Key features

MONEY BACK GUARANTEE

How this works :

At Simplilearn, we greatly value the trust of our patrons. Our courses were designed to deliver an effective learning experience, and have helped over half a million find their professional calling. But if you feel your course is not to your liking, we offer a 7-day money-back guarantee. Just send us a refund request within 7 days of purchase, and we will refund 100% of your payment, no questions asked!

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Raise refund request within 7 days of purchase of course. Money back guarantee is void if the participant has accessed more than 25% content.

  • 12 hours of e-learning content
  • Course aligned with the official Salesforce Certification Guide
  • 4 projects, 20 case studies, 4 simulation tests, 16 quizzes & more
  • Course completion certificate

Course description

  • What's the focus of this course?

    This course is designed to ensure that you learn & master the concepts of Salesforce Administrator and pass the certification exam on your first try. Our training will help you learn how to administer and configure Salesforce. The practical hands-on learning approach followed in the course will ensure you get job ready by the end of it.

  • What are the course objectives?

    By the end of Salesforce Administrator training, you will be able to:
     
    • Configure and manage Sales and Service Cloud
    • Gain insight into each of the functional user groups (Inside Sales, Outside Sales, Marketing, Customer Support, and Management)
    • Implement automation, security, debugging, data validation, and customize apps
    • Configure the user interface

  • Who should take this course?

    This Salesforce Administrator course is suitable for
     
    • Individuals looking to build a career in Salesforce
    • System Administrators
    • Sales Operations Professionals
    • IT Managers
    • Product Managers

  • What projects will I work on as part of the course?

    Simplilearn’s Salesforce Administrator training offers opportunity for the participants to work on live industry-based projects that spans across unique industry needs.

    Project 1: Implementing an end-to-end Recruitment Process

    Project Scenario:
    A US-based placement company wants to use Salesforce for implementing an end-to-end recruitment process. A team is formed to track the jobs posted by recruiters as well as candidate responses.
    The team wants to track the information on the candidates, capturing their experience details and work preferences. The team also wants to incorporate some business rules in an automated process which will make it an effective system.

    Project 2: Implementing Customer Service Process Management

    Project Scenario:
    A UK-based mobile company needs an application to help boost the service provided for its millions of customers. The company wants to track customers who have reported problems with their mobile phones along with the types of issues. Based on these findings, the company wants to speed up the process to give its customers quicker solutions.

Course preview

    • Lesson 01 - Salesforce Overview 33:22
      • 1.1 Introduction to Salesforce01:02
      • 1.2 Salesforce Overview00:23
      • 1.3 Introduction to Salesforce01:19
      • 1.4 Salesforce Editions02:15
      • 1.5 Home Page Customization03:08
      • 1.6 User Management05:51
      • 1.7 Creating and Customizing Tabs02:50
      • 1.8 Creating an App03:33
      • 1.9 Uploading a Company Logo02:21
      • 1.10 Company Information Page02:28
      • 1.11 System Overview Page01:56
      • 1.12 Updating the Fiscal Year02:38
      • 1.13 Quiz
      • 1.14 Case Study
      • 1.15 Case Study Demo02:52
      • 1.16 Key Takeaways00:22
      • 1.17 Conclusion00:24
    • Lesson 02 - Sales Cloud 1:42:28
      • 2.1 Introduction to Sales Cloud01:06
      • 2.2 Sales Cloud00:24
      • 2.3 Leads Home Page03:18
      • 2.4 Creating List Views09:06
      • 2.5 Creating and Converting Leads08:12
      • 2.6 Creating Accounts03:30
      • 2.7 Creating Contacts01:38
      • 2.8 Creating Email Templates05:59
      • 2.9 Sending Individual Emails05:02
      • 2.10 Sending Mass Emails04:57
      • 2.11 Creating and Managing Price Books04:08
      • 2.12 Creating Products04:55
      • 2.13 Creating Opportunities07:10
      • 2.14 Creating Activities06:11
      • 2.15 Creating a Web-to-Lead Form05:04
      • 2.16 Creating a Lead Assignment Rule05:05
      • 2.17 Creating a Lead Queue05:33
      • 2.18 Creating an Auto-Response Rule03:05
      • 2.19 Creating Campaigns05:53
      • 2.20 Record Types08:00
      • 2.21 Quiz
      • 2.22 Case Study 1
      • 2.23 Case Study Demo 101:47
      • 2.24 Case Study 2
      • 2.25 Case Study Demo 201:36
      • 2.26 Key Takeaways00:19
      • 2.27 Conclusion00:30
    • Lesson 03 - Quote Templates 21:58
      • 3.1 Introduction to Quote Templates01:32
      • 3.2 Quote Templates00:16
      • 3.3 Creating a Quote Record04:56
      • 3.4 Creating a Quote Template03:12
      • 3.5 Generating a Quote PDF02:09
      • 3.6 Emailing a Quote PDF01:23
      • 3.7 Modifying Quote Templates06:21
      • 3.8 Quiz
      • 3.9 Case Study
      • 3.10 Case Study Demo01:24
      • 3.11 Key Takeaways00:15
      • 3.12 Conclusion00:30
    • Lesson 04 - Service Cloud 55:22
      • 4.1 Introduction to Service Cloud01:18
      • 4.2 Service Cloud00:23
      • 4.3 Creating Cases04:24
      • 4.4 Creating Case Assignment Rules07:34
      • 4.5 Creating Case Escalation Rules05:58
      • 4.6 Enabling Solutions03:08
      • 4.7 Creating Solutions01:58
      • 4.8 Attaching Solutions to Cases02:31
      • 4.9 Enabling Knowledge03:33
      • 4.10 Configuring Knowledge06:58
      • 4.11 Creating a Web-to-Case Form06:28
      • 4.12 Creating an Email-to-Case Address08:10
      • 4.13 Quiz
      • 4.14 Case Study 1
      • 4.15 Case Study 1 Demo01:03
      • 4.16 Case Study 2
      • 4.17 Case Study 2 Demo01:13
      • 4.18 Key Takeaways00:16
      • 4.19 Conclusion00:27
    • Lesson 05 - AppExchange 19:47
      • 5.1 Introduction to AppExchange01:03
      • 5.2 AppExchange00:14
      • 5.3 AppExchange Overview03:37
      • 5.4 Finding and Selecting an App07:09
      • 5.5 Finding a Developer02:23
      • 5.6 Finding a Consultant03:52
      • 5.7 Quiz
      • 5.8 Case Study
      • 5.9 Case Study Demo00:52
      • 5.10 Key Takeaways00:12
      • 5.11 Conclusion00:25
    • Lesson 06 - Reports 46:11
      • 6.1 Introduction to Reports01:35
      • 6.2 Reports00:31
      • 6.3 Understanding Report Formats05:51
      • 6.4 Creating a Leads Report05:22
      • 6.5 Creating Contacts and Accounts Report03:06
      • 6.6 Creating an Opportunity Report06:04
      • 6.7 Adding Leads to a Campaign from a Report01:51
      • 6.8 Creating a Report Chart04:22
      • 6.9 Scheduling Reports03:34
      • 6.10 Creating a Campaign Report02:45
      • 6.11 Summarizing Report Data02:45
      • 6.12 Creating a Report Formula03:14
      • 6.13 Exporting Reports to Excel01:29
      • 6.14 Quiz
      • 6.15 Case Study 1
      • 6.16 Case Study 1 Demo01:18
      • 6.17 Case Study 2
      • 6.18 Case Study 2 Demo01:41
      • 6.19 Key Takeaways00:12
      • 6.20 Conclusion00:31
    • Lesson 07 - Dashboards 45:30
      • 7.1 Introduction to Dashboards01:18
      • 7.2 Dashboards00:18
      • 7.3 Understanding Dashboard Components06:11
      • 7.4 Creating a Dashboard02:31
      • 7.5 Refreshing a Dashboard02:40
      • 7.6 Modifying Columns on Dashboards02:48
      • 7.7 Adding Filter to Dashboard04:14
      • 7.8 Managing Access to Reports05:47
      • 7.9 Adding a Report as a Dashboard Component09:25
      • 7.10 Setting Up Dynamic Dashboards02:43
      • 7.11 Enabling Dashboards for iPad01:01
      • 7.12 Modifying Report and Dashboard Interfaces03:06
      • 7.13 Activating the Report Builder on Profiles01:58
      • 7.14 Quiz
      • 7.15 Case Study
      • 7.16 Case Study Demo00:42
      • 7.17 Key Takeaways00:15
      • 7.18 Conclusion00:33
    • Lesson 08 - Chatter 45:47
      • 8.1 Introduction to Chatter01:25
      • 8.2 Chatter00:22
      • 8.3 Chatter Overview03:19
      • 8.4 Enabling Chatter02:10
      • 8.5 Enabling Chatter Feeds on Records04:08
      • 8.6 Configuring Chatter Groups02:44
      • 8.7 Creating Customer Groups03:01
      • 8.8 Creating a Free Customer Chatter User01:41
      • 8.9 Customizing Chatter Email Notifications03:48
      • 8.10 Configuring Salesforce to Salesforce02:31
      • 8.11 Accepting a Salesforce Connection02:11
      • 8.12 Sharing an Account via Salesforce to Salesforce01:08
      • 8.13 Enabling Ideas03:20
      • 8.14 Configuring Ideas Themes01:46
      • 8.15 Enabling Social Accounts02:10
      • 8.16 Enabling Libraries and Content01:05
      • 8.17 Customizing Libraries and Content01:47
      • 8.18 Uploading Documents to Libraries and Content02:40
      • 8.19 Configuring Salesforce102:39
      • 8.20 Quiz
      • 8.21 Case Study
      • 8.22 Case Study Demo01:02
      • 8.23 Key Takeaways00:16
      • 8.24 Conclusion00:34
    • Lesson 09 - Role Hierarchy 18:00
      • 9.1 Introduction to Role Hierarchy01:32
      • 9.2 Role Hierarchy00:17
      • 9.3 Viewing Role Hierarchy02:50
      • 9.4 Creating Roles03:05
      • 9.5 Enabling Field History02:16
      • 9.6 Creating Groups02:28
      • 9.7 Creating Permission Sets02:44
      • 9.8 Assigning Roles to Users01:26
      • 9.9 Quiz
      • 9.10 Case Study
      • 9.11 Case Study Demo00:30
      • 9.12 Key Takeaways00:17
      • 9.13 Conclusion00:35
    • Lesson 10 - Security Controls 1:07:31
      • 10.1 Introduction to Security Control01:27
      • 10.2 Security Control00:20
      • 10.3 Viewing Object Security07:15
      • 10.4 Changing Default Record Access02:35
      • 10.5 Sharing Settings07:03
      • 10.6 Field Accessibility04:30
      • 10.7 Password Policies06:12
      • 10.8 Session Settings09:12
      • 10.9 Login Flows01:55
      • 10.10 Network Access02:32
      • 10.11 Activations02:35
      • 10.12 Session Management01:51
      • 10.13 Login Access Policies01:48
      • 10.14 Certificate and Key Management01:46
      • 10.15 Viewing Setup Audit Trail02:04
      • 10.16 Executing Expire All Passwords01:48
      • 10.17 Delegated Administration03:39
      • 10.18 Remote Site Settings02:43
      • 10.19 Named Credentials01:56
      • 10.20 File Upload and Download Security02:12
      • 10.21 Quiz
      • 10.22 Case Study
      • 10.23 Case Study Demo01:15
      • 10.24 Key Takeaways00:18
      • 10.25 Conclusion00:35
    • Lesson 11 - Profiles 43:46
      • 11.1 Introduction to Profiles01:22
      • 11.2 Profiles00:24
      • 11.3 Standard Profiles Overview05:12
      • 11.4 Assigning Page Layouts04:09
      • 11.5 Field-Level Security04:31
      • 11.6 Custom App Settings and Access01:21
      • 11.7 Tab Settings02:52
      • 11.8 Record Type Settings05:31
      • 11.9 Administrative Permissions02:47
      • 11.10 General User Permissions01:45
      • 11.11 Standard Object Permissions02:39
      • 11.12 Custom Object Permissions01:11
      • 11.13 Password Policies and Session Timeout01:39
      • 11.14 Login Hours and IP Ranges03:34
      • 11.15 Enabling Apex and Visualforce Access02:36
      • 11.16 Quiz
      • 11.17 Case Study
      • 11.18 Case Study Demo01:14
      • 11.19 Key Takeaways00:24
      • 11.20 Conclusion00:35
    • Lesson 12 - Data Management 46:16
      • 12.1 Introduction to Data Management01:22
      • 12.2 Data Management00:16
      • 12.3 Importing Leads05:31
      • 12.4 Importing Contacts and Accounts02:06
      • 12.5 Using Mass Delete03:02
      • 12.6 Installing Data Loader01:55
      • 12.7 Importing Records with Data Loader03:04
      • 12.8 Updating Records with Data Loader02:32
      • 12.9 Deleting Records with Data Loader02:02
      • 12.10 Exporting Records with Data Loader02:04
      • 12.11 Adding a Field in the Schema Builder03:14
      • 12.12 Scheduling a Data Export04:47
      • 12.13 Creating and Using Sandbox03:38
      • 12.14 Mass Transferring Records02:23
      • 12.15 Reporting Snapshots04:16
      • 12.16 Working with Tags01:55
      • 12.17 Quiz
      • 12.18 Case Study
      • 12.19 Case Study Demo01:23
      • 12.20 Key Takeaways00:15
      • 12.21 Conclusion00:31
    • Lesson 13 - Workflow Rules 15:56
      • 13.1 Introduction to Workflow Rules01:26
      • 13.2 Workflow Rules00:14
      • 13.3 Creating a Workflow Rule03:36
      • 13.4 Creating a Workflow Rule Field Update02:32
      • 13.5 Creating a Workflow Rule Task Assignment02:19
      • 13.6 Creating a Workflow Rule Email Alert03:26
      • 13.7 Quiz
      • 13.8 Case Study 1
      • 13.9 Case Study Demo 100:47
      • 13.10 Case Study 2
      • 13.11 Case Study Demo 200:59
      • 13.12 Key Takeaways00:14
      • 13.13 Conclusion00:23
    • Lesson 14 - Change Set and Deployment 13:19
      • 14.1 Introduction to Change Sets and Deployment01:17
      • 14.2 Change Sets and Deployment00:16
      • 14.3 Outbound Change Sets03:04
      • 14.4 Inbound Change Sets03:17
      • 14.5 Deployment Settings01:00
      • 14.6 Deployment Status01:07
      • 14.7 Eclipse IDE01:26
      • 14.8 Quiz
      • 14.9 Case Study
      • 14.10 Case Study Demo01:08
      • 14.11 Key Takeaways00:13
      • 14.12 Conclusion00:31
    • Lesson 15 - Communities 18:54
      • 15.1 Introduction to Communities01:45
      • 15.2 Communities00:20
      • 15.3 Creating a New Community01:46
      • 15.4 Topic Management01:31
      • 15.5 Recommendations Management01:50
      • 15.6 Reputation Management02:04
      • 15.7 Adding Members02:16
      • 15.8 Managing Tabs and Branding02:14
      • 15.9 Login and Registration01:47
      • 15.10 Community Preferences02:08
      • 15.11 Quiz
      • 15.12 Case Study
      • 15.13 Case Study Demo00:30
      • 15.14 Key Takeaways00:13
      • 15.15 Conclusion00:30
    • Lesson 16 - Help and Training 16:29
      • 16.1 Introduction to Help and Training01:10
      • 16.2 Help and Training00:18
      • 16.3 Using Answers01:59
      • 16.4 Using Ideas02:17
      • 16.5 Searching for a Help Topic02:01
      • 16.6 Contacting Support01:38
      • 16.7 Trust Site03:05
      • 16.8 Known Issues01:59
      • 16.9 Quiz
      • 16.10 Case Study
      • 16.11 Case Study Demo01:20
      • 16.12 Key Takeaways00:17
      • 16.13 Conclusion00:25
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Exam & certification

  • How do you become a Certified Salesforce Administrator?

    To become a Certified Salesforce Administrator, you must pass the Sales Administrator Exam (ADM 201).

    Step 1: Complete this training course.
    Step 2: Visit certification.salesforce.com and register to take the ADM 201 exam.
    Step 3: Pass the exam to become certified.

  • What are the prerequisites for the certification?

    There are no prerequisites for this course or for the Salesforce Administrator (ADM 201) certification exam. However, professional experience with the basic concepts and functions of Salesforce—such as navigating Salesforce, data management and security, and using Sales Cloud—would be an advantage before taking the course or the exam.

  • How much does the ADM 201 certification exam cost?

    The cost of the exam is $200, which you’ll pay on the Salesforce website when you register for the exam.

  • What details can you share about the Salesforce Certification Exam?

    Salesforce Administrator – ADM 201
    Duration: 90 minutes
    60 multiple choice questions (closed book)
    Pass Mark – 65%
    Registration Fee: $200
    Retake Fee: $100

  • What do I need to do to unlock my Simplilearn certificate?

    • Complete 85% of the course.
    • Complete 1 Project and simulation test with a minimum score of 60%.

Reviews

Great training! I really like the pace, and the amount of time we spend for reviewing concepts.

The course is very helpful. Seeing things happen along with course materials and links, and the Simplitalk makes the projects and the certification successful.

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I joined this course to prepare myself for an upcoming salesforce-related requirement. The training helped me gain considerable understanding about Salesforce that I could easily start working on it. I liked the way Simplilearn has conducted the on-line classroom, especially the interactive sections. I will definitely recommend this course to aspirants who are new to this technology.

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FAQs

  • I’d like to learn more about this training program. Who should I contact?

    Contact us using the form on the right of any page on the Simplilearn website, or select the Live Chat link. Our customer service representatives will be able to give you more details.

  • Who are our Faculties and how are they selected?

    All our trainers are working professionals and industry experts with at least 10-12 years of relevant teaching experience.

    Each of them have gone through a rigorous selection process which includes profile screening, technical evaluation, and training demo before they are certified to train for us.  

    We also ensure that only those trainers with a high alumni rating continue to train for us.

  • What is Global Teaching Assistance?

    Our teaching assistants are here to help you get certified in your first attempt.

    They are a dedicated team of subject matter experts to help you at every step and enrich your learning experience from class onboarding to project mentoring and job assistance.

    They engage with the students proactively to ensure the course path is followed.

    Teaching Assistance is available during business hours.

  • What is covered under the 24/7 Support promise?

    We offer 24/7 support through email, chat, and calls.  

    We also have a dedicated team that provides on demand assistance through our community forum. What’s more, you will have lifetime access to the community forum, even after completion of your course with us.

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