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Table of Contents

Chapter: Introduction Certified Administrator LiveLessons: Introduction

05m 19s

Chapter: Lesson 1: Navigation

Learning objectives

00m 45s

1.1 Personalizing the Home Page

06m 35s

1.2 Activities — Tasks and Events

04m 26s

1.3 Showing and Hiding Tabs

05m 47s

1.4 Customizing Apps

06m 10s

1.5 Using Leads

12m 17s

1.6 Using Accounts

11m 8s

1.7 Using Contacts

09m 31s

1.8 Using Opportunities

06m 0s

1.9 Chatter Overview

05m 55s

Chapter: Lesson 2: System Information

Learning objectives

01m 21s

2.1 Viewing the System Overview and Company Profile

11m 10s

2.2 Understanding Salesforce Editions

07m 54s

2.3 Understanding Feature Licenses

05m 6s

2.4 Using Salesforce Checkout and Buying Licenses

04m 34s

2.5 Viewing Existing Data, Document Storage, and Capacity

05m 7s

2.6 Modifying the Fiscal Year, Holidays, and Business Hours

05m 20s

2.7 Customizing the User Interface

13m 19s

2.8 Customizing Social Contacts and Accounts

05m 14s

Chapter: Lesson 3: Managing Users

Learning objectives

00m 57s

3.1 Creating a New User

15m 56s

3.2 Deactivating a User

05m 26s

3.3 Choosing Roles and Profiles

07m 43s

3.4 Creating Queues

04m 32s

3.5 Granting Login Access

04m 53s

3.6 Understanding Activation Emails

03m 43s

Chapter: Lesson 4: Getting Help

Learning objectives

01m 6s

4.1 Exploring Help and Training

05m 7s

4.2 Logging a Case with Technical Support

10m 1s

4.3 Finding Developers on the AppExchange

06m 24s

4.4 Posting a Question to Developer Force

04m 2s

4.5 Viewing System Status

07m 25s

4.6 Exploring Training and Certification Classes

04m 57s

Chapter: Lesson 5: Records Management

Learning objectives

01m 0s

5.1 Creating and Managing Records

12m 1s

5.2 Creating and Editing Page Layouts

08m 45s

5.3 Creating Fields

25m 48s

5.4 Sending Single and Mass Emails

07m 46s

5.5 Managing Campaigns and Importing Leads

06m 29s

5.6 Creating a New Email Template

06m 24s

Chapter: Lesson 6: Products and Pricebooks

Learning objectives

00m 56s

6.1 Managing Products

06m 13s

6.2 Managing Pricebooks

04m 55s

6.3 Using Products with Opportunities

06m 2s

6.4 Using Products with Quotes

05m 48s

Chapter: Lesson 7: Leads Management

Learning objectives

01m 2s

7.1 Managing Lead Assignment Rules

06m 4s

7.2 Creating a Web to Lead Form

05m 3s

7.3 Creating an Auto-Response Rule

04m 35s

7.4 Performing Mass Delete and Transfers

05m 40s

7.5 Creating Lead Record Types and Processes

14m 2s

7.6 Searching and Adding Leads to a Campaign

05m 7s

Chapter: Lesson 8: Quotes Management

Learning objectives

00m 44s

8.1 Creating a Quote Template

05m 4s

8.2 Updating and Cloning Quote Templates

05m 27s

8.3 Generating Quotes from Opportunities

03m 11s

Chapter: Lesson 9: Outlook Integration

Learning objectives

00m 46s

9.1 Configuring Outlook Integration

13m 5s

9.2 Installing the Salesforce for Outlook Application

04m 4s

Chapter: Lesson 10: Workflow and Approval Processes

Learning objectives

01m 14s

10.1 Creating a New Approval Process

07m 35s

10.2 Creating a New Approval Action

07m 20s

10.3 Creating a New Approval Final Action

05m 12s

10.4 Creating a New Workflow Rule

06m 14s

10.5 Creating a New Workflow Rule Email Alert

08m 36s

10.6 Creating a New Workflow Task

07m 11s

10.7 Creating a New Workflow Field Update

06m 24s

Chapter: Lesson 11: Managing Cases

Learning objectives

01m 36s

11.1 Creating and Assigning the Console

06m 28s

11.2 Managing Case Assignment Rules

05m 28s

11.3 Configuring Case Escalation Rules

07m 29s

11.4 Searching and Editing Case Solutions

07m 35s

11.5 Creating a Web to Case Form

04m 50s

11.6 Understanding Email to Case Routing

10m 41s

11.7 Configuring Entitlement Management

09m 7s

11.8 Installing CTI Integration

07m 6s

11.9 Assigning Case Teams

04m 29s

11.10 Reviewing Support Settings

08m 18s

Chapter: Lesson 12: Communities

Learning objectives

01m 0s

12.1 Creating a Communities Portal

04m 56s

12.2 Configuring Colors and Branding

05m 15s

12.3 Creating New Portal Users

07m 38s

12.4 Configuring Knowledge

09m 12s

12.5 Configuring Chatter Answers

07m 46s

12.6 Enabling and Configuring Ideas

06m 37s

Chapter: Lesson 13: AppExchange Apps

Learning objectives

00m 47s

13.1 Searching the AppExchange

08m 24s

13.2 Installing an App from the AppExchange

09m 6s

13.3 Using an Installed App

06m 36s

13.4 Uninstalling an App

04m 54s

Chapter: Lesson 14: Dashboards and Reports

Learning objectives

01m 19s

14.1 Creating Reports

13m 49s

14.2 Understanding Report Types

07m 45s

14.3 Managing Report and Dashboard Folders

05m 43s

14.4 Creating a Dashboard

12m 15s

14.5 Refreshing and Emailing Dashboards

06m 4s

14.6 Creating Custom Report Types

06m 40s

Chapter: Lesson 15: Collaboration

Learning objectives

00m 48s

15.1 Configuring Chatter Settings

07m 29s

15.2 Enabling Chatter on Custom Objects

04m 13s

15.3 Configuring Chatter Groups

04m 9s

15.4 Using Free Chatter Licenses

03m 52s

15.5 Enabling Libraries and Content

06m 11s

Chapter: Lesson 16: Mobile Administration

Learning objectives

00m 46s

16.1 Configuring Mobile Navigation

03m 1s

16.2 Configuring Notification Settings

02m 33s

16.3 Enabling the Salesforce1 Mobile Browser App

02m 38s

16.4 Configuring Salesforce Classic

10m 17s

Chapter: Lesson 17: Security

Learning objectives

01m 4s

17.1 Creating Roles and the Role Hierarchy

07m 15s

17.2 Modifying Default Sharing Settings

06m 18s

17.3 Creating Sharing Rules

08m 29s

17.4 Editing Profiles

12m 17s

17.5 Creating a Custom Profile

08m 36s

17.6 Configuring Session Settings

04m 11s

17.7 Viewing Activations and Network Access

04m 19s

17.8 Setting Up Delegated Administration

03m 23s

17.9 Viewing Login History and Setup Audit Trail

05m 4s

Chapter: Lesson 18. Data Management

Learning objectives

01m 16s

18.1 Installing the Data Loader

04m 13s

18.2 Exporting with the Data Loader

05m 44s

18.3 Importing with the Data Loader

05m 7s

18.4 Updating with the Data Loader

06m 28s

18.5 Deleting with the Data Loader

03m 48s

18.6 Configuring Data Loader Settings

07m 30s

18.7 Using the Data Import Wizard

03m 32s

18.8 Managing Sandboxes

04m 2s

18.9 Scheduling Data Exports

03m 45s

Chapter: Summary Certified Administrator LiveLessons: Summary

01m 14s