Salesforce Administrator Certification - Introduction

Introduction to Salesforce - Covers Organizational Setup - Get started to become a Certified Administrator!
Free tutorial
Rating: 4.8 out of 5 (192 ratings)
9,839 students
1hr 58min of on-demand video

Organizational Setup in the Lightning interface, with 14 comprehensive in-depth exam relevant lectures.
Business use cases in conjunction with hands-on exercises on the Trailhead platform to collect points and badges.
Best practice guidance. Including checklists, flowcharts and diagrams.
Introduction to your Salesforce Trailblazer profile relevant when applying for Salesforce jobs.
Full walk-through of the Salesforce Admin Certification Exam guide. Plus practical tips on how to prepare better.


  • Basic computer skills and internet connection
  • No prior Salesforce Skills required


This Salesforce Lightning Introduction is all about the baseline understanding of the Salesforce architecture, navigation and setup tools to prepare the system for the users.

Plus, you will gain an in-depth understanding of the first key knowledge area "Organizational Setup" of a total of 12 exam topics to gain the Salesforce Administrator Certification. Watch my previews including a complete guide on "How to get the Salesforce Administration Certification".

In this course you will learn what Salesforce is and how it can help improve daily business processes. Salesforce has a very intuitive interface that I will take you through, so you can see how the data is structured and how you can easily find all relevant information about the people and companies, such as your customers, but not only those, that you are working with.

The Platform Basics will give you an understanding what the Salesforce architecture and infrastructure has in store for you to configure the platform to your company's business requirements and how to seamlessly extend with additional products and functionalities.

You will learn about the organizational settings, where to find information about licenses, fiscal year, business hours or currencies and how to manage the default settings to make the Salesforce org productive.

This includes understanding the different types of interfaces Salesforce provides and how to tailor the user interface settings to ensure users see the information that is relevant for their day-to-day jobs.

Who this course is for:

  • New to Salesforce. Wants to learn the essential fundamentals of the Salesforce platform
  • Experienced Salesforce practitioner without prior Salesforce training
  • Business End User that wishes to understand the business use cases and possibilities of the Salesforce platform
  • Anyone who's looking to get certified, to support career in the Salesforce economy


Salesforce Trainer (formerly Trailhead Academy Certified)
Peggy Schael
  • 4.8 Instructor Rating
  • 192 Reviews
  • 9,839 Students
  • 1 Course

I have been a Salesforce Trainer for more than five years and are very passionate about this amazing platform. Salesforce is not only a very sophisticated platform, it also offers incredible career opportunities. Salesforce is growing fast and needs more Administrators. Now is the time for you to get on board.

For the majority of the past few years I have delivered over 50 courses on behalf of the Trailhead Academy as a certified Salesforce Instructor. I have trained over 1000s of students face to face.

The most popular courses students attended, included:

Administration Essentials for New Admins (ADX201), Administration Essentials for Experienced Admins (ADX211), Implementing a Reporting Strategy for the Sales Cloud (STR301), Sales Cloud Administration (ADM251), Service Cloud Administration (ADM261), Get Started with Communities (ADX271)

This is what students are saying about me:

"Peggy is an absolute super star. I find it very hard to concentrate in class room environments and the way she presents keeps you extremely engaged. She is a very positive person and she is an asset."

"Fantastic facilitator who would check in to ensure understanding of key concepts and finer details."

"Peggy was GREAT! Full of energy and enthusiasm and got to know each students’ requirements and shared scenarios that relate to them. She knew her way around and was also a fan of sharing the lightning experience with the students."

Additionally, I have designed and delivered a wide range of customized end user trainings with clients from different industries, including government departments, leading international companies as well as non for profit organizations.

Working closely with so many different types of stakeholders, I have seen first hand how critical the training component is for any Salesforce implementation. Without solid training, companies are struggling with user adoption and change management.

Training starts with the Salesforce Administrators and Developers that require thorough understanding of the platform, and goes all the way through to the business users that will be using the system for their very specific business needs.

The one thing that many of my clients asked about, was having access to well structured Salesforce training videos. The main reasons being that they were looking for lower budget solutions, and trainings that can be done in a self-paced environment, so they can up-skill and practice around their own schedules.

And this is why I have created online based Salesforce learning videos for you with lots of hands-on practice that you can do where-ever and when-ever you like.

Plus, the hands-on exercises are done on Salesforce's own Trailhead platform, so you can earn points and badges at the same time. And when you are done with this course, you can share you Salesforce Trailblazer Profile as part of your CV.

I will explain all about Trailhead, Certification and the contents of your Salesforce learning units throughout the course.

Companies need your Salesforce expertise. So let's get on this journey together and share the passion of Salesforce.

Connect with me through the various social media channels that are linked on my profile. I'm looking forward to meeting you.

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