Salesforce Certified Administrator

Paths

Salesforce Certified Administrator

Authors: Scott Lee, Otto Warner, Mehdi Maujood, Dan Appleman, Zach Bohn

Salesforce is one of today’s top CRM (customer relationship management) solutions. Such a robust platform needs qualified Administrators to help customers utilize Salesforce in... Read more

What You Will Learn

  • In this path, you will learn the beginning fundamentals of Salesforce administration. Topics include Organization configuration, user management, security, reports and dashboards, and workflows.

Pre-requisites

-This path is intended for beginners, so no prerequisites are required.

Beginner

Learn the fundamentals for Beginning Salesforce Administration, including setting up and configuring an Organization, managing users, best security practices, and how to create and manage objects in Salesforce.

Salesforce Administration: The Big Picture

by Scott Lee

Mar 22, 2019 / 3h 5m

3h 5m

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Description

Did you know Salesforce isn't just a customer relationship management org, but can also be used as a general platform for creating business applications? In this course, Salesforce Administration: The Big Picture, you'll learn foundational knowledge and high-level essentials of Salesforce administration. First, you'll learn how to create custom objects and records. Next, you'll discover how to extend Salesforce with packages and customizations. Finally, you'll explore how to configure reports and dashboards. When you’re finished with this course, you'll have the skills and knowledge of Salesforce administration needed to form a foundation for more advanced Salesforce skills.

Table of contents
  1. Course Overview
  2. Introduction
  3. Your First Moments in Salesforce
  4. Working with Users, Details, and Layouts
  5. Extending Salesforce with Customizations
  6. Creating Custom Objects and Records
  7. Reporting, Data, and Mass Loading
  8. Automating the Automation
  9. Next Steps

Setting Up and Configuring a New Salesforce Organization

by Otto Warner

Dec 12, 2019 / 1h 23m

1h 23m

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Description

Getting your company set up on the Salesforce platform can seem intimidating. In this course, Setting Up and Configuring a New Salesforce Organization, you will learn the foundational knowledge necessary to understand what Salesforce is capable of and which settings you need to consider for your own company in order to get going as quickly as possible. First, you will learn about how an Organization is defined in Salesforce. Next, you will discover available configuration settings within the platform. Finally, you will see a demo of a basic Organization setup in Salesforce.
When you’re finished with this course, you will have the skills and knowledge required to get your company set up and operating in Salesforce in no time.

Table of contents
  1. Course Overview
  2. Understanding Salesforce Organization Management
  3. Navigating Salesforce Organization Settings
  4. Configuring a Basic Organization Setup

Managing Users in Salesforce

by Otto Warner

Dec 12, 2019 / 51m

51m

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Description

Configuring Salesforce users is more than just creating a profile and a username. In this course, Managing Users in Salesforce, you will gain all of the knowledge necessary to setup your user permissions, and create your users. First, you will learn about how Salesforce manages access rights and permissions. Next, you will discover the various settings available for configuring a user. Finally, you will see a demo of how to create a new user in Salesforce, and maintain existing users. When you’re finished with this course, you will have the skills and knowledge necessary to configure your organization's access right, create your users, and manage user access and other administrative tasks.

Table of contents
  1. Course Overview
  2. Understanding User Management
  3. Creating Users in Salesforce
  4. Maintaining Users in Salesforce

Salesforce Sharing and Security Fundamentals

by Scott Lee

Sep 26, 2018 / 2h 24m

2h 24m

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Description

Salesforce sharing and security is at the core of any successful enterprise or organization, and to many Salesforce certification exams. In this course, Salesforce Sharing and Security Fundamentals, you will learn foundational knowledge of security on the Salesforce platform. First, you will learn about users and user controls like password policies and IP login range restrictions. Next, you will discover the declarative security functionality like profiles, permission sets, and row level record sharing. Finally, you will explore how to write more secure code on the platform considering common vulnerabilities. When you’re finished with this course, you will have the skills and knowledge of security needed to perform a meaningful audit and make improvements to any Salesforce Org.

Table of contents
  1. Course Overview
  2. Introduction
  3. Managing Users for Security Control
  4. Producing Profiles and Permissions
  5. Sharing Records (With Your Friends)
  6. Avoiding Fake Security Traps on Page Layouts
  7. Developing Less Vulnerable Code
  8. Taking Next Steps

Creating and Managing Custom and Standard Objects in Salesforce

by Mehdi Maujood

Apr 17, 2020 / 2h 29m

2h 29m

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Description

Salesforce and Custom Objects are a pretty vast world. In this course, Creating and Managing Custom and Standard Objects in Salesforce, you will gain the ability to build on the Salesforce platform through creating, extending, and configuring Objects. First, you will take a peek at the vast array of functionality that Salesforce offers through Standard Objects. Next, you will discover the power of extensibility through a deep dive into the various types of Custom Fields, various features around Custom Objects, and a detailed exploration of Object relationships. Finally, we will go over related features such as Record Types, Page Layouts, and Validations that help deliver a seamless experience around Objects. When you are finished with this course, you will be equipped to deal with real-life problems that require a deep understanding of objects and fields and be prepared to answer questions related to Custom Objects and Custom Fields on Salesforce Administration certification exams.

Table of contents
  1. Course Overview
  2. Understanding Objects, Fields, and the Standard Object Model
  3. Designing Custom Fields and Custom Objects
  4. Deep Dive into Custom Fields
  5. Building around Objects: Page Layouts and Validations
  6. Managing Record Types
  7. Modeling Relationships
  8. Exploring the Standard Object Model

Formula Fundamentals in Salesforce

by Dan Appleman

Oct 17, 2017 / 1h 47m

1h 47m

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Description

Formulas are an essential part of every Salesforce admin and developer toolkit, but one that is often learned piecemeal - leaving knowledge gaps that can result in errors and corrupted data. In this course, Formula Fundamentals in Salesforce, you'll learn the fundamentals of formulas from the ground up. First, you'll explore field and data types, operators, and of course, functions. Next, you'll find deep coverage of logical operators - perhaps the most common source of formula bugs. Finally, you'll learn more advanced concepts such as formula limits and formula testing and validation. By the end of this course, you will be able to add formulas to your Salesforce admin and developer toolkit.

Table of contents
  1. Course Overview
  2. Getting Started with Formulas
  3. Understanding Data and Operators
  4. Fun with Functions
  5. Wrapping Up

Intermediate

Learn about managing the various applications within Salesforce, as well as creating reports and dashboards.

Managing Data in Salesforce

by Zach Bohn

Mar 27, 2020 / 53m

53m

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Description

Technology is constantly changing, and today there’s a high demand for Salesforce professionals who have the ability to perform administrative tasks that reinforce the concepts of data integrity. In this course, Managing Data in Salesforce, you will learn foundational knowledge and practical applications of data management as they relate to various processes in Salesforce. First, you will learn how to effectively import, transfer, and delete large amounts of data in Salesforce. Next, you will discover how to instate and reinforce data quality, data accuracy, and data validity in your Salesforce org. Finally, you will explore how to use popular Salesforce applications to perform useful tasks that are imperative to every industry in the world today. When you're finished with this course, you will have the skills and knowledge of effective data management that’s needed to add quality, consistency, and security to your organization’s invaluable data.

Table of contents
  1. Course Overview
  2. Database Functionality in Salesforce
  3. Managing Data with the Import Wizard and Data Loader
  4. Exporting Data from Salesforce

Salesforce Workflow: Getting Started

by Scott Lee

Apr 14, 2020 / 1h 52m

1h 52m

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Description

Salesforce Workflow is one of the essential automation-by-clicks tools of the Salesforce platform, and any aspiring Salesforce administrator or developer will find knowing Workflow essential. This course, Salesforce Workflow: Getting Started, provides a practical introduction to Salesforce Workflow, Visual Workflow, and how to introduce automation processes in harmony alongside the efforts of other Salesforce automation. First, you'll explore Workflow at a high level and get an understanding of its uses. Next, you'll learn how to create your own Workflow rules and actions that enact field updates, send email alerts, send outbound messages to outside systems, create Task records, and produce time-dependent actions. Finally, you'll see a comparison to the Visual Workflow tool, and gain an understanding of how to begin designing your own Visual Workflows. By the end of this course, you'll have a better understanding of how Salesforce Workflow can impact your organization. Software required: A Salesforce developer org.

Table of contents
  1. Course Overview
  2. Introduction
  3. Understanding Workflow at a High Level
  4. Automating Field Updates Using Rules
  5. Sending Email Alerts to Users
  6. Tasks, Custom Objects, and Users
  7. Leveraging APIs with Outbound Messages
  8. Using Visual Flows with Workflow
  9. Conclusion and Considerations

Implementing Salesforce Approvals

by Scott Lee

Dec 17, 2019 / 1h 28m

1h 28m

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Description

Do you want to learn the best practices behind Salesforce approval processes? This course will help you learn how to build approval processes with Salesforce best practices. In this course, Implementing Salesforce Approvals, you will gain the ability to create Salesforce approval processes from start to finish and create automation solutions around them. First, you will build on the basics of creating an approval process. Next, you will discover automation around approval submissions and record statuses. Finally, you will explore how to create reports on approval history. When you are finished with this course, you will have the skills and knowledge of Salesforce approvals needed to create your own approvals solutions.

Table of contents
  1. Course Overview
  2. Introduction
  3. Reasoning for Approvals
  4. Using the Approvals Tool
  5. Expanding Approvals with Process Builder
  6. Reporting on Approval History
  7. What's Next?

Salesforce AppExchange: What Every Admin Needs to Know

by Otto Warner

Mar 25, 2020 / 42m

42m

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Description

Do you or your company need a foundational knowledge of Salesforce and how it is administered? In this course, Salesforce App Exchange: What Every Admin Needs to Know, you’ll learn to access and navigate the AppExchange site and install an app. First, you'll explore various use cases that AppExchange apps can solve. Next, you’ll discover the App Exchange website and learn how to find an app there. Finally, you’ll learn how to install and manage an app in your Salesforce instance. When you’re finished with this course, you’ll have the skills and knowledge of managing Salesforce App Exchange apps needed to identify when an app is needed, find a suitable app, and install it into your Salesforce instance.

Table of contents
  1. Course Overview
  2. Introduction to the App Exchange
  3. Installing an App