Salesforce Admin Certification Online Course

SalesForce Administration Industry savvy trainers

Course Content:

Getting Started:

• Course Update Status Notifications
• Introduction to the Course
• Securing a Practice Org
• Database Terminology
• Admin Setup Interface Navigation
• Salesforce Admin Setup Interface Changes Over Time
• Old Admin Setup Interface Navigation
• Customizing User Interface Options
• Setting Feature Usage: Homepage Layouts
• Setting Feature Usage: Quotes & Tags
• Setting Feature Usage: Chatter & Chat
• Setting Feature Usage: Social Accounts and Contacts
• Managing Users

Security:

• Overview of Security
• Profiles and Permission Sets
• System Access
• Roles and Org-wide Defaults
• Sharing Rules and Groups
• Understanding Field Level Security
• Security: Putting it All Together
• Design a Security Solution

Customization To Fit Your Business Process:

• Creating Custom Fields
• Special Fields: Lookup Fields
• Special Fields: Rollup Summary Fields
• Special Fields: Formula Fields
• Special Fields: Picklists and Multi-select Picklists
• Editing Picklists
• Defining Picklist Dependencies
• Special Fields: Master-Detail Fields
• Sales Processes & Record Types
• Sales Paths
• Customizing Page Layouts
• Customizing Page Layout Related Lists
• Changing Standard Field Labels
• Customizing to Fit

Reporting Analytics:

• Overview: Reports, List Views and Dashboards
• Creating New Reports
• Customizing Existing Reports
• Scheduling Reports and Dashboards to Run
• Creating Dashboards
• Create a Report
• Create a Dashboard

Communication:

• Understanding Different Types of Email Templates
• Creating Letterhead
• Creating HTML Email Templates
• Mass Emailing
• Creating Companywide Email Addresses
• Chatter External Users and Groups
• Setting up Content Deliveries
• Understanding Communication

Automation:

• Workflow Rules
• Process Builder
• Validation Rules
• Web-to-Lead Forms
• Lead Assignment Rules
• Auto-Response Rules
• Everything an Admin needs to know about Visualforce