Prepare for the Salesforce Admin Certification Exam

Explore how Salesforce's customer 360, with Sales Cloud and Service Cloud, delivers a 360-degree view of customers and a set of high-impact, easy-to-implement use cases.

Explore Salesforce field types, from text and text area to email, currency, number, date, time, checkbox, picklist, and lookup fields that relate objects.

Explore sales cloud and service cloud fundamentals, including accounts, contacts, leads, opportunities, campaigns, cases, and the knowledge base, with emphasis on relationships, pipelines, and routing.

Explore Salesforce editions and their feature bundles, from essentials to unlimited plus. See that enterprise offers unlimited flows, while professional is limited to five.

Create and manage Salesforce users via the setup menu, assign licenses and profiles, and enable access with a generated password for immediate login.

Explore the Salesforce setup page, mastering the setup home and left menu to access users, profiles, roles, permission sets, queues, public groups, and process automation such as flows.

Explore how objects, fields, and relationships structure Salesforce data. Learn how relationships connect objects and influence reports and formula fields to meet business needs.

Create a custom object named property in Salesforce, configure label and object name, enable auto number for records, and set up description, reports, history tracking, and a tab.

Learn to model Salesforce relationships in Sales Cloud by linking properties, accounts, contacts, and opportunities, using one-to-many and lookup fields, and defining property data such as address and type.

Learn how to implement field dependencies in Salesforce by linking a controlling property type field to a dependent building type picklist, reducing errors and cleaning data for better user experiences.

Learn to use roll up summary fields in a master detail setup to summarize related records and compute the average CSat score on a contact via a formula.

Explore the different types of layouts and lightning pages to tailor a Salesforce developer edition page and present information in the most helpful way.

Explore how Sales Cloud manages the sales funnel from awareness to action, using campaigns, leads, accounts, contacts, opportunities, quote, and contracts, plus customization options.

Learn how products and the standard price book define pricing in Salesforce, then create quotes and contracts linked to opportunities to record and sync sales details.

Explore building lead scores and lead assignment rules in Salesforce with a custom formula field, scoring by created date, city, industry, and title to route leads to the right reps.

Explore the Salesforce case object and its standard fields—subject, account and contact lookups, origin, priority, type, and reason—and how to customize picklists and layouts with Object Manager.

Learn how to create cases manually or automatically in Salesforce, using web-to-case and email-to-case with setup steps. Configure routing addresses, verification, case origin, and case owner settings to streamline support.

Define and apply escalation rules to automatically reassign open cases by criteria such as special client, top-tier support, SLA, or liability, and configure actions, timings, and notifications.

Learn to configure Salesforce security to grant the right access at organization, object, field, and record levels while reducing clutter and protecting sensitive data.

Set org-level security by managing trusted and restricted ip ranges, login hours, and password policies across profiles to control who can access the Salesforce org.

Learn object-level permissions by using profiles for baseline access and permission sets to add rights to objects, with read, create, edit, and delete options.

Explore Salesforce data backup options using the recycle bin to restore deleted records within 15 days, and use data export or schedule export to back up objects and attachments.