The Complete Salesforce Classic Administrator Certification
4.4 (20,742 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
69,386 students enrolled

The Complete Salesforce Classic Administrator Certification

Salesforce Admin 60 Question Practice Test Included! Join 65,000+ students.
4.4 (20,742 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
69,384 students enrolled
Last updated 7/2020
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Current price: $139.99 Original price: $199.99 Discount: 30% off
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This course includes
  • 10.5 hours on-demand video
  • 17 articles
  • 2 downloadable resources
  • 1 Practice Test
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What you'll learn
  • Understand all of the core concepts on the exam in order to pass the Salesforce Administrator Certification Exam
  • Administer Salesforce Like a Pro
  • Deploy Salesforce Lightning Experience
  • Roll Out Salesforce Mobile
  • Use SalesforceA
  • Use Salesforce Lightning and Classic
  • All you need is a computer and an Internet connection. We will walk through signing you up for your own free Salesforce account which you can use to work through the exercises of the course. This Salesforce account is free and you can keep it for life!

I have added a Practice Test to the end of this course. It contains 60 questions, and is timed at 90 minutes. You receive Section Level Feedback, just like in the real test. I provide further details and explanations as to why your answers are either correct or incorrect.

Salesforce is now the 7th most in-demand IT skill on job postings worldwide. Now is a great time to learn Salesforce and change your career to the cloud. 

This course is constantly updated to be current with the latest release of Salesforce.

"I'm at (Salesforce's) Destination Success right now and your course goes more in-depth than the classroom courses here, and for 1% of the cost!" - Ben L.

This Salesforce Certification Course and Instructor were recently featured in InfoWorld! 

The Complete Salesforce Administrator Certification Course is for anyone interested in passing the Administrator Certification exam. This course is designed with the new Salesforce administrator in mind. I cover each section of the Administrator Study Guide in-depth, giving examples in the interface, as well as hands-on experience so you  can apply the concepts you are learning.

This course contains over 10 hours or video instruction. I cover often confused concepts that can trip you up on the Admin Exam, such as the differences between Profiles and Roles, the purpose and use cases for Permission Sets, the different types of Reports and Dashboards, and a lot more.

After 38,000+  Survey ratings for my courses, the students have spoken:

"Are you learning valuable information?" 99.6% answered YES

"Are the explanations of the concepts clear?" 99.8% answered YES

"Is the instructor knowledgeable about the topic?" 99.9% answered YES

If you are interested in becoming a Salesforce Admin, take this course. Here are some recent reviews and feedback this course has received:

"Mike, your course was great! I took the Admin Essentials class by Salesforce in which my company paid over 2000 dollars for in person live training and the training did not come close to anything on the exam. Your course helped me to get properly prepped and covered all the pertinent aspects of the 201 exam in which I passed." ~ Harris L.

"Very well presented, excellent video quality, incredibly easy to follow. Covers more than what is necessary (not a criticism), Creator is a legend, I've contacted him multiple times and had a response within 5 minutes. Could not rate any higher ! Definitely the best choice out of the courses offered for this qualification. Amazing." ~ Paul R.

"I'm amazed that a training program of such great quality is available for such a reasonable price! Mike is a wonderful trainer and the material covered is excellent!" ~ Rick A.

"Mike is awesome and learning so much so far! Mike thanks so much for the really awesome course! I am sure that when I take the admin exam soon that I will pass with flying colors!!" ~ James W.

"This is the best course so far. Thank you for your video." ~ Christian M.

"I have been using SF as a rep, not an admin and while I already had a working knowledge of the product and it's capabilities this is very insightful material and I have learned a lot of new things." ~ Alexis K.

Who this course is for:
  • This course is meant for people that are new to the Salesforce Platform. The front section of the course covers basic concepts.
  • Those with Salesforce experience will also benefit from this course as we go through each section of the Salesforce Administrator Study Guide, teaching you not only core concepts, but providing hands on experience.
  • Anyone interested in studying for and passing the Salesforce Administrator Certification Exam will benefit from this course.
  • Anyone tasked with deploying the new Lightning Experience in their Salesforce instance.
Course content
Expand all 87 lectures 10:49:27
+ Introduction and Getting Started
2 lectures 11:53

Students become familiar with the Salesforce Administrator Certification Exam Guide. This course is structured for each section that follows to correspond with the 12 sections of the Exam Guide:

  • Organization Setup (Global UI)
  • User Setup
  • Security and Access
  • Standard and Custom Objects
  • Sales and Marketing Applications
  • Service and Support Applications
  • Activity Management and Collaboration
  • Data Management
  • Analytics - Reports and Dashboards
  • Workflow / Process Automation
  • Desktop and Mobile Administration
  • AppExchange

Preview 10:45

Salesforce Trailhead has just released the ability for anyone to create their own personalized learning journey called a Trailmix on Trailhead. I have created a companion Trailmix for this course, which is available in this lecture.

Salesforce Classic vs. Lightning - Additional Resources
+ Organization Setup (Global UI)
5 lectures 25:16

This lecture takes you through the process of signing up for your own free Salesforce account. You will use this new, free account to work through the various exercises in this course. You can also keep this account for life and build additional solutions in the cloud, as you see fit.

Signing Up for a FREE Salesforce Account

Complete the steps of this hands-on lecture to sign up for your own free Salesforce account that you can keep for life. You will be using this account throughout the duration of this course (and beyond), so you will want to get your own account going now.

Signing Up and Switching from Lightning to Classic & Editing Your User Record

One important piece of the Organization Setup in Salesforce is becoming familiar with your Company Profile settings in Salesforce. This lecture covers your Company Profile page and what it encompasses.

Company Profile

This lecture covers the Salesforce User Interface in-depth. We cover the various types of tabs, the Applications menu, Home Tab, and Recycle Bin. Students learn how to enabled or disable a myriad of fundamental interface options, such as:

  • Enhanced Page Layout Editor
  • Inline Editing
  • Separate Loading of Related Lists
  • Quick Create
  • Collapsible Sections and Sidebar
  • Hover Links
  • Enhanced Profile List Views
  • Enhanced Profile User Interface
Salesforce User Interface Overview
+ User Setup
3 lectures 17:11

This lecture shows you how to set up new users, assign them a license, as well as a profile and role. Helpful tips are included to get users up and running quickly, as well as the impact to their interface based on local and language settings.

User Setup

Throughout many of the upcoming lectures, a fictional user called Jim Doe is referenced. It will be helpful for you to create this Jim Doe user account in your own Salesforce org, so you can follow along with subsequent lectures. You will also gain hands on experience with creating a new user account, which is a common practice of Salesforce Administrators!

Creating a New User Account

This quiz will test your knowledge and retention related to the Organization and User Setup features in Salesforce.

Salesforce Administrator Certification Practice Quiz - Organization & User Setup
4 questions
+ Security and Access
11 lectures 01:37:23

In this text lecture, I walk you through adjusting a couple of User Interface settings, which will prove helpful later in this course.

User Management Settings

System and App Permissions related to Profiles are covered in-depth. We look at all profile settings that are relevant to the Administrator Certification Exam.


This lecture covers Roles and the Role Hierarchy, which governs what individual records a user may see. The roll-up nature of records in the role hierarchy is covered and example scenarios are addressed.


Newer admins often confuse Profiles and Roles. Salesforce realizes this fully, and fashions the security questions on the Administrator Exam accordingly. Their goal is to ascertain that you know the difference between the two, and that you can figure out various security based scenarios.

Data Visibility and How Profiles and Roles Impact Access and Rights

The Salesforce Sharing Model is founded upon Organization Wide Defaults (OWD) and Sharing Rules. This lecture covers the Org Wide Defaults and how to create and modify sharing rules, along with the impact these settings have for visiblity and user access.

Sharing Model

In this lecture, I walk you through creating a custom profile by cloning an existing profile.

Creating a Custom Profile by Cloning a Profile

Permission Sets are often confused by new administrators with Profiles and Roles. After this lecture, you will be able to understand the use cases and functionality differences between Profiles, Roles and Permission Sets. 

Permission Sets

Complete this helpful practice activity to enter a new opportunity into your Salesforce org. This opportunity is called the CEO Opportunity, which is used in the next lecture. You will use this opportunity to associate with a new object later in the course as well.

Helpful Practice Activity - Create an Opportunity

This lecture goes into Salesforce Content, Content Packs, Libraries, and Content Folders.

Salesforce Content Folder Management

This lecture covers the concept of Public Groups and how Sharing Settings (aka Sharing Rules) can be set to Public Groups. We cover who can be assigned to Public Groups, such as specific users, roles, or roles and subordinates.

The lecture also covers teams, which in Salesforce are Account Teams, Opportunity Teams (for Team Selling) and Case Teams (for Case Team Management). We demo how adding a user to an opportunity team can grant them view and edit abilities that they normally wouldn't have.

Groups and Teams

In this quiz, you will test your knowledge and retention of the core concepts related to Salesforce Security and Access.

Salesforce Administrator Certification Practice Quiz - Security and Access
3 questions
+ Standard and Custom Objects
3 lectures 40:01

This lecture introduces you to the concept of objects, and specifically, the two types of objects you must be familiar with in order to not only pass the Administrator exam, but to also effectively administer the Salesforce platform. Those two types of objects are:

  • Standard Objects
  • Custom Objects

We go through common Standard Objects that you will find in any Salesforce instance, as well as how those objects relate to one another. You may have previously heard about the concept of "Object Oriented". It is these standard and custom objects and how they relate to one another that make Salesforce an object oriented solution, through which you can build and automate solutions.

Let's Talk About Objects - Standard and Custom Objects

We cover the difference between Standard and Custom fields. In addition to looking at the most common standard fields, we also go through the creation of several different custom field types. Student will understand the different types of fields that Salesforce supports, how they can be used, and what they look like in the interface to an end-user.

Standard and Custom Fields
+ Sales and Marketing Applications
7 lectures 01:28:42

Salesforce supports multiple sales processes. These can be customized to fit specific business requirements. We review how different sales processes can be used to signify different stages on opportunities.

Sales Process

The new Lightning Experience from Salesforce introduces several Sales Productivity Features, such as the Opportunity Workspace and the Sales Path, which has recently been renamed simply 'Path'. This lecture shows you how to enable the Path and how it is used in Lightning Experience.

NOTE: This lecture has been updated to reflect the Winter '17 Release of Salesforce, which includes a horizontal navigation bar across the top of the screen instead of the navigation bar on the left, which was retired with the Winter '17 Release of Lightning Experience.

Path (a.k.a. Sales Path) in Lightning Experience

This lecture covers opportunity products and price books. Examples are provided for adding opportunity products to an opportunity and showing the impact to the opportunity amount and expected revenue.

We also cover both Revenue Scheduling and Quantity Scheduling on Products. Creating and managing both products and price books are covered in depth to assist you in answering the related Products and Price Books questions on the admin exam.

Products and Pricebooks

Lead Management and Automation is a complex process that entails lead assignment rules, lead field mapping and the lead conversion process. We cover it all in this lecture and show examples of how to map custom lead fields to custom fields on accounts, opportunities and contacts during the lead conversion process. I also discuss exam questions related to the lead conversion process and show you the process from end to end.

Lead Management and Automation

The lecture covers creating and managing campaigns. Leads are added to campaigns. Review the recently added Resource for this lecture related to Campaign Influence.

Campaign Management

Campaign Influence on Opportunities is covered, along with the Campaign ROI Analysis Report. I originally recorded this lecture for my upcoming Salesforce New User Training course, and felt it would be beneficial for your studies toward the Administrator Certification. Campaign Influence has recently been added to the Admin Exam, so I wanted to keep you up to date.

The Enhanced Page Layout Editor is also demonstrated in this lecture, where we add the Campaign Influence related list. I also demonstrate how ROI is measured between campaigns and opportunities as we go through the Campaign ROI Analysis Report.

Campaign Influence on Opportunities and the Campaign ROI Analysis Report

This quiz will test your knowledge and retention related to the Sales Cloud Applications section of the exam.

Salesforce Administrator Certification Practice Quiz - Sales Cloud Applications
4 questions
+ Service and Support Applications
9 lectures 53:30

In this text lecture, I walk you through each step you need to take in order to create a Sample Console App.

Creating a Sample Console App - You Will Need This for the Next Lecture

Case Management is a core tenant of the Service Cloud. This lecture introduces you to the Service Console as well as the process for managing and administering cases on the platform.

Case Management

This lecture contains additional information on Case Management Automation features, such as Macros and Keyboard Shortcuts. Links to additional resources are also provided.

Case Management Automation - Macros and Keyboard Shortcuts

The lecture following this one (Solution Management) requires that you have enabled Suggested Solutions in your Salesforce org. Follow the steps of this text lecture to be sure you have Suggested Solutions enabled.

Enabling Suggested Solutions

A solution is a detailed description of a customer issue and the resolution of that issue. Solution managers, administrators, and users with the appropriate permissions can create, review, and categorize solutions.

Solution Management

Salesforce Communities, formerly known as Portals, could be a course unto themselves. There are Communities that can be created for Customers, Partners, and Employees. This lecture shows how to enable Communities and the basic setup and administration as well. We cover everything you need to know related to Communities on the Administrator Exam and show many examples of key functionality that is included, such as Knowledge, Ideas, and more.

These functional pieces that can be enabled in Communities have lectures of their own, later in this course, to take you even more in-depth after gaining this foundational understanding.


In this text lecture, I walk you through the process of publishing your community. Salesforce recently changed this process for the Winter '17 release, so I have added this lecture to help you complete the process that you started in the previous lecture.

Publishing Your Community

This text lecture walks you through the steps needed in order to enable Salesforce Knowledge in your own org. I also introduce you to a helpful Salesforce Trailhead Trail for Knowledge Basics.

Enabling Salesforce Knowledge and Completing Knowledge Basics Trailhead
+ Activity Management and Collaboration (Chatter)
4 lectures 18:31

There are two primary types of Activities in Salesforce:

  • Tasks
  • Events

This lecture covers the functionality of both tasks and events for a better understanding of Activity Management.

Activity Management

The Cloud Scheduler is no longer available in new Salesforce orgs. With that said, although you cannot get hands on experience with it in your free Developer account, this lecture will get you familiar with the Cloud Scheduler and what the new upcoming options are to take its place. I provide this information in case you have a question on the exam related to the Cloud Scheduler.

Cloud Scheduler - Phased Retirement from Winter '17 to Winter '18 Releases

Salesforce Chatter is the Social component of the platform, allowing you to follow records, create and join groups, @ mention other users, and more. This lecture demonstrates the core functionality of Chatter.


This quiz tests your knowledge and retention of Salesforce Chatter features and functionality.

Salesforce Administrator Certification Practice Quiz - Chatter
3 questions
+ Data Management
5 lectures 41:03

There's several different data management tools available to use on the Salesforce platform. This lecture introduces you to the Data Import Wizard and the Data Loader. We cover various scenarios for mass transferring records, mass editing, mass uploading and more. We also discuss when you will want to use the Data Import Wizard and when the Data Loader is preferable.

NOTE: You can install the Data Loader by going to the Setup menu in your Salesforce org and searching for Data Loader.

Data Import Wizard and the Data Loader

This lecture article contains information for Salesforce Data Management tools that are helpful in mass inserting, updating, upserting, exporting and deleting data in Salesforce.

Additional Salesforce Data Management Tools

Validation rules ensure that data conforms to certain standards. And these validation rules do involve writing some code. I walk you through examples of validation rules in practice, and how to display and place error messages when data does not comply.

I've also included a helpful resource to sample validation rules that you can pull from to get started with writing out your own validation rules. I also cover scenarios of when validation rules will fire, in addition to user entry. These scenarios may appear on your admin exam, such as:

  • Field Updates Via the Data Loader
  • Field Updates Via API Calls
  • Field Updates on Fields Hidden in Page Layouts (via workflow rules and field updates)
Data Validation Tools

This lecture covers the Data Export service available in Salesforce. We cover the frequency at which backups can be scheduled, as well as how the end product of the data backup is delivered, and how the data is structured.

Data Backup in Salesforce

This quiz covers core concepts of the Data Management section of the Study Guide.

Salesforce Administrator Certification Practice Quiz - Data Management
3 questions
+ Analytics - Reports and Dashboards
7 lectures 57:04
Reports and Dashboards Introduction

This lecture covers how to create and customize reports. We cover filters, along with the different types of reports, demonstrating each:

  • Summary Reports
  • Tabular Reports
  • Matrix Reports

We also address scheduling and subscribing to reports.

Creating and Customizing Reports

In this lecture, I walk you through the process of creating report folders. I also demonstrate the creation of Bucket Fields in reports. We also discuss the different export options from a report.

Creating Report Folders, Bucket Fields and Exporting Report Details

Your Salesforce organization's Sharing Model can greatly impact the visibility of individual records and thus create data skew between different report viewers. This lecture explains the role that the Role Hierarchy plays in data visibility and the impact upon reports.

Sharing Model Impact on Reports

This lecture shows you how to create and modify dashboards. We also go over the various types of dashboard components that are available, dashboard running users and changing the layout of dashboards.

Creating and Modifying Dashboards

This lecture covers the creating and sharing settings of folders that house reports and dashboards.

Reports and Dashboards Folder Management

Custom Report Types enable you to report on 3 or 4 related objects. This lecture goes through the example of reporting on accounts with contacts and cases. We then run through cross-filters and grouping in reports.

Custom Report Types