Configuring and Setting your org
What you will learn
Understand & Customize various Company Settings of an org
Understand & Modify various User Interface Configuration of an org
Understand & Perform User Maintenance of an org
Understand & Customize various Security Controls of an org
Understand & Use various Sharing Model in an org
Understand & Customize Profiles in an org
Understand & Customize Permission Set in an org
Description
This is a hands-on course for Salesforce Administrators. It is a quick revision of the “Configuration & Setup” section of the Salesforce Administrator Certification Exam.
The Salesforce Administrator Certification Exam contains the following sections –
- Configuration and Setup (20%)
- Object Manager & Lightning App Builder (20%)
- Sales & Marketing Applications (12%)
- Service & Support Applications (11%)
- Productivity & Collaboration (7%)
- Data & Analytics Management (14%)
- Workflow/Process Automation (16%)
Hence this course covers the 20% weightage of the exam.
This course is for anyone who
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- is preparing for Salesforce Administrator Certification.
- is revising the Configuration & Setup section of Admin Certification.
- wants to know various tasks to perform while configuring & setting up your org.
- wants to know issues and fixes related to configuring & setting up an org.
Topics Covered in this course are –
- Creating & Using your Developer Edition Org
- Understand & Customize Company Settings
- Understand & Modify User Interface Configuration
- Understand & Perform User Maintenance
- Understand & Customize Security Controls
- Understand & Use Sharing Models
- Understand & Customize Profiles
- Understand & Customize Permission Sets
Before proceeding with this code one should have –
- Basic Knowledge of Computers and willingness to learn.
This course will provide you with –
- Explanation in more straightforward terms, hence easier to understand even for beginners.
- Short videos regarding hands-on for the Configuration & Setup section.
- Explanation of various types of tasks for the Configuration & Setup section.
- Explanation of various types of concepts for the Configuration & Setup section.
- Quick Revision for Salesforce Administrator Certification for the Configuration & Setup section.
Introduction
About the Course
About the Trainer
How to get your own Developer Edition Org?
How to log in to your Developer Edition Org?
What to do if you forgot your Orgs password?
Company Settings
How to change the Locale Settings in your Org?
What is the impact of changing Locale Settings in your Org?
How to change the Language Settings in your Org?
How to change the Default Language of your Org?
How to change the Time zone of your Org?
How to change the Default Currency of your Org?
How to enable multiple currencies in your Org?
How to add new currency after enabling multiple currencies in your Org?
How to change the Corporate Currency in your Org?
How changing Corporate Currency affects users in your Org?
What is the impact of enabling multiple currencies in your Org?
What is the impact of enabling Parenthetical Currency Conversion in your Org?
How to setup Dated Exchange Rates in your Org?
How to create Business Hours in your Org?
How to create Holidays in your Org?
How to modify Fiscal Year in your Org?
How to create Custom Fiscal Year in your Org?
User Interface Configuration
How to change the display density in your org?
How to change the Record Page Settings in your Org?
How to add sections on the record page in your org?
How to enable or disable the collapsible sections in your org?
How to enable or disable the quick create option in your org?
How to enable or disable printable list views in your org?
How to add tabs to the Lightning Experience Navigation bar in your org?
How to create a Lightning App in your org?
How to work with Temporary Tabs in your org?
How to modify the app launcher of your org?
How to modify themes and branding for your org?
How to create a single prompt in-app guidance for your org?
How to create a walk through in-app guidance for your org?
How to work with Global Search in your org?
How to work with Lookup Search in your org?
How to modify the search result layout for an object in your org?
What are the various options available on a listview for an object in your org?
How to modify the field to be displayed in a listview for an object in your org?
How to create a new listview for an object in your org?
How to clone a listview and rename a listview for an object in your org?
How to change sharing settings and column widths of a listview for an object?
How to delete a listview for an object in your org?
How to add filters in a listview for an object in your org?
How to add charts in a listview for an object in your org?
How to create a split-view for an object’s listview in your org?
How to work with kanban view for an object in your org?
How to create a custom lightning home page in your org?
How to create a custom lightning app page in your org?
How to create a custom lightning record page in your org?
How to dynamically change component visibility on the record page in your org?
How to create dynamic actions on the record page in your org?
How to use Lightning Component Analysis in your org?
How to create a Custom Global Action to Send Email in your org?
How to decide the Global Actions to be displayed in your org?
How to create an Object Specific Custom Action in your org?
How to customize an Object Specific Action Layout in your org?
User Maintenance
How to check available licenses for creating users in your org?
How to create a new user in your org?
How to create multiple users in your org?
How to work with Login History in your org?
How to reset user’s password in your org?
How and When to Freeze or Unfreeze users in your org?
When a user gets locked and how to unlock users in your org?
How and When to Activate or Deactivate users in your org?
How to implement Delegated Administration in your org?
How to login as someone else in your org?
How and When to use Setup Audit Trails?
What are the various Password Policies and How to change it in your Org?
How to enable Single Sign On for a user in your org? (Part – 1)
How to enable Single Sign On for a user in your org? (Part – 2)
Security Controls
How to make inactive users logout after a specific duration in your org?
What are the various settings you can implement for user sessions? (Part – 1)
What are the various settings you can implement for user sessions? (Part – 2)
What are the various caching settings and how you can implement it? (Part – 1)
What are the various caching settings and how you can implement it? (Part – 2)
How to protect your users from clicking on a malicious link from your org?
How to configure extra protection for the sessions in your org?
What are various session security levels and how to configure it? (Part – 1)
What are various session security levels and how to configure it? (Part – 2)
How to bound users to login to your org from a range of systems?
How to set days and hours for users to Login in your org?
How to verify your user logging in outside trusted IP range in your org?
How to enable Multi-Factor Authentication for a user in your org? (Part – 1)
How to enable Multi-Factor Authentication for a user in your org? (Part – 2)
How to login with Salesforce Authenticator & enable Lightning Login for a user?
How to identify and fix potential issues in security settings?
Sharing Model
How to determine access to other user’s data for records they do not own in org?
How to change the field accessibility of an object for specific profiles in org?
How to create roles that can edit or access records owned by other users in org?
How to allow users to share records up or down the management chain in org?
How to create sharing rule to share the records of object based on ownership?
How to create sharing rule to share the records of the object based on criteria?
What are the various point of considerations while creating sharing rules?
How to manually share specific records of an object in org?
How to determine why a user has access to a record in org?
What are the different access levels for Reports & Dashboard Folders in org?
How to share access to Reports & Dashboard Folders to other users in org?
What are public groups and What is the benefit of creating it in org?
Profile and Permission Sets
What are standard profile and Why to create a custom profile in org?
What is Restricted profile cloning and How to use it in org?
What are the various object-level settings that can be customized with profile?
What are the various permission categories that can be customized with profile?
How to create a custom permission set in org?
How to create a permission set group in org?
What is the benefit of creating a permission set group in org?
When to prefer a profile over permission set and vice-versa?
