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Salesforce Administrator

Syllabus & Overview

Salesforce Administration Certification training!

To Become a Salesforce Certified Administrator, the comprehensive hands-on course is a must for a new Salesforce administrators.

Who should take this course?

New system administrators are responsible for the setup, configuration, and maintenance of their organization’s Salesforce applications.

  • Salesforce Applications Setup
  • Salesforce Applications Configuration
  • Salesforce Applications Maintenance
When you complete this course, you will be able to
  • Navigate Salesforce and personalize your experience
  • Give your data structure with objects, fields, and relationships
  • Identify the steps to set up and/or maintain a user
  • Explain the various organization security options
  • Describe the features and capabilities of the Salesforce sharing model
  • Given a scenario, apply the appropriate security controls
  • Describe the various settings and permissions a profile controls
  • Troubleshoot common user access and visibility issues
  • Recall the various UI features that an administrator controls
  • Customize Salesforce, including page layouts, fields, tabs, and business processes
  • Create a secure Salesforce environment
  • Maintain and import clean data
  • Create high-value reports and dashboards
  • Set up workflow automation
Lessons and Topics
Getting Around the Salesfoce Lightning Interface
  • Understand the core data model and navigation
  • Explore the Lightning Experience
  • Find answers in Help & Training
Getting Your Organization Ready for Users
  • Set up the company profile
  • Configure the user interface
  • Set up activities and calendars
  • Configure search settings
  • Set up Chatter
  • Enable mobile access with Salesforce1
Setting Up and Managing Users
  • Manage user profiles
  • Create and manage users
  • Troubleshoot user login issues
  • Understand SalesforceA capabilities
  • Set up Chatter Free Users and Invites
Security and Data Access
  • Restrict logins
  • Determine object access
  • Set up record access
  • Manage record access with the role hierarchy
  • Deal with record access exceptions
  • Control access to events
  • Manage field-level security
Standard and Custom Objects
  • Administering Standard Fields
  • Creating New Custom Fields
  • Creating Selection Fields: Picklists and Lookups
  • Creating Formula Fields
  • Working with Page Layouts
  • Working with Record Types and Business Processes
  • Maintaining Data Quality
Sales and Marketing Applications
  • Capabilities and implications of the sales process.
  • Sales productivity features using Opportunity tools.
  • Lead automation tools and campaign management.
  • Salesforce Content.
Data Management
  • Import Wizards
  • Data Loader
  • Mass Transfer
  • Backing Up Data
  • Mass Delete and Recycle Bin
Analytics—Reports and Dashboards
  • Running and Modifying Reports
  • Creating New Reports with the Report Builder
  • Working with Report Filters
  • Summarizing with Formulas and Visual Summaries
  • Printing, Exporting, and Emailing Reports
  • Building Dashboards
Service and Support Applications
  • Managing and Resolving Cases
  • Customizing a Support Process
  • Automating Support
  • Understanding the Salesforce Console for Service
  • Collaborating in the Service Cloud
  • Analyzing Support Data
Activity Management and Collaboration
  • Capabilities of activity management
  • Features of Chatter
Workflow/Process Automation
  • Given a scenario, identify the appropriate automation solution based on the capabilities of workflow/process.
  • Describe capabilities and use cases for the approval process.
  • Email Templates
  • Set up workflow rules and Process Builder
  • Automate leads and cases
Desktop and Mobile Administration
  • Describe the capabilities of the Salesforce Mobile App.
  • Describe the installation and synchronization options of Salesforce Lightning for Outlook.
  • Identify use cases for AppExchange applications.
Wrapping Up
  • Test preparation
  • Practice exam