an Opportunity is Born (and Contact and Account) (4:59)
    • Analyzing Customer Requirements to Determine Appropriate Solution Design (7:41)
    • Implementing Quotes (3:50)
    • Validation Rules and the Sales Process (8:39)
    • Automation Tools and the Sales Process (10:28)
    • Exam Guide Sample Test Question #2 (5:10)
    • Configure, Price, Quote (8:48)
    • Account Teams (6:52)
    • Opportunity Teams (2:36)
    • Enterprise Territory Management Capabilities and Use Cases (7:32)
    • Implementing Orders in Salesforce (9:11)
    • Sales Process Capabilities of Salesforce Mobile (8:37)
    • Sales Process Use Cases of Salesforce Mobile (6:16)
    • Sales Process Design Considerations of Salesforce Mobile (5:18)
    • Practice Activity - Sales Cloud Solution Design Trailhead Units
    • Sales Cloud Solution Design Quiz
  • Marketing and Leads
    • Marketing and Leads Introduction (0:41)
    • Marketing Capabilities in the Sales Process (8:13)
    • Lead Scoring and Lead Qualification (7:26)
    • Managing Lead Data Quality (7:17)
    • Practice Activity - Marketing and Leads Trailhead Units
    • Marketing and Leads Quiz
  • Account and Contact Management
    • Account and Contact Management Introduction (1:45)
    • Activating Social Accounts and Contacts
    • Account and Contact Ownership and Visibility Considerations (13:46)
    • Sharing Rules – When To Use Them, and Why (12:37)
    • Exam Guide Sample Test Question #3 (8:14)
    • Associating a Contact to Multiple Accounts, Contact Roles, and Duplicate Rules (15:39)
    • Implementing Account Hierarchy and Its Impact (7:30)
    • Data.com for Data Enrichment (12:18)
    • Implementing Person Accounts (4:17)
    • Practice Activity - Account and Contact Management Trailhead Units
    • Account and Contact Management Quiz
  • Opportunity Management
    • Opportunity Management Introduction (3:25)
    • Implementing Multiple Sales Processes (14:53)
    • Sales Stages, Forecasts and Pipeline (9:15)
    • Exam Guide Sample Test Question #1 (2:05)
    • Introducing Assets (8:16)
    • Price Books and Opportunities (2:14)
    • Opportunity Product Line Items (9:27)
    • Product Scheduling and Opportunities (8:04)
    • Quotes and Opportunities (6:10)
    • Contracts (8:21)
    • Campaigns and Opportunities (9:11)
    • Setting Up Campaign Influence and Adding Influential Campaigns to Opportunities (7:44)
    • Collaborative Forecasting (8:38)
    • Multiple-Currency Impact on Opportunities (26:36)
    • Exam Guide Sample Test Question #4 (1:57)
    • Practice Activity - Opportunity Management Trailhead Units
    • Opportunity Management Quiz
  • Sales Productivity
    • Sales Productivity Introduction (1:31)
    • Enabling and Measuring Sales Productivity and Adoption (2:55)
    • Email Tools for Salesforce (11:07)
    • Enabling and Setting Up a Path on Opportunities (10:42)
    • Collaborating in the Sales Process Using Chatter (5:52)
    • Salesforce CRM Content and Chatter Files in the Sales Process
    • Work.com and Sales Productivity (5:43)
    • Quip (3:23)
    • Einstein in Sales Cloud (5:47)
    • Mobile Solutions for Sales Productivity (19:24)
    • Practice Activity - Sales Productivity Trailhead Units
    • Sales Productivity Quiz
  • Communities and Site Management
    • Communities and Site Management Introduction (1:18)
    • Implementing Communities (17:19)
    • Exam Guide Sample Test Question #5 (3:49)
    • Implementing Ideas (9:00)
    • Force.com Sites (4:20)
    • Practice Activity - Communities and Site Management Trailhead Units
    • Communities and Site Management Quiz
  • Sales Cloud Analytics
    • Sales Cloud Analytics Introduction (0:34)
    • Sales Reports (6:16)
    • Report Filters, Sharing Rules, Teams and Visibility (8:30)
    • Sales Dashboards (8:09)
    • Sales Reporting Snapshots (3:37)
    • Practice Activity – Sales Cloud Analytics Trailhead Units
    • Sales Cloud Analytics Quiz
  • Integration and Data Management
    • Integration and Data Management Introduction (0:48)
    • Common Sales Cloud Integrations (13:47)
    • Sales Cloud Data Migration (5:32)
    • Enabling Deferred Sharing (2:18)
    • Large Data and Transaction Volumes (4:13)
    • Practice Activity - Integration and Data Management Trailhead Units
    • Integration and Data Management Quiz
  • Next Steps
    • Next Steps Introduction (0:51)
    • Test Taking Strategies - Improve Your Odds of Passing the First Time (5:29)
    • Taking the Exam – Online vs. On-site (10:29)
    • Registering for the Sales Cloud Consultant Certification Exam (5:19)
    • Final Thoughts and a Word of Thanks (0:43)
    • Bonus Lecture: Promo Codes / Website / Facebook Group / LinkedIn and More

View Full Curriculum


Access
Lifetime
Content
1.5 hours
Lessons
17

Introduction to Salesforce Certification and Career Planning

Learn How to Get Certified In the World's Top Customer Relationship Management Tool

By Mike Wheeler | in Online Courses

This course covers the basics of Salesforce and cloud computing, introducing you to the various certifications and career opportunities that are out there. You'll also receive tips on how to get resume-building experience. This course is an excellent starting point for you to chart your course to a well-paying and satisfying cloud career.

  • Access 17 lectures & 1.5 hours of content 24/7
  • Get an introduction to the Salesforce platform & cloud computing
  • Receive recommended next steps & resources to get on the fast track to certification
Mike Wheeler teaches Salesforce because he is passionate about the platform, and the awesome things you can build quickly on it - including your career! There is an extreme shortage of Salesforce talent in the job market, and Mike is creating Salesforce Certification and User courses, so that you can get a good paying job in the cloud.

Mike has been building solutions on the Salesforce platform since 2008, and started his own certification journey in 2011. Before discovering Salesforce, he worked as a Technical Writer, Trainer, and built blogs using WordPress. Once he found Salesforce, he saw it as the quickest path to building world-class web and mobile applications for businesses and consumers. He has attained 6 Salesforce Certifications along the way: Salesforce Developer, Salesforce Administrator, Salesforce Advanced Administrator, Salesforce Sales Cloud Consultant, Salesforce Service Cloud Consultant, and Salesforce Platform App Builder.

He is the founder of Mike Wheeler Media, LLC, where his mission is to Inspire, Equip and Train the masses on the Salesforce Platform.

Details & Requirements

  • Length of time users can access this course: lifetime
  • Access options: web streaming, mobile streaming
  • Certification of completion not included
  • Redemption deadline: redeem your code within 30 days of purchase
  • Experience level required: all levels

Compatibility

  • Internet required

Course Outline

  • Introduction
    • Introduction and My Bio (1:58)
  • Cloud Concepts
    • What is Cloud Computing ... and Why Should You Care? (4:15)
    • A Brief History of Salesforce and How It Can Supercharge Your Career (4:59)
    • What is Salesforce? (2:16)
    • Career Paths and Options for Certified Salesforce Professionals (9:05)
    • Signing Up for a Free Salesforce Account (5:58)
  • Next Steps
    • Grow Where You Are Planted (7:41)
    • Volunteer for a Non-Profit that Needs Salesforce Help (3:08)
    • Non-Profit Volunteer Interview with iLeap (6:03)
    • Motivation Moment - From What If to Why Not? (3:54)
  • Helpful Salesforce Resources
    • Salesforce LinkedIn Groups (2:42)
    • Local Salesforce Meetups, User Groups and Community Groups
    • Online Help and the Salesforce Success Community (6:05)
    • trust.salesforce.com - Maintenance Schedule and Performance Monitoring (9:05)
    • Summer 2016 Update - New and Retired Certifications (13:22)

View Full Curriculum


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Lifetime
Content
6.5 hours
Lessons
59

Complete Salesforce & Salesforce1 New User Training Course

Cover Marketing & Sales Cloud with Reports, Dashboards & Salesforce1 Mobile

By Mike Wheeler | in Online Courses

Salesforce has a huge range of functionality to help you make sales, manage customer relationships, market to new demographics, and much more. There is a dearth of experienced Salesforce administrators in the market, and this course will immerse you in the skills needed to lead a company's Salesforce initiatives, both on desktop and mobile.

  • Access 59 lectures & 6.5 hours of content 24/7
  • Manage accounts effectively in Salesforce
  • Market efficiently & measure marketing effectiveness in Salesforce
  • Service client relationships & provide exceptional customer support
  • Run your business from your phone w/ the Salesforce1 mobile app
  • Analyze data & make smart decision using Salesforce reports & dashboards
  • Understand the Salesforce Platform as a whole
Mike Wheeler teaches Salesforce because he is passionate about the platform, and the awesome things you can build quickly on it - including your career! There is an extreme shortage of Salesforce talent in the job market, and Mike is creating Salesforce Certification and User courses, so that you can get a good paying job in the cloud.

Mike has been building solutions on the Salesforce platform since 2008, and started his own certification journey in 2011. Before discovering Salesforce, he worked as a Technical Writer, Trainer, and built blogs using WordPress. Once he found Salesforce, he saw it as the quickest path to building world-class web and mobile applications for businesses and consumers. He has attained 6 Salesforce Certifications along the way: Salesforce Developer, Salesforce Administrator, Salesforce Advanced Administrator, Salesforce Sales Cloud Consultant, Salesforce Service Cloud Consultant, and Salesforce Platform App Builder.

He is the founder of Mike Wheeler Media, LLC, where his mission is to Inspire, Equip and Train the masses on the Salesforce Platform.

Details & Requirements

  • Length of time users can access this course: lifetime
  • Access options: web streaming, mobile streaming
  • Certification of completion not included
  • Redemption deadline: redeem your code within 30 days of purchase
  • Experience level required: all levels

Compatibility

  • Internet required

Course Outline

  • Introduction and Getting Started with Salesforce
    • Introduction and My Bio (3:15)
    • Signing Up for a Free Salesforce Account (5:53)
    • Signing In to Salesforce and Touring the User Interface - Getting Oriented (8:41)
    • Using The Salesforce Home Page - Search, Create New, Recycle, Calendar & Tasks (14:51)
  • Personalizing Salesforce
    • Salesforce Personalization Introduction (0:39)
    • Setting Up Your 'My Profile' Page in Salesforce (2:36)
    • Using the My Settings Menu & Modifying Your Personal Information in Salesforce (12:09)
    • Customizing Your Display and Layout Settings in Salesforce (8:36)
  • ATTRACT - Marketing Management, Automation and Optimization in Salesforce
    • Introduction to Marketing Management, Automation, and Optimization (1:07)
    • Lead Management in Salesforce (16:54)
    • Corresponding with Leads in Salesforce (8:26)
    • Lead Collaboration with Chatter (14:05)
    • Creating Campaigns in Salesforce (6:03)
    • Executing Campaigns in Salesforce (6:33)
    • Tracking Campaign Responses in Salesforce (5:27)
    • Campaign Collaboration with Chatter (8:04)
  • ATTAIN - Sales Management, Automation and Optimization in Salesforce
    • Sales Management, Automation, and Optimization Introduction (1:03)
    • Introducing and Understanding the Account Record in Salesforce (9:46)
    • Team-based Selling with Account Teams in Salesforce (7:42)
    • Corresponding with Accounts in Salesforce for Effective Account Management (8:10)
    • Account Collaboration with Chatter (4:28)
    • The Contact Record - a.k.a. The Record Formerly Known as a Lead (8:06)
    • Corresponding with Contacts in Salesforce (9:48)
    • Contact Collaboration with Chatter (2:00)
    • Understanding The Opportunity Record in Salesforce and Your Sales Process (15:49)
    • Contact Roles on Opportunities - Decision Makers, Influencers Buyers, & More (2:36)
    • Team Based Selling with Opportunity Teams in Salesforce (2:55)
    • Using Salesforce Content to Equip Sales Reps (7:59)
    • Assigning Influential Campaigns to Opportunities to Measure ROI (7:44)
    • Opportunity Collaboration with Chatter (3:16)
  • RETAIN - Servicing Your Contacts and Accounts with the Salesforce Service Cloud
    • Service Cloud Introduction (1:22)
    • Introducing and Understanding the Case Record (5:25)
    • Creating, Managing and Closing Cases in Salesforce (13:07)
    • Introducing the Salesforce Service Console (8:50)
    • Working in Queues (11:18)
    • Case Automation in Salesforce (13:45)
    • Case Collaboration with Chatter (6:08)
  • Monitoring and Analytics with Reports and Dashboards
    • Salesforce Reports and Dashboards Introduction (0:44)
    • Common Types of Reports in Salesforce (10:10)
    • Creating Reports in Salesforce (10:57)
    • Customizing Reports and Creating Reports Folders in Salesforce (7:57)
    • Salesforce Report Scheduling and Automation (4:14)
    • Common Types of Dashboards and Their Components in Salesforce (6:48)
    • Creating Dashboards in Salesforce (9:53)
    • Customizing Dashboards in Salesforce (4:13)
    • Salesforce Dashboard Scheduling and Automation (5:15)
  • Run Your Business From Your Phone with the Salesforce1 Mobile Application
    • The Saleforce1 Mobile App Introduction (1:18)
    • Downloading and Installing the Salesforce1 Mobile App
    • Configuring Salesforce1
    • Touring the Salesforce1 User Interface, Navigation, and Global Actions (6:41)
    • Performing Common Marketing Actions in Salesforce1 (5:06)
    • Performing Common Sales Functions in Salesforce1 (9:58)
    • Performing Common Service Functions in Salesforce1 (4:43)
  • Salesforce Performance Enhancements and Productivity Hacks
    • Helpful Productivity Tips for Salesforce Users (11:23)
  • In Conclusion - Next Steps
    • In Conclusion ... Thank You and Here's What's Next! (1:46)

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3 hours
Lessons
34

Salesforce Lightning Experience User Training

Learn the New User Interface of Salesforce Lightning Experience

By Mike Wheeler | in Online Courses

In this course you'll learn how to transition from the Salesforce Classic user interface to the brand new Salesforce Lightning Experience interface. You'll cover the key UI components of Lightning Experience, as well as the key concepts and functions for marketing, sales, service, and analytics. Get up to speed with the newest tools and start using Salesforce like a pro!

  • Access 34 lectures & 3 hours of content 24/7
  • Navigate Salesforce Lightning Experience
  • Close deals more effectively
  • Service accounts in Lightning Experience
  • Understand the new Sales Path better
  • Set up new reports & dashboards in the new user interface
Mike Wheeler teaches Salesforce because he is passionate about the platform, and the awesome things you can build quickly on it - including your career! There is an extreme shortage of Salesforce talent in the job market, and Mike is creating Salesforce Certification and User courses, so that you can get a good paying job in the cloud.

Mike has been building solutions on the Salesforce platform since 2008, and started his own certification journey in 2011. Before discovering Salesforce, he worked as a Technical Writer, Trainer, and built blogs using WordPress. Once he found Salesforce, he saw it as the quickest path to building world-class web and mobile applications for businesses and consumers. He has attained 6 Salesforce Certifications along the way: Salesforce Developer, Salesforce Administrator, Salesforce Advanced Administrator, Salesforce Sales Cloud Consultant, Salesforce Service Cloud Consultant, and Salesforce Platform App Builder.

He is the founder of Mike Wheeler Media, LLC, where his mission is to Inspire, Equip and Train the masses on the Salesforce Platform.

Details & Requirements

  • Length of time users can access this course: lifetime
  • Access options: web streaming, mobile streaming
  • Certification of completion not included
  • Redemption deadline: redeem your code within 30 days of purchase
  • Experience level required: all levels

Compatibility

  • Internet required

Course Outline

  • Introduction and Getting Started
    • My Bio and Getting Started (1:36)
    • Signing Up for a Free Salesforce Account (5:53)
    • Signing In and Completing the Lightning Experience Migration Assistant (10:05)
    • Switching from Salesforce Classic to Lightning Experience (2:18)
    • Lightning Experience Interface Quick Tour (9:55)
  • Marketing in Salesforce Lightning Experience
    • Introduction to Marketing in Salesforce Lightning Experience (1:06)
    • Qualifying Leads in Salesforce Lightning Experience (13:26)
    • Preventing Duplicate Leads in Lightning Experience (3:46)
    • Converting Leads in Salesforce Lightning Experience (3:42)
    • Corresponding with Leads in Salesforce Lightning Experience (6:08)
    • Creating Campaigns in Lightning Experience (7:59)
    • Collaborating on Leads and Campaigns with Chatter in Lightning Experience (6:50)
  • Sales in Salesforce Lightning Experience
    • Introduction to Sales in Lightning Experience (3:46)
    • Account Management in Salesforce Lightning Experience (7:26)
    • Gaining Account Insights with News In Lightning Experience (5:11)
    • Preventing Duplicate Accounts in Lightning Experience (6:48)
    • Keeping in Contact & Corresponding With Contacts in Lightning (6:11)
    • Preventing Duplicate Contacts in Lightning Experience (4:08)
    • Working and Closing Opportunities in Lightning Experience (11:44)
    • Increase Sales Productivity with the Sales Path in Lightning Experience (6:47)
    • Introducing the Crazy Cool Kanban Opportunity Board (3:05)
    • Contact Roles on Opportunities - Decision Makers, Influencers Buyers (3:25)
    • Identifying Influential Campaigns on Opportunities (2:56)
    • Collaborating on Accounts, Contacts and Opportunities with Chatter in Lightning Experience (6:49)
  • Service in Salesforce Lightning Experience
    • Introduction to Service in Salesforce Lightning Experience (1:17)
    • Case Management in Lightning Experience (6:34)
    • Case Correspondence in Lightning Experience (6:05)
    • Case Collaboration with Chatter in Lightning Experience (4:19)
  • Analytics in Salesforce Lightning Experience
    • Introduction to Analytics in Salesforce Lightning Experience (1:45)
    • Installing Reports and Dashboards Apps in Lightning Experience (9:23)
    • Reports in Salesforce Lightning Experience (7:26)
    • Dashboard Driven Decision Making in Lightning Experience (10:01)
  • In Conclusion
    • Thank You and Next Steps (2:19)

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Lifetime
Content
11 hours
Lessons
77

The Complete Salesforce Administrator Certification Course

Master the Core Concepts You Need to Know to Pass the Salesforce Administrator Certification Exam

By Mike Wheeler | in Online Courses

If you want to administer Salesforce in a professional environment, it's hugely valuable to pass the Salesforce Administrator Certification Exam. This course covers each section of the Administrator study guide in-depth, providing examples in the interface, as well as hands-on experience so you can apply the concepts you're learning. By course's end, you'll be ready to ace the test and launch a new career path.

  • Access 77 lectures & 11 hours of content 24/7
  • Understand all of the core concepts in order to pass the Salesforce Administrator Certification Exam
  • Administer Salesforce like a pro
  • Deploy Salesforce Lightning Experience
  • Roll out Salesforce1 for a team
  • Use SalesforceA for administrators
Mike Wheeler teaches Salesforce because he is passionate about the platform, and the awesome things you can build quickly on it - including your career! There is an extreme shortage of Salesforce talent in the job market, and Mike is creating Salesforce Certification and User courses, so that you can get a good paying job in the cloud.

Mike has been building solutions on the Salesforce platform since 2008, and started his own certification journey in 2011. Before discovering Salesforce, he worked as a Technical Writer, Trainer, and built blogs using WordPress. Once he found Salesforce, he saw it as the quickest path to building world-class web and mobile applications for businesses and consumers. He has attained 6 Salesforce Certifications along the way: Salesforce Developer, Salesforce Administrator, Salesforce Advanced Administrator, Salesforce Sales Cloud Consultant, Salesforce Service Cloud Consultant, and Salesforce Platform App Builder.

He is the founder of Mike Wheeler Media, LLC, where his mission is to Inspire, Equip and Train the masses on the Salesforce Platform.

Details & Requirements

  • Length of time users can access this course: lifetime
  • Access options: web streaming, mobile streaming
  • Certification of completion not included
  • Redemption deadline: redeem your code within 30 days of purchase
  • Experience level required: all levels

Compatibility

  • Internet required

Course Outline

  • Introduction and Getting Started
    • Introduction to Salesforce Administrator Certification and My Bio (5:11)
    • Salesforce Certified Administrator Exam Guide Sections (3:07)
  • Organization Setup
    • Signing Up for a Free Salesforce Account - Keep for Life - Updated June 18, 2016 (21:24)
    • Helpful Practice Activity - Sign Up for a Free Account and Edit Your User Record
  • User Setup
    • User Setup (15:40)
    • Helpful Practice Activity - Create a New User Account
  • Global User Interface
    • Salesforce User Interface Overview (21:24)
  • Security and Access
    • Security and Access Introduction (5:24)
    • Profiles (22:46)
    • Roles (9:51)
    • Profiles vs Roles (12:40)
    • Sharing Model (17:38)
    • Permission Sets (12:57)
    • Groups and Teams (9:51)
  • Standard and Custom Objects
    • Let's Talk About Objects - Standard and Custom Objects (18:56)
    • Helpful Practice Activity - Create an Opportunity
    • Standard and Custom Fields (20:23)
  • Sales Cloud Applications
    • Sales Cloud Applications Introduction (2:48)
    • Sales Process (17:50)
    • Sales Path in Lightning Experience (Winter '17 Update) (8:38)
    • Products and Pricebooks (19:47)
    • Lead Management and Automation (24:21)
    • Campaign Management (10:03)
    • Campaign Influence on Opportunities and the Campaign ROI Analysis Report (7:44)
  • Service Cloud Applications
    • Service Cloud Applications Introduction (0:52)
    • Case Management (11:02)
    • Case Management Automation - Macros and Keyboard Shortcuts
    • Enabling Suggested Solutions
    • Solution Management (21:21)
    • Summer 2016 Update - Chatter Answers Retiring - Phase Out Started
    • Communities (18:46)
    • Publishing Your Community - Winter '17
    • Enabling Salesforce Knowledge
    • Using Salesforce Knowledge (18:47)
  • Activity Management
    • Activity Management (11:00)
  • Chatter
    • Chatter (4:25)
  • Data Management
    • Data Management Introduction (2:16)
    • Data Import Wizard and the Data Loader (22:55)
    • Additional Salesforce Data Management Tools
    • Data Validation tools (10:36)
    • Data Backup in Salesforce (6:20)
  • Content and Folder Management
    • Salesforce Content Folder Management (12:45)
    • Reports and Dashboards Folder Management (6:31)
  • Reports and Dashboards
    • Reports and Dashboards Introduction (1:44)
    • Creating and Customizing Reports (14:05)
    • Creating Report Folders, Bucket Fields and Exporting Report Details (7:55)
    • Sharing Model Impact on Reports (2:54)
    • Creating and Modifying Dashboards (9:30)
    • Custom Report Types (15:08)
  • Workflow Automation
    • Workflow Automation Introduction (2:17)
    • Workflow Rules (13:35)
    • Workflow Actions (11:21)
    • Approval Processes (22:37)
    • Lightning Process Builder (15:52)
  • Desktop and Mobile Administration
    • Salesforce1 (15:03)
    • SalesforceA (2:38)
    • Helpful Practice Activity - Download and Install the Mobile Salesforce Apps
    • Lightning for Outlook (13:21)
  • AppExchange
    • AppExchange - The App Store for Salesforce (9:34)
  • Exam Overview and Webassessor
    • Administrator Exam Overview
    • Webassessor Registration and Scheduling an Exam (Winter '17 Update) (7:54)
    • Taking the Exam – Online vs On-Site (Winter '17 Update) (10:30)
  • Breaking In: Getting Experience
    • Grow Where You Are Planted (8:02)
    • Volunteer for a Non-Profit (3:08)
  • Helpful Salesforce Resources
    • trust.salesforce.com (9:05)
    • Online Help and the Salesforce Success Community (6:05)
    • Critical Updates (2:10)
    • Local Salesforce User Groups, Developer Groups and Meetups
    • LinkedIn Groups (2:42)
    • Summer 2016 Update - New and Retired Salesforce Certifications (13:22)
    • Bonus Lecture: Next Steps and Coupon Codes in the Resources! (1:57)

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Lifetime
Content
20 hours
Lessons
195

Salesforce Platform App Builder Developer 401 Certification

Build Apps & Automate Your Sales Process Without Coding

By Mike Wheeler | in Online Courses

Structured after the official study guide for the Salesforce Platform App Builder Certification, this course covers every core concept you need in order to pass the exam. You'll complete quizzes after each section of the course, develop an IMDb clone using Salesforce, and create external objects and data sources using Salesforce Connect and Heroku. All of this is just scratching the tip of Salesforce's capabilities as you'll see throughout this course.

  • Access 195 lectures & 20 hours of content 24/7
  • Understand all of the core concepts on the Platform App Builder Certification
  • Build apps on the Salesforce Platform
  • Set up security & access permissions on Salesforce
  • Create workflow automation procedures in Salesforce
  • Customize the Salesforce1 mobile app user interface, navigation & actions
  • Configure a role hierarchy
  • Develop apps on the new Lightning Experience interface
  • Use the Lightning App Builder & Lightning components
Mike Wheeler teaches Salesforce because he is passionate about the platform, and the awesome things you can build quickly on it - including your career! There is an extreme shortage of Salesforce talent in the job market, and Mike is creating Salesforce Certification and User courses, so that you can get a good paying job in the cloud.

Mike has been building solutions on the Salesforce platform since 2008, and started his own certification journey in 2011. Before discovering Salesforce, he worked as a Technical Writer, Trainer, and built blogs using WordPress. Once he found Salesforce, he saw it as the quickest path to building world-class web and mobile applications for businesses and consumers. He has attained 6 Salesforce Certifications along the way: Salesforce Developer, Salesforce Administrator, Salesforce Advanced Administrator, Salesforce Sales Cloud Consultant, Salesforce Service Cloud Consultant, and Salesforce Platform App Builder.

He is the founder of Mike Wheeler Media, LLC, where his mission is to Inspire, Equip and Train the masses on the Salesforce Platform.

Details & Requirements

  • Length of time users can access this course: lifetime
  • Access options: web streaming, mobile streaming
  • Certification of completion not included
  • Redemption deadline: redeem your code within 30 days of purchase
  • Experience level required: all levels

Compatibility

  • Internet required

Course Outline

  • Introduction & Overview
    • My Bio and Getting Started (6:27)
    • Signing Up for a Free Salesforce Account (5:52)
    • About the Platform App Builder Certification – Formerly Dev 401 (14:31)
    • Helpful Practice Activity – Downloading the Exam Guide
    • The Platform App Builder Certification Study Guide (9:23)
    • Signing In and Completing the Lightning Experience Migration Assistant (9:14)
    • Switching from Salesforce Classic to LEX (2:18)
    • Salesforce Lightning Experience Interface Quick Tour (9:06)
    • Salesforce Classic Interface Quick Tour (5:49)
    • Accessing the Setup Menu and Reviewing Your Company Information (6:48)
    • Helpful Practice Activity – Setting up Your User Account (10:00)
  • Salesforce Fundamentals
    • Salesforce Fundamentals Introduction (2:40)
    • Multitenant Architecture Overview (4:34)
    • Introducing the MVC Design Pattern (3:50)
    • The Salesforce Schema (5:48)
    • Helpful Practice Activity – Downloading Apps off the AppExchange (8:29)
    • AppExchange Sample Exam Question #3 from Study Guide (7:40)
    • Helpful Practice Activity – Resetting Your Security Token (1:58)
  • Data Modeling and Management
    • Data Modeling and Management Introduction (5:08)
    • Let’s Talk About Objects (5:06)
    • Understanding Standard Objects (9:00)
    • Understanding Custom Objects (12:08)
    • Helpful Practice Activity – Creating Custom Objects for an IMDb Clone App (11:52)
    • Understanding Standard Fields (10:13)
    • Understanding Custom Fields (10:12)
    • Understanding Field Types (7:10)
    • Creating Text and URL Fields (12:25)
    • Setting Field Level Security on a Field (4:28)
    • Viewing Field Accessibility on a Field (3:29)
    • Setting History Tracking for Changes to Field Values (8:07)
    • Creating an Auto-Number Field (3:38)
    • Identifying Salesforce IDs via URLs and the Salesforce Workbench (6:13)
    • Helpful Practice Activity – Creating a Basic Formula Field (7:42)
    • Creating a Checkbox Field (4:41)
    • Creating a Currency Field (4:58)
    • Enabling Multi-Currency in Your Org (14:22)
    • Keep Your Currency Exchange Rates Up to Date (12:20)
    • Creating Date Fields (4:22)
    • Creating an Email field (2:28)
    • Creating a Geolocation Field (3:47)
    • Creating a Custom Object and Number Fields Using the Schema Builder (9:02)
    • Creating a Percent Field (2:38)
    • Creating a Phone Field (2:32)
    • Creating a Picklist Field (13:02)
    • Creating a Multi-Select Picklist Field (5:12)
    • Creating a Dependent Picklist (4:13)
    • Creating a Lookup Relationship (8:56)
    • Creating an External Lookup Relationship (2:29)
    • Creating a Master-Detail Relationship (5:14)
    • Creating an Encrypted Field (7:00)
    • Roll Up Summary Fields (9:45)
    • Sample Exam Question #4 from Study Guide (9:06)
    • Considerations When Changing a Field's Type (9:10)
    • Introducing and Installing the Data Loader (2:27)
    • Logging in to the Data Loader with a Security Token (2:18)
    • Data Loader Configuration (4:47)
    • Importing Data – Which Tool is Best? (4:23)
    • Mass Transfer of Records (17:43)
    • Helpful Practice Activity – Creating Unique ID / External ID (6:10)
    • Exporting Data from Salesforce (14:19)
    • Relationship Types and Implications on Record Access (8:44)
    • Relationship Types and Implications on User Interface (4:57)
    • Relationship Types and Implications on Reporting (3:55)
    • Mass Delete Records (11:56)
    • Introducing External Objects and External Data Sources (3:07)
    • Creating External Objects & Data Source with Salesforce Connect and Heroku (10:17)
    • Introducing the Schema Builder (4:41)
    • Practice Activity – Creating Custom & Junction Objects in the Schema Builder (11:25)
  • Security
    • Security Introduction (2:03)
    • Introducing Profiles (16:35)
    • Creating Custom Profiles (10:05)
    • Introducing Roles (9:50)
    • Creating Roles and Assigning Users to Them (6:07)
    • Profiles vs. Roles (7:21)
    • Introducing Permission Sets (3:53)
    • Creating Permission Sets (9:14)
    • Organization Wide Defaults (18:39)
    • Sharing Settings and Granting Access Using Hierarchies (10:36)
    • Manually Sharing Records (3:56)
    • Create, Read, Update, Delete Operations – aka CRUD (7:03)
  • Business Logic and Process Automation
    • Business Logic and Process Automation Introduction (3:46)
    • Introducing Record Types (2:22)
    • Helpful Practice Activity - Creating Account and Production Record Types (8:49)
    • Helpful Practice Activity – Create Contact Record Types (5:16)
    • Helpful Practice Activity – Create Opportunity Record Types (6:33)
    • Assigning Default Record Types to Profiles (7:51)
    • Record Type Sample Exam Question #5 from the Exam Guide (4:00)
    • Creating Picklist Fields and Record Type Implications (8:53)
    • Creating Advanced Formula Fields (17:31)
    • Creating Cross Object Formula Fields (5:04)
    • Formula Field Sample Exam Question #2 from the Exam Guide (11:07)
    • Creating Validation Rules (8:06)
    • Introducing Workflow Rules (1:49)
    • Creating Workflow Rules (1:59)
    • Immediate Workflow Actions (3:05)
    • Helpful Practice Activity – Creating a Workflow Rule
    • Time Based Workflow Actions (4:36)
    • Helpful Practice Activity – Creating a Time Based Workflow
    • Introducing the Time Based Workflow Queue (6:24)
    • Introducing the Cloud Flow Designer and Visual Workflows (3:39)
    • Creating Multi-Screen Wizards with the Cloud Flow Designer (18:28)
    • Building Flows (12:33)
    • Introducing the Lightning Process Builder (2:55)
    • Creating a Basic Process in the Lightning Process Builder (10:03)
    • Creating an Advanced Process in Lightning Process Builder (13:52)
    • Workflows vs. Flows vs. Process Builder – What to Use When (6:20)
    • Ramifications of Field Updates and Potential for Recursion (3:47)
    • Approval Processes (17:21)
    • Visualizing Approval Processes with the Process Visualizer (3:59)
    • Ownership Automation via Assignment Rules (5:12)
    • Ownership Re-Assignment and Alerts via Escalation Rules (6:18)
    • Order of Execution in Salesforce, and Why It Is Important (5:06)
    • Monitoring and Debugging in Salesforce (7:06)
    • Using the Developer Console (6:15)
  • Social
    • Social Introduction (1:55)
    • Connecting Facebook and Twitter to Salesforce (2:48)
    • Helpful Practice Activity - Setting Up Social Accounts and Contacts
  • User Interface
    • User Interface Introduction (3:25)
    • Introducing the Enhanced Page Layout Editor (4:00)
    • Working with Fields in the Enhanced Page Layout Editor (5:27)
    • Working with Buttons in the Page Layout (8:29)
    • Working with Custom Links in the Page Layout (5:53)
    • Working with Quick Actions in the Page Layout (2:17)
    • Working with Salesforce1 & Lighting Actions in the Page Layout (5:11)
    • Working with Expanded Lookups in the Page Layout (3:26)
    • Working with Related Lists in the Page Layout (5:40)
    • Working with Report Charts in the Page Layout (5:16)
    • Working with Components in the Page Layout (3:17)
    • Working with Visualforce Pages in the Page Layout (12:58)
    • Adding Sections and Blank Space to a Page Layout (3:33)
    • Page Layout Assignments (3:32)
    • Automate Page Layout Change When Opportunity Closed (9:38)
    • Introducing the Sales Path (6:47)
    • Page Layout Edits impact on Lightning Experience (5:36)
    • Creating Custom Buttons (6:45)
    • Creating Custom Links (4:58)
    • Creating Quick Actions (11:57)
    • Custom Tabs (11:20)
    • Lightning App Builder Tool Introduction (1:53)
    • Lightning Pages (16:11)
    • Lightning Components (11:30)
    • Lightning App Builder Sample Exam Question #1 from Study Guide (1:50)
    • Updating the Page Layouts for our IMDb Clone App (15:38)
    • Providing Localization in the Interface via the Translation Workbench (5:27)
  • Reporting
    • Reporting Introduction (1:35)
    • Creating Reports in Salesforce (7:26)
    • Creating Joined Reports in Salesforce (2:14)
    • Creating Custom Report Types (14:47)
    • Creating Report Types and Joined Reports
    • Dashboards (8:47)
    • Creating Reporting Snapshots (Formerly Analytics Snapshots) (7:37)
    • Lightning Experience Charts (3:55)
  • Mobile
    • Salesforce1 Mobile App Introduction (3:45)
    • Downloading and Installing the SF1 Mobile App
    • Configuring Salesforce1
    • Touring the SF1 User Interface, Navigation, and Global Actions (6:32)
    • Performing Common Marketing Actions in Salesforce1 (5:06)
    • Performing Common Sales Functions in Salesforce1 (9:58)
    • Performing Common Service Functions in Salesforce1 (4:43)
    • Getting Started with Configuring Salesforce1 for Your Org (4:33)
    • Setting User Rights to Salesforce1 (3:46)
    • Creating Global Actions for Salesforce1 (9:31)
    • Creating Object Specific Actions for Salesforce1 (5:05)
    • Creating Action Layouts to Optimize Salesforce1 User Experience (6:05)
    • Customizing the Salesforce1 Navigation Menu (2:47)
    • Creating Compact Layouts in Salesforce1 (3:09)
    • Working with Push Notifications in Salesforce1 (2:59)
    • Working Offline with Salesforce1 (1:48)
    • Making a Visualforce Page Mobile (and Lightning) Ready & Setting Security (3:13)
  • App Deployment
    • App Deployment Introduction (3:38)
    • Salesforce Sandboxes (3:13)
    • Using Change Sets (6:13)
    • Unmanaged Packages (6:58)
    • Managing the Application Lifecycle and Deployment Plans (10:31)
    • Force.com IDE
    • Other Deployment Tools - Force.com Migration Tool & ANT, Workbench & More (4:33)
  • Additional Items and Final Steps
    • Additional Items and Final Steps Introduction (2:30)
    • Final Steps for our IMDb Clone App and Introducing the Dreamhouse App (16:55)
    • Registering for the Platform App Builder Certification Exam (7:53)
    • Taking the Exam – Online vs On-Site (10:29)
    • Test Taking Strategies – Very Important (6:01)
    • Next Steps and a Note of Thanks (1:36)

View Full Curriculum



Terms

  • Instant digital redemption