Salesforce Admin image

This Salesforce Administrator training course helps prepare you for the official Salesforce Certified Administrator Exam. You will create your own Developer Org at the start of the course. Complete a number of challenges to configure settings and automations – typical activities of an admin. Choose whether you tackle these activities on your own or you can be guided with step-by-step instructions. Quizzes and practice exams will reinforce your knowledge; preparing you for the official exam. 12 1/2 hours video content is included.

Note: The Practice Exams are included at no extra cost.

Who is this Salesforce Administrator training course for?

This Salesforce Administrator training course is will help prepare you for the official Salesforce Certified Administrator Exam. Create your own Developer Org at the start of the course to have complete control over your Salesforce environment. (We don’t want you learning in your day-to-day Production environment.)

Are there any Prerequisites?

If you are new to Salesforce, we recommend you complete the Salesforce Associate course and certification first. If you have extensive experience as an end user or some experience with Salesforce Administration then you should be ok!

What does the course cover?

You will learn the basics of Salesforce Administration including. This includes:

  • Standard and Custom Objects
  • Sales and Marketing Applications
  • Security and Access
  • Service and Support Applications
  • Process Automation
  • Reports and Dashboards
  • Data Management
  • User Setup
  • Activities and Collaboration
  • Organization Setup
  • Desktop and Mobile Administration and
  • the AppExchange.

Are there videos?

Yes! Our course caters for those who prefer video instructions -OR- those who like step-by-step illustrated instructions. You can choose to skip to the video instructions and follow along in your own environment or follow the step-by-step instructions that will guide you with instructions and screen shots for every configuation exercise. There is a total of 12.5 hours of video content in this course.

Note: All prices are in US Dollars

Course Content

Getting Started
Introduction Video
Official Exam Guide
CertifyCRM Weekly Study Plan
Get a Trailhead Account
Get a New Developer Org
Configuration and setup
Company Settings
9 Topics
1 Quiz
Configure the Address
Configure the Fiscal Year
Configure the Default Currency
Configure the Default Language
Configure Holidays
Configure the Time Zone
Configure the Business Hours
Configure My Domain
Hands-on Challenge 1
Quiz: Company Settings
User Interface
8 Topics
1 Quiz
Configure User Interface Settings
Configure an App Menu
Configure List Views
Configure Search
Global Quick Actions
Object-Specific Actions
The Lightning App Builder
Hands-on Challenge 2
Quiz: User Interface
User Accounts
6 Topics
1 Quiz
Create a User Account
Freeze a User Account
Disable a User Account
Troubleshoot Login Problems
New User Email Template
Hands on Challenge 3
Quiz: User Accounts
Security Controls
6 Topics
1 Quiz
Setup Audit Trail
Configure Login Hours
Configure Login IP Ranges
Configure Password Settings
Configure Session Settings
Hands-on Challenge 4
Quiz: Security Controls
Profiles and Permission Sets
7 Topics
1 Quiz
User Profiles
Permission Sets
Permission Set Groups
User Access Policies
View Summary
View All Fields
Hands-on Challenge 5
Quiz: Profiles and Permission Sets
Record and Folder Sharing
8 Topics
1 Quiz
Record-Level Security
Organization-Wide Defaults
Roles and the Role Hierarchy
Public Groups
Sharing Settings
Teams and Territory Management
Report and Dashboard Folder Sharing
Hands-on Challenge 6
Quiz: Record and Folder Sharing
Object Manager and Lightning App Builder
Objects and Relationships
11 Topics
1 Quiz
What is an Object?
Standard Objects
Custom Objects
What are Relationships?
Lookup Relationship
Master-Detail Relationship
External Relationships
Self Relationship
Hierarchical Relationship
Many-To-Many (Junction) Relationship
Hands-on Challenge 7
Quiz: Objects and Relationships
Customize Fields and Pages
14 Topics
1 Quiz
Adding New Fields
Selecting Field Types
Picklists
Formulas
Page Layouts
Lightning Record pages
Dynamic Actions
Dynamic Forms
Blank Space
Conditional Visibility on Tabs
Dynamic Highlights
Conditional Formatting
Sorting Related Lists
Hands-on Challenge 8
Quiz: Customize Fields and Pages
Page Layouts, Business Processes, and Record Types
4 Topics
1 Quiz
Create Page Layouts
Business Processes
Record Types
Hands-on Challenge 9
Quiz: Page Layouts, Business Processes, and Record Types
Sales and Marketing Applications
Sales Process
10 Topics
1 Quiz
The Sales Process End-to-End
Marketing
Leads
Lead Conversion
Account Management
Contact Management
Opportunity Management
Pipeline Forecasting
Agentforce Sales Coach
Hands-on Challenge 10
Quiz: Sales Process
Sales Productivity Features
6 Topics
1 Quiz
Lead Scoring
Einstein Opportunity Scoring
Home Page Assistant
Seller Home
Dashboards
Hands On Challenge 11
Quiz: Sales Productivity Features
Lead Automation and Campaigns
5 Topics
1 Quiz
Configure Lead Conversion
Configure Lead Assignment Rules
Create Campaigns
Add Members to Campaigns
Hands-on Challenge 12
Quiz: Lead Automation and Campaigns
Service and Support Applications
Shared Objects
2 Topics
1 Quiz
Sales and Service Objects
Hands on Challenge 13
Quiz: Shared Objects
Case Management
4 Topics
1 Quiz
Case Management
Queue Management
Entitlement Management
Hands-on Challenge 14
Quiz: Case Management
Automating Case Management
4 Topics
1 Quiz
Case Assignment
Case Auto-Response Rules
Case Escalation
Hands-on Challenge 15
Quiz: Automating Case Management
Productivity and Collaboration
Activity Management
3 Topics
1 Quiz
The Activity Panel
Email Integration
Hands-on Challenge 16
Quiz: Activity Management
Chatter
3 Topics
1 Quiz
Chatter Features
Chatter Exercises
Hands-on Challenge 17
Quiz: Chatter Features
Salesforce Mobile App
4 Topics
1 Quiz
Salesforce Mobile App
Configure the Mobile App
Lightning Record Pages for Mobile
Hands-on Challenge 18
Quiz: Salesforce Mobile App
Salesforce AppExchange
2 Topics
1 Quiz
Exploring the AppExchange
Hands-on Challenge 19
Quiz: Salesforce AppExchange
Data and Analytics Management
Import/Export and Backup Data
6 Topics
1 Quiz
Importing Data
Import/Export Tools
Transferring Records
Mass Delete Records
Backup Tools
Hands-on Challenge 20
Quiz: Import/Export and Backup Data
Data Validation
4 Topics
1 Quiz
Validation Rules
Duplicate Rules
Other ways to keep data clean
Hands-on Challenge 21
Quiz: Data Validation
Customize Reports and Report Types
4 Topics
1 Quiz
Creating Reports
Report Formats
Report Types
Hands-on Challenge 22
Quiz: Customize Reports and Report Types
Sharing and Reports
3 Topics
1 Quiz
How the Sharing Model impacts Reports
Sharing Report Folders
Hands-on Challenge 23
Quiz: Sharing and Reports
Dashboards
6 Topics
1 Quiz
Sharing Dashboard Folders
Creating Dashboards
Dashboard Components
Refresh and Subscribing
Setting the “Running User”
Hands-on Challenge 24
Quiz: Dashboards
Workflow/Process Automation
Identify Automation Solutions
5 Topics
1 Quiz
Order of Execution
Choosing the Right Automation Tool
Historical Automation Tools
Salesforce Flow
Hands-on Challenge 25
Quiz: Identify the Appropriate Automation Solution
Flow Builder
7 Topics
1 Quiz
Record-Triggered Flows
Screen Flows
Schedule-Triggered Flows
Platform Event-Triggered Flows
Autolaunched Flow (No Trigger)
Record-Triggered Orchestration
Hands-on Challenge 26
Quiz: Flow
Approval Processes
3 Topics
1 Quiz
Prepare for Approval Processes
Create the Approval Process
Hands-on Challenge 27
Quiz: Approval Processes
Exam Preparation
How to take the Exam
Practice Exams
5 Quizzes
Admin Practice Exam 1
Admin Practice Exam 2
Admin Practice Exam 3
Admin Practice Exam 4
Admin Practice Exam 5
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Certificate
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