
The Salesforce Administrator Certification course is designed to provide individuals with a comprehensive understanding of the Salesforce platform, including its various features and capabilities. The course covers key concepts such as the Salesforce platform architecture, user management, security and data management, customizations and configurations, and business processes.
Participants in the course will learn how to manage users, including creating and assigning profiles and roles, setting up and managing access to custom objects, and configuring sharing rules. They will also learn about data management, including data backup, import, and export, as well as data validation and cleaning. Additionally, they will learn how to customize the Salesforce platform, including creating custom fields, objects, and formulas, and how to configure page layouts and workflows.
Throughout the course, participants will gain hands-on experience working with the Salesforce platform, as well as practical knowledge about the best practices for managing and customizing the platform. Upon completion of the course, participants will be well-equipped to take the Salesforce Administrator Certification Exam, which is designed to assess the knowledge and skills required to effectively perform the responsibilities of a Salesforce administrator.
Overall, the Salesforce Administrator Certification course provides individuals with a comprehensive understanding of the Salesforce platform, and helps them to acquire the knowledge and skills necessary to become certified Salesforce administrators.
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Introduction and Getting Started
- Course Introduction and How to Learn to Win
- Signing up for your Salesforce account (Free account)
- Salesforce Administrator Exam Guide
- Understanding the Salesforce Certified Administrator Exam
- Loggining in to Salesforce
- Switching Between the Different User Interfaces
- Accessing Help and Key Terms in Salesforce
- Walkthrough of the Salesforce menu
- Walkthrough of the Front-end of Salesforce – App launcher
- Understanding Record Details Page Layouts
- Understanding Global Search
- Configuring Search Options
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Configuration and Setup
- Configuration and Setup Introduction
- Company Information Page Walkthrough
- Setting up the Fiscal Year
- Setting up Business Hours
- Setting up Annual Holidays
- Setting up and Configuring Currency Management
- Enabling Advanced Currency Management
- Setting a Currency on an Opportunity
- Organisattion Default Settings
- User Interface Settings
- Search Settings
- Creating and Filtering List Views
- Kanban and Split List Views
- Customising a Home Page Layout
- Themes and Branding
- User Setup and Introduction
- Creating a New User
- Deactivting a User
- Batch Creating Users and Associating Licences
- Resolving Locked Account
- Resetting a User Password
- Control Login Access Policies
- Freezing or Suspending a User
- User Management and GDPR
- Salesforce Mobile App for User Administration
- Security and Access Introduction
- Setup and Configure Audit Trails
- Managing Team Based Access
- Section Learning Summary
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Sales and Marketing Applications
- Sales and Marketing Applications Introduction
- Salesforce Sales Cloud Data Model and ERD Diagram
- Primary Marketing Components of Salesforce Applications
- Leads Overview – Creating a New Lead Record
- Adding Campaign Members to a Campaign
- Web-to-Lead
- Lead Assignment Rules
- Lead Conversion Process
- Lead Conversion Field Mapping – Custom to Custom
- Lead Conversion Impact on Campaign Members
- Primary Sales Components of Salesforce Applications
- The Sales Process, Opportunity Stages and Record Types
- Opportunity Record Type and Page Layout Assignments
- Products and Pricebooks Overview
- Creating a Pricebook
- Relationships Between Products, Pricebooks and Opportunities
- Adding Scheduling Fields to the Product Page Layout
- Adding a Scheduled Product to an Opportunity
- Forecast Impact
- Adding Campaign Influence Related Lists to Campaign and Opportunity Page Layouts
- Creating a Lightning App
- Contact Roles on Opportunities
- Opportunity Settings, Splits and Teams
- Home Page Assistant
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Service and Support Applications
- Service and Support Application Introduction
- Primary Service Components of Salesforce Applications
- Support Processes
- Case Record Types and Picklists Available for Editing
- Editing Case Page Layouts and Assignments
- Adding a Path to Cases
- Service Console Customization
- Case Assignment Rules
- Case Queues
- Web-to-Case
- Case Auto-Response Rules
- Monitor the Case Escalation Rule Queue
- Creating a Site for Your Digital Experience
- Email to Case
- Case Teams
- Creating a Close Case Quick Action
- Salesforce Solution Management
- Enabling Salesforce Knowledge
- Creating Knowledge Articles
- Knowledge Record Types and Page Layouts
- Adding Knowledge to the Service Console
- Using Knowledge Articles While Working Cases
- Omni Channel and Chat with Customers
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Workflow and Process Automation
- Workflow / Process Automation Introduction
- Automation Home Page
- Creating Workflow Rules
- Creating Immediate Workflow Actions
- Testing Your Workflow Rule
- Process Automation Settings
- Creating Time-Based Workflow Actions
- Time-Based Workflow Queue
- Creating Email Alerts
- Creating Classic Email Templates
- Creating Lightning Email Templates
- Creating Outbound Messages
- Approval Processes
- Submitting a Record for Approval
- Approvals via Chatter
- Introduction to Processes and the Process Builder
- Creating Flows with the Flow Builder
- Installing Flows via the AppExchange
2 thoughts on “The Complete Salesforce Classic Administrator”
- On-demand video
- Articles and Support Guidance
- Downloadable resources
- Plenty of Real World Exercises
- Full lifetime access
- Access on mobile and Web
- Certificate of Completion
This course is amazing, it is extremely thorough and in depth! I am not finished with the course, but just the excel exercises alone are more than worth the price of the course! A must take course! Thank you!
Great starting point for learning Swift. If you have never programmed, or never used Swift it is a great place to start.