Section 1 : Getting Started
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Lecture 1 | INTRODUCTION TO BRAINMEASURES PROCTOR SYSTEM | |
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Lecture 2 | Overview of ERP and CRM | 00:08:31 Duration |
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Lecture 3 | Overview of Cloud Computing | 00:12:36 Duration |
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Lecture 4 | Salesforce CRM - #1 On-Demand | 00:04:13 Duration |
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Lecture 5 | Salesforce Editions | 00:09:54 Duration |
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Lecture 6 | Setting up a lifetime access practice Developer Org | 00:03:08 Duration |
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Lecture 7 | SFDC - Personal Setup and Company Setup | 00:09:14 Duration |
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Lecture 8 | PROD vs TEST | 00:08:03 Duration |
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Lecture 9 | Setup Chatter | 00:08:28 Duration |
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Lecture 10 | Section 1 - Work Exercises and Reference Materials | 00:01:49 Duration |
Section 2 : Designing your Data Model
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Lecture 1 | Understanding the Sales Process - A Case Study | 00:11:13 Duration |
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Lecture 2 | Analyzing a functional requirement | 00:06:18 Duration |
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Lecture 3 | Converting functional requirement into technical specifications | |
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Lecture 4 | Section 2 - Work Exercises and Reference Materials | 00:00:28 Duration |
Section 3 : Building your Data Model
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Lecture 1 | SFDC Application - How to Start | 00:10:42 Duration |
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Lecture 2 | Create App-Objects-Tabs | 00:15:09 Duration |
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Lecture 3 | Create Fields with various field types | 00:11:14 Duration |
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Lecture 4 | Master-Detail and Lookup | 00:19:53 Duration |
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Lecture 5 | Many to Many Relationship | 00:07:18 Duration |
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Lecture 6 | Schema Builder | 00:02:53 Duration |
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Lecture 7 | Setup Salesforce1 App | 00:00:41 Duration |
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Lecture 8 | Section 3 - Work Exercises and Reference Materials | 00:01:17 Duration |
Section 4 : Implementing Business Logics
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Lecture 1 | Formula Fields and Cross Object Formulas | 00:14:11 Duration |
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Lecture 2 | Validation Rules | 00:06:01 Duration |
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Lecture 3 | Roll Up Summary Fields | 00:06:10 Duration |
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Lecture 4 | Field Dependencies | 00:04:42 Duration |
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Lecture 5 | Section 4 - Work Exercises and Reference Materials |
Section 5 : Setting up User Interface
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Lecture 1 | Page Types and Page Elements | 00:09:39 Duration |
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Lecture 2 | Page Layouts | 00:07:30 Duration |
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Lecture 3 | Home Page Layouts and Home Page Components | 00:06:41 Duration |
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Lecture 4 | List Views | 00:05:27 Duration |
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Lecture 5 | About Certification | |
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Lecture 6 | Section 5 - Work Exercises and Reference Materials | 00:00:24 Duration |
Section 6 : Customizing Standard Salesforce Application
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Lecture 1 | How to Customize standard salesforce application | 00:21:37 Duration |
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Lecture 2 | Section 6 - Work Exercises and Reference Materials | 00:00:19 Duration |
Section 7 : Salesforce Security Model
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Lecture 1 | Salesforce Security Model - An Overview | 00:05:43 Duration |
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Lecture 2 | Creation of Users-Roles-Public Groups-Queues | 00:09:47 Duration |
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Lecture 3 | Create and Manage Profiles | 00:16:06 Duration |
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Lecture 4 | Field Level Security | 00:12:31 Duration |
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Lecture 5 | How to use Permission Sets- | 00:09:02 Duration |
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Lecture 6 | Control Record Visibility using OWD | |
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Lecture 7 | Control Record Visibility using Role Hierarchy | 00:09:01 Duration |
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Lecture 8 | Control Record Visibility using Sharing Rules | 00:04:08 Duration |
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Lecture 9 | Configure Record Types | 00:13:55 Duration |
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Lecture 10 | Section 7 - Work Exercises and Reference Materials | 00:00:06 Duration |
Section 8 : Data Management
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Lecture 1 | Tools for Data Management | 00:05:15 Duration |
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Lecture 2 | Import-Update-Upsert data using Data Import Wizard | 00:16:13 Duration |
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Lecture 3 | Import-Update-Upsert-Export data using Apex Data Loader | 00:11:38 Duration |
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Lecture 4 | Data Export and Scheduled Export | 00:04:51 Duration |
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Lecture 5 | Setting up Search Layouts | 00:09:14 Duration |
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Lecture 6 | Section 8 - Work Exercises and Reference Materials | 00:00:28 Duration |
Section 9 : SFDC Audit
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Lecture 1 | Field History Tracking | 00:09:38 Duration |
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Lecture 2 | Setup Audit Trail | 00:02:12 Duration |
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Lecture 3 | Section 9 - Work Exercises and Reference Materials | 00:00:20 Duration |
Section 10 : Automate Business Process
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Lecture 1 | Email Templates in Salesforce | 00:14:55 Duration |
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Lecture 2 | Create Workflow Rules with Rule Criteria | 00:13:50 Duration |
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Lecture 3 | Configure Immediate and Time Dependent Workflow Rule Actions | 00:14:06 Duration |
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Lecture 4 | Configure Approval Process | |
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Lecture 5 | Configure multiple steps and multiple approvers to the approval process | 00:13:48 Duration |
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Lecture 6 | Assignment Rules for Leads and Cases | 00:09:06 Duration |
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Lecture 7 | About Proctor Testing | |
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Lecture 8 | Section 10 - Reference Materials & Work Exercises | 00:00:31 Duration |
Section 11 : Reports and Dashboards
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Lecture 1 | Convert business requirements to Reports and Dashboards | 00:06:25 Duration |
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Lecture 2 | How to use report builder- | 00:14:03 Duration |
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Lecture 3 | Create Tabular Reports | 00:04:55 Duration |
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Lecture 4 | Create Summary Reports | 00:09:17 Duration |
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Lecture 5 | Create Matrix Reports | 00:05:31 Duration |
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Lecture 6 | Create Joined Reports | 00:05:55 Duration |
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Lecture 7 | Create custom report types | 00:10:07 Duration |
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Lecture 8 | How to schedule reports- | 00:05:50 Duration |
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Lecture 9 | Create Dashboards with Dashboard Components for Matrix and Summary Reports | 00:13:30 Duration |
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Lecture 10 | Create Dashboards with Dashboard Components for Tabular and Joined Reports | 00:07:29 Duration |
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Lecture 11 | Setup Dynamic Dashboard Filters | 00:05:28 Duration |
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Lecture 12 | Scheduling Dashboard Refresh | 00:04:39 Duration |
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Lecture 13 | Section 11 - Reference Materials & Work Exercises | 00:00:49 Duration |
Section 12 : Salesforce Service Cloud
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Lecture 1 | Salesforce Service Cloud - An overview | 00:03:42 Duration |
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Lecture 2 | Create Service Cloud Console | 00:08:11 Duration |
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Lecture 3 | Configure Agent Console in Salesforce | 00:10:52 Duration |
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Lecture 4 | Section 12 - Reference Materials & Work Exercises | 00:00:09 Duration |
Section 13 : Portals and Sites
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Lecture 1 | Develop Force | 00:11:12 Duration |
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Lecture 2 | Enable and use Customer Portal | |
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Lecture 3 | Enable and use Partner Portal | 00:05:57 Duration |
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Lecture 4 | Integrate Salesforce with websites - Web to Lead and Web to Cases | 00:08:07 Duration |
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Lecture 5 | Section 13 - Work Exercises and Reference Materials | 00:00:11 Duration |
Section 14 : AppExchange
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Lecture 1 | Install-Uninstall an AppExchange App | 00:12:30 Duration |
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Lecture 2 | AppExchange App - FieldTrip | 00:11:03 Duration |
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Lecture 3 | AppExchange App - Metadata Search | 00:05:01 Duration |
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Lecture 4 | Section 14 - Reference Materials & Work Exercises | 00:00:09 Duration |
Section 15 : Managing Sandboxes
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Lecture 1 | Sandboxes and Sandbox Environment Types | 00:07:02 Duration |
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Lecture 2 | Sandbox Refresh (Metadata Refresh) | 00:14:02 Duration |
Section 16 : Key SFDC Admin Tools and Tasks
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Lecture 1 | Configure State and Country Picklists Tool | 00:19:29 Duration |
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Lecture 2 | Force | 00:17:27 Duration |
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Lecture 3 | INTRODUCTION TO BRAINMEASURES PROCTOR SYSTEM |
Section 17 : 20 Success Strategies for a Successful Solo Salesforce Admin
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Lecture 1 | BONUS LECTURE - 20 Success Strategies for a Successful Solo Salesforce Admin | 00:17:29 Duration |
Section 18 : ADM 201 - Certification Guidance
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Lecture 1 | ADM 201 - Study Guide | |
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Lecture 2 | ADM 201 - Model Questions - Set 1 | |
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Lecture 3 | ADM 201 - Model Questions - Set 2 | |
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Lecture 4 | ADM 201 - Model Questions - Set 3 |
Section 19 : Interview Preparation Materials
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Lecture 1 | Interview Questions - Set 1 | |
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Lecture 2 | Interview Questions - Set 2 | |
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Lecture 3 | Interview Questions - Set 3 | |
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Lecture 4 | Interview Questions - Set 4 | |
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Lecture 5 | Interview Questions - Set 5 |