Salesforce Administration: Configuration and Setup

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Scott Lee

1:49:26

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1. Course Overview

1. Course Overview.mp4

01:29

02. Commanding the Salesforce Org

01. Overview.mp4

01:18

02. Introducing Common Configuration Details.mp4

05:31

03. Managing Currencies.mp4

03:04

04. Examining Basic Security.mp4

04:08

05. Demo - Installing Course Examples.mp4

02:41

06. Demo - Touring the Setup Menu.mp4

02:48

07. Demo - Setting up Login Hours.mp4

02:03

08. Demo - Configuring Security Basics.mp4

05:30

09. Demo - Password Policies.mp4

03:58

10. Summary.mp4

01:36

3. Managing Users

1. Overview.mp4

01:07

2. Looking at Users from Setup.mp4

02:03

3. Understanding User Security.mp4

02:55

4. Demo - Creating a New User.mp4

05:42

5. Resetting Passwords.mp4

02:28

6. Summary.mp4

01:16

4. Configuring Apps and Objects

1. Overview.mp4

01:08

2. Understanding Apps and Tabs.mp4

03:33

3. Using the Object Manager.mp4

01:57

4. Capabilities of Lightning App Builder.mp4

03:42

5. Demo - Creating a New Object.mp4

08:36

6. Demo - Creating New Fields.mp4

04:37

7. Demo - Configuring List Views.mp4

03:49

8. Demo - Adding Lightning Components.mp4

05:49

9. Summary.mp4

01:09

5. Ensuring Security

1. Overview.mp4

01:22

2. Summarizing Salesforce Security.mp4

03:55

3. Sharing Records (When Necessary).mp4

04:33

4. Sharing and the Role Hierarchy.mp4

02:14

5. Thinking through Record Visibility.mp4

03:14

6. Demo - Organization-wide Defaults.mp4

05:36

7. Demo - Looking Closer at Record Sharing.mp4

01:52

8. Uses for the Setup Audit Trail.mp4

01:29

9. Summary.mp4

01:14

Description

You’ve decided to become a Salesforce Administrator and need to start running a Salesforce instance – now what? This course will teach you the basics on how to configure Salesforce org’s general settings to lay the foundation for customization.

What You'll Learn?

Beginning Salesforce administration means the challenge of configuring a Salesforce org’s general settings. In this course, Salesforce Administration: Configuration and Setup, you’ll learn to configure an org for future customizations. First, you’ll explore navigation of the Salesforce setup menu. Next, you’ll discover the basics of how to manage an org's users. Finally, you’ll learn how to begin configuring basic objects and fields while ensuring security. When you’re finished with this course, you’ll have the skills and knowledge of Salesforce administration needed to begin configuring the core basics of a Salesforce org.

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Salesforce

Scott Lee

Instructor's Courses

Scott is the CEO of Elega Corporation, a videogame developer and educational content creator, and a Salesforce architect in the energy industry. He has produced business applications as a professional programmer for a decade across industries including litigation support, renewable energy, and natural gas using programming languages such as Python, Rust, C#, and database technologies. Under Elega Corporation, Scott is the lead designer and programmer on their city management game, Kalling Kingdom, first released in 2019. His formal education is in behavioral science with a BS in psychology and sociology from the University of Houston.

Pluralsight

View courses Pluralsight

Pluralsight, LLC is an American privately held online education company that offers a variety of video training courses for software developers, IT administrators, and creative professionals through its website. Founded in 2004 by Aaron Skonnard, Keith Brown, Fritz Onion, and Bill Williams, the company has its headquarters in Farmington, Utah. As of July 2018, it uses more than 1,400 subject-matter experts as authors, and offers more than 7,000 courses in its catalog. Since first moving its courses online in 2007, the company has expanded, developing a full enterprise platform, and adding skills assessment modules.