Complete Salesforce Administrator Certification Course

Master Salesforce Administration, Security, Reports, Automation, Sales Cloud, Service Cloud & Certification Prep.

New

Created byTutorac Inc

Last updated 7/2026

English

What you'll learn

Understand Salesforce CRM fundamentals, platform navigation, objects, fields, records, and core admin concepts.
Configure users, profiles, roles, permission sets, sharing rules, security settings, and data access controls.
Create and manage Salesforce objects, fields, page layouts, record types, validation rules, reports, and dashboards.
Prepare for the Salesforce Administrator Certification with real-time admin scenarios, practice concepts, and exam-focused guidance.

Course content

18 sections • 51 lectures • 15h 9m total length

Introduction to CRM and Salesforce Administrator Course Overview2:19
Learn the fundamentals of Customer Relationship Management (CRM) and understand why Salesforce is the leading CRM platform. This lecture also introduces the course structure, learning path, and what you'll achieve throughout the course.
Understanding Salesforce Editions12:10
Explore the different Salesforce editions, including Essentials, Professional, Enterprise, and Unlimited. Learn which edition best fits different business requirements.
Introduction to Salesforce Clouds13:16
Discover the major Salesforce Clouds such as Sales Cloud, Service Cloud, Marketing Cloud, Experience Cloud, and Commerce Cloud. Understand how each cloud supports different business operations.
Getting Started with Trailhead Learning Platform3:56
Learn how to create a Trailhead account and use Salesforce's free learning platform to practice skills, complete modules, and prepare for certification.
Salesforce Lightning User Interface Tour6:13
Take a guided tour of the Salesforce Lightning Experience. Learn about the navigation bar, App Launcher, tabs, records, and key interface components used by Salesforce Administrators.

Managing Users, Chatter Free Users, and User Deactivation27:15
Learn how to create, edit, freeze, deactivate, and manage Salesforce users. You'll also understand Chatter Free users, user licenses, and best practices for user administration.
Managing Public Groups and Queues5:19
Discover how to create Public Groups and Queues to simplify record sharing, ownership, and workload distribution across your Salesforce organization.

Creating Apps, Custom Objects, and Custom Fields29:46
Learn how to create custom applications, custom objects, and fields in Salesforce. Understand how these components help tailor Salesforce to meet business requirements.
Understanding Standard Objects, Architecture, and Object Relationships26:37
Explore Salesforce standard objects, their architecture, and the different relationship types used to connect business data effectively.
Configuring Field History Tracking and Setup Audit Trail6:23
Learn how to track field changes and monitor administrative activities using Field History Tracking and the Setup Audit Trail for better compliance and auditing.
Configuring Page Layouts and Record Types19:50
Customize page layouts and record types to provide different user experiences and improve data management across your Salesforce organization.
Creating and Managing List Views9:38
Learn how to create, customize, filter, and share List Views to help users quickly access and organize Salesforce records.
Understanding Object Relationships in Salesforce24:42
Explore Lookup Relationships, Master-Detail Relationships, and their impact on data structure, sharing, and record ownership.
Working with Roll-Up Summary Fields and Formula Fields14:42
Learn how to create Formula Fields for calculations and Roll-Up Summary Fields to aggregate data from related records.
Configuring Field Dependencies and Validation Rules13:55
Understand how to control data entry using Field Dependencies and Validation Rules to improve data quality and enforce business processes.

Configuring Login IP Restrictions and Login Hours17:13
Learn how to enhance Salesforce security by configuring Login IP Ranges and Login Hours to control when and where users can access the organization.
Logging in as Another User and Managing Duplicate Records15:33
Understand how administrators can log in as other users for troubleshooting and learn how to prevent duplicate records using Salesforce duplicate management tools.
Managing Login Access and Duplicate Management6:07
Explore Login Access policies and configure Matching Rules and Duplicate Rules to maintain secure access and improve data quality.
Managing Record Access with Roles, Organization-Wide Defaults, and Sharing Rules32:25
Learn how Salesforce controls record visibility using Role Hierarchy, Organization-Wide Defaults (OWD), Sharing Rules, and Manual Sharing.

Lead Management and Lead Assignment Rules31:18
Learn how to create, qualify, and manage leads using Lead Assignment Rules. Understand how Salesforce automatically routes leads to the right users or queues.
Exploring Salesforce Marketing Tools12:54
Discover the marketing tools available in Salesforce and learn how they support lead generation, customer engagement, and campaign management.
Understanding Accounts and Contacts15:07
Learn the relationship between Accounts and Contacts, and understand how Salesforce stores and manages customer information.
Opportunity Management17:39
Learn how to create, manage, and track sales opportunities throughout the sales cycle using Salesforce Opportunity Management.
Managing the Salesforce Sales Pipeline20:47
Understand the different sales stages and learn how to monitor, forecast, and manage opportunities through the Salesforce Sales Pipeline.
Campaign Management10:25
Learn how to create and manage marketing campaigns, track campaign performance, and measure campaign effectiveness in Salesforce.
Managing Products and Price Books34:44
Learn how to configure Products, Price Books, and pricing information to support accurate sales processes and opportunity management.
Quote Management12:48
Learn how to create, manage, and generate sales quotes linked to opportunities, products, and price books in Salesforce.

Creating Reports and Dashboards in Lightning Experience27:32
Learn how to create, customize, and analyze reports and dashboards in Salesforce Lightning Experience to gain valuable business insights.
Managing Dashboard and Report Sharing16:02
Understand how to securely share reports and dashboards with users, roles, and public groups while maintaining proper data visibility.
Automating Business Processes with Process Builder36:48
Learn how to automate repetitive business processes using Process Builder by creating process flows based on business requirements.
Building Applications with Lightning App Builder25:33
Discover how to create custom Lightning Apps, Home Pages, and Record Pages using the Lightning App Builder.
Creating and Managing Approval Processes15:55
Learn how to configure Approval Processes to automate record approvals and enforce business workflows in Salesforce.
Creating Campaign Reports5:17
Learn how to build Campaign Reports to measure marketing performance, analyze campaign results, and track engagement metrics.

Introduction to Case Management8:43
Learn how Salesforce Case Management helps organizations track, manage, and resolve customer support requests efficiently throughout the support lifecycle.
Configuring Web-to-Case19:28
Learn how to automatically capture customer support requests from your website using Salesforce Web-to-Case and streamline case creation.
Configuring Email-to-Case20:23
Discover how Email-to-Case automatically converts customer emails into Salesforce cases, improving support efficiency and response times.
Managing Case Assignment Rules11:45
Learn how to configure Case Assignment Rules to automatically route incoming cases to the appropriate users or support queues.
Configuring Salesforce for Outlook Integration8:54
Learn how to integrate Salesforce with Microsoft Outlook to synchronize emails, contacts, events, and improve productivity.

Requirements

No prior Salesforce experience is required. Basic computer knowledge and an interest in learning CRM administration are enough to get started.

Description

The Complete Salesforce Administration Course" is your comprehensive guide to mastering Salesforce administration, designed for beginners and professionals alike. Salesforce is a leading customer relationship management (CRM) platform used globally by organisations to manage customer interactions and streamline business processes.

Course Highlights:

Data Management: Create and manage data fields, records, and relationships within Salesforce objects.
Security and Access Controls: Ensure data protection and proper access levels.
Automation: Use workflows and process builder to automate business processes.
Analytics: Generate insightful reports and dashboards for data-driven decision making.
AppExchange: Extend functionality through third-party apps and integrations.

You’ll start with the basics of Salesforce administration, learning how to navigate the interface, manage user accounts, and customise Salesforce. You'll delve into creating and managing data fields, records, and relationships within Salesforce objects, essential for effective data management.

As you progress, the course covers advanced topics including security and access controls, automation using workflows and process builder, and analytics with reports and dashboards. You'll also learn about Salesforce's AppExchange for extending functionality through third-party apps and integrations.

Through hands-on exercises and real-world scenarios, you'll gain practical experience in configuring Salesforce to optimise business operations and enhance productivity. Whether you're aiming to become a Salesforce administrator, advance your career in CRM, or improve your organisation's Salesforce implementation, this course equips you with the skills and knowledge needed to succeed.

By the end of this course, you'll be proficient in Salesforce administration, capable of managing and customizing Salesforce effectively to drive business success. Join us and unlock the full potential of Salesforce in your professional journey.

Who this course is for:

Beginners who want to start a career as a Salesforce Administrator.

Complete Salesforce Administrator Certification Course

What you'll learn

Explore related topics

Course content

Introduction and Getting Started5 lectures • 38min

Preparing Your Salesforce Organization1 lecture • 8min

User Management and Collaboration2 lectures • 33min

Object Management and Customization8 lectures • 2hr 26min

Security, User Access, and Data Sharing4 lectures • 1hr 11min

Sales and Marketing Applications8 lectures • 2hr 36min

Reports, Dashboards, and Process Automation6 lectures • 2hr 7min

Service Cloud and Case Management5 lectures • 1hr 9min

Activity Management and User Productivity2 lectures • 30min

Data Import and Data Management2 lectures • 57min

Requirements

Description

Who this course is for: