ADM-211: Administration Essentials for Experienced Admin

What’s included
$14.99 / $24.99
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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Video Courses
Getting Started
Lectures | Duration |
---|---|
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 |
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
Lectures | Duration |
---|---|
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 |
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
Lectures | Duration |
---|---|
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 |
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
Lectures | Duration |
---|---|
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 |
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
Lectures | Duration |
---|---|
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 |
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
Lectures | Duration |
---|---|
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 |
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
Lectures | Duration |
---|---|
1. Field Level Security | 9m |
1. Field Level Security
9m
Security and Access : Delegated Administration
Lectures | Duration |
---|---|
1. Delegated Administration | 13m |
1. Delegated Administration
13m
Security and Access : Enterprise Territory Management
Lectures | Duration |
---|---|
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 |
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
Lectures | Duration |
---|---|
1. Section Overview | 1m |
2. Automation Tools in Salesforce - Overview | 8m |
1. Section Overview
1m
2. Automation Tools in Salesforce - Overview
8m
Process Automation : Troubleshoot an Approved Process
Lectures | Duration |
---|---|
1. Approval Process - A quick recap | 6m |
2. Troubleshoot an Approval Process | 23m |
3. Considerations while using Approval Processes | 11m |
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
Lectures | Duration |
---|---|
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 |
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?
Lectures | Duration |
---|---|
1. Lightning Flow Builder | 7m |
2. Automation Tool Combinations | 3m |
3. Choose the Right Automation Tool | 7m |
1. Lightning Flow Builder
7m
2. Automation Tool Combinations
3m
3. Choose the Right Automation Tool
7m
Data Management : Overview
Lectures | Duration |
---|---|
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 |
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
Lectures | Duration |
---|---|
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 |
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
Lectures | Duration |
---|---|
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 |
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
Lectures | Duration |
---|---|
1. Optimize your Data Visibility Structure | 8m |
2. Data Skew | 3m |
1. Optimize your Data Visibility Structure
8m
2. Data Skew
3m
Data Management : Data Enrichment
Lectures | Duration |
---|---|
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 |
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
Lectures | Duration |
---|---|
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 |
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
Lectures | Duration |
---|---|
1. Section Overview | 2m |
2. What is Auditing and Monitoring? | 2m |
1. Section Overview
2m
2. What is Auditing and Monitoring?
2m
Auditing and Monitoring : Auditing
Lectures | Duration |
---|---|
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 |
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
Lectures | Duration |
---|---|
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 |
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
Lectures | Duration |
---|---|
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 |
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
Lectures | Duration |
---|---|
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 |
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
Lectures | Duration |
---|---|
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 |
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
Lectures | Duration |
---|---|
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 |
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
Lectures | Duration |
---|---|
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 |
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
Lectures | Duration |
---|---|
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 |
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
Lectures | Duration |
---|---|
1. Section Overview | 2m |
2. Executing a successful marketing campaign | 9m |
3. Creating a new campaign | 6m |
4. Setting up Campaign Hierarchy | 12m |
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
Lectures | Duration |
---|---|
1. Steps for Effective Lead Management | 10m |
2. Creating a new Lead | 1m |
3. Lead Conversion Process | 4m |
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
Lectures | Duration |
---|---|
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 |
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
Lectures | Duration |
---|---|
1. Create Products, Price Books and Price Book Entries | 7m |
1. Create Products, Price Books and Price Book Entries
7m
Sales Cloud Applications : Opportunity Management
Lectures | Duration |
---|---|
1. Opportunity and Opportunity Products | 10m |
2. Opportunity Product Scheduling - Quantity Scheduling and Revenue Scheduling | 10m |
3. Opportunity Teams | 7m |
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
Lectures | Duration |
---|---|
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 |
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
Lectures | Duration |
---|---|
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 |
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
Lectures | Duration |
---|---|
1. Creating a new case | 4m |
2. Email-to-Case functionality | 11m |
3. Case Assignment Rules | 10m |
4. Case Escalation Rules | 16m |
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
Lectures | Duration |
---|---|
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 |
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
Lectures | Duration |
---|---|
1. Configure Service Cloud Console App | 12m |
2. Configure Agent Console Tab | 11m |
3. Case Feed | 3m |
1. Configure Service Cloud Console App
12m
2. Configure Agent Console Tab
11m
3. Case Feed
3m
Service Cloud Applications : Knowledge Management
Lectures | Duration |
---|---|
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 |
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
Lectures | Duration |
---|---|
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 |
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