associate logo

This Salesforce Associate (Free) course is an introductory level course, designed to help prepare you for the official Salesforce Certified Associate Exam. You will create your own Developer Org at the start of the course. Ths way you will have complete control over your Salesforce environment and you can’t break anything.
Total video content: 270 mins (4.5 hours)

Who is the Salesforce Certified Associate Training course for?

The Salesforce Associate (Free) training course is an introductory level course. It is designed for the experience end user who wants to start down the path of becoming a Salesforce Administrator. It goes beyond the end user experience and gives you an overview of what happens behind the scenes. This course is designed to help prepare you for the official Salesforce Certified Associate Exam. You will create your own Developer Org at the start of the course. This way, you will have complete control over your Salesforce environment and you can’t break anything. (We don’t want you learning in your day-to-day Production environment.)

Are there any Prerequisites?

You need to have basic web browser skills, time available and a willingness to learn, that’s it!

What does the course cover?

In the Salesforce Certified Associate Training course, you will learn the basics of Salesforce. We cover who uses it and how, practice navigating your way around as either an admin or an end user. Then we take a look at the many “clouds” available and some additional Salesforce products. Next, we take a deeper dive into Sales, Service, Marketing and eCommerce. Finally we we round off with a look at the career options available for Salesforce Professionals.

Course Content

Let's Get Started
01. Getting Started
3 Topics
1 Quiz
1.1 Introduction Video
01.2 Self Study Resources
01.3 Other Study Resources
Associate Lesson 1 Quiz
02. Get your own Salesforce Environment
4 Topics
1 Quiz
02.1 Get a New Developer Org
02.2 Set a Password on your Account
02.3 Get a Trailhead Account
02.4 Get Started with Trailhead
Associate Lesson 2 Quiz
Salesforce Ecosystem
03. Learning About Salesforce
6 Topics
1 Quiz
03.1 What is Salesforce?
03.2 Who uses Salesforce?
03.3 How do I start my career?
03.4 Salesforce, Customers and Partners
03.5 The Salesforce Community
03.6 Login, Look Around
Associate Lesson 3 Quiz
04. Salesforce Product Range
10 Topics
1 Quiz
04.1 Sales Cloud
04.2 Service Cloud
04.3 Marketing Cloud
04.4 Experience Cloud
04.5 Nonprofit Cloud
04.6 Commerce Cloud
04.7 Tableau/CRM Analytics
04.8 Industry-Specific Clouds
04.9 Related Products
04.10 Summary Video
Associate Lesson 4 Quiz
05. How Salesforce is used by Customers
7 Topics
1 Quiz
05.1 Managing Sales
05.2 Managing Service & Support
05.3 Marketing Automation
05.4 eCommerce (web storefront)
05.5 Industry Specific Apps
05.6 Custom Apps
05.7 AppExchange Apps
Associate Lesson 5 Quiz
06. Salesforce Career Paths
5 Topics
1 Quiz
06.1 Salesforce Administrator
06.2 Salesforce Developer
06.3 Salesforce Business Analyst
06.4 Salesforce Consultant
06.5 Salesforce Architect
Associate Lesson 6 Quiz
Navigation
07. Navigating as a User
3 Topics
1 Quiz
07.1 Navigating around Salesforce
07.2 List Views
07.3 Record Pages
Associate Lesson 7 Quiz
08. Navigating as an Admin
3 Topics
1 Quiz
08.1 Setup Menu
08.2 Page Layouts
08.3 Lightning Record Pages
Associate Lesson 8 Quiz
09. Customizing Salesforce
4 Topics
1 Quiz
09.1 The AppExchange
09.2 Salesforce Partners
09.3 Use Clicks-Not-Code
09.4 Salesforce APIs
Associate Lesson 9 Quiz
Data Model
10. Salesforce Objects
8 Topics
1 Quiz
10.1 Lead
10.2 Account
10.3 Contact
10.4 Opportunity
10.5 Campaign
10.6 Case
10.7 Asset
10.8 Custom Objects
Associate Lesson 10 Quiz
11. Fields and Pages
6 Topics
1 Quiz
11.1 Field Types
11.2 Relationships
11.3 Page Layouts
11.4 Lightning Record Pages
11.5 Record Types
11.6 Import/Export Data
Associate Lesson 11 Quiz
12. Data Security and Visibility
7 Topics
1 Quiz
12.1 Profiles and Permission Sets
12.2 Roles and the Role Hierarchy
12.3 Groups & Queues
12.4 Object & Field Access
12.5 Record Access
12.6 Organization Wide Defaults (OWD)
12.7 Sharing Settings
Associate Lesson 12 Quiz
13. Data Integrity Tools
4 Topics
1 Quiz
13.1 Required Fields
13.2 Validation Rules
13.3 Duplicate Rules
13.4 Picklists
Associate Lesson 13 Quiz
Reports and Dashboards
14. Salesforce Reports
4 Topics
1 Quiz
14.1 Basics of Report Creation
14.2 Report Formats
14.3 Adding Charts to Reports
14.4 Report Folders
Associate Lesson 14 Quiz
15. Salesforce Dashboards
2 Topics
1 Quiz
15.1 Dashboard Basics
15.2 Dashboard Folders
Associate Lesson 15 Quiz
Mobile & Collaboration
16. Mobile & Chatter
2 Topics
1 Quiz
16.1 Salesforce Mobile App
16.2 Salesforce Chatter
Associate Lesson 16 Quiz
About the Exam
17. Practice Exams
3 Quizzes
Associate Practice Exam 1
Associate Practice Exam 2
Associate Practice Exam 3
18. The Salesforce Associate Exam
1 Topic
18.1 About the Official Exam
Feedback
Course Feedback
Certificate
Print Your Certificate