How to Become Salesforce Certified Administrator
- Project length: 3h 01m
Salesforce has not only become the #1 CRM, but it has created so many jobs in the market. If you are looking for a job change, or know what Salesforce is but not sure where to start, here's your starting line!
This Project focuses on becoming a certified Salesforce Administrator. Salesforce has taken the world by storm by quickly climbing to #1 spot of CRM. We'll be discussing how to get started in Salesforce by focusing on the fundamentals of Salesforce and how it can be customized without a single line of code.
The projects are broken into different parts of Salesforce. It will focus on features that come out-of-box on Salesforce, and how they can be utilized for any team in your company. The tutorials will focus on how to create features in Salesforce to reflect any business process. A developer environment will be provided to follow along, make mistakes and learn.
What are the requirements?
There are no real big requirements. Only ones are to have a computer, an internet connection, a valid email and know how to move your mouse around! Yes, that's exactly how easy it is to learn and use Salesforce.
What is the target audience?
- Anyone interested in learning Salesforce
- No age restrictions
- No technical background required
Salesforce Admin Cert - Intro to Salesforce and Me
This is a quick introduction to Salesforce and myself. Who am I and what makes me qualified to do this project. We jump right into an introduction to Salesforce. We are not diving into the platform yet, but a quick history lesson to those who have not heard Salesforce before.
Session 1: Intro to Standard Objects
- We will be creating our developer org here: https://developer.salesforce.com/signup
- Discuss the standard objects in Salesforce and how companies use them
- How to set up users
Session 2: Custom Apps, Objects, Fields
Here' we will start learning how to create a complete custom app for any team in your company. You will build your very first Salesforce app, objects and fields.
- Create a custom App
- Create a custom Object
- Create custom fields
Session 3: Workflow, Process Builder, Validation Rules
We will start seeing the power of Salesforce: automation without code. We get to see how true it is when we say anyone can be a Salesforce Admin.
- Workflow Rules
- Process Builder
- Validation Rules
Session 4: Roles, Profiles, Permission Sets, FLS
One thing you will hear over and over about Salesforce is how we can set up different access. That's what we will be tacking here. What are the different security features and how they are used together.
- Field Level Security
- Permission Sets
Session 5: Page Layouts, Record Types
Now that we know how to build in Salesforce and how to control who sees what, we will start focusing on how we can change the look at feel. Again, we will not be touching any code at all, but we will be using the power of our cursor.
- Page Layouts
- Record Types
Session 6: Resources
As a wrap-up, we will show you the resources you need to continue learning as you make your way towards Salesforce Administrator Certifications. We'll show you the guide and the materials that will be covered, as well as where you can go to register and do some practice exams.
- Office Salesforce Admin Study Guide
- Registering for an Exam
Where to find practice exams