Begin your journey as a Salesforce Administrator 2023
- Description
- Curriculum
- FAQ
- Reviews
This Salesforce Administrator course is designed to cater to a wide range of learners, from beginners who have little to no experience with Salesforce to more experienced professionals looking to validate their skills and gain a deeper understanding of Salesforce administration.
It welcomes anyone who is eager to learn and grow in the ecosystem of Salesforce.
Whether you are an aspiring Salesforce Admin, a business professional seeking to leverage Salesforce within your organization, or an IT professional looking to specialize in Salesforce administration, this course is tailored to meet your needs.
With hands-on exercises and real-world examples, you’ll gain practical expertise and a deep understanding of the Salesforce platform.
It will provide you with the foundational knowledge and practical expertise required to navigate the Salesforce platform and set up and manage a Salesforce org effectively.
Regardless of your background or prior experience, this course will empower you and be one of the milestones to confidently tackle the Salesforce Administrator Exam and equip you with the skills necessary to excel in your role as a Salesforce Admin.
By the end of this course, you’ll possess the confidence and skills to rock your role as a Salesforce Admin. Don’t miss this opportunity to unlock your potential in the world of Salesforce.
Enroll now and let’s get started on your Salesforce Admin journey!
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5
Introduction to configuration and setup -
6
Org setup 1 : Company information page
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7
Org setup 2 : Fiscal years, Holidays and Business Hours
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8
Org setup 3 : Key Concepts and terminology of Multicurrency
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9
Org setup 3 : Currency & Multicurrency setup
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10
Org setup 3 : Multicurrency best practices
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11
Org setup 4 : Modify home page components, & themes and branding
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12
User setup : everything you need to know
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13
Security and access 1 : Salesforce sharing & access model
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14
Security and access 2 : Profiles and permission sets
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15
Security and access 3 : OWD
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16
Security and access 4 : Roles and role hierarchy
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17
Security and access 5 : Sharing rules and Manual sharing
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18
Security and access 6 : Account, Opportunity & Case Teams
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19
Security and access 7 : Territory management overview
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20
Security and access 8 : Public groups
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21
Introduction: Object Manager & Lightning App Builder / Schema builder overview
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22
Object Manager 1 : Creating a Custom Object
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23
Object Manager 2 : Fields & relationships 1 : Relationships
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24
Object Manager 3 : Fields & relationships 2 : Fields
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25
Object Manager 4 : Page layouts ( and field history tracking )
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26
Object Manager 5 : Field dependencies
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27
Object Manager 6 : Related lists
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28
Object Manager 7 : Business processes and setting up paths
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29
Object Manager 8 : Validation Rules explained with examples
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30
Lightning app builder : The creation and customization of a lightning app
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31
Intro & Marketing app overview : Lead Object
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32
Creating a new lead
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33
Adding campaign members
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34
Web-to-lead Settings : Creating a web-to-lead form
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35
Lead assignment rules
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36
Compaign hierarchy
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37
Sales app overview : Opportunity Object.
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38
Editing oppotunity stages
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39
Opportunity : Products and Price books
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40
Opportunity : Enabling and Setting Forecasts
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41
Opportunity : Setting up Big deal alerts
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42
Oppotunity Splits
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56
Introduction : Data & Analytics Management
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57
Data management tools 1 : Data exports (Export now and Scheduled Exports)
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58
Data management tools 2 : Data loader ( Install & settings )
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59
Data management tools 3 : Data Import Wizard
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60
Data management tools 4 : Dataloader.io
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61
Repost : Validation rules with examples
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62
Duplicate rules and matching rules
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63
Data management tools 5 : Workbench
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64
Reports 1 : Tabular Reports
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65
Reports 2 : Summary Reports
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66
Reports 3 : Matrix Reports
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67
Reports 4 : Joined Reports
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68
Reports 5 : Buckets, Summary & Row-level Formulas, Cross Filters, Subscriptions
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69
Reports 6 : Custom report types
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70
Reports 7 : Reporting Snapshots & Historical Trending
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71
Dashboards : Creating, Adding Filters, Subscribing, Adding them to App Home Page
