Salesforce Administration (beginner to expert)

A warm welcome to the Salesforce Administration course by Uplatz.

Salesforce is one of world’s leading CRM software and enterprise cloud ecosystems, helping businesses streamline their sales, service, marketing and other activities. Salesforce being a top CRM (Customer Relationship Management) solutions provider, such a vast and robust platform needs qualified Administrators to help customers utilize Salesforce in the best possible ways.

Uplatz provides this extensive end-to-end Salesforce Administrator course. This Salesforce Administrator course covers the essentials to start you off on the right path of your Salesforce Admin journey. The Salesforce Admin course is designed for new system administrators responsible for the setup, configuration, and maintenance of their organizations’ Salesforce applications. Gain hands-on experience with this Salesforce Admin training while learning how to manage and develop apps for one of the most popular CRM platforms worldwide. Salesforce Admin Training will help you to pass the Salesforce Administrator Certification Exam (ADM-201) and completely transform your career.

Course Objectives

• Customize your application, including page layouts, fields, tabs, and business processes

• Create a secure Salesforce environment

• Maintain and import clean data

• Create high-value reports and dashboards

• Setup workflow automation

Salesforce Administration- Course Syllabus

1. Introduction and Signup Process of Salesforce

2. Salesforce Administrator Data Model

3. Salesforce Administrator Reports and Dashboard

4. Salesforce Administrator Data Management

5. Salesforce Admin Fundamentals

6. Salesforce Process Automation

   • Tools

   • Workflow Rule

   • Approval Process

   • Flow Builder

   • Process Builder

   • Validation Rules

   • WTC and WTL

7. Salesforce Security Model

   • Salesforce Security Model Overview

   • Object Level Security (Profile)

   • Object Level Security (Permission Set)

   • Record Level Security (OWD, Role Hierarchy, Sharing Rules and Manual Sharing)

   • Field Level Security

Salesforce Administrator Certification (ADM-201) exam

A Salesforce Admin Certification is the highest form of recognition a Salesforce Administrator can achieve; it demonstrates expertise in the field as well as a commitment to the platform.

Certification is becoming increasingly popular amongst Salesforce professionals. At the very least it can help to enhance a professional’s knowledge of the platform, but research shows it can also improve employability and open administrators up to a higher calibre of salary.

This Salesforce Administrator course will help you prepare for most of these topics.

1. Organizational Setup

   • Describe the information found in the company settings (for example, fiscal year, business hours, currency management, default settings).

   • Distinguish between the various UI features that an administrator controls, including the implications (for example, UI settings, search settings, list views, homepage layouts).

2. User Setup

   • Identify the steps to set up and/or maintain a user (for example, assign licenses, reset passwords, and resolve locked user accounts).

   • Understand the implications of activating, deactivating, or freezing a user

3. Security and Access

   • Explain the various organization security controls (for example, passwords, IP restrictions, identity confirmation, network settings).

   • Given a user request scenario, apply the appropriate security controls based on the features and capabilities of the Salesforce sharing model (for example, organization-wide defaults, roles and the role hierarchy, manual sharing, sharing rules, and public groups).

   • Given a scenario, determine the appropriate use of a custom profile or permission set using the various profile settings and permissions.

   • Describe how folders can be used to organize and secure communication templates, dashboards, and reports.

4. Standard and Custom Objects

   • Describe the standard object architecture and relationship model.

   • Explain how to create, delete, and customize fields and page layouts on standard and custom objects, and understand the implications of deleting fields.

   • Given a scenario, determine how to create and assign page layouts, record types, and business processes for custom and standard objects.

5. Sales and Marketing Applications

   • Given a scenario, identify the capabilities and implications of the sales process.

   • Given a scenario, identify the appropriate sales productivity features using opportunity tools, and know when products and Price Books should be used.

   • Describe the capabilities of lead automation tools and campaign management.

   • Describe the capability of Salesforce Content.

6. Service and Support Applications

   • Describe the capabilities of case management (for example, case processes, case settings, and case comments).

   • Given a scenario, identify how to automate case management (for example, case assignment, auto-response, escalation, web-to-case, email-to-case, case teams).

   • Describe the capabilities of Salesforce Knowledge.

   • Describe the capabilities of the Community application (for example, Ideas and Answers).

7. Activity Management and Collaboration

   • Describe the capabilities of activity management (for example, manage tasks, events, public calendars, multi-day events.

   • Describe the features of Chatter (for example, feed, groups, following, security).

8. Data Management

   • Describe the considerations when importing, updating, transferring, and mass deleting data (for example, CSV files, data quality, field mapping, record IDs, external IDs, duplicate records).

   • Given a scenario, identify tools and use cases for managing data (for example, dataloader, data import wizard).

   • Describe the capabilities and implications of data validation tools.

   • Describe the different ways to backup data (for example, data export service, exports, dataloader).

9. Analytics - Reports and Dashboards

   • Describe the options available when creating or customizing a report (for example, report type, report format, fields, summarizing data, filtering data, charting, scheduling, and conditional highlighting).

   • Describe the impact of the sharing model on reports.

   • Describe the options available when creating and modifying dashboards (for example, dashboard components, data sources, chart types, scheduling, and running user).

   • Describe the capabilities of custom report types.

10. Workflow/Process Automation

    • Given a scenario, identify the appropriate automation solution based on the capabilities of workflow/process.

    • Describe capabilities and use cases for the approval process.

11. Desktop and Mobile Administration

    • Describe the capabilities of the Salesforce Mobile App.

    • Describe the installation and synchronization options of Salesforce Lightning for Outlook.

12. AppExchange

    • Identify use cases for AppExchange applications.