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Salesforce Certified Administrator Training 

  • Offered byUDEMY

Salesforce Certified Administrator Training
 at 
UDEMY 
Overview

Gain a comprehensive overview of the Salesforce principles and concepts and learn Salesforce Security

Duration

21 hours

Total fee

360

Mode of learning

Online

Credential

Certificate

Salesforce Certified Administrator Training
 at 
UDEMY 
Highlights

  • Earn a Certificate of completion from Udemy
  • Learn from 7 downloadable resource and 1 articles
  • Get full lifetime access of the course material
  • Comes with 30 days money back guarantee
Read more
Details Icon

Salesforce Certified Administrator Training
 at 
UDEMY 
Course details

Who should do this course?
  • For Salesforce Absolute Beginners
  • For Existing Salesforce Administrators
What are the course deliverables?
  • Learn from a 19x Salesforce Certified & 7x Salesforce MVP
  • Become Intimately Familiar With The Salesforce Platform
  • Become an Awesome Admin
  • Become Salesforce Certified
  • Understand how to create apps in the cloud
More about this course
  • Salesforce Certifications are fast becoming the must-have certificates for any IT professional working with Salesforce
  • This course is designed to help you pass the Salesforce Certified Administrator Exam
  • Understand how to navigate and change the user interface of Salesforce as well as configure and make an Invoicing application on the platform
  • We will then move on and take a detailed look at the process automation, security & reporting functionality within Salesforce before diving into the two clouds: Sales & Marketing and Support Cloud and finally taking a look at Data Management

Salesforce Certified Administrator Training
 at 
UDEMY 
Curriculum

Salesforce Introduction

What is CRM?

Salesforce the company

Configuration and Setup

Org & User Setup Learning Objectives

Creating a free Salesforce Org

Logging into Salesforce

Navigating the Salesforce User Interface

Lightning vs Classic Feature Compatibility

Salesforce Branding and UI Customization

Density Settings

User Navigation Bar Customization

Salesforce Themes and Branding

Lightning Chrome Extension

Classic User Interface Overview

Customising the Classic User Interface

Classic Homepage Customization

UI Customization for Admins

Company Profile

User Management

Delegated Administration

Sandboxes

Sandbox Best Practice

Object Manager and Lightning App Builder- My First app

Understanding the Standard Object Model

I make changes and nothing happens!? - Disabling Salesforce Caching

Object Manager

Creating an App & Personalizing Salesforce

Creating Objects & Tabs

Creating Fields

Field Dependences

Object Relationships

Creating Object Relationships

Traversing Relationships with Formulas and Summary Fields

Page Layout Customization

Field Histories

Record Types Part 1

Record Types Part 2

Common Issues with Record Types

Standard Fields & Deleting Fields

Customising Search and Tab Layouts

List Views

Workflow/Process Automation

Process Automation Overview & Learning Objectives

Workflow Rules & Actions

Validation Rules

Best Practice: The Importance of Validation Timing

Approval Processes

Process Builder Overview

Creating a Process Builder Process

Process Builder Actions

Process Builder in Practice

Flow

Flow Types

Building Blocks of Flow

Order of Execution

Salesforce Security

Learning Objectives

Organizational Security Settings

Organizational Wide Defaults

Record Ownership

Role Hierarchies

Sharing rules

Manual Sharing

Object Permissions and Record Access

User Profiles & Permissions

Permission Set Groups

Restriction Rules

Setup Audit Trail

Analytics Management

Learning Objectives

Tabular Reports

Report Automation

Summary Reports

Matrix Reports

Report Charts & Formatting

Bucket Fields

Report Types

Report Type Layouts

Report Types Lab

Reports & Page Layouts

Dashboards

Report & Dashboard Security

Chatter & Dashboards

Data Management

Learning Objectives

Duplicate Management

Salesforce IDs and External IDs

Data Loader

Import Wizard

Dataloader.io by Mulesoft

Considerations when importing data

Data Management Best Practice

Backing up Salesforce Data

Mass Action Functions

Salesforce Content

Document Folder & File Uploading Review

Sales & Marketing Applications

Learning Objectives

Sales Overview

Web to Lead

Lead Scoring

Auto Response Rules

Lead Conversion

Assignment Rules

Opportunity Overview

Products & Pricebooks

Sales Productivity Features

Campaign Management

Salesforce Path

Einstein Opportunity and Lead Scoring

Sales Forecast Impact

Service & Support Applications

Learning Objectives

The Case Object

Case Settings

Support Processes

Case Escalation Rules

Email to Case

Web to Case

Solutions

Knowledge

Ideas

Customer, Partner & Employee Communities

Productivity & Collaboration

Learning Objectives

Activity Management

Chatter

Salesforce1

SalesforceA

AppExchange

Faculty Icon

Salesforce Certified Administrator Training
 at 
UDEMY 
Faculty details

Francis Pindar
Francis have been working in the IT industry for 20 years as a developer, consultant, solutions architect and technical architect and worked on around 100+ Salesforce implementations over the years from large global roll-outs to small charities.

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