Begin your journey as a Salesforce Administrator

Name: Begin your journey as a Salesforce Administrator
Rating: 4.6 (28 reviews)

The complete Salesforce Admin help guide, become a certified Salesforce Administrator WI24 Updated

Created byAhmed Soufiane, Salesforce Med

Last updated 6/2024

English

What you'll learn

Setting up a Salesforce Org : Master the process of configuring and customizing a Salesforce organization for optimal functionality.
User Management and Security: Learn how to manage user permissions, roles, profiles, and security settings to ensure data integrity and access control.
Gain the skills to generate meaningful reports and dashboards that provide valuable insights into business performance and enable data-driven decision-making.
Explore the tools and techniques for automating repetitive tasks, creating workflows, and implementing process automation using Salesforce's powerful features.

Course content

8 sections • 78 lectures • 10h 2m total length

Introduction2:09
Enjoy the course !1:14
So what is Salesforce ? What are its Capabilities3:34
Create a Developer Edition2:11

Introduction to configuration and setup1:29
Org setup 1 : Company information page2:56
Org setup 2 : Fiscal years, Holidays and Business Hours3:54
Org setup 3 : Key Concepts and terminology of Multicurrency4:17
Org setup 3 : Currency & Multicurrency setup3:41
Org setup 3 : Multicurrency best practices2:09
Plan and implement multi-currency in Salesforce by identifying supported currencies, handling exchange rates, and preparing financial reporting. Enable multi-currency, configure exchange rate feeds, train users, and regularly review settings.
Org setup 4 : Modify home page components, & themes and branding6:03
Modify home page components, themes, and branding in setup to customize background and logo, and move or add items before activating the page as app default.
User setup : everything you need to know9:49
Navigate to the users page in administration to view, filter, and create users with profiles, visibility, and licenses, and learn admin login, deactivation, freeze, and GDPR data options.
Security and access 1 : Salesforce sharing & access model9:47
Security and access 2 : Profiles and permission sets21:23
Security and access 3 : OWD5:40
Security and access 4 : Roles and role hierarchy9:59
Security and access 5 : Sharing rules and Manual sharing12:31
Security and access 6 : Account, Opportunity & Case Teams9:59
Security and access 7 : Territory management overview6:44
Security and access 8 : Public groups3:59
Create and configure public groups to control access in Salesforce, selecting membership from users, roles and subordinates, and sharing with key roles like the CEO for comprehensive visibility.

Introduction: Object Manager & Lightning App Builder / Schema builder overview16:35
Object Manager 1 : Creating a Custom Object8:00
Object Manager 2 : Fields & relationships 1 : Relationships15:09
Object Manager 3 : Fields & relationships 2 : Fields19:47
Object Manager 4 : Page layouts ( and field history tracking )13:35
Object Manager 5 : Field dependencies7:17
Object Manager 6 : Related lists13:27
Object Manager 7 : Business processes and setting up paths11:41
Object Manager 8 : Validation Rules explained with examples14:16
Lightning app builder : The creation and customization of a lightning app12:16

Intro & Marketing app overview : Lead Object9:59
Creating a new lead4:20
Adding campaign members5:41
Web-to-lead Settings : Creating a web-to-lead form5:35
Lead assignment rules3:15
Compaign hierarchy4:44
Sales app overview : Opportunity Object.5:59
Explore the opportunity object in the sales app, see lead conversion to account, contact, and opportunity, and learn stages, probabilities, and customizable forecasting.
Editing oppotunity stages4:30
Opportunity : Products and Price books8:54
Opportunity : Enabling and Setting Forecasts10:18
Opportunity : Setting up Big deal alerts3:17
Oppotunity Splits5:35

Introduction : Data & Analytics Management1:37
Data management tools 1 : Data exports (Export now and Scheduled Exports)5:12
Learn how to create data exports in Salesforce, including manual and scheduled monthly exports, select objects and attachments (including images and documents), and receive email download links with 24-hour access.
Data management tools 2 : Data loader ( Install & settings )13:38
Data management tools 3 : Data Import Wizard3:20
Data management tools 4 : Dataloader.io9:17
Learn to use data loader.io, a MuleSoft product, within Salesforce to export accounts with filters and fields, verify SQL queries, and schedule exports.
Repost : Validation rules with examples14:16
Duplicate rules and matching rules18:10
Data management tools 5 : Workbench4:00
Reports 1 : Tabular Reports5:37
Reports 2 : Summary Reports4:24
Reports 3 : Matrix Reports3:34
Reports 4 : Joined Reports4:12
Reports 5 : Buckets, Summary & Row-level Formulas, Cross Filters, Subscriptions10:07
Reports 6 : Custom report types8:13
Reports 7 : Reporting Snapshots & Historical Trending8:40
Dashboards : Creating, Adding Filters, Subscribing, Adding them to App Home Page15:37

Introduction to Process automation7:47
Process automation Home and settings2:58
Approval Processes10:23
Process Builder11:38
Workflow Rules8:13
Explore how workflow rules automate tasks, email alerts, field updates, and outbound messages in Salesforce, with setup steps, criteria evaluations, and moving toward Flow Builder as the future.
Flows : Migrate to Flow tool6:49
Flows : Overview of flow types and creation of a Screen Flow20:11

Requirements

No programming skills or knowledge needed
English

Description

This course on Salesforce Administration is designed to cater to a diverse group of learners. It is suitable for beginners with minimal or no prior knowledge of Salesforce, as well as for seasoned professionals seeking to validate and deepen their expertise in Salesforce administration.

The course is open to all who are keen to explore and advance in the Salesforce ecosystem.

Targeted at aspiring Salesforce Administrators, business professionals aiming to utilize Salesforce in their organizations, and IT experts focusing on Salesforce administration, this course offers a customized learning experience. Through practical exercises and real-life scenarios, participants will acquire hands-on knowledge and a thorough understanding of the Salesforce platform. This program equips learners with essential skills and insights necessary for effectively navigating and managing a Salesforce organization.

No matter your previous experience or background, this course aims to empower you. It serves as a crucial stepping stone towards confidently approaching the Salesforce Administrator Exam and enhances your abilities as a Salesforce Admin.

By the conclusion of this program, you will have gained the confidence and competencies to excel in your Salesforce Admin role. Seize this chance to explore your potential in the Salesforce realm.

Enroll today and embark on your journey to becoming a Salesforce Admin!

Who this course is for:

individuals who have an interest in pursuing a career as a Salesforce Administrator or those who are already in a Salesforce-related role and want to enhance their skills and knowledge in Salesforce administration.

Begin your journey as a Salesforce Administrator

What you'll learn

Explore related topics

Course content

Introduction4 lectures • 9min

Configuation and Setup 20%16 lectures • 1hr 54min

Object Manager and Lightning App Builder 20%10 lectures • 2hr 12min

Sales and Marketing Applications 12%12 lectures • 1hr 12min

Service and Support Applications 11%7 lectures • 32min

Productivity and Collaboration 7%6 lectures • 46min

Data and Analytics Management 14%16 lectures • 2hr 10min

Process Automation 16%7 lectures • 1hr 8min

Requirements

Description

Who this course is for: