Begin your journey as a Salesforce Administrator

Explore configuration and setup in Salesforce, covering org setup with business hours and fiscal year, and user and security concepts including profiles, roles, permission sets, and sharing model.

Discover the company information page in setup, edit the organization name and contact details, set fiscal year, locale, language, and time zone, and review data space, multi currencies, and licenses.

Configure fiscal years, business hours, and holidays in Salesforce as part of org setup. Learn default settings, customize options, and how these choices affect case escalation rules.

Enable multi-currency in company information and activate advanced currency management. Add euro and USD, set and adjust exchange rates, and manage data exchange rates to reflect corporate currency changes.

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.

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.

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.

Understand how Salesforce controls record access using profiles, permission sets, and organization-wide defaults. Explore role hierarchy, sharing rules, manual sharing, opportunity teams, territories, and public groups for broader access.

Explore profiles and permission sets in Salesforce to manage user access, object and field permissions, tab visibility, and security, then apply assignment and expiration for flexible, user-based access.

Explore how Salesforce role hierarchy governs visibility and reporting, with examples from CEO to regional sales roles and how to view, create, and assign them.

Explore sharing settings and rules in Salesforce, create chain rules for opportunities, and apply manual sharing with roles and subordinates, granting read or read/write access.

Enable and configure account, opportunity, and case teams in Salesforce, assign team roles, add members with specific access levels, and manage default teams across accounts, opportunities, and cases.

Enable enterprise territory management in Salesforce to organize territories by geography or criteria, build hierarchies, assign users, preview accounts, and activate territory models with configurable access rules.

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.

Explore object manager and schema builder to understand standard and custom objects, fields, record types, and relationships master-detail, lookup, and junction; manage layouts and prepare for exam scenarios.

Learn to create a custom object named materials with Object Manager, define a material name field, enable search, and configure tab visibility.

Learn how to extend the custom materials object with relationships, creating a lookup to users and a master-detail link to accounts, and manage field visibility and layouts.

In object manager, create and configure diverse fields for the material object, including autonumber, formula, currency, date, email, picklist, text types, and layout updates.

Learn to set up Salesforce page layouts using the gear icon, Lightning App Builder, or Object Manager; drag fields, manage related lists, and enable history tracking for profiles.

Discover how field dependencies work in the material object, using a controlling field such as material type or expired to drive cascading options for attributes and file type.

Learn how to configure related lists on the parent object, set up master-detail relationships, customize fields and order, and enable enhanced lightning lists for flexible display.

Explore Salesforce business processes in setup, view sales, marketing, and support paths, and create and customize lead and case processes with status flows and path visuals called pets.

Understand how Salesforce validation rules enforce data integrity by formula-based criteria that trigger errors when rules fail. See examples like minimum amount 10,000 and email required for new contacts.

Create a lightning app with app manager, name and describe it, choose navigation and form factors, and add notes and chatter. Assign access by profile or permission set.

Explore how Salesforce's sales and marketing apps manage leads, campaigns, and lead conversions, converting leads into accounts, contacts, and optional opportunities with dashboards, lead scoring, and Einstein opportunities scoring.

Create and manage leads in Salesforce by setting lead sources, capturing details such as industry, revenue, rating, and importing lead lists from Excel.

Add campaign members to a campaign from the lead record or related tab, creating or selecting a campaign with name and dates.

learn to create a web-to-lead form, embed the provided html on your site, and automatically create and manage leads in salesforce with assignment and compliance options.

Learn to configure lead assignment rules in Salesforce, define criteria such as country and annual revenue, and route leads to yourself or other users by editing and saving rules.

Explore the opportunity object in the sales app, see lead conversion to account, contact, and opportunity, and learn stages, probabilities, and customizable forecasting.

Edit opportunity stages by adding steps, updating order, and assigning probabilities and forecast categories to improve forecasting; apply changes to the sales process and learn from won or lost outcomes.

Discover how to add products to an opportunity by selecting a single price book, linking price book items with quantities and descriptions, and monitoring expected revenue and forecasting.

Enable collaborative forecasts in Salesforce, configure forecast types for opportunities, set filters and hierarchies, and track adjustments with field history tracking to improve pipeline visibility and accuracy.

Learn how to configure Big Deal Alerts for opportunities by setting a threshold such as greater than 1 million, a 40 percent probability, and email notifications.

Explore service and support applications and master case management, including cases, assignment rules, queues, auto responses, and escalation, in Salesforce, with cases linked to accounts.

Learn how to access service settings in setup, manage the cases object, and configure case status values (new, working, on hold, escalated, closed) and related picklist behavior across record types.

Discover how the Salesforce service console offers a unified view of customer information and cases, enabling agents to work on multiple cases with a customizable layout.

Explore case hierarchy by creating a case, adding a parent field to the page layout, and linking a parent case to visualize relationships in the case hierarchy.

Explore case and lead assignment rules in Salesforce, configure roles and queues, and assign cases to the right agents or queues based on country, SLA, type, and priority.

Explore how web to case settings and webhooks connect your website forms to Salesforce, capturing customer descriptions, contact details, and fields to auto-create cases for efficient support.

Create and manage case auto response rules and escalation rules in Salesforce, using criteria like case type and origin to trigger emails using templates and automatic reassignments within business hours.

Explore productivity and collaboration in Salesforce by reviewing activity management, chatter, and the mobile app, and using AppExchange, while following the administrator exam guide and outline.

Create and customize tasks from an account, selecting subject, due date, priority, and status with comments. Explore task fields, page layouts, and events as activities, including recurrence and mobile actions.

Explore how to create and manage Salesforce events, assign attendees, set start and end times and locations, and share calendars and resources within a public company calendar.

Log a call in Salesforce using quick text, merge fields, and categories, then compose and send an email from the account or opportunity with templates and attachments.

Learn to create posts, polls, and questions in chatter, attach files and mentions, follow colleagues, and enable feed tracking on objects like accounts and a custom material object.

Explore how to configure the Salesforce mobile app settings, including enabling features, updating Lightning apps for mobile, and tailoring navigation, branding, and offline options for iOS and Android.

Explore data and analytics management in Salesforce administration, covering data import/export, backup, validation tools, reports and report types, sharing model impacts, and dashboard components, data sources, and chart types.

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.

Install and configure data loader for Salesforce, perform exports, inserts, updates, upserts, and deletes with filters and csv options, and understand export versus export all and recycle bin restoration.

Master the Salesforce data import wizard, learn its 50,000-record limit, map fields from a CSV, update existing accounts and contacts, and unmapped fields won't import.

Learn to use data loader.io, a MuleSoft product, within Salesforce to export accounts with filters and fields, verify SQL queries, and schedule exports.

Learn how Salesforce validation rules enforce data integrity with formula-based criteria, delivering error messages for scenarios like minimum 10,000 and required contact emails, versus basic required fields.

Learn how duplicate rules and matching rules in Salesforce identify potential duplicates across accounts, contacts, and leads, configure actions on create or edit, and apply enforce or bypass sharing rules.

Explore Salesforce workbench: log in, navigate data tools, run SQL queries, manage accounts, and perform insert, update, delete, and migration tasks between sandbox and production.

Create a tabular report by selecting a report type, filtering all accounts, and running it to view total records; save to a public folder.

Learn to convert a tabular report to a summary by grouping data by account owner, preview results, and add charts such as bar, line, donut, funnel, and scatter.

Explore matrix reports in Salesforce, which combine vertical and horizontal groupings, switch rows and columns, and visualize data with stacked bars to reveal owner and industry details.

Create a joined report from an existing tabular, summary, or matrix report by adding blocks from accounts, leads, and opportunities, apply filters, and run to see a combined view.

Master report settings with buckets, conditional formatting, summary and row-level formulas, cross filters, and subscriptions to automate insights on annual revenue.

Build and customize Salesforce report types to pull data from related objects using the report wizard. Define primary and secondary objects, field visibility, and deployment status to enable user reporting.

Learn to create a source report and a target object for reporting snapshots, schedule snapshots to summarize data, and view historical trends via custom object records.

Explore how to create dashboards from reports, add components and filters, subscribe to dashboards, and add them to an app home page.

Explore Salesforce automation evolution from retirement of Process Builder and Workflow Rules to Flow Builder, highlighting low-code flows, approval processes, and migration to Flow.

Explore the automation home and process automation settings, learn how to create flows or approval processes, and review the default workflow user and org wide email options.

Create and activate a lead approval process using the jumpstart or standard wizard, define entry criteria and lead status, assign an approver, and configure final actions and notifications.

Learn to automate Salesforce tasks with Process Builder, defining criteria and actions to update records, send emails, and launch flows, while noting Salesforce's move toward Flow Builder.

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.

Learn how to migrate to flow using the migrate to flow tool, convert workflow rules and processes to flows, and manage automation in flow builder with testing and activation.

Explore flow types, including screen flows and auto launched or record-triggered flows. Build a screen flow using templates and auto layout to create accounts.