Salesforce Administrator Certification Course – Self-Paced
[tabby title=”Key features”]
[tabby title=”Course description”]
This Salesforce Admin certification course is designed to ensure that you learn & master the concepts of Salesforce Administrator and pass the certification exam on your first try. You will learn how to administer and configure Sales and Service Clouds, understand the sales and marketing ecosystem, and manage a wide range of important features and functionality of Salesforce. This practical hands-on training will help establish your credentials in the Salesforce domain and give a solid boost to your career. Certified Salesforce professionals earn from 1.2 to 1.8 times more than their non-certified counterparts.
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[expand title=”Lesson 01 – Salesforce Overview” rel=”animal-highlander” trigclass=”highlight”]
1.1 Introduction to Salesforce
1.2 Salesforce Overview
1.3 Introduction to Salesforce
1.4 Salesforce Editions
1.5 Home Page Customization
1.6 User Management
1.7 Creating and Customizing Tabs
1.8 Creating an App
1.9 Uploading a Company Logo
1.10 Company Information Page
1.11 System Overview Page
1.12 Updating the Fiscal Year
1.13 Quiz
1.14 Case
1.15 Case Study Demo
1.16 Key Takeaways
1.17 Conclusion[/expand]
[expand title=”Lesson 02 – Sales Cloud” rel=”animal-highlander” trigclass=”highlight”]
2.1 Introduction to Sales Cloud
2.2 Sales Cloud
2.3 Leads Home Page
2.4 Creating List Views
2.5 Creating and Converting Leads
2.6 Creating Accounts
2.7 Creating Contacts
2.8 Creating Email Templates
2.9 Sending Individual Emails
2.10 Sending Mass Emails
2.11 Creating and Managing Price Books
2.12 Creating Products
2.13 Creating Opportunities
2.14 Creating Activities
2.15 Creating a Web-to-Lead Form
2.16 Creating a Lead Assignment Rule
2.17 Creating a Lead Queue
2.18 Creating an Auto-Response Rule
2.19 Creating Campaigns
2.20 Record Types
2.21 Quiz
2.22 Case Study
2.23 Case Study Demo 1
2.24 Case Study
2.25 Case Study Demo 2
2.26 Key Takeaways
2.27 Conclusion[/expand]
[expand title=”Lesson 03 – Quote Templates” rel=”animal-highlander” trigclass=”highlight”]
3.1 Introduction to Quote Templates
3.2 Quote Templates
3.3 Creating a Quote Record
3.4 Creating a Quote Template
3.5 Generating a Quote PDF
3.6 Emailing a Quote PDF
3.7 Modifying Quote Templates
3.8 Quiz
3.9 Case
3.10 Case Study Demo
3.11 Key Takeaways
3.12 Conclusion[/expand]
[expand title=”Lesson 04 – Service Cloud” rel=”animal-highlander” trigclass=”highlight”]
4.1 Introduction to Service Cloud
4.2 Service Cloud
4.3 Creating Cases
4.4 Creating Case Assignment Rules
4.5 Creating Case Escalation Rules
4.6 Enabling Solutions
4.7 Creating Solutions
4.8 Attaching Solutions to Cases
4.9 Enabling Knowledge
4.10 Configuring Knowledge
4.11 Creating a Web-to-Case Form
4.12 Creating an Email-to-Case Address
4.13 Quiz
4.14 Case Study
4.15 Case Study 1 Demo
4.16 Case Study
4.17 Case Study 2 Demo
4.18 Key Takeaways
4.19 Conclusion[/expand]
[expand title=”Lesson 05 – AppExchange” rel=”animal-highlander” trigclass=”highlight”]
5.1 Introduction to AppExchange
5.2 AppExchange
5.3 AppExchange Overview
5.4 Finding and Selecting an App
5.5 Finding a Developer
5.6 Finding a Consultant
5.7 Quiz
5.8 Case
5.9 Case Study Demo
5.10 Key Takeaways
5.11 Conclusion[/expand]
[expand title=”Lesson 06 – Reports” rel=”animal-highlander” trigclass=”highlight”]
6.1 Introduction to Reports
6.2 Reports
6.3 Understanding Report Formats
6.4 Creating a Leads Report
6.5 Creating Contacts and Accounts Report
6.6 Creating an Opportunity Report
6.7 Adding Leads to a Campaign from a Report
6.8 Creating a Report Chart
6.9 Scheduling Reports
6.10 Creating a Campaign Report
6.11 Summarizing Report Data
6.12 Creating a Report Formula
6.13 Exporting Reports to Excel
6.14 Quiz
6.15 Case Study
6.16 Case Study 1 Demo
6.17 Case Study
6.18 Case Study 2 Demo
6.19 Key Takeaways
6.20 Conclusion[/expand]
[expand title=”Lesson 07 – Dashboards” rel=”animal-highlander” trigclass=”highlight”]
7.1 Introduction to Dashboards
7.2 Dashboards
7.3 Understanding Dashboard Components
7.4 Creating a Dashboard
7.5 Refreshing a Dashboard
7.6 Modifying Columns on Dashboards
7.7 Adding Filter to Dashboard
7.8 Managing Access to Reports
7.9 Adding a Report as a Dashboard Component
7.10 Setting Up Dynamic Dashboards
7.11 Enabling Dashboards for iPad
7.12 Modifying Report and Dashboard Interfaces
7.13 Activating the Report Builder on Profiles
7.14 Quiz
7.15 Case
7.16 Case Study Demo
7.17 Key Takeaways
7.18 Conclusion[/expand]
[expand title=”Lesson 08 – Chatter and Salesforce to Salesforce Configuration” rel=”animal-highlander” trigclass=”highlight”]
8.1 Introduction to Chatter
8.2 Chatter
8.3 Chatter Overview
8.4 Enabling Chatter
8.5 Enabling Chatter Feeds on Records
8.6 Configuring Chatter Groups
8.7 Creating Customer Groups
8.8 Creating a Free Customer Chatter User
8.9 Customizing Chatter Email Notifications
8.10 Configuring Salesforce to Salesforce
8.11 Accepting a Salesforce Connection
8.12 Sharing an Account via Salesforce to Salesforce
8.13 Enabling Ideas
8.14 Configuring Ideas Themes
8.15 Enabling Social Accounts
8.16 Enabling Libraries and Content
8.17 Customizing Libraries and Content
8.18 Uploading Documents to Libraries and Content
8.19 Configuring Salesforce1
8.20 Quiz
8.21 Case
8.22 Case Study Demo
8.23 Key Takeaways
8.24 Conclusion[/expand]
[expand title=”Lesson 09 – Role Hierarchy” rel=”animal-highlander” trigclass=”highlight”]
9.1 Introduction to Role Hierarchy
9.2 Role Hierarchy
9.3 Viewing Role Hierarchy
9.4 Creating Roles
9.5 Enabling Field History
9.6 Creating Groups
9.7 Creating Permission Sets
9.8 Assigning Roles to Users
9.9 Quiz
9.10 Case
9.11 Case Study Demo
9.12 Key Takeaways
9.13 Conclusion[/expand]
[expand title=”Lesson 10 – Security Controls” rel=”animal-highlander” trigclass=”highlight”]
10.1 Introduction to Security Control
10.2 Security Control
10.3 Viewing Object Security
10.4 Changing Default Record Access
10.5 Sharing Settings
10.6 Field Accessibility
10.7 Password Policies
10.8 Session Settings
10.9 Login Flows
10.10 Network Access
10.11 Activations
10.12 Session Management
10.13 Login Access Policies
10.14 Certificate and Key Management
10.15 Viewing Setup Audit Trail
10.16 Executing Expire All Passwords
10.17 Delegated Administration
10.18 Remote Site Settings
10.19 Named Credentials
10.20 File Upload and Download Security
10.21 Quiz
10.22 Case
10.23 Case Study Demo
10.24 Key Takeaways
10.25 Conclusion[/expand]
[expand title=”Lesson 11 – Profiles” rel=”animal-highlander” trigclass=”highlight”]
11.1 Introduction to Profiles
11.2 Profiles
11.3 Standard Profiles Overview
11.4 Assigning Page Layouts
11.5 Field-Level Security
11.6 Custom App Settings and Access
11.7 Tab Settings
11.8 Record Type Settings
11.9 Administrative Permissions
11.10 General User Permissions
11.11 Standard Object Permissions
11.12 Custom Object Permissions
11.13 Password Policies and Session Timeout
11.14 Login Hours and IP Ranges
11.15 Enabling Apex and Visualforce Access
11.16 Quiz
11.17 Case
11.18 Case Study Demo
11.19 Key Takeaways
11.20 Conclusion[/expand]
[expand title=”Lesson 12 – Data Management” rel=”animal-highlander” trigclass=”highlight”]
12.1 Introduction to Data Management
12.2 Data Management
12.3 Importing Leads
12.4 Importing Contacts and Accounts
12.5 Using Mass Delete
12.6 Installing Data Loader
12.7 Importing Records with Data Loader
12.8 Updating Records with Data Loader
12.9 Deleting Records with Data Loader
12.10 Exporting Records with Data Loader
12.11 Adding a Field in the Schema Builder
12.12 Scheduling a Data Export
12.13 Creating and Using Sandbox
12.14 Mass Transferring Records
12.15 Reporting Snapshots
12.16 Working with Tags
12.17 Quiz
12.18 Case
12.19 Case Study Demo
12.20 Key Takeaways
12.21 Conclusion[/expand]
[expand title=”Lesson 13 – Workflow Rules” rel=”animal-highlander” trigclass=”highlight”]
13.1 Introduction to Workflow Rules
13.2 Workflow Rules
13.3 Creating a Workflow Rule
13.4 Creating a Workflow Rule Field Update
13.5 Creating a Workflow Rule Task Assignment
13.6 Creating a Workflow Rule Email Alert
13.7 Quiz
13.8 Case Study
13.9 Case Study Demo 1
13.10 Case Study
13.11 Case Study Demo 2
13.12 Key Takeaways
13.13 Conclusion[/expand]
[expand title=”Lesson 14 – Change Set and Deployment” rel=”animal-highlander” trigclass=”highlight”]
14.1 Introduction to Change Sets and Deployment
14.2 Change Sets and Deployment
14.3 Outbound Change Sets
14.4 Inbound Change Sets
14.5 Deployment Settings
14.6 Deployment Status
14.7 Eclipse IDE
14.8 Quiz
14.9 Case
14.10 Case Study Demo
14.11 Key Takeaways
14.12 Conclusion[/expand]
[expand title=”Lesson 15 – Communities” rel=”animal-highlander” trigclass=”highlight”]
15.1 Introduction to Communities
15.2 Communities
15.3 Creating a New Community
15.4 Topic Management
15.5 Recommendations Management
15.6 Reputation Management
15.7 Adding Members
15.8 Managing Tabs and Branding
15.9 Login and Registration
15.10 Community Preferences
15.11 Quiz
15.12 Case
15.13 Case Study Demo
15.14 Key Takeaways
15.15 Conclusion[/expand]
[expand title=”Lesson 16 – Help and Training” rel=”animal-highlander” trigclass=”highlight”]
16.1 Introduction to Help and Training
16.2 Help and Training
16.3 Using Answers
16.4 Using Ideas
16.5 Searching for a Help Topic
16.6 Contacting Support
16.7 Trust Site
16.8 Known Issues
16.9 Quiz
16.10 Case
16.11 Case Study Demo
16.12 Key Takeaways
16.13 Conclusion[/expand]
[tabby title=”Certification & Exam”]
To become a Certified Salesforce Administrator, you must pass the Sales Administrator Exam (ADM 201):
Step 1: Complete this training course.
Step 2: Visit certification.salesforce.com and register to take the ADM 201 exam.
Step 3: Pass the exam to become certified.
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