Salesforce Administrator (ADM-201) Online Course

About the Course

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.

Course Curriculum

Introduction

• The Course Overview
• Exploring the Different Salesforce Clouds
• Salesforce Editions
• Set Up Your Trailhead Account

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

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

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

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

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

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?

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

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

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

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

Admin Tasks

• Dealing with Login Issues
• SalesforceA – The Admin App
• Salesforce Mobile – User App
• Health Check
• Lightning for Outlook

Preparation Guide

• Study Tips
• Exam Tips
• Exam Preparation