Course Outline

Introduction to the Salesforce Administrator Exam

  • Overview of the exam format and question types
  • Key competencies and knowledge areas

1. Organizational Setup & User Management

  • Configuring the company profile and UI settings
  • Managing users, profiles, and permission sets

2. Security and Access

  • Understanding object, record, and field-level security
  • Configuring sharing settings, roles, and public groups

3. Standard & Custom Objects

  • Managing standard and custom objects
  • Working with fields, record types, and page layouts

4. Sales and Marketing Applications

  • Lead and opportunity management
  • Sales productivity features, including Path and Kanban

5. Service and Support Application

  • Case management, escalation, and automation
  • Configuring knowledge and support processes

6. Activity Management and Collaboration

  • Setting up activities and collaboration features
  • Working with Chatter and user engagement tools

7. Data Management

  • Importing, exporting, and managing data quality
  • Tools for data deduplication and cleansing

8. Analytics and Reporting

  • Creating reports and dashboards
  • Using filters, summary formulas, and custom report types

9. Workflow/Process Automation

  • Configuring Workflow Rules, Process Builder, and Flow
  • Automating processes based on criteria and actions

10. Practice Exam and Review

  • Completing a timed, mock practice exam
  • Reviewing key areas, common pitfalls, and final tips


Certification Details:

This course will provide comprehensive preparation for the Salesforce Certified Administrator exam.

Requirements

Audience

  • Salesforce administrators preparing for certification
  • Salesforce users aiming to validate their skills with the Administrator credentia
 14 Hours

Number of participants


Price per participant

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