Salesforce Admin Basic Skills you will learn

  • Configure Sales and Service
  • Manage Sales and Service
  • Implement automation
  • Debugging
  • Data validation
  • Configure user interface

Who should learn Salesforce Admin Basics

  • System Administrators
  • Sales Operators Professionals
  • IT Managers
  • Product Managers

What you will learn in Salesforce Admin Basics

  • Salesforce Certified Administrator

    • Lesson 01 - Course Introduction

      03:20
      • 1.01 Course Introduction
        03:20

    • Lesson 02 - Salesforce Overview

      43:26
      • 2.01 Learning Objective
        00:53
      • 2.02 Cloud Basics
        04:01
      • 2.02 Introduction to CRM
        03:12
      • 2.03 Salesforce Introduction
        02:03
      • 2.04 Creating a Salesforce Account
        01:03
      • 2.04 Org Introduction
        01:30
      • 2.06 Salesforce Classic vs Lightning
        03:25
      • 2.07 Home Page Customization
        05:11
      • 2.08 User Setup
        02:24
      • 2.09 Tabs
        01:18
      • 2.10 Create Tabs
        03:12
      • 2.11 Application
        05:15
      • 2.12 System Overview
        04:57
      • 2.13 Demo Creating Users, Profiles and Permission Sets
        03:27
      • 2.14 Summary
        01:35

    • Lesson 03 - Sales Clouds

      47:10
      • 3.01 Learning Objective
        00:49
      • 3.02 Salesforce Offerings
        05:07
      • 3.03 Leads Home Page
        03:36
      • 3.04 Creating List Views
        01:28
      • 3.05 Creating and Converting Leads
        04:25
      • 3.06 Creating Email Template
        04:28
      • 3.07 Creating Products
        04:48
      • 3.08 Web to Lead Form
        03:54
      • 3.09 Creating Auto Response Rules
        03:41
      • 3.10 Demo Creating an Account, Contact and Opportunity
        06:48
      • 3.11 Demo Email Template and Auto Response Rule
        06:51
      • 3.12 Summary
        01:15

    • Lesson 04 - Quote Templates

      14:50
      • 4.01 Learning objective
        00:33
      • 4.02 Introduction to Quote Template
        04:04
      • 4.03 Modifying Quote Templates
        01:36
      • 4.04 Demo Quote with 3 Products
        07:47
      • 4.05 Summary
        00:50

    • Lesson 05 - Service Clouds

      15:58
      • 5.01 Learning Objective
        00:35
      • 5.02 Introduction to Service Cloud
        05:23
      • 5.03 Creating Bolt Solutions
        03:27
      • 5.04 Demo Case Escalation
        02:37
      • 5.05 Demo Experience Builder
        03:33
      • 5.06 Summary
        00:23

    • Lesson 06 - App Exchange

      14:55
      • 6.01 Learning Objective
        00:35
      • 6.02 Lightning Web Component
        00:43
      • 6.03 Introduction to App Exchange
        02:07
      • 6.04 Finding a Developer
        05:07
      • 6.05 Finding a Consultant
        03:29
      • 6.06 Demo Finding a PDF app in AppExchange
        02:31
      • 6.07 Summary
        00:23

    • Lesson 07 - Reports

      36:07
      • 7.01 Learning Objective
        00:39
      • 7.02 Reports
        03:13
      • 7.03 Types of Reports
        03:09
      • 7.04 Creating a Leads Reports
        04:23
      • 7.05 Creating Contacts and Accounts Report
        05:07
      • 7.06 Adding Leads to a Campaign from Reports
        04:09
      • 7.07 Creating Charts
        00:50
      • 7.08 Summarizing Report Data
        03:14
      • 7.09 Creating a Report Formula
        02:11
      • 7.10 Exporting Reports
        00:45
      • 7.11 Demo A Lead Source Report
        05:24
      • 7.12 Demo New Accounts Report
        01:30
      • 7.13 Summary
        01:33

    • Lesson 08 - Dashboards

      26:57
      • 8.01 Learning Objective
        00:48
      • 8.02 Dashboards
        02:22
      • 8.03 Create Dashboards
        01:18
      • 8.04 Modifying Columns on Dashboard
        05:38
      • 8.05 Adding a Report as a Dashboard Component
        05:19
      • 8.06 Report Types
        01:20
      • 8.07 Create Custom Report Types
        00:29
      • 8.08 Lightning Report Builder
        02:38
      • 8.09 Demo Creating Dashboards
        05:28
      • 8.10 Summary
        01:37

    • Lesson 09 - Chatter and Salesforce to Salesforce Configuration

      14:46
      • 9.01 Learning Objective
        00:37
      • 9.02 Introduction to Chatter
        04:57
      • 9.03 Create a Free Customer Chatter User
        02:54
      • 9.04 Demo Creating a Chatter Free User
        04:41
      • 9.05 Summary
        01:37

    • Lesson 10 - Role Hierarchy

      26:33
      • 10.01 Learning Objectives
        00:35
      • 10.02 Data Access
        03:33
      • 10.03 Organizational Wide Defaults (OWD)
        01:15
      • 10.04 Access Level in OWD
        03:55
      • 10.05 Grant Access Using Hierarchies
        02:07
      • 10.06 Role and Role Hierarchy
        01:22
      • 10.07 Working with Role
        01:56
      • 10.08 Enable Field History
        04:13
      • 10.09 Permission Sets
        03:18
      • 10.10 Demo Role Hierarchy
        03:21
      • 10.11 Summary
        00:58

    • Lesson 11 - Security Controls

      20:14
      • 11.01 Learning Objective
        00:42
      • 11.02 Viewing Object Security
        05:44
      • 11.03 Login Flows
        06:12
      • 11.04 Demo Sharing Rules
        05:39
      • 11.05 Summary
        01:57

    • Lesson 12 - Profiles

      18:08
      • 12.01 Learning Objective
        00:43
      • 12.02 Create Users
        01:26
      • 12.03 Roles and Profiles
        05:40
      • 12.04 Assigning Page Layouts
        05:53
      • 12.05 Demo User Profile
        03:42
      • 12.06 Summary
        00:44

    • Lesson 13 - Data Management

      28:56
      • 13.01 Learning Objective
        00:44
      • 13.02 Data Loader Overview
        01:02
      • 13.03 Data Import Wizard
        04:08
      • 13.04 Mass Delete Records
        02:32
      • 13.05 Data Loader Installation
        01:39
      • 13.06 Data Loader Configuration
        02:30
      • 13.07 Schema Builder
        01:08
      • 13.08 Dashboards Subscription
        00:49
      • 13.09 Create Sandbox
        02:56
      • 13.10 Salesforce Analytics
        01:32
      • 13.11 Working with Tags
        01:10
      • 13.12 Demo Loading and Using Data Loader
        07:15
      • 13.13 Summary
        01:31

    • Lesson 14 - Workflow Rules

      38:23
      • 14.01 Learning Objective
        00:35
      • 14.02 Process Automation
        01:14
      • 14.03 Workflow
        04:21
      • 14.04 Workflow Rules
        01:51
      • 14.05 Create Workflow rules
        04:03
      • 14.06 Configure Tasks for Workflow Rules
        01:21
      • 14.07 Configuring E-mail Alerts for Workflow Rules
        01:59
      • 14.08 Configuring Field Updates for Workflows
        03:45
      • 14.09 Process Builder
        02:04
      • 14.10 Configure Process Builder
        02:56
      • 14.11 Approval Process
        01:43
      • 14.12 Demo Approval Process
        03:23
      • 14.13 Demo Email Alert Workflow Rule
        08:17
      • 14.14 Summary
        00:51

    • Lesson 15 - Change Set and Deployment

      22:37
      • 15.01 Learning Objective
        00:40
      • 15.02 Deployment Basics
        02:52
      • 15.03 Change Sets
        02:03
      • 15.04 Deploy Change Sets
        07:18
      • 15.05 VSCode
        02:36
      • 15.06 Demo Creating a Sandbox and Change Set for Deployment
        06:30
      • 15.07 Summary
        00:38

    • Lesson 16 - Communities

      14:41
      • 16.01 Learning Objective
        00:39
      • 16.02 Introduction to Communities
        05:51
      • 16.03 Community Preferences
        02:09
      • 16.04 Demo Community Page
        05:26
      • 16.05 Summary
        00:36

    • Lesson 17 - Help and Training

      21:15
      • 17.01 Learning Objectives
        00:40
      • 17.02 Help and Training Introduction
        10:39
      • 17.03 Contacting Support
        04:33
      • 17.04 Demo The Trailhead
        04:34
      • 17.05 Summary
        00:49

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Why you should learn Salesforce Admin Basics

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Course Overview

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FAQs

  • What are the prerequisites to learn the Salesforce admin basics program?

    This salesforce admin fundamentals program involves no prerequisites. However, professional experience with the basic concepts and functions of Salesforce such as navigating Salesforce, data management and security, and using Sales Cloud is beneficial. 

  • What should I learn first in the Salesforce admin for beginners program?

    The Salesforce admin foundations program first covers the introduction to the Sales Cloud and how to create list views, email templates, manage price books, products, activities, and so on.

  • Is the Salesforce admin fundamentals program easy to learn?

    All the concepts covered in this Salesforce admin for beginners program are explained in quite straightforward manner making it easier for learners to grasp. 

  • Can I complete this Salesforce admin for beginners program in 90 days?

    Yes, this Salesforce admin fundamentals program can be completed within 90 days.

  • What are my next best learning options after completing this Salesforce Basics program?

    After completing this Salesforce admin for beginners training program, you can take up other courses like Salesforce Platform Developer I Certification Training to gain better understanding of Salesforce. 
     

  • What is a Salesforce Administrator?

    A Salesforce administrator handles everything Salesforce. Professionals who are Salesforce admins work closely with stakeholders to understand their requirements and customize the platform accordingly. They are well-equipped to make the platform cater to their respective company’s business needs and serve as an integral link in between business and technology.

  • Why is Salesforce so popular?

    Since its founding in 1999, Salesforce has become the most popular CRM platform provider in the world. This popularity is due to its robust nature as an ecosystem that offers top data security to its users (businesses). Salesforce upgrades are backwards compatible which preserves the work you put in before a system update. It also offers an active community that encourages customers to interact with one another, ask questions, and provide feedback to the company.

  • Can beginners learn salesforce admin?

    Yes, this Salesforce admin program is best-suited for beginners looking to become familiar with the platform and its applications.

  • How long does it take to learn salesforce admin basics?

    The salesforce for beginners program is designed to be completed well within 90 days. However, the time it takes to complete will vary depending on the learner’s commitment and pace.
     

  • What are the basics in the salesforce admin for beginners programs?

    Some of the Salesforce admin basics for beginners includes:

    • Sales and service configuration
    • Sales and service management
    • Implementation of automation
    • Debugging
    • Data validation
    • Configuring user interface
       

  • Will I get a certificate after completing the Salesforce Administrator free course?

    Yes, You will receive a Course Completion Certificate from SkillUp upon completing the Salesforce Administrator free program. You can unlock it by logging in to your SkillUp account. As soon as the certificate is unlocked, you will receive a mail with a link to your SkillUp learning dashboard on your registered mail address. Click the link to view and download your certificate. You can even add the certificate to your resume and share it on social media platforms.

Learner Review

  • Manu shaiva Manu

    Manu shaiva Manu

    I really appreciate the hands-on exercises and practical examples throughout the course. The simplified version of complex concepts, made the learning easy to understand and apply. The course was well-organized and engaging, and it has significantly boosted my confidence in my Salesforce Admin skills. Highly recommended!!

  • Evan Baylis

    Evan Baylis

    This course provides an excellent overview of the Salesforce administrator role. The behind-the-scenes examples are incredibly helpful in understanding how the system is set up and how to create effective environments for sales reps. I'm using this lesson to help prepare for my certification exam, and it's been a valuable resource!"

  • prabha panchariya

    prabha panchariya

    I really value the course’s comprehensive and interactive approach to learning. The structured curriculum covers a broad range of topics, from basic concepts to advanced functionalities, helping me build a solid foundation in Salesforce skills. I highly recommended this course for everyone

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