
Explore Salesforce as the world’s crm, uniting departments with a single customer view, and learn its ecosystem of customers and partners guided by trust, customer success, innovation, equality, and sustainability.
Connect marketing, sales, service, and commerce through Salesforce Customer 360, an integrated CRM platform that provides a single source of truth for seamless, personalized customer experiences.
Explore the Salesforce tour to master navigation, home pages, app launcher, and setup. Learn about list views, record pages, Lightning App Builder, page layouts, and console versus standard navigation.
Discover Salesforce record pages, the Lightning record page, highlight panel, related lists, and how page layouts determine visible fields. Compare global and object-specific actions; explore activity, chatter, and email templates.
Explore record types and business processes to tailor sales paths for B2B and B2C opportunities. Customize pick lists, page layouts, and access to guide tender and direct customer sale.
Use role hierarchy to grant access using hierarchies in Salesforce, noting that access flows upward, does not override profile settings, and influences record access—not credit permissions.
Master manual sharing in Salesforce by granting per-record access to accounts, such as Burlington Textiles Corp of America, using object actions to select users, groups, roles, and subordinates.
Explore standard and custom report types in Salesforce, create a custom report with accounts, contacts, and cases, and master the 2000-row limit.
Explore Salesforce report formats—tabular, summary, matrix, and joined—learn how to create and customize reports, apply grouping, charts, and subtotals.
Congratulations on finishing the Salesforce associate course; you now have foundational knowledge of the user interface, data model, visibility, and dashboards, with mock exams to prepare for the admin exam.
Do you want to pass the Salesforce Associate Certification? Are you looking to take your first steps into the Salesforce Ecosystem? Do you want to a clear, concise course that teaches you everything you need to know?
Then this is the course for you!
My name is Dave Massey, and I am Lead Solution Engineer at Salesforce UK and Ireland. I produced and created one of the highest-rated and most successful Salesforce Administrator courses on Udemy. I have used the same methodology to produce this course to help you become a Salesforce Certified Associate quickly and easily.
I have focused on providing you with a clear, direct, waffle free course that teaches you what you need to know to pass the Associate Certification quickly.
This course follows the most recent Salesforce Certified Associate Exam Guide and walks through each Section and Objective in a targeted, in-depth manner while relating each feature and concept to real-life scenarios so that you can learn and understand Salesforce faster.
“I started salesforce straight out of school, I had tried numerous other courses and techniques all being a lot more costly than this one and many based in salesforce classic. This one is to the point, engaging, easy to recall and importantly, in lightning! after sitting this course I passed my exam, I had multiple attempts after other courses and none of them stuck with me like this one did, they are great to listen to and creates easy to watch videos!” - Anna
"Dave helped me study and pass multiple Salesforce Certifications, his no-nonsense, no fluff approach and his ability to related Salesforce terminology to the real world made a huge difference. He's a fantastic teacher who focuses on what you need to know, I'd definitely recommend him" - Harry