The Complete Salesforce Certified Associate Course

The Salesforce Certified Associate exam is for those who are new to Salesforce & want to learn Salesforce. Start here!

What you'll learn
Gain a foundational knowledge of Salesforce's core capabilities
Learn how to navigate Salesforce efficiently
Learn how the CRM platform solves the challenge of connecting departments and customer data
Learn the types of business challenges that can be solved by the Salesforce Customer 360
Learn key Salesforce platform terms
Learn fundamental functionality in the current version of Salesforce at a foundational level, such as requirements gathering, reporting, security, sharing
Fully prepare for the Salesforce Certified Associate Exam
Requirements
No prior Salesforce experience is required
No prerequisites for this course or the Salesforce Certified Associate Exam
Description
This certification has no pre-requisites and is intended for those just starting their Salesforce Certification journey.That's right! This is the course for absolute beginners. No prior knowledge is required.This is the ideal Salesforce Certification to start with, as a starting point towards eventual further certifications.This certification is also an ideal entry point into the Salesforce ecosystem for recruiters looking to understand the Salesforce platform better.This certification is also ideal for those desiring to become a super-user of Salesforce, or to simply be more efficient on the platform in Sales or Service environments.Once you have attained the Salesforce Associate Certification, you will be able to demonstrate knowledge, skills, and experience in the following areas:How the CRM platform solves the challenge of connecting departments and customer dataTypes of business challenges that can be solved by Salesforce Customer 360Key Salesforce platform termsFundamental functionality in the current version of Salesforce at a foundational level, such as requirements gathering, reporting, security, sharing, customization, and data management.There are four knowledge areas covered in this course, which will fully prepare you for the Salesforce Certified Associate Exam:Salesforce EcosystemNavigationData ModelReports & DashboardsAfter completing this course, you will be fully prepared to take and pass the Salesforce Certified Associate Exam.

Overview

Section 1: Course Introduction & Getting Started

Lecture 1 Course Introduction and My Bio

Lecture 2 Signing Up for a FREE Salesforce Trailhead Account

Lecture 3 General Housekeeping Items as We Get Started

Lecture 4 Accessing and Understanding the Salesforce Certified Associate Exam Guide

Section 2: Salesforce Ecosystem

Lecture 5 Salesforce Ecosystem Section Introduction

Lecture 6 Renaming and Launching Your Trailhead Playground - Your Free Salesforce Account

Lecture 7 The Opportunity - Millions of Jobs Are Coming to the Salesforce Ecosystem

Lecture 8 Salesforce Partner Ecosystem

Lecture 9 The Trailblazer Community Introduction

Lecture 10 Trailhead Trails, Trailmixes, Modules, Projects and Quests

Lecture 11 Performance Issues and Trust Site

Lecture 12 Multi-Tenant Architecture - Why Everything Has a Limit in Salesforce

Lecture 13 Customer 360

Lecture 14 Sales Cloud Overview

Lecture 15 Service Cloud Overview

Lecture 16 Marketing Cloud Overview

Lecture 17 Commerce Cloud

Lecture 18 Experience Cloud Overview (Formerly Community Cloud and Before That… Portals)

Lecture 19 Salesforce for Non-Profits

Lecture 20 Tableau for Analytics

Lecture 21 Mulesoft for Integrations

Lecture 22 Slack for Collaboration

Lecture 23 Salesforce Genie for Real-Time Data

Lecture 24 Salesforce Career Paths and Job Roles

Section 3: Navigation

Lecture 25 Navigation Section Introduction

Lecture 26 Accessing and Launching Your Hands-On Org

Lecture 27 Getting Your Login Credentials and Setting Your Password

Lecture 28 Logging into Salesforce Using Your Username and Password

Lecture 29 App Launcher Introduction

Lecture 30 Accessing All Items from App Launcher

Lecture 31 Recycle Bin

Lecture 32 List Views - Adding Filters and Save As for New List Views

Lecture 33 Adding and Removing Fields to Display to a List View

Lecture 34 Performing Mass Updates from List Views

Lecture 35 List View Row Limits

Lecture 36 Kanban List Views

Lecture 37 Split View List Views

Lecture 38 Related Lists

Lecture 39 Personal Settings and User Customizations

Lecture 40 Customizing Pages with the Lightning App Builder

Lecture 41 Updating Your User Account and Advanced User Details

Lecture 42 Activity Timeline

Lecture 43 Setting Email Signature in Salesforce

Lecture 44 Creating a User Account

Lecture 45 Enabling Lightning for a User and Switching from Classic to Lightning

Lecture 46 Editing a User Account - Changing Name, Email and/or Username Considerations

Lecture 47 Viewing User Login History

Lecture 48 My Favorites

Lecture 49 Chatter - Following Records and Receiving Notifications

Lecture 50 Chatter Groups - Public and Private

Lecture 51 Global Search

Lecture 52 Filtering Global Search Results Using Natural Language Search

Section 4: Data Model

Lecture 53 Data Model Section Introduction

Lecture 54 Salesforce Glossary

Lecture 55 Standard Objects & the Object Manager

Lecture 56 Schema Builder - Relationship Between Core Standard Objects

Lecture 57 The Lead Conversion Process

Lecture 58 Account Hierarchy and Parent Accounts

Lecture 59 Enabling Contact to Multiple Accounts

Lecture 60 Adding the Related Contacts Related List to the Account Page Layout

Lecture 61 Custom Objects

Lecture 62 Standard Fields

Lecture 63 Creating a Custom Lookup Field

Lecture 64 Creating a Custom Picklist Field and Setting a Default Value

Lecture 65 Adding Fields to Our Custom Object Related List

Lecture 66 Master-Detail Relationships

Lecture 67 Creating a Roll-Up Summary Field

Lecture 68 Creating a Formula Field for a Roll-Up Summary Sum

Lecture 69 Validation Rule on a Roll-Up Summary Field

Lecture 70 Creating a Text Area Field

Lecture 71 Validation Rules - Require Reason Lost Example

Lecture 72 Testing Our Validation Rule

Lecture 73 Setting Default Values in Fields Using Formulas

Lecture 74 Hiding Fields on a Page Layout

Lecture 75 Disabling Cache in Your Org

Lecture 76 Changing Field Types and Potential for Data Loss

Lecture 77 Dependent Picklists

Lecture 78 Creating Record Types

Lecture 79 Renaming Page Layouts Based on Assignments by Record Type and Profile

Lecture 80 Testing our Record Types and Page Layout Assignments

Lecture 81 Removing a Field Dependency

Lecture 82 Adding the Record Type Field to Your Page Layouts

Lecture 83 A Guide to Sharing Architecture

Lecture 84 Profiles

Lecture 85 Permission Sets

Lecture 86 Org-Wide Defaults

Lecture 87 Role Hierarchy

Lecture 88 Sharing Rules

Lecture 89 Public Groups and Private (Chatter) Groups

Lecture 90 Manual Sharing

Lecture 91 Queues - Call Center - Service Cloud

Lecture 92 Publishing a Digital Experience for Salesforce Knowledge and Case Deflection

Lecture 93 Dynamic Forms

Lecture 94 Declarative vs. Programmatic

Lecture 95 Sandboxes - Logging In and Deployment (login history troubleshooting)

Section 5: Reports & Dashboards

Lecture 96 Reports & Dashboards Section Introduction

Lecture 97 The Reports Tab

Lecture 98 Report Folders

Lecture 99 Report Types

Lecture 100 Creating a Report - Tabular Report

Lecture 101 Report Row Display Limits (2000)

Lecture 102 Exporting a Report

Lecture 103 Creating a Summary Report by Adding a Row Grouping to a Report

Lecture 104 Adding Charts to Reports

Lecture 105 Summary Report Toggles

Lecture 106 Matrix Reports - Grouped by Row and Column

Lecture 107 Joined Reports

Lecture 108 Adding a Row Grouping and Charts to a Joined Report

Lecture 109 Sharing a Report Folder

Lecture 110 Creating Line Charts to Display Values Over Time

Lecture 111 Reports - All Favorites

Lecture 112 Reports - All Folders

Lecture 113 Reports - All Reports

Lecture 114 Subscribing to and Scheduling Report

Lecture 115 Locating Reports via Global Search

Lecture 116 Adding a Custom Summary Formula Field to a Report (Limit is 5)

Lecture 117 Creating a Dashboard

Lecture 118 Refreshing a Dashboard

Lecture 119 Subscribing to a Dashboard

Lecture 120 Dashboard Filters

Lecture 121 Dynamic Dashboards - Running User (vs. static / standard)

Lecture 122 Downloading a Dashboard

Lecture 123 Creating a Custom Lightning Homepage and Adding a Dashboard

Lecture 124 Enabling Logging In as Another User in Your Org

Lecture 125 Combining Multiple Reports on a Single Screen - Joined Reports vs. Dashboards

Lecture 126 Installing Reports & Dashboards from the AppExchange

Beginning Salesforce Learners,Those wanting to pass the new Salesforce Certified Associate Exam