Salesforce Associate Certification Exam Course

Explore Trailhead, a free app and website to learn Salesforce at your pace. Join a community of trailblazers and use guided trails and modules to prepare for certifications and exams.

Join the unified Trailhead and Trailblazer community to learn relevant skills, connect with Salesforce professionals, and build your online presence by joining groups, topics, and questions and answers.

Connect your Trailhead playground with your Salesforce org to automatically check hands-on challenges as you pass modules. Create or connect your playground from your profile to practice in Trailhead.

Explore Salesforce org types, including production, sandbox, and developer orgs, and learn how each supports daily work, development, testing, and deployment workflows.

Explore Salesforce's multi-tenant architecture, where resources are shared in the cloud like an apartment building, with computing power, storage, and features, while per-transaction limits govern record updates and loops.

Explore Salesforce customer 360, an integrated customer relationship management platform with a single shared view of customers across marketing, sales, commerce, services, and IT as a portfolio of products.

Explore sales cloud, part of the customer 360 portfolio, the flagship Salesforce product for sales users, featuring opportunity management, automation, forecast management, activity tracking, and chatter-based collaboration.

Boost service and support with service cloud for faster case closure. Access multi-channel communication and automated knowledge articles to improve agent productivity.

Explore marketing cloud to manage leads, campaigns, and opportunities, and shape every moment of the customer journey through email studio, advertising studio, social studio, and direct mailing.

Create connected websites, portals, and applications with Experience Cloud, connect with Salesforce, enable partners and customers to collaborate, and deliver content via Salesforce CMS while integrating third-party data and themes.

Leverage Commerce Cloud to deliver e-commerce solutions for B2B and B2C models, access CRM data, streamline order management, handle complex shipping, and integrate marketing and services.

Einstein Analytics blends artificial intelligence with the Salesforce platform to uncover customer insights, trends, and outcomes, and automatically recommends actions to optimize engagements, automate routine tasks, and boost sales.

MuleSoft enables teams to automate workflows and integrate data and systems with clicks or code. The platform provides tools to automate everything across tools and processes.

Explore Health Cloud, Salesforce CRM for health care providers that delivers a patient-centric experience with a complete view of patients, collaboration with care teams, and assigns tasks to caregiver networks.

Slack for collaboration as a business messaging app that unites teams in a secure real-time workspace, boosting sales productivity with automations and actionable insights within Salesforce's Customer 360 portfolio.

Explore the Salesforce trust site for transparent status on service availability, performance, security, privacy, and compliance, and search your org by domain or instance to view current status and history.

Explore Salesforce career paths across admin, developer, architect, analyst, consultant, and more, with salary insights and future prospects in the Salesforce ecosystem.

Learn how to log in to Salesforce using login.salesforce.com, access the setup page, and explore the user interface with a practice developer org.

Explore the app launcher in Salesforce Lightning to access all apps and pages, then use the gear icon to open setup and quick find for navigating objects, data, and records.

Learn how Salesforce moves deleted records to the recycle bin, where admins with all modified data permissions can restore or purge items within 15 days.

Explore the Salesforce setup page to manage your org, including apps, object manager, and metadata. Use the app launcher to access the service console, and customize objects, fields, and validations.

Access and customize your Salesforce personal settings, including updating your name, email, and work information. Configure approval settings, login access, language, time zone, email preferences, display layouts, and chatter notifications.

Explore the company settings page to view organization details, licenses, storage usage, and API limits. See org ID, edition, instance, and licenses to help admins monitor setup status.

Learn to create and manage Salesforce users in the lightning setup, assign licenses and profiles, set roles for hierarchical access, and configure federation IDs for single sign-on.

Access and audit user login history in Salesforce to troubleshoot login issues, viewing login time, IP address, status, login URL, and location, with failure reasons for debugging.

Learn to use Salesforce global search to quickly locate records like contacts, accounts, and opportunities by typing names or IDs, filter by object, and open results.

Use list views to view, edit, and create records, and switch between table, kanban, or split views to group by status or priority and drag to update status.

Learn to customize Salesforce Lightning pages with the App Builder, dragging components, moving the News tab beside Chatter, and adding Twitter social components for tailored record and home pages.

Manage your day in Salesforce by creating tasks and events linked to accounts and contacts, building an activity timeline that tracks tasks, meetings, calls, and emails.

Learn how Salesforce favorites provide bookmark-like quick access to accounts, records, lists, and reports from any device, using the top-of-page favorite button and easy removal from favorites.

Explore how chatter enables collaboration in salesforce, letting you post, tag users and records, and share updates. Create streams and groups, manage feeds, and control email notifications.

Learn how Salesforce uses standard and custom objects to store records and organize data, including accounts, contacts, leads, opportunities, and tailored objects via the navigation bar.

Learn how the Salesforce account object represents organizations or people and stores key fields. Create, update, search, and manage ownership and related records.

Store and manage customer contact information in the contacts object linked to an account, including name, email, mobile, department, and title, supporting multiple contacts and mass mailers with merge fields.

Learn how the opportunity object tracks a sale from creation to close, including amount, close date, stage, probability, type, lead source, expected revenue, and related contacts, partners, and history.

Understand the Salesforce case object as a customer issue tracker used by support agents, linking accounts, contacts, origin, type, status, priority, open/close dates, and comments via the feed.

Capture and qualify prospects in Salesforce using leads, lead source, and rating, then convert to account, contact, and opportunity. Manage lead status, campaigns, and conversion options to optimize sales pipelines.

Create fields to store data in Salesforce objects, using standard fields or add custom fields for unique business needs, and choose predefined lists or raw input, date, or other types.

View account object fields in setup via object manager, distinguish standard from custom fields by the __c suffix, and create a custom dropdown field with yes/no values.

Create a picklist custom field named priority on the account object, with values high, medium, and low, and configure access for sales profiles before saving and refreshing.

Configure a dependent picklist in Salesforce by linking SLA as the controlling field to priority, restricting values for gold, silver, platinum, and bronze, and previewing before saving.

Create rollup summary fields in Salesforce to derive values from related records, such as counting opportunities on an account or summing opportunity amounts with filters like stage equals close one.

Explore how formula fields in Salesforce compute values across opportunities by referencing account data, including currency and date calculations, with auto updates when the account changes.

Learn to customize Salesforce page layouts to organize fields, related lists, and buttons on accounts, drag and drop fields, manage related lists and actions, and preview changes after saving.

Learn how dynamic forms migrate fields and sections from page layouts into the Lightning App Builder, enabling conditional visibility and user-centric, role-aware page layouts in Salesforce.

Explore how accounts relate to contacts, opportunities, cases, and products, with one account having multiple contacts and opportunities, cases linked to the account, and opportunities with multiple products.

Explore how Salesforce object relationships connect accounts and contacts through lookup and master-detail relationships, including one-to-many structures and rollup summaries.

Explore the schema builder to visualize and edit your Salesforce data model, examining objects, fields, and relationships such as hierarchical, lookup, and master-detail links.

Discover how record types in Salesforce let you apply different processes, picklist values, and page layouts to leads, opportunities, and cases, based on profiles and roles.

Create and manage two lead processes for marketing and online sales using lead status values. Assign record types to tailor picklist values and page layouts by profile.

Explore Salesforce validation rules, learn how records must meet defined criteria before saving, including rule name, description, conditions, and error messages, and why declarative validation is preferred over code.

Create Salesforce validation rules that prevent close dates before creation dates, convert date-time to date with the date value function, and block future dates for closed opportunities.

Master Salesforce security by configuring object, field, and record access using org-wide defaults, role hierarchies, sharing rules, and manual sharing to control who can view, edit, or delete data.

Learn how Salesforce profiles control user access by defining object, field, tab, and record permissions, and tailor page layouts, session settings, and password policies to job roles.

Learn how field level security controls visibility, delete, and edit permissions for fields across objects, list views, reports, and related lists, using profiles like marketing and custom sales as examples.

Learn to create insights-rich reports and dashboards with the Salesforce Lightning Report Builder, using tabular and grouped reports, filters, charts, and summarized fields to visualize data.

Create a new report by selecting a report type, focusing on leads, and using options such as leads with converted lead information and lead history to track changes.

Create Salesforce reports with the Lightning Report Builder by dragging fields onto the canvas, applying filters like lead source equals web, and reviewing 12 web leads.

Create and save Salesforce opportunity reports by adding key fields, filtering for open opportunities in the current fiscal year, and organizing them in a fy 20 reports folder.

Export a Salesforce report to Excel by choosing either a formatted export that preserves the on-screen layout or details only for simple tabular data you can further analyze in Excel.

Extend a Tableau report into a summary report by grouping data, adding subtotals and charts, and using date and account fields for forecasting opportunities.

Create a matrix report on opportunities to compare current and previous fiscal year performance by account name and close date, using amount, with rows and columns groupings.

Create summary formulas in Salesforce reports to calculate a weighted amount by multiplying amount by probability percentage with an if condition, noting that grouping is required.

Learn to apply row level formulas in Salesforce reports to compute per-row values, such as case aging, by subtracting open and close dates and handling open cases with today.

Learn to subscribe to Salesforce reports by scheduling email delivery daily, weekly, or monthly with optional recipients and attachments. Choose run as me or another user and set trigger conditions.

Learn to create dashboards in Salesforce by converting reports to summary or matrix, naming and saving dashboards, and configuring charts, themes, and layouts to visualize sales data.

Complete this course and prepare for the exam by mastering Salesforce basics, Trailhead, navigation and lightning interface, data model, fields and objects, validation rules, security, and dashboards.