Gain the confidence and proficiency to take up the Salesforce Certified Administrator exam
About This Video
In Detail …
Gain the confidence and proficiency to take up the Salesforce Certified Administrator exam
About This Video
In Detail
Salesforce is a fast-growing business solution suite, constantly improving and adding new functionality to its features. This course will serve as a key guide to help you in your certification journey by covering all the topics to help you update your skills and acquire in-depth knowledge of the Salesforce platform.
This course will enable you to sharpen your problem-solving skills and strengthen your knowledge of key topics in a practical way and is ideal for administrators at all levels (new and experienced). Every section will cover a module/topic which will be part of the certification. You will also review some example/mock questions that are highly likely to be asked in the certification exam. After covering basics such navigating the Salesforce environment and application and getting your organization ready for users, you will start by setting up and managing user types and profiles. You will cover data and security and also move on to maintaining and customizing Sales Cloud and Service Cloud apps. You will learn how to build reports and dashboards to maximize the look and feel of the application and to enhance user experience. You will set up workflows for automation and manage the support process. You will also look at the configuration, data management, data analytics, and mobile administration. You will cover techniques to enhance your system management efficiently.
By the end of this comprehensive course, you will be confident and proficient in your skills and will be all set to take up and succeed at your Salesforce Certified Administrator exam.
Audience
This course is targeted at both new and experienced administrators, and at Salesforce professionals who want to upgrade their skills and move to the next career step with the help of Salesforce Certified Administrator certification.
Chapter 1 : Introduction
The Course Overview
Exploring the Different Salesforce Clouds
Salesforce Editions
Set Up Your Trailhead Account
Chapter 2 : Getting Around Salesforce
Objects: What Are They and What Is a Standard Object?
How Does Lead Conversion Work?
Custom Objects and Object Relationships
Getting Your First Lightning Experience Tour
What Is the Guidance for Success?
Creating List Views and Working with Kanban
What Is Chatter?
Activity Management
Chapter 3 : Organization Set Up
The Company Profile Page
Locale Settings – How Do They Work?
Working with Fiscal Years and Currencies
Customize the Home Page
Restricting Login Access
Chapter 4 : User Set Up
Settings versus Permissions
What Can You Do with Standard Profiles?
How to Create Your Own Custom Profiles?
Understanding Object Permissions and Profiles
Create New Users
Chapter 5 : Data Access
Understanding the Different Access Models (OWD)
How Does Record Ownership Work?
Using Roles and Role Hierarchy
Using Sharing Rules
What Are Public Groups?
Where Can You Use Teams?
Manual Sharing
Field Level Security
Chapter 6 : Object Customization
What Can You Change on Standard Fields?
How to Create Custom Fields?
What Are Dependent and Controlling Pick Lists?
How Do Lookups Work?
Creating Formula Fields
Page Layouts, Record Types, and Business Process
Working with Validation Rules
Chapter 7 : Automation
Working with Email Templates
Setting Up Workflow Rules
What Does Process Builder Do?
Working with Assignment Rules
What Are Auto Response Rules?
The Salesforce Order of Execution
Setting Up an Approval Process
What Is Lead Management?
Chapter 8 : Support Process
Understanding Case Management
Working Through the Support Process
What Automation Can We Do?
What Is Email to Case?
Expanding with CTI
Exploring the Support Console
Using Knowledge
Chapter 9 : Managing Data
When to Use the Import Wizard
When to Use Data Loader
How Can We Mass Transfer Records?
Using the Salesforce Back-up Functionality
The Importance of the Recycle Bin
Chapter 10 : Reports and Dashboards
How Do Folders Work?
Guide Through the Report Builder
What Report Types Are There?
How Do Report Filters Work?
Creating Formula Fields and Charts in Reports
Export and Scheduling Reports
Dashboard Components and the Importance of the Running User
Expanding Your Reporting and Dashboard Skills
Chapter 11 : Other Clouds and Elements
Campaign Management in Sales Cloud
Marketing Cloud
How Do We Use Products and Price books
Understanding Revenue Scheduling
Introducing Salesforce Communities
Chapter 12 : Admin Tasks
Dealing with Login Issues
SalesforceA – The Admin App
Salesforce Mobile – User App
Health Check
Lightning for Outlook
Chapter 13 : Preparation Guide
Study Tips
Exam Tips
Exam Preparation