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Trailhead

Explore Core Salesforce Administrative Responsibilities

Salesforce via Trailhead

Overview

Syllabus

Learn about Trailhead and Salesforce

  • Your Guide to Trailhead — Find your way around Trailhead and start learning today.
  • Trailhead Playground Management — Create hands-on orgs, practice your Salesforce skills, and complete Trailhead challenges.
  • Salesforce Values: Quick Look — Learn how Salesforce helps your business build stronger relationships with your customers.
  • Salesforce CRM — Learn how to use customer relationship management (CRM) software to grow your business.

Learn About the Salesforce Admin Role

  • Salesforce Admin: Quick Look — Learn what Salesforce admins do and the skills they need to succeed.
  • Core Responsibilities for Salesforce Admins — Form good habits around the five core responsibilities needed for admin career growth.

Manage Data as a Salesforce Admin

  • Data Modeling — Give your data structure with objects, fields, and relationships.
  • Data Management — Learn how to import and export data in Salesforce.
  • Data Quality — Discover strategies for assessing and improving the quality of your data in Salesforce.
  • Picklist Administration — Choose the right picklist field for the job, manage picklists, and share picklist values.

Dive Into Sales Cloud for Salesforce Admins

  • Accounts and Contacts — Discover how accounts and contacts work together in Salesforce.
  • Leads and Opportunities — Learn to power your sales process with leads and opportunities in Salesforce.
  • Customize a Sales Path for Your Team — Guide your reps during the sales process and make them more productive.
  • Salesforce Forecasting — Drive accurate sales projections and forecast with confidence.
  • 5 Minute Countdown: How to Start Fast with Sales Cloud Go
  • Discover and Set Up Sales Cloud Features With Sales Cloud Go

Dive Into Service Cloud for Salesforce Admins

  • Agentforce Service Administration — Set up customer service for your business.
  • Salesforce Knowledge Basics — Create a knowledge base in which to ground AI for better customer service outcomes.
  • Create a Process for Managing Support Cases — Streamline workflow and improve productivity with new processes, record types, and rules.

NEXT: Secure Your CRM

  • Complete the "Secure Your Environment" Trail

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