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.
Who should take this Course?
The Salesforce Administrator (ADM-201) Online Course is ideal for aspiring Salesforce administrators, CRM professionals, business analysts, and IT support staff who want to learn how to configure, manage, and maintain Salesforce environments. It’s also suitable for individuals preparing for the Salesforce Certified Administrator (ADM-201) certification exam. No prior Salesforce experience is required, but a basic understanding of business processes and cloud computing is helpful for effective learning.
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