Salesforce Administration: Object Manager and Lightning App Builder

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Adrien Sacco

2:14:34

72 View

1. Course Overview

1. Course Overview.mp4

01:45

2. Understanding Objects and Fields in Salesforce

1. Understanding Objects, Fields, and Records in Salesforce.mp4

09:47

2. Demo - Navigating between Objects, Records, and Fields in Sal.mp4

03:02

3. Understanding Fields in Salesforce.mp4

09:04

4. Demo - Creating Custom Fields in Salesforce.mp4

05:35

5. Understanding Object Relationships in Salesforce.mp4

08:14

6. Demo - Creating Custom Object Relationships in Salesforce.mp4

06:55

3. The Sales Cloud Standard Data Model

1. Understanding the Demand Generation Data Model in Salesforce Sales Cloud.mp4

04:26

2. Demo - Working with Campaigns and Leads in Salesforce Sales Cloud.mp4

06:15

3. Understanding the Configure, Price, and Quote Data Model in Salesforce S.mp4

02:31

4. Demo - Working with Opportunities, Products, and Quotes in Salesforce Sa.mp4

11:32

5. Understanding the Commercial Management Data Model in Salesforce Sales C.mp4

02:26

6. Demo - Working with Contracts, Orders, and Assets in Salesforce Sales Cl.mp4

07:07

4. The Service Cloud Standard Data Model

1. Understanding the Case and Activity Data Model in Salesforce Service C.mp4

02:47

2. Demo - Working with Cases and Activities in Salesforce Service Cloud.mp4

05:31

3. Understanding the Resolution Data Model in Salesforce Service Cloud.mp4

01:28

4. Demo - Working with Problems and Incidents in Salesforce Service Cloud.mp4

05:20

5. Understanding the Entitlement Data Model in Salesforce Service Cloud.mp4

02:09

6. Demo - Working with Service Contracts and Entitlements in Salesforce S.mp4

04:42

5. Designing Business Processes in Salesforce

1. Understanding Page Layouts in Salesforce.mp4

02:47

2. Demo - Creating Page Layouts in Salesforce.mp4

05:50

3. Understanding Lightning Record Pages in Salesforce.mp4

01:38

4. Demo - Creating Lightning Record Pages in Salesforce.mp4

04:11

5. Understanding Business Processes and Record Types in Salesforce.mp4

06:56

6. Demo - Creating Business Processes and Record Types in Salesforce.mp4

12:08

7. Conclusion.mp4

00:28

Description

The specifics of your business should be an integral part of your Salesforce configuration. This course will teach you how to customize Salesforce by managing the fields, the business processes, and the views your users are presented with.

What You'll Learn?

Salesforce is much more than just a preconfigured database; in fact it is a very powerful software capable of adjusting itself to your business needs and flexibly. In this course, Salesforce Administration: Object Manager and Lightning App Builder, you’ll learn to administer your Salesforce database and its related views using the Object Manager and the Lightning App Builder. First, you’ll discover objects and fields in Salesforce, and how those can be customized. Next, you’ll explore the standard default objects and fields available in both Salesforce Sales and Service Clouds. Finally, you’ll learn how to design business processes for your company by leveraging page layouts, record pages, record types, and business processes. When you’re finished with this course, you’ll have the skills and knowledge of Salesforce Administration needed to customize the tables, fields, and user views of your Salesforce organization to your company’s exact needs.

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Salesforce Lightning

Salesforce

Adrien Sacco

Instructor's Courses

Adrien Sacco is a Salesforce Certified Professional and Consultant, with more than 7 years of experience implementing CRMs and Marketing Automation technology. He is extremely passionate in helping others learn what they need to succeed in their career.

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.