The Complete Certified Salesforce Administrator Guide

Packt via Coursera Specialization

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Provider

Coursera Specialization
Pricing

Paid Course
Languages

English
Certificate

Certificate Available
Effort

4 weeks, 10 hours/week
Level

Intermediate

Found in

Overview

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This specialization features Coursera Coach! A smarter way to learn with interactive, real-time conversations that help you test your knowledge, challenge assumptions, and deepen your understanding as you progress through the specialization. This specialization will help you become proficient in managing and administering Salesforce, a powerful CRM platform. You'll master Salesforce's core concepts, including objects, fields, automation tools, and security. You’ll gain the skills needed to configure Salesforce, manage users, automate workflows, and handle data to solve business challenges. Throughout the specialization, you'll learn how to customize Salesforce for business needs, create custom objects, manage data, set up user permissions, and utilize automation tools. Hands-on examples will guide you in setting up profiles, workflows, approval processes, and custom applications, essential for a Salesforce Administrator. By the end of the specialization, you’ll have a comprehensive understanding of Salesforce and be well-equipped to configure, customize, and optimize the platform. This will help you manage data, enhance business processes, and improve user experience. Ideal for aspiring Salesforce Administrators, this specialization offers a beginner-level, step-by-step approach and prepares you for the Salesforce Admin certification exam.

Syllabus

Course 1: Salesforce Essentials and Core Concepts
Course 2: Data Management, Security, and Permissions
Course 3: Automation, Reporting, and Certification Preparation

Courses

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This course features Coursera Coach! A smarter way to learn with interactive, real-time conversations that help you test your knowledge, challenge assumptions, and deepen your understanding as you progress through the course. In this course, you will master the essential skills for automating processes, managing reports, and preparing for the Salesforce certification exam. You will dive into the various automation tools in Salesforce, including workflows, approval processes, and process builders, and learn how to automate business processes effectively. This course also covers how to set up and manage page layouts and record types to enhance user experience and business functionality. The course takes you through advanced Salesforce tools like flows, custom reports, dashboards, and AppExchange apps. You will learn to automate tasks with Flows, set up record-triggered, screen, and scheduled flows, and understand how to use platform events. You'll also explore how to generate customized reports and dashboards, including joined reports, custom report types, and dynamic dashboards to better analyze and visualize your Salesforce data. Moreover, the course includes detailed coverage of the Salesforce AppExchange and the application lifecycle, teaching you how to use AppExchange apps to enhance functionality and navigate Salesforce environments for deployment. The skills you acquire will be invaluable in preparing for the Salesforce Admin certification exam, ensuring you're ready to pass with confidence. By the end of the course, you will be able to automate business processes in Salesforce, design effective reports and dashboards, integrate third-party apps via AppExchange, and manage the application lifecycle from development to deployment.
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This course features Coursera Coach! A smarter way to learn with interactive, real-time conversations that help you test your knowledge, challenge assumptions, and deepen your understanding as you progress through the course. In this comprehensive course, you will dive deep into the intricacies of data management, security, and permissions within Salesforce. Learn how to use Data Loader and Data Import Wizard to manage large volumes of data, ensuring smooth imports, updates, and exports. You will also explore key tools such as Data Loader for bulk operations and the Data Import Wizard for user-friendly data management tasks. The course also covers essential security features, focusing on sharing settings, profiles, permission sets, and record-level access. You'll gain expertise in managing user access through profiles, defining object-level security, and setting field-level security to protect sensitive information. The role hierarchy, sharing rules, and manual sharing will be explored in detail, providing you with the skills needed to manage data access within your organization effectively. Additionally, you will explore special permissions like "View All" and "Modify All," as well as the distinctions between different access settings in Salesforce. This will allow you to set appropriate security levels for different users, ensuring the proper flow of data and protection of critical information across your organization. You will gain hands-on experience with security settings, creating profiles, and assigning permissions for different data access levels. By the end of the course, you will be able to manage data access and security settings in Salesforce, import and export data efficiently, and configure complex user permissions to ensure data integrity and confidentiality.
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This course features Coursera Coach! A smarter way to learn with interactive, real-time conversations that help you test your knowledge, challenge assumptions, and deepen your understanding as you progress through the course. In this course, you will gain a thorough understanding of Salesforce, a leading platform for customer relationship management (CRM). You will explore the architecture, objects, and fields that drive Salesforce’s functionality, learning how to set up a free developer account and work directly with Salesforce to solidify your knowledge. By diving into the platform's tools, you will get hands-on experience that allows you to customize Salesforce to suit your needs. As you progress, you will become proficient in creating custom applications, fields, and objects, enhancing your ability to tailor Salesforce to various business processes. You will learn how to handle data integrity with validation rules and formula fields, ensuring your Salesforce environment runs smoothly and efficiently. Throughout the course, you’ll work on practical projects, like creating custom apps and building relationships between objects, which are essential for managing complex datasets. The course is designed for individuals who are looking to enhance their CRM skills, particularly those who want to implement and manage Salesforce in real-world scenarios. Whether you're an aspiring Salesforce administrator or someone eager to understand the core concepts of the platform, this course will guide you through the essential tools and practices. No prior experience with Salesforce is required, though familiarity with CRM systems is a plus. By the end of the course, you will be able to create custom applications and fields in Salesforce, establish different types of relationships between objects, implement data validation and integrity measures, and design an effective Salesforce environment tailored to business needs.