This hands-on course is designed for professionals who are trying to obtain the Salesforce Administrator Certification (ADM201). Students will learn how to customize their organization’s application, including creating new objects, page layouts, fields, and business processes. The class will also provide the students with a strong foundation on how to maintain and manage data, create high-quality reports and dashboards, and how to automate business processes for their organization.
The prerequisite to this course is the completion of the prework.
Introduction
- Topic A: Get to Know the Salesforce Administrator Certification Test
- Topic B: Introduction to the App
Unit 1: Organizational Setup
- Topic A: UI Features
- Topic B: Company Information and Profile
- Topic C: Fiscal Year, Currency Management, Locale Settings
Unit 2: User Setup
- Topic A: Manage User Profiles and User Access
- Topic B: Create, Maintain, and Support Users
- Topic B: User Licenses
Unit 3: Salesforce Security Model and Data Access
- Topic A: Login Restrictions
- Topic B: Org-Wide Defaults Data Access Model
- Topic C: Object, Records, and Field Level Security
- Topic D: Roles and Hierarchy
- Topic E: Manual Sharing and Sharing Rules
- Topic F: Profile Settings and Permissions
Unit 4: Standard and Custom Objects
- Topic A: Object Architecture
- Topic B: Object Relationships
- Topic C: Manage and Create Fields and Page Layouts
- Topic D: Manage Record Types and Business Processes
- Topic E: Create and Manage Custom Objects
Unit 5: Sales and Marketing Applications
- Topic A: Sales Processes
- Topic B: Campaigns, Leads, Opportunities
- Topic C: Products and Price Books
Unit 6: Service and Support Applications
- Topic A: Case Management and Support Processes
- Topic B: Assignment, Case Escalation and Auto-Response Rules
- Topic C: Cases from Web and Emails
- Topic D: Case Teams and Communities
Unit 7: Activity Management and Collaboration
- Topic A: Activities
- Topic B: Chatter
Unit 8: Data Management
- Topic A: Data Integrity
- Topic B: Data Loader
- Topic C: Data Import Wizard
- Topic D: Data Export
Unit 9: Analytics – Reports and Dashboards
- Topic A: Create and Format Reports to Answer Business Questions
- Topic B: Report Types
- Topic C: Create and Manage Dashboards Based on Reports
Unit 10: Workflow/Process Automation
Unit 11: Desktop and Mobile Administration
- Topic A: Salesforce Mobile App
- Topic B: Lightning for Outlook
Unit 12: AppExchange
- Topic A: How to Use AppExchange to Expand Your Org’s Functionality and Meet Business Needs
- Topic B: Install AppExchange Packages (Managed and Unmanaged Packages)
