Salesforce Administrator Cert Prep: 4 Collaboration, Data Management and Automation
1h 58mIntermediate2018-12-03
Authors
Mike Wheeler
Salesforce Expert, Instructor, Founder of Mike Wheeler Media
Course details
Become a Salesforce Certified Administrator. This certification can help Salesforce developers, administrators, architects, and sales professionals jump-start their careers and deepen their understanding of the platform. To help you prepare for the exam, instructor Mike Wheeler has designed the Salesforce Administrator Cert Prep series, which covers all the core objectives in detail. In this course—the fourth installment in the series—he reviews the collaboration, data management, and automation features. Learn how tasks and events work and how to enable Chatter, the collaboration component of Salesforce. Then find out how to import, validate, and back up the data you store in Salesforce. Finally, discover how to automate common processes—such as approvals—with workflow rules and actions, and use the Lightning Process Builder for more advanced automation actions, such as creating new objects and updating fields across objects.
Skills covered
CRM AdministrationSalesforce.comSalesforceCert PrepNetwork and System Administration
Concepts
0. Introduction
- 01 - Collaboration, data management, and automation introduction
1. Activity Management and Collaboration (Chatter)
- 02 - Activity management
- 03 - Chatter
2. Data Management
- 04 - Data management introduction
- 05 - Data Import Wizard and the Data Loader
- 06 - Data validation tools
- 07 - Data backup in Salesforce
3. Automation
- 08 - Workflow automation introduction
- 09 - Workflow rules
- 10 - Workflow actions
- 11 - Approval processes
- 12 - Lightning Process Builder