Salesforce Administrator

Salesforce Certified Administrator Certification exam

Salesforce Certification is the ultimate benchmark that recognizes the skills, expertise, and real-world know-how of today’s Salesforce CRM software specialists. This course is comprehensive and provides hands-on learning to help you ensure your success in your career with Salesforce by learning the fundamentals you’ll need as a Salesforce Administrator.

The topics range from how to set up, configure, and maintain your Salesforce instance, to how to set up workflow automation. The course is structured in such a way that each session combines learning as well prepares you to be certification ready at the end of the course.

Salesforce Certification is the ultimate benchmark that recognizes the skills, expertise, and real-world know-how of today’s Salesforce CRM software specialists. This course is comprehensive and provides hands-on learning to help you ensure your success in your career with Salesforce by learning the fundamentals you’ll need as a Salesforce Administrator.

The topics range from how to set up, configure, and maintain your Salesforce instance, to how to set up workflow automation. The course is structured in such a way that each session combines learning as well prepares you to be certification ready at the end of the course.

By the end of this Salesforce Administrator training, you will be able to:

  • Design, setup, Configure, maintain Salesforce standard objects, custom objects and manage Sales and Service Clouds
  • Configure various user interface
  • Create and establish the right security settings and control access to data using point-and-click security tools.
  • Import, export and maintain clean data with data management tools
  • Implement automation process, and customize apps
  • Acquire skill needed to pass the Salesforce Administrator Certification exam
  • System administrators responsible for the setup, configuration, and maintenance of their organization’s Salesforce applications.
  • Salesforce Users with Admin responsibilities, sales operations personnel, and IT managers that would benefit from deepening their knowledge of Salesforce.
  • People who are interested in taking the Salesforce Certified Administrator Exam for their career progression

Head Start with Salesforce

  • Understand the Navigation and Data Model
  • Explore the Classing & Lightning Experience

Setting Your Organization

  • 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 Salesforce Capabilities

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
  • Manage Field-Level Security

Customization: Fields

  • Administer Standard Fields
  • Create New Custom Fields
  • Create Selection Fields: Picklists and Lookups
  • Create Formula Fields
  • Work with Page Layouts
  • Work with Record Types and Business Processes
  • Maintain Data Quality

Managing Data

  • Import New Records Using Import Wizards
  • Update Existing Records with the Data Loader
  • Mass Transfer Records Between Users
  • Back Up Data with a Weekly Export
  • Mass Delete Records

Reports and Dashboards

  • Run and Modify Reports
  • Create New Reports with the Report Builder
  • Filter Reports
  • Summarize Report Data with Formulas and Visual

Summaries

  • Print, Export, and Email Reports
  • Build Dashboards

Automation

  • Email Templates
  • Set Up Workflow Rules and Process Builder
  • Automate Leads and Cases
  • Automate the Support Process
  • Understand the Salesforce Console for Service
  • Enable Collaboration in the Service Cloud
  • Analyze Support Data with Reports and Dashboards
  • Managing the Support Process

Trainer Name:

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Salesforce Administrator & App Builder

Trainer presents the content well and each subject matter is given enough time with additional resources for further study given either during the presentation or after via emails. Hands on learning support are provided during and after the class. Any doubt mailed to the trainer is answered within a span of few hours. I would highly recommend the course.

Susmitha C, New York

2018-04-07T06:53:00+00:00

Susmitha C, New York

Trainer presents the content well and each subject matter is given enough time with additional resources for further study given either during the presentation or after via emails. Hands on learning support are provided during and after the class. Any doubt mailed to the trainer is answered within a span of few hours. I would highly recommend the course.

Salesforce Administrator

Good starting point in learning to administer Salesforce. The Trainer provides personalized training for the students understanding the individuals’ background. He is very Knowledgeable, experienced and helpful in understanding the concepts well with easy to understand demos and scenarios. I am very excited to say I have finished the Administrator certification exam in just 1 month and qualified with awesome scores in each section!!

Srujana, R, Chicago

2018-04-07T07:10:38+00:00

Srujana, R, Chicago

Good starting point in learning to administer Salesforce. The Trainer provides personalized training for the students understanding the individuals’ background. He is very Knowledgeable, experienced and helpful in understanding the concepts well with easy to understand demos and scenarios. I am very excited to say I have finished the Administrator certification exam in just 1 month and qualified with awesome scores in each section!!

Course Features

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