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 - Salesforce Overview

      33:22
      • 1.1 Introduction to Salesforce
        01:02
      • 1.2 Salesforce Overview
        00:23
      • 1.3 Introduction to Salesforce
        01:19
      • 1.4 Salesforce Editions
        02:15
      • 1.5 Home Page Customization
        03:08
      • 1.6 User Management
        05:51
      • 1.7 Creating and Customizing Tabs
        02:50
      • 1.8 Creating an App
        03:33
      • 1.9 Uploading a Company Logo
        02:21
      • 1.10 Company Information Page
        02:28
      • 1.11 System Overview Page
        01:56
      • 1.12 Updating the Fiscal Year
        02:38
      • 1.13 Quiz
      • 1.14 Case Study
      • 1.15 Case Study Demo
        02:52
      • 1.16 Key Takeaways
        00:22
      • 1.17 Conclusion
        00:24
    • Lesson 02 - Sales Cloud

      01:42:28
      • 2.1 Introduction to Sales Cloud
        01:06
      • 2.2 Sales Cloud
        00:24
      • 2.3 Leads Home Page
        03:18
      • 2.4 Creating List Views
        09:06
      • 2.5 Creating and Converting Leads
        08:12
      • 2.6 Creating Accounts
        03:30
      • 2.7 Creating Contacts
        01:38
      • 2.8 Creating Email Templates
        05:59
      • 2.9 Sending Individual Emails
        05:02
      • 2.10 Sending Mass Emails
        04:57
      • 2.11 Creating and Managing Price Books
        04:08
      • 2.12 Creating Products
        04:55
      • 2.13 Creating Opportunities
        07:10
      • 2.14 Creating Activities
        06:11
      • 2.15 Creating a Web-to-Lead Form
        05:04
      • 2.16 Creating a Lead Assignment Rule
        05:05
      • 2.17 Creating a Lead Queue
        05:33
      • 2.18 Creating an Auto-Response Rule
        03:05
      • 2.19 Creating Campaigns
        05:53
      • 2.20 Record Types
        08:00
      • 2.21 Quiz
      • 2.22 Case Study 1
      • 2.23 Case Study Demo 1
        01:47
      • 2.24 Case Study 2
      • 2.25 Case Study Demo 2
        01:36
      • 2.26 Key Takeaways
        00:19
      • 2.27 Conclusion
        00:30
    • Lesson 03 - Quote Templates

      21:58
      • 3.1 Introduction to Quote Templates
        01:32
      • 3.2 Quote Templates
        00:16
      • 3.3 Creating a Quote Record
        04:56
      • 3.4 Creating a Quote Template
        03:12
      • 3.5 Generating a Quote PDF
        02:09
      • 3.6 Emailing a Quote PDF
        01:23
      • 3.7 Modifying Quote Templates
        06:21
      • 3.8 Quiz
      • 3.9 Case Study
      • 3.10 Case Study Demo
        01:24
      • 3.11 Key Takeaways
        00:15
      • 3.12 Conclusion
        00:30
    • Lesson 04 - Service Cloud

      55:22
      • 4.1 Introduction to Service Cloud
        01:18
      • 4.2 Service Cloud
        00:23
      • 4.3 Creating Cases
        04:24
      • 4.4 Creating Case Assignment Rules
        07:34
      • 4.5 Creating Case Escalation Rules
        05:58
      • 4.6 Enabling Solutions
        03:08
      • 4.7 Creating Solutions
        01:58
      • 4.8 Attaching Solutions to Cases
        02:31
      • 4.9 Enabling Knowledge
        03:33
      • 4.10 Configuring Knowledge
        06:58
      • 4.11 Creating a Web-to-Case Form
        06:28
      • 4.12 Creating an Email-to-Case Address
        08:10
      • 4.13 Quiz
      • 4.14 Case Study 1
      • 4.15 Case Study 1 Demo
        01:03
      • 4.16 Case Study 2
      • 4.17 Case Study 2 Demo
        01:13
      • 4.18 Key Takeaways
        00:16
      • 4.19 Conclusion
        00:27
    • Lesson 05 - AppExchange

      19:47
      • 5.1 Introduction to AppExchange
        01:03
      • 5.2 AppExchange
        00:14
      • 5.3 AppExchange Overview
        03:37
      • 5.4 Finding and Selecting an App
        07:09
      • 5.5 Finding a Developer
        02:23
      • 5.6 Finding a Consultant
        03:52
      • 5.7 Quiz
      • 5.8 Case Study
      • 5.9 Case Study Demo
        00:52
      • 5.10 Key Takeaways
        00:12
      • 5.11 Conclusion
        00:25
    • Lesson 06 - Reports

      46:11
      • 6.1 Introduction to Reports
        01:35
      • 6.2 Reports
        00:31
      • 6.3 Understanding Report Formats
        05:51
      • 6.4 Creating a Leads Report
        05:22
      • 6.5 Creating Contacts and Accounts Report
        03:06
      • 6.6 Creating an Opportunity Report
        06:04
      • 6.7 Adding Leads to a Campaign from a Report
        01:51
      • 6.8 Creating a Report Chart
        04:22
      • 6.9 Scheduling Reports
        03:34
      • 6.10 Creating a Campaign Report
        02:45
      • 6.11 Summarizing Report Data
        02:45
      • 6.12 Creating a Report Formula
        03:14
      • 6.13 Exporting Reports to Excel
        01:29
      • 6.14 Quiz
      • 6.15 Case Study 1
      • 6.16 Case Study 1 Demo
        01:18
      • 6.17 Case Study 2
      • 6.18 Case Study 2 Demo
        01:41
      • 6.19 Key Takeaways
        00:12
      • 6.20 Conclusion
        00:31
    • Lesson 07 - Dashboards

      45:30
      • 7.1 Introduction to Dashboards
        01:18
      • 7.2 Dashboards
        00:18
      • 7.3 Understanding Dashboard Components
        06:11
      • 7.4 Creating a Dashboard
        02:31
      • 7.5 Refreshing a Dashboard
        02:40
      • 7.6 Modifying Columns on Dashboards
        02:48
      • 7.7 Adding Filter to Dashboard
        04:14
      • 7.8 Managing Access to Reports
        05:47
      • 7.9 Adding a Report as a Dashboard Component
        09:25
      • 7.10 Setting Up Dynamic Dashboards
        02:43
      • 7.11 Enabling Dashboards for iPad
        01:01
      • 7.12 Modifying Report and Dashboard Interfaces
        03:06
      • 7.13 Activating the Report Builder on Profiles
        01:58
      • 7.14 Quiz
      • 7.15 Case Study
      • 7.16 Case Study Demo
        00:42
      • 7.17 Key Takeaways
        00:15
      • 7.18 Conclusion
        00:33
    • Lesson 08 - Chatter and Salesforce to Salesforce Configuration

      45:47
      • 8.1 Introduction to Chatter
        01:25
      • 8.2 Chatter
        00:22
      • 8.3 Chatter Overview
        03:19
      • 8.4 Enabling Chatter
        02:10
      • 8.5 Enabling Chatter Feeds on Records
        04:08
      • 8.6 Configuring Chatter Groups
        02:44
      • 8.7 Creating Customer Groups
        03:01
      • 8.8 Creating a Free Customer Chatter User
        01:41
      • 8.9 Customizing Chatter Email Notifications
        03:48
      • 8.10 Configuring Salesforce to Salesforce
        02:31
      • 8.11 Accepting a Salesforce Connection
        02:11
      • 8.12 Sharing an Account via Salesforce to Salesforce
        01:08
      • 8.13 Enabling Ideas
        03:20
      • 8.14 Configuring Ideas Themes
        01:46
      • 8.15 Enabling Social Accounts
        02:10
      • 8.16 Enabling Libraries and Content
        01:05
      • 8.17 Customizing Libraries and Content
        01:47
      • 8.18 Uploading Documents to Libraries and Content
        02:40
      • 8.19 Configuring Salesforce1
        02:39
      • 8.20 Quiz
      • 8.21 Case Study
      • 8.22 Case Study Demo
        01:02
      • 8.23 Key Takeaways
        00:16
      • 8.24 Conclusion
        00:34
    • Lesson 09 - Role Hierarchy

      18:00
      • 9.1 Introduction to Role Hierarchy
        01:32
      • 9.2 Role Hierarchy
        00:17
      • 9.3 Viewing Role Hierarchy
        02:50
      • 9.4 Creating Roles
        03:05
      • 9.5 Enabling Field History
        02:16
      • 9.6 Creating Groups
        02:28
      • 9.7 Creating Permission Sets
        02:44
      • 9.8 Assigning Roles to Users
        01:26
      • 9.9 Quiz
      • 9.10 Case Study
      • 9.11 Case Study Demo
        00:30
      • 9.12 Key Takeaways
        00:17
      • 9.13 Conclusion
        00:35
    • Lesson 10 - Security Controls

      01:07:31
      • 10.1 Introduction to Security Control
        01:27
      • 10.2 Security Control
        00:20
      • 10.3 Viewing Object Security
        07:15
      • 10.4 Changing Default Record Access
        02:35
      • 10.5 Sharing Settings
        07:03
      • 10.6 Field Accessibility
        04:30
      • 10.7 Password Policies
        06:12
      • 10.8 Session Settings
        09:12
      • 10.9 Login Flows
        01:55
      • 10.10 Network Access
        02:32
      • 10.11 Activations
        02:35
      • 10.12 Session Management
        01:51
      • 10.13 Login Access Policies
        01:48
      • 10.14 Certificate and Key Management
        01:46
      • 10.15 Viewing Setup Audit Trail
        02:04
      • 10.16 Executing Expire All Passwords
        01:48
      • 10.17 Delegated Administration
        03:39
      • 10.18 Remote Site Settings
        02:43
      • 10.19 Named Credentials
        01:56
      • 10.20 File Upload and Download Security
        02:12
      • 10.21 Quiz
      • 10.22 Case Study
      • 10.23 Case Study Demo
        01:15
      • 10.24 Key Takeaways
        00:18
      • 10.25 Conclusion
        00:35
    • Lesson 11 - Profiles

      43:46
      • 11.1 Introduction to Profiles
        01:22
      • 11.2 Profiles
        00:24
      • 11.3 Standard Profiles Overview
        05:12
      • 11.4 Assigning Page Layouts
        04:09
      • 11.5 Field-Level Security
        04:31
      • 11.6 Custom App Settings and Access
        01:21
      • 11.7 Tab Settings
        02:52
      • 11.8 Record Type Settings
        05:31
      • 11.9 Administrative Permissions
        02:47
      • 11.10 General User Permissions
        01:45
      • 11.11 Standard Object Permissions
        02:39
      • 11.12 Custom Object Permissions
        01:11
      • 11.13 Password Policies and Session Timeout
        01:39
      • 11.14 Login Hours and IP Ranges
        03:34
      • 11.15 Enabling Apex and Visualforce Access
        02:36
      • 11.16 Quiz
      • 11.17 Case Study
      • 11.18 Case Study Demo
        01:14
      • 11.19 Key Takeaways
        00:24
      • 11.20 Conclusion
        00:35
    • Lesson 12 - Data Management

      46:16
      • 12.1 Introduction to Data Management
        01:22
      • 12.2 Data Management
        00:16
      • 12.3 Importing Leads
        05:31
      • 12.4 Importing Contacts and Accounts
        02:06
      • 12.5 Using Mass Delete
        03:02
      • 12.6 Installing Data Loader
        01:55
      • 12.7 Importing Records with Data Loader
        03:04
      • 12.8 Updating Records with Data Loader
        02:32
      • 12.9 Deleting Records with Data Loader
        02:02
      • 12.10 Exporting Records with Data Loader
        02:04
      • 12.11 Adding a Field in the Schema Builder
        03:14
      • 12.12 Scheduling a Data Export
        04:47
      • 12.13 Creating and Using Sandbox
        03:38
      • 12.14 Mass Transferring Records
        02:23
      • 12.15 Reporting Snapshots
        04:16
      • 12.16 Working with Tags
        01:55
      • 12.17 Quiz
      • 12.18 Case Study
      • 12.19 Case Study Demo
        01:23
      • 12.20 Key Takeaways
        00:15
      • 12.21 Conclusion
        00:31
    • Lesson 13 - Workflow Rules

      15:56
      • 13.1 Introduction to Workflow Rules
        01:26
      • 13.2 Workflow Rules
        00:14
      • 13.3 Creating a Workflow Rule
        03:36
      • 13.4 Creating a Workflow Rule Field Update
        02:32
      • 13.5 Creating a Workflow Rule Task Assignment
        02:19
      • 13.6 Creating a Workflow Rule Email Alert
        03:26
      • 13.7 Quiz
      • 13.8 Case Study 1
      • 13.9 Case Study Demo 1
        00:47
      • 13.10 Case Study 2
      • 13.11 Case Study Demo 2
        00:59
      • 13.12 Key Takeaways
        00:14
      • 13.13 Conclusion
        00:23
    • Lesson 14 - Change Set and Deployment

      13:19
      • 14.1 Introduction to Change Sets and Deployment
        01:17
      • 14.2 Change Sets and Deployment
        00:16
      • 14.3 Outbound Change Sets
        03:04
      • 14.4 Inbound Change Sets
        03:17
      • 14.5 Deployment Settings
        01:00
      • 14.6 Deployment Status
        01:07
      • 14.7 Eclipse IDE
        01:26
      • 14.8 Quiz
      • 14.9 Case Study
      • 14.10 Case Study Demo
        01:08
      • 14.11 Key Takeaways
        00:13
      • 14.12 Conclusion
        00:31
    • Lesson 15 - Communities

      18:54
      • 15.1 Introduction to Communities
        01:45
      • 15.2 Communities
        00:20
      • 15.3 Creating a New Community
        01:46
      • 15.4 Topic Management
        01:31
      • 15.5 Recommendations Management
        01:50
      • 15.6 Reputation Management
        02:04
      • 15.7 Adding Members
        02:16
      • 15.8 Managing Tabs and Branding
        02:14
      • 15.9 Login and Registration
        01:47
      • 15.10 Community Preferences
        02:08
      • 15.11 Quiz
      • 15.12 Case Study
      • 15.13 Case Study Demo
        00:30
      • 15.14 Key Takeaways
        00:13
      • 15.15 Conclusion
        00:30
    • Lesson 16 - Help and Training

      16:29
      • 16.1 Introduction to Help and Training
        01:10
      • 16.2 Help and Training
        00:18
      • 16.3 Using Answers
        01:59
      • 16.4 Using Ideas
        02:17
      • 16.5 Searching for a Help Topic
        02:01
      • 16.6 Contacting Support
        01:38
      • 16.7 Trust Site
        03:05
      • 16.8 Known Issues
        01:59
      • 16.9 Quiz
      • 16.10 Case Study
      • 16.11 Case Study Demo
        01:20
      • 16.12 Key Takeaways
        00:17
      • 16.13 Conclusion
        00:25

Why you should learn Salesforce Admin Basics

1.2x to 1.8x

Higher salary for certified Salesforce professionals

91% companies use Salesforce

in their CRM strategies, according to a report by MIT

Career Opportunities

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.

  • 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
       

  • Disclaimer
  • PMP, PMI, PMBOK, CAPM, PgMP, PfMP, ACP, PBA, RMP, SP, and OPM3 are registered marks of the Project Management Institute, Inc.