Salesforce Administrator Certification Course
Salesforce Admin Overview
What you will learn
Comprehensive and hands-on, Administration Essentials for New Admins is the core training that ensures your success with Salesforce.
Where you can work
Some companies that use this technology include Amazon Web Services, Booz Allen Hamilton and Verizon.
How much you can earn
Employers are paying people with the knowledge covered in this course a median salary of $105,000 per year.
Description
Salesforce Admin Overview
Comprehensive and hands-on, Administration Essentials for New Admins is the core training that ensures your success with Salesforce. It’s a must for new administrators. We recommend administrators take this course before starting a Salesforce deployment or when taking over an existing deployment.
What will you learn in this course?
- Cert Prep – Salesforce Certified Administrator
- Career Strategies and Opportunities for Salesforce Platform Developers
- Goodey P. – Salesforce CRM – The Definitive Admin Handbook – 2016 (PDF, EPUB)
- Philip Weinmeister – Practical Salesforce Development Without Code Customizing Salesforce on the Force Platform PDF
Who Should take this course?
Administration Essentials for New Admins is designed for:
• New system administrators responsible for the setup, configuration, and maintenance of their organization’s Salesforce applications
• Other groups that would benefit from deepening their knowledge of Salesforce, including power users, sales operations, and IT managers You can take this course in person or in a virtual classroom. Participants can save travel expenses by taking the class virtually. Both formats provide demonstrations, hands-on exercises, and personal attention from the instructor as well as interaction with your peers. For the virtual class, all you need is a web browser and a telephone to watch, listen, and get hands-on experience with the application.
when you complete this course you will be able to:
• Customize your application, including page layouts, fields, tabs, and business processes
• Create a secure Salesforce environment
• Maintain and import clean data
• Create high-value reports and dashboards
• Set up workflow automation
Prerequisites:
The prerequisites include a solid understanding of basic Salesforce concepts and functionality, and completion of the following online courses, which are available at help.salesforce.com.
• Getting Started: Navigating Salesforce
• Getting Started: Using the Sales Cloud
Salesforce Certification Course
Salesforce Modules and Courses
Learn at your own pace, from our experts, and your peers. EARN Earn points, badges, and skill-based credentials that grow your resume.
CONNECT Connect with fellow Trailblazers to learn, inspire, and blaze new trails.Getting Around the App
• Understand the data model and navigation
• Explore the Lightning Experience
• Find answers in Help & Training
Learn at your own pace, from our experts, and your peers. EARN Earn points, badges, and skill-based credentials that grow your resume.
CONNECT Connect with fellow Trailblazers to learn, inspire, and blaze new trails.Getting Around the App
• Understand the data model and navigation
• Explore the Lightning Experience
• Find answers in Help & Training
Getting Your Organization Ready for Users
• Set up the company profile
• Configure the user interface
• Set up activities and calendars
• Configure search settings
• Set up Chatter
• Enable mobile access with Salesforce
• Configure the user interface
• Set up activities and calendars
• Configure search settings
• Set up Chatter
• Enable mobile access with Salesforce
Setting Up and Managing Users
• Manage user profiles
• Create and manage users
• Troubleshoot user login issues
• Understand Salesforce capabilities
• Set up Chatter Free Users and Invites
• Create and manage users
• Troubleshoot user login issues
• Understand Salesforce capabilities
• Set up Chatter Free Users and Invites
Security and Data Access
• Restrict logins
• Determine object access
• Set up record access
• Manage record access with the role hierarchy
• Deal with record access exceptions
• Control access to events
• Manage field-level security
• Determine object access
• Set up record access
• Manage record access with the role hierarchy
• Deal with record access exceptions
• Control access to events
• Manage field-level security
Customization: Fields
• Administer standard fields
• Create new custom fields
• Create selection fields: pick-lists and lockups
• Create formula fields
• Work with page layouts
• Work with record types and business processes
• Maintain data quality
• Create new custom fields
• Create selection fields: pick-lists and lockups
• Create formula fields
• Work with page layouts
• Work with record types and business processes
• Maintain data quality
Managing Data
• Import new records using import wizards
• Update existing records with the data loader
• Keep records up to date with Data.com
• Mass transfer records between users
• Back up data with a weekly export
• Mass delete records
• Update existing records with the data loader
• Keep records up to date with Data.com
• Mass transfer records between users
• Back up data with a weekly export
• Mass delete records
Reports and Dashboards
• Run and modify reports
• Create new reports with the report builder
• Filter reports
• Summarize report data with formulas and visual summaries
• Print, export, and email reports
• Build dashboards
• Create new reports with the report builder
• Filter reports
• Summarize report data with formulas and visual summaries
• Print, export, and email reports
• Build dashboards
Automation
• Email Templates
• Set up workflow rules and Process Builder
• Automate leads and cases
• Set up workflow rules and Process Builder
• Automate leads and cases
Managing the Support Process*
*For virtual classroom attendees, this content is delivered as an online
module.
• Automate the support process
• Understand the Salesforce Console
• Enable collaboration in the Service Cloud
• Analyze support data with reports and dashboards
module.
• Automate the support process
• Understand the Salesforce Console
• Enable collaboration in the Service Cloud
• Analyze support data with reports and dashboards
Career Strategies and Opportunities for Salesforce Platform Developers
Introduction
Supply and Demand
Beyond Financials
Salesforce Is a Platform?
There Are Developers, and There Are Developers
Learning to Develop on the Salesforce Platform
Hands-on Introduction
Developer Resources
Curation
Trailhead
Community
Dreamforce
Career Path #1 – Admin to Developer
Introduction
Entry Level Jobs
Certification
Finding a Job
Learning to Code
Career Path #2 – Developer to Developer
Introduction
Technologies Old and New
Certification
Finding a Job
Other Career Paths – Beyond Software Development
Training
Sales and Marketing Operations
Independent Consultants, ISVs, and Entrepreneurs
Conclusion
