Salesforce Certified Administrator - Full Course

Create and explore your developer org, navigate the app launcher and sales setup, and review company information, licenses, permission set licenses, and user settings to prepare for admin work.

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.

Enable the login access policies to let administrators log in as any user for testing, and use this for diagnosing issues by viewing the user's permissions.

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.

Learn Salesforce user management by creating users manually or in bulk, importing with data loader, and assigning roles, licenses, and profiles.

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.

Learn to control who sees which data in Salesforce by configuring profiles, permissions, field-level security, and sharing rules, plus role hierarchies and manual sharing.

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 how DevOps center streamlines deploying changes from sandbox to production, including setup, connected apps, and permission sets. Learn how syncing, work items, and promotion to production simplify admin work.

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.

Discover how record types vary an object and tailor picklist values and page layouts. Learn to implement business processes for opportunities and partners with path guidance and a partner portal.

Explore account settings to enable personal accounts for multi-account contacts, lead conversion, and sharing rules, while understanding the impact, including the change that cannot be disabled once enabled.

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.

Enable orders in setup, configure order settings and price books for API creation, then create contracts and orders with matching currency and start dates, and apply activation and reduction rules.

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

Master the Salesforce lead process from web-to-lead capture and auto response templates to assignment rules and queues. Explore lead conversion with field mapping and duplicate handling, including Einstein lead scoring.

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 the AppExchange marketplace, install the Salesforce mobile app for admins, configure profiles and connected apps, and manage admin approved access and Android/iOS limitations.

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 how Salesforce knowledge serves as a knowledge base for internal and external articles, with setup, category management, and approval-driven publish, enabling case-driven article suggestions and email insertion via channels.

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 to manage data in Salesforce, covering data import with the wizard and data loader, data export, transfers, updates, and backups using validation rules and mapping.

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.

Learn how to create reports and dashboards in Salesforce, and understand report formats and dashboard component types. Prepare for the self-assessment exam.

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.

Explore workflows and process builder in Salesforce with a lead protection for 90 days example, using field updates and time-dependent actions, while highlighting flows as the future.

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.

Create a record-triggered flow on the opportunity object that fires on stage change, using a custom notification to alert the manager and a get record and decision path.

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.

Learn how to import leads, accounts, and contacts in Salesforce using the data import wizard and data loader, including preparing UTF-8 CSV files, mapping fields, and handling errors.

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.

Explore territory-based validation rules and approval processes in Salesforce opportunity management, including ERP contract numbers, profile, role, and permission-set exclusions, and automatic approvals that close opportunities.

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.

Import products and price book entries using a data loader, export CSV files, map fields, and apply currency-specific pricing to update Salesforce records.

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.

Set up email to case in Salesforce by configuring routing addresses, verifying connections with Gmail, and enabling forwarding to auto-create and route cases to the general case queue.

Organize reporting by creating global and regional folders and sharing access via roles and groups. Build and save open opportunities dashboards filtered by fiscal year, stage, and offer type.

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.