Overview
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Every successful sales and service team relies on a well-configured CRM—and Salesforce Admins make that possible. The Salesforce Admin Certification Specialization is your guided path into this powerful and in-demand role.
Designed for beginners, graduates, professionals, and career switchers, the program starts with CRM fundamentals, Salesforce setup, Classic vs. Lightning, apps, tabs, and Salesforce offerings. You’ll manage leads in real business scenarios using list views, Web-to-Lead forms, lead conversion, quote templates, and AppExchange solutions.
You’ll then turn data into insights by building reports, charts, dashboards, and Lightning Report Builder views used by real teams. As the journey continues, you’ll secure and scale organizations with OWD, roles, profiles, permission sets, login flows, migrate data using Data Import Wizard and Data Loader, and automate processes with Workflow Rules and Process Builder. Deployment and tooling with change sets and VS Code complete your admin toolkit.
What makes this Salesforce Administrator Certification Specialization standout is its step-by-step learning, real admin scenarios, and certification-aligned curriculum. So what are you waiting for - take the next step and position yourself for a rewarding Salesforce Admin career.
Disclaimer: Salesforce, Lightning, and related marks are trademarks of Salesforce, Inc. This course is not affiliated with or endorsed by Salesforce.
Syllabus
- Course 1: Salesforce Introduction
- Course 2: Salesforce Reports and Dashboards
- Course 3: Salesforce Admin Functions
Courses
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Welcome to the Reports and Dashboards course! This course is designed to enhance your capabilities in creating, managing, and optimizing reports and dashboards within Salesforce. The course is aligned with the Salesforce Administrator exam (CRT 101), focusing on the critical skills needed to master reporting and dashboard functionalities in Salesforce. This course requires basic knowledge of salesforce. By the end of the course, you'll be able to: - Create and customize different types of reports, including leads, contacts, and account reports. - Develop dynamic dashboards with insightful data visualization techniques. - Utilize advanced reporting features such as creating charts, summarizing data, and exporting reports. - Customize report types to meet specific business requirements and leverage the Lightning Report Builder for enhanced reporting capabilities. - Manage and modify dashboards effectively, including adding report components and optimizing dashboard layouts. - Apply theoretical knowledge through practical demonstrations to gain hands-on experience and prepare for real-world scenarios. This course includes videos, practical demos, readings, and quizzes to ensure a high-quality learning experience.
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Want to stand out as a Salesforce administrator? This exciting Salesforce Admin Functions course will help you grasp the tools, tactics, and strategies used by top-performing administrators to deliver actual business impact. This course, which is aligned with the Salesforce Administrator (CRT 101) certification, will take you past the basics and into advanced, job-ready functionality. Through engaging videos, demos, quizzes, and real-world scenarios, you'll learn how to build strong security with role hierarchies, permission settings, and object-level access, manage people precisely, and streamline collaboration with Chatter. You will also learn about data management, automation with Workflow, Process Builder, and Approvals, and how to handle deployments with change sets and VSCode. Whether you want to become certified or further your career, this Salesforce Admin course will help you take charge of any Salesforce environment. In the end, you'll be completely prepared to configure, automate, and manage Salesforce with confidence, just like a qualified administrative expert ready to lead. Disclaimer: Salesforce, Lightning, and related marks are trademarks of Salesforce, Inc. This course is not affiliated with or endorsed by Salesforce.
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Want to develop job-ready CRM skills and obtain your Salesforce Administrator certification? This Salesforce Introduction course is an excellent starting place. This beginner-friendly course, aligned with the Salesforce Admin (CRT 101) exam, will help you build a solid foundation in the world's #1 CRM platform—no prior experience required. You'll learn about key CRM and cloud computing concepts before exploring Salesforce's interface and understanding the differences between the Classic and Lightning experiences. Learn to create and manage user accounts, design the home page, adjust user settings, and manage tabs, list views, and page layouts to organize your workspace. Master critical business performance tools such as lead management, product setup, email template creation, auto-response rules, and quotations. With detailed demos, quizzes, and video lectures, you'll feel comfortable using Salesforce in real-world circumstances. By the end of the course, you will understand not only how Salesforce works, but also how to use it effectively and prepare for the Admin certification. Enroll today and take the first step toward becoming a Salesforce specialist. Disclaimer: Salesforce, Lightning, and related marks are trademarks of Salesforce, Inc. This course is not affiliated with or endorsed by Salesforce.
Taught by
LearnKartS