Introduction
- Introduction and Getting Started
- Signing Up for a Free Salesforce Account
- General Housekeeping Items as We Get Started
- Lightning Experience User Interface Overview
- Setup Menu Tour
Organization Setup
- Organization Setup Introduction
- Setting an Organization’s Fiscal Year
- Setting an Organization’s Business Hours
- Organization Currency Management
- Enabling Advanced Currency Management
- Setting a Currency on an Opportunity
- Organization Default Settings
- User Interface Settings
- User Management Settings and GDPR
- Search Settings
- Creating and Filtering List Views
- Creating Kanban List Views
- Customizing a Home Page Layout
- Themes and Branding
User Setup
- User Setup Introduction
- Creating a New User
- Creating Multiple Users and Assigning Licenses
- Resetting a User Password
- Resolving Locked User Accounts
- Activating and Deactivating a User
- Freezing a User
- Logging In as Another User
- SalesforceA Mobile App for User Administration
Security and Access
- Security and Access Introduction
- Organization Password Security Controls
- Network Access and Setting Trusted IP Ranges
- Login IP Ranges
- Trusted IP Ranges vs. Company Login IP Range
- Login Hours - What happens at 5:01 PM?
- Identity Verification and History
- Profiles Introduction
- Profile Object Settings
- Profile Tab Settings - On, Off and Hidden
- Creating a Custom Profile
- Custom vs. Standard Profiles
- Roles and the Role Hierarchy
- Editing the Role Hierarchy
- Setting Organization Wide Defaults
- Profiles vs. Roles
- Sample Exam Question #1
- Enhanced Profile List Views
- Permission Sets
- Profiles vs. Permission Sets
- Sharing Rules
- Manual Sharing
- Field Level Security
- Public Groups
- Folder Security
- Bonus Lecture: Coupons and Free Courses
