Salesforce Administrator Certification Course

Explore the Salesforce data model by comparing objects and records to database tables and spreadsheet rows, and learn how standard and custom objects relate through schema builder diagrams and relationships.

Learn to create a custom lightning app in Salesforce by using App Manager, selecting standard items like campaigns and opportunities, configuring profiles for access, and launching the app.

Create a custom object in Salesforce using object manager, set the label and API name, and enable deployment, history tracking, and reports visibility.

Master how to create a new tab and add custom fields with data types like number and picklist, set visibility and mandatory rules, and save records.

Explore Salesforce object relationships, including master-detail and lookup, and learn how deletions affect child records. Convert a lookup to master-detail and use a junction object for many-to-many relationships.

Learn how to create roll-up summaries in Salesforce using object manager, linking master and training objects to count related training members and display total, sum, minimum, or maximum values.

Create field dependencies by setting country as the controlling field and state as the dependent field in the client contacts object; test by choosing a country to reveal grayed-out states.

Activate users within defined IP ranges, grant object access through profiles, and apply role hierarchy and field security in Salesforce. Assign profiles to users and adjust field accessibility as needed.

Set up organization level access in Salesforce to manage who can access the org and configure permissions for admins and users.

Explore object level access and profile permissions in Salesforce, including cloning standard profiles, assigning apps, and configuring create, read, edit, delete and field-level access for accounts and opportunities.

Explore organization wide defaults (OWDs) in Salesforce, also called PDS, and learn how public read, write, transfer, and private settings govern access to leads, accounts, contacts, and opportunities.

Learn how role and role hierarchy extend access to records when organization-wide defaults are restrictive, enabling managers to view opportunities owned by their team.

Explore how organization wide defaults, sharing rules, and role hierarchy extend access to opportunities, and learn to set up owner- and criteria-based sharing in Salesforce.

Learn how record types differentiate process flows in Salesforce, configure page layouts, business processes, and picklist values by profile, using opportunity and custom objects for product and service sales.

Learn how to create and activate workflow rules and actions in Salesforce to automate tasks based on criteria, such as updating the account rating when annual revenue reaches 300,000.

Learn how to use Salesforce lightning process builder to automate record updates and other actions with a point-and-click interface, including wiring case changes to update a related account field.

Create and enforce a validation rule on the opportunity object that requires a delivery date when the stage is negotiation review or closed one, displaying a custom error message.

The second example demonstrates how to enforce that an opportunity amount cannot decrease, using a validation rule with prior value logic and testing incremental increases.

Contrast data loading options in Salesforce by using import wizard and data loader, then demonstrate lead data import from a csv with field mapping in Lightning Experience.

Log in to Workbench and run sql/soql queries to export data with bulk csv. Map fields and perform insert, update, or upsert to upload records in Salesforce.

Explore how the sales process works in Salesforce, from campaigns and lead conversion to accounts, contacts, and opportunities, and learn to use products and price books with reports and dashboards.

Learn how to create and manage campaigns in Salesforce, set campaign types, start and end dates, budget, revenue, and currency, and add leads or contacts as campaign members.

Explore lead management in lightning: create and import leads, add to campaigns, update statuses, and mass email; configure lead assignment rules to auto-assign based on criteria to users.

learn to create and embed a web-to-lead form on your website, configure fields, format code with an HTML formatter, and validate leads in Salesforce classic and lightning.

Learn how to manage opportunities in Salesforce, convert leads to opportunities, set stages and close dates, and manage price books by creating, cloning, and applying them to opportunities.

Learn case management in Salesforce service cloud, exploring the case object, fields, field dependencies, support settings, and admin tasks in classic and lightning experiences.

learn how to enable and configure email to case in your salesforce org, set up routing addresses, verify forwarding emails, and auto-create cases from inbound messages.

Explore webhooks and web to case, enable the web to case feature, and generate an HTML form with fields like name, email, and redirect to google.com.

Explore Salesforce communities, four types: customer, partner, project management, and company communities, and learn how they enable file sharing, lead qualification, and case resolution through real-time feeds and single sign-on.

Learn to build Salesforce reports and dashboards by creating tabular, summary, matrix, and join reports, standard and custom report types, and scheduling or sharing reports.

Build a joint report with blocks for accounts, opportunities, and cases; link blocks by account name, customize filters, and save in a private folder with optional detailed rows and totals.

Add charts to Salesforce reports by clicking add chart, selecting a design (column, bar, funnel), setting the title and show values, optionally adding a reference line, then save.

Learn how standard report types limit cross filters and how to create custom report types for accounts and related objects, enabling accounts with or without contacts and other relationships.

Learn to create and organize Salesforce report folders, save reports into folders, and move reports between folders. Share reports with users and set view or edit permissions to manage access.

Create a dashboard from reports and charts, add components with axes such as industry and record count, save under dashboards or a sales folder, and share with users or groups.