This comprehensive hands-on course prepares professionals to successfully obtain the Salesforce Administrator Certification (ADM201). You will develop expertise in customizing organizational applications through creating new objects, configuring page layouts, defining fields, and establishing business processes. The course builds a strong foundation in data management and maintenance, generating professional-quality reports and dashboards, and automating business processes to enhance organizational efficiency. Complete the required prework before enrolling.
Introduction
- Understanding the Salesforce Administrator Certification exam
- Introduction to the Salesforce platform and core applications
Unit 1: Organizational Setup
- User interface features and configuration
- Company information and profile management
- Fiscal year, currency management, and locale settings
Unit 2: User Setup
- Managing user profiles and access controls
- Creating, maintaining, and supporting user accounts
- Understanding and assigning user licenses
Unit 3: Salesforce Security Model and Data Access
- Login restrictions and security settings
- Org-wide defaults and the data access model
- Object, record, and field-level security configuration
- Roles and organizational hierarchies
- Manual sharing and sharing rules implementation
- Profile settings and user permissions
Unit 4: Standard and Custom Objects
- Object architecture and design principles
- Object relationships and dependencies
- Managing and creating fields and page layouts
- Record types and business process configuration
- Creating and managing custom objects
Unit 5: Sales and Marketing Applications
- Sales processes and pipeline management
- Campaigns, leads, and opportunities
- Products and price book management
Unit 6: Service and Support Applications
- Case management and support process configuration
- Assignment rules, case escalation, and auto-response mechanisms
- Creating cases from web forms and email messages
- Case teams and community management
Unit 7: Activity Management and Collaboration
- Activity tracking and management
- Using Chatter for team collaboration and communication
Unit 8: Data Management
- Data integrity and validation
- Using the Data Loader for bulk operations
- Data import wizard functionality
- Data export and backup procedures
Unit 9: Analytics, Reports, and Dashboards
- Creating and formatting reports to answer business questions
- Understanding different report types
- Building and managing dashboards based on reports
Unit 10: Workflow and Process Automation
Unit 11: Desktop and Mobile Administration
- Salesforce mobile app configuration and management
- Lightning for Outlook integration
Unit 12: AppExchange
- Using AppExchange to expand organizational functionality and meet business needs
- Installing AppExchange packages, including managed and unmanaged options
This course is available for "remote" learning and will be available to anyone with access to an internet device with a microphone (this includes most models of computers, tablets). Classes will take place with a "Live" instructor at the date/times listed below.
Upon registration, the instructor will send along additional information about how to log-on and participate in the class.
