Salesforce Sys Admin Training: Customizing Salesforce
4.6 (25 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
235 students enrolled

Salesforce Sys Admin Training: Customizing Salesforce

This third course in a complete training series will ensure you can adapt Salesforce to fulfill diverse needs.
Highest Rated
4.6 (25 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
235 students enrolled
Last updated 5/2016
English [Auto-generated]
Current price: $28.99 Original price: $44.99 Discount: 36% off
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This course includes
  • 1.5 hours on-demand video
  • 1 article
  • 2 downloadable resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What you'll learn
  • Understand how to adapt Salesforce for different companies
  • Know how to work with key customization features of the platform
  • Be able to customize Salesforce to fullfill different business needs and processes
  • Be able to create new fields and adapt existing ones for optimal performance
  • You should have taken the previous 2 courses in this series before taking this one, or have basic previous knowledge of Salesforce admin

In this training series you will learn how to configure Salesforce to fulfill business needs, in preparation for well paying employment. This third course in the series will give you the skills you need to customize the Salesforce platform to work with any company's business process. Though the Salesforce system does a lot for companies "out of the box," it is customization that allows the tool to work effectively for any given company.

Aspiratech is a registered Salesforce consulting and ISV partner, and as such we design and implement the system for companies large and small, including non-profits. We are leading experts in the field, which you can see by simply Googling "Salesforce Training."

As part of every Salesforce implementation, we train both users and at least one internal System Administrator (Sys Admin). 

This training series has effectively trained hundreds of new Sys Admins to take on real world duties upon which their companies depend, and has helped many attain certification by providing a strong foundation upon which they could build.  

  • Using step by step instruction, clearly demonstrated and explained, including the “gotchas" that send the unsuspecting in circles, this course will teach you how to customize Salesforce to meet the job requirements of a System Administrator.
  • Practical hands-on exercises are included to make sure you know how to apply what you see to real world examples.
  • This course provides the training you need for the only type of true job security there is, the security of genuinely being the best at what you do.

You should plan on working on this series an hour a day for 3-4 weeks to effectively cover all the material. Going through the series a second time, simply watching the videos on the second pass, is also advised. Frequent exposure is key during the training period.

This training series will help prepare you for the System Administrator certification track, unlike other Salesforce courses that purport to be "complete," but which in fact focus on the Developer track and leave out a large portion of what is needed for a Sys Admin. Developer is a track that will not lead to either Sys Admin positions or highly paid consulting positions, and is only appropriate for those who intend to go on to become apex coders. This course is intended for people who never want to have to configure an API or deal with writing code syntax.

That said, there is no substitute for getting the most recent Salesforce supplied study guide (webpage linked to within the course) to actually study for the exam itself, just as when you were in school you had to supplement in class learning with extra study for end of semester exams.

Here is an email we received from a student about using this training to get her Sys Admin certification:

"I wanted to let you know that I successfully passed my admin 201 certification. I am looking forward to write my 401 exam as well... I know that certification will help me in securing a job. I highly recommended your course to my friends. Only because of your course and watching it several times and practice it several times, I was able to grasp knowledge. Thank you very much. Best, Padma"

Starting salaries for employed consultants in the industry are typically $40-60/hr, depending on your region, and independent consultants who sign their own clients often make several times those amounts. If you have had an interest in expanding your career options by adding a practical technology proficiency to your skill set, Salesforce System Administration is where many non-technical people find their opportunity. For those who have no interest in embarking upon a technology specialist career path, the SFDC Sys Admin skill set is also greatly in demand and in short supply in many non-technical positions and will make you an indispensable part of any work team.

Note: It is expected that you will have access to an instance of SFDC you can experiment and practice in within this course. Salesforce provides a free Developer org at:

Developer dot salesforce dot com/signup

(Udemy no longer allows us to make this a live link, so unfortunately you're going to have to do some manual work to get to the right page on the Salesforce site to get this from them... is also posted within the second lecture in this course)

-- Note that you should use a personal email address as your username when signing up for a developer edition account, so that your work email address will remain available for your company instance username.

If your company does not have Salesforce yet, but is considering implementing it, get a free 30-day Trial org on the Salesforce website. You will then have the added benefit that work you do toward genuine goals during this course can be preserved for use by your company (unlike work saved in a developer org), possibly encouraging your employer to allow you to work on the course during your regular work day or even purchase the training series for you.

Who this course is for:
  • If you want to advance your career with Salesforce, you will find this is the most effective and affordable way of getting expert level training.
Course content
Expand all 15 lectures 01:43:57
+ Customization Foundations
2 lectures 09:07

This lesson describes the importance of this course in the series for your career in Salesforce.

Preview 01:01

In this lecture you will learn to use custom fields to adapt to the way your business works.

Preview 08:06
+ Working with Special Fields
7 lectures 49:35

Now that you know the basics of creating a custom field, let’s consider a special custom field that allows you to connect records on one object to records on any object in the database structure. Lookup fields.

Preview 06:48

As we continue our way through the examination of different types of special fields, let’s take a look at creating fields that can summarize data on other records, Roll-up Summary fields.

Special Fields: Rollup Summary Fields
In this lecture you will learn how to use a very powerful type of special field in for automatic calculations, Formula Fields
Special Fields: Formula Fields

In this lecture you will learn how to create a special field that will make data entry easier for users and reporting more meaningful for managers, picklists.

Special Fields: Picklists and Multi-select Picklists
Work with picklists in the most efficient way, to minimize data clean up and keep reports up-to-date.
Editing Picklists
While SFDC doesn't offer the conditional showing/hiding of fields according to values entered in other fields on the page, you can control what values in a picklist display based on data entered in other fields. In this lesson you will learn how.
Defining Picklist Dependencies
Special Fields: Master-Detail Fields
+ Pages, Processes and Renaming
5 lectures 44:51
If your business has more than one line of business it is managing within a single SF instance, you may need to implement more than one sales process to accurately reflect each sales cycle. This lecture is for you.
Sales Processes & Record Types

For orgs using Salesforce Lightning experience, go one step further than sales processes by guiding sales rep behavior.

Sales Paths

Once you’ve created the fields you want in order to capture the data important to your business process, you need to arrange those fields on the page in a meaningful and organized display for data entry. You do so by customizing Page Layouts.

Customizing Page Layouts

Now that you know how to customize the appearance of fields on a record page, it’s time to learn how to customize the fields that show from related records as well. In this lesson we will be customizing related lists.

Customizing Related Lists
While it's easy to see where you can change the names of the custom fields you create, did you know you can also change how users see the names of standard fields? In this lesson you will learn how.
Changing Standard Field Labels
+ Test Your Customization Knowledge and Learn More
1 lecture 00:23

Review key points from this course to confirm your understanding.

Customization Quiz
5 questions
Next Steps in Your Salesforce Admin Training