About the Course
Salesforce is a rapidly evolving business solution platform, continually enhancing its features and expanding its capabilities. This course is designed to be your comprehensive guide on the path to Salesforce Administrator certification, equipping you with up-to-date skills and deep knowledge of the Salesforce ecosystem.
Ideal for both new and experienced administrators, the course emphasizes practical, hands-on learning to strengthen your problem-solving abilities and solidify your understanding of essential concepts. Each section focuses on a specific module or topic included in the certification exam, accompanied by example/mock questions to help you prepare effectively.
You’ll begin with foundational topics such as navigating the Salesforce interface and preparing your organization for users. From there, you’ll learn how to configure and manage user types and profiles, understand data security, and customize both Sales Cloud and Service Cloud applications. The course also covers building reports and dashboards, implementing automation through workflows, and managing support processes.
Additionally, you’ll explore key areas like system configuration, data management, analytics, mobile administration, and best practices for efficient system maintenance.
By the end of this in-depth training, you’ll be well-prepared and confident in your ability to pass the Salesforce Certified Administrator exam and apply your knowledge in real-world scenarios.
Course Curriculum
Introduction
- The Course Overview
- Exploring the Different Salesforce Clouds
- Salesforce Editions
- Set Up Your Trailhead Account
Getting Around Salesforce
- Objects: What Are They and What Is a Standard Object?
- How Does Lead Conversion Work?
- Custom Objects and Object Relationships
- Getting Your First Lightning Experience Tour
- What Is the Guidance for Success?
- Creating List Views and Working with Kanban
- What Is Chatter?
- Activity Management
Organization Set Up
- The Company Profile Page
- Locale Settings How Do They Work?
- Working with Fiscal Years and Currencies
- Customize the Home Page
- Restricting Login Access
User Set Up
- Settings versus Permissions
- What Can You Do with Standard Profiles?
- How to Create Your Own Custom Profiles?
- Understanding Object Permissions and Profiles
- Create New Users
Data Access
- Understanding the Different Access Models (OWD)
- How Does Record Ownership Work?
- Using Roles and Role Hierarchy
- Using Sharing Rules
- What Are Public Groups?
- Where Can You Use Teams?
- Manual Sharing
- Field Level Security
Object Customization
- What Can You Change on Standard Fields?
- How to Create Custom Fields?
- What Are Dependent and Controlling Pick Lists?
- How Do Lookups Work?
- Creating Formula Fields
- Page Layouts, Record Types, and Business Process
- Working with Validation Rules
Automation
- Working with Email Templates
- Setting Up Workflow Rules
- What Does Process Builder Do?
- Working with Assignment Rules
- What Are Auto Response Rules?
- The Salesforce Order of Execution
- Setting Up an Approval Process
- What Is Lead Management?
Support Process
- Understanding Case Management
- Working Through the Support Process
- What Automation Can We Do?
- What Is Email to Case?
- Expanding with CTI
- Exploring the Support Console
- Using Knowledge
Managing Data
- When to Use the Import Wizard
- When to Use Data Loader
- How Can We Mass Transfer Records?
- Using the Salesforce Back-up Functionality
- The Importance of the Recycle Bin
Reports and Dashboards
- How Do Folders Work?
- Guide Through the Report Builder
- What Report Types Are There?
- How Do Report Filters Work?
- Creating Formula Fields and Charts in Reports
- Export and Scheduling Reports
- Dashboard Components and the Importance of the Running User
- Expanding Your Reporting and Dashboard Skills
Other Clouds and Elements
- Campaign Management in Sales Cloud
- Marketing Cloud
- How Do We Use Products and Price books
- Understanding Revenue Scheduling
- Introducing Salesforce Communities
Admin Tasks
- Dealing with Login Issues
- SalesforceA The Admin App
- Salesforce Mobile User App
- Health Check
- Lightning for Outlook
Preparation Guide
- Study Tips
- Exam Tips
- Exam Preparation