Salesforce Certified Administrator - Full Course

Learn how to adjust your personal settings in the Salesforce admin front end, focusing on language and time zone and how locale impacts formats in opportunities. Preview how currency settings, manage currencies, and advanced currency management affect currency fields, timestamps, and the parenthetical currency conversion feature, and enable email to Salesforce to save emails as activities.

Explore configuring company settings, from business hours and fiscal year to languages and currencies, then review setup audit trail and storage usage to manage admin tasks.

Explore how the Zoominfo field trip app from AppExchange lets Salesforce admins analyze field usage by object, showing populated fields and records to guide cleanup.

Explore how to customize the Salesforce user interface in Lightning Experience and Salesforce Classic, adjust record page views, related lists, hover details, compact layouts, and performance settings.

Create and customize apps in Salesforce, using standard and console navigation, and build a new lightning app from scratch. Manage themes, branding, and profile defaults to tailor navigation and visibility.

Explore in-app guidance in Salesforce by creating single prompts and walkthroughs, selecting floating, info, or targeted locations on leads and opportunities, and test with standard guidance disabled.

Learn to use global search and tailor opportunities with custom layouts and Einstein settings. Create and refine list views with filters and kanban, table, or split views.

Learn to use the Lightning App Builder to customize lead and home pages by dragging components, organizing the chatter feed and related lists in tabs, and activating app-wide page assignments.

Learn how to work with global and object-specific actions, configure publisher layouts, create and link actions to objects like campaigns and opportunities, and use dynamic actions with predefined values.

Learn to add mass quick actions to related lists and update fields such as language for multiple contacts in Salesforce, using update record quick actions and page layout configurations.

Master profiles and permission sets by cloning standard profiles, configuring app permissions, and using permission set groups to grant rights while restricting fields like mass email and email opt out.

Explore Salesforce security settings, including password policies, trusted IP ranges, and session options, then learn how content delivery network caching and profile versus org-wide defaults affect access and health checks.

Enable Salesforce enterprise territory management to divide your organization into territories by region or industry, set territory types and a territory model, configure assignment rules, and manage user access.

Complete the admin course's configuration and setup by covering single sign on and sandboxes, and explain how changesets deploy updates to the life environment.

Explore the Salesforce data model by using the object manager to manage standard and custom objects, establish lookup and master-detail and many-to-many relationships, and view them in the schema builder.

Create a custom object called customer information, add fields like text number and version, link it via a master-detail to accounts, add a partner lookup, and enable tabs and search.

Explore roll up summary fields in a master-detail setup, summing opportunities on accounts to contract value, a formula workaround for currency, and dependent picklists for license type and payment term.

Configure custom object page layouts by organizing fields into sections, dragging components, and assigning layouts to profiles; enable dynamic forms to show fields based on filters like license type.

Explore how to set single fields on page layouts as read-only or required for different profiles, and distinguish page layout versus field level requirements.

Explore Salesforce forecast concepts, including forecasting tool setup, quotas, forecast types, opportunity stages and splits with teams, hierarchy, and category rollups for accurate pipeline forecasting.

Learn to create price books, add products, assign currencies, generate quotes, sync quotes to opportunities, and export as PDFs.

Master creating, organizing, and sharing reports and dashboards in Salesforce, using folders, filters, and tabular, summary, and matrix formats to analyze opportunities and accounts.

Explore Salesforce campaigns, manage campaign members (leads and contacts), build campaign hierarchies, enable campaign influence and attribution models, and integrate with marketing automation to optimize marketing activities and opportunities.

Explore creating tasks and events with due dates or durations, recurring schedules, assign to users or groups, relate to contacts, and manage calendars and Outlook integration.

Explore chatter as a Salesforce collaboration tool to post, create polls, ask questions, attach files, and follow people or opportunities; manage groups, broadcast, and feed tracking updates and dashboard snapshots.

Explore Salesforce service and support case lifecycle from manual and email to case through web to case, to assignment, escalation rules, and service console with milestones and entitlement processes.

Enable entitlement management and configure entitlement processes with milestone timelines to meet service level agreements, setting priorities and response times for case handling.

Learn to create and use macros in Salesforce to automate case and lead workflows, including logging calls, creating follow-up tasks, sending templated emails, updating statuses, and sharing macros across users.

Learn how validation rules safeguard data by enforcing required fields, preventing duplicates, and using system and custom rules with formulas like isblank and ERP ID logic.

Explore creating custom report types with account and related customer information, and apply tabular, summary, matrix, and joined reports. Learn conditional formatting, bucket columns, summary formulas, and report subscriptions.

Learn how to capture and compare Salesforce opportunities over time by creating reporting snapshots with a custom opp snapshot object, field mappings, and scheduled daily runs to track pipeline changes.

Demonstrates how to combine validation rules with an approval process for opportunities over 500,000, enforcing submission for approval and automatic field updates to close when approved.

Learn to design and run screen flows in Salesforce, using resources, variables, record types, and picklist and record choice sets to create leads and manage data.

Learn to build flow-driven processes in Salesforce, focusing on screen flows to create leads from the home page and map fields, picklists, and record creation with Flow Builder.

Explore reactive components in screen flows with winter 24 and reactive global variables. Use custom settings, compute discounts, and substitute values in opportunities data with formulas.

Configure a schedule triggered flow to run daily on contracts, check if the end date is past, and update the contract status to expired using a today formula.

Explore platform event triggered flows in Salesforce to harmonize processes between Salesforce and third-party tools, linking lead owner changes to permission set assignments via platform events.

Learn how to build an autolaunched flow that creates a customer information record when an account type changes to customer, mapping account ID and name.

Learn to use the loop element in a screen flow to iterate open opportunities with this month’s close date, generate and assign tasks, and batch-create records.

Prepare for the exam with a self-guided case study and tricky sample questions, and note when to use the data loader for imports.

Create and customize a lightning app in Salesforce, configure organization details, currencies, and languages, then tailor the home page and utility bar to streamline approvals.

Describe configuring Salesforce roles and profiles, creating four profiles, establishing a role hierarchy, and using sharing rules and permission sets to govern leads, accounts, and opportunities.

Master lead management in Salesforce with dual direct and partner lead processes, including record types, field mapping, territory-based assignment, lead queues, and conversion validation rules.

Update the account type picklist and add customer type and partner level fields to drive validation rules and data consistency. Expose discounts on opportunities via formulas and enable account teams.

Configure Salesforce opportunities with core fields and lookups (account, contractual partner, implementation partner, first opportunity contact), implement subscription versus perpetual logic, and calculate monthly recurring revenue, terms, and revenue.

Add products manually, set up price books in euros, Swiss francs, and US dollars, and translate them into German and English using the translation workbench.

Translate product details in Salesforce using the translation workbench to export bilingual data, generate utf-8 SDF files, and import updated German translations for names and descriptions.

Explore how to add products to an opportunity, calculate TCV across currencies, and enable quotes with templates and PDFs, while implementing German translations for quotes in Salesforce.

Configure service setup by managing business hours and time zones, and routing cases to queues. Create assignment and escalation rules, and implement a case path with guidance for SLA awareness.

Explore Salesforce Trailhead super badges, including the admin super badge set of three, through practical case studies to prepare for exams and gain career insights.

Track lead stage duration in Salesforce by creating date and formula fields and a process builder to capture new, mql, sql, and converted stages.