Salesforce Admin Certification Preparation

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Provider

Coursera Specialization
Pricing

Paid Course
Languages

English
Certificate

Certificate Available
Effort

8 weeks, 3 hours/week
Sessions

Self-Paced
Level

Beginner

Found in

Overview

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Struggling to break into the booming Salesforce ecosystem without hands-on CRM experience? This Salesforce Admin Certification Preparation Specialization closes that gap with practical, job-ready skills to configure, manage, & optimize Salesforce like a professional administrator. Built for beginners, IT professionals, graduates, & career switchers, it takes you from CRM fundamentals to advanced Salesforce administration. Learn Salesforce setup, Classic vs. Lightning navigation, and core offerings, then manage leads using list views, Web-to-Lead forms, quotes, and AppExchange apps. Next, turn data into insights by building reports, charts, and dashboards with Lightning Report Builder. Finally, secure and scale organizations using OWD, role hierarchies, profiles, and permission sets while automating processes with Workflow Rules and Process Builder. You'll be able to manage users, data, security, and automation in real Salesforce environments, ready for Salesforce Administrator certification and in-demand admin roles. What sets this specialization apart is its 20+ hands-on demos and certification-aligned curriculum built on real admin scenarios, not theory. Enroll today and start building your Salesforce Admin career with confidence. 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

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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.