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
03:201.01 Course Introduction
03:20
Lesson 02 - Salesforce Overview
43:262.01 Learning Objective
00:532.02 Cloud Basics
04:012.02 Introduction to CRM
03:122.03 Salesforce Introduction
02:032.04 Creating a Salesforce Account
01:032.04 Org Introduction
01:302.06 Salesforce Classic vs Lightning
03:252.07 Home Page Customization
05:112.08 User Setup
02:242.09 Tabs
01:182.10 Create Tabs
03:122.11 Application
05:152.12 System Overview
04:572.13 Demo Creating Users, Profiles and Permission Sets
03:272.14 Summary
01:35
Lesson 03 - Sales Clouds
47:103.01 Learning Objective
00:493.02 Salesforce Offerings
05:073.03 Leads Home Page
03:363.04 Creating List Views
01:283.05 Creating and Converting Leads
04:253.06 Creating Email Template
04:283.07 Creating Products
04:483.08 Web to Lead Form
03:543.09 Creating Auto Response Rules
03:413.10 Demo Creating an Account, Contact and Opportunity
06:483.11 Demo Email Template and Auto Response Rule
06:513.12 Summary
01:15
Lesson 04 - Quote Templates
14:504.01 Learning objective
00:334.02 Introduction to Quote Template
04:044.03 Modifying Quote Templates
01:364.04 Demo Quote with 3 Products
07:474.05 Summary
00:50
Lesson 05 - Service Clouds
15:585.01 Learning Objective
00:355.02 Introduction to Service Cloud
05:235.03 Creating Bolt Solutions
03:275.04 Demo Case Escalation
02:375.05 Demo Experience Builder
03:335.06 Summary
00:23
Lesson 06 - App Exchange
14:556.01 Learning Objective
00:356.02 Lightning Web Component
00:436.03 Introduction to App Exchange
02:076.04 Finding a Developer
05:076.05 Finding a Consultant
03:296.06 Demo Finding a PDF app in AppExchange
02:316.07 Summary
00:23
Lesson 07 - Reports
36:077.01 Learning Objective
00:397.02 Reports
03:137.03 Types of Reports
03:097.04 Creating a Leads Reports
04:237.05 Creating Contacts and Accounts Report
05:077.06 Adding Leads to a Campaign from Reports
04:097.07 Creating Charts
00:507.08 Summarizing Report Data
03:147.09 Creating a Report Formula
02:117.10 Exporting Reports
00:457.11 Demo A Lead Source Report
05:247.12 Demo New Accounts Report
01:307.13 Summary
01:33
Lesson 08 - Dashboards
26:578.01 Learning Objective
00:488.02 Dashboards
02:228.03 Create Dashboards
01:188.04 Modifying Columns on Dashboard
05:388.05 Adding a Report as a Dashboard Component
05:198.06 Report Types
01:208.07 Create Custom Report Types
00:298.08 Lightning Report Builder
02:388.09 Demo Creating Dashboards
05:288.10 Summary
01:37
Lesson 09 - Chatter and Salesforce to Salesforce Configuration
14:469.01 Learning Objective
00:379.02 Introduction to Chatter
04:579.03 Create a Free Customer Chatter User
02:549.04 Demo Creating a Chatter Free User
04:419.05 Summary
01:37
Lesson 10 - Role Hierarchy
26:3310.01 Learning Objectives
00:3510.02 Data Access
03:3310.03 Organizational Wide Defaults (OWD)
01:1510.04 Access Level in OWD
03:5510.05 Grant Access Using Hierarchies
02:0710.06 Role and Role Hierarchy
01:2210.07 Working with Role
01:5610.08 Enable Field History
04:1310.09 Permission Sets
03:1810.10 Demo Role Hierarchy
03:2110.11 Summary
00:58
Lesson 11 - Security Controls
20:1411.01 Learning Objective
00:4211.02 Viewing Object Security
05:4411.03 Login Flows
06:1211.04 Demo Sharing Rules
05:3911.05 Summary
01:57
Lesson 12 - Profiles
18:0812.01 Learning Objective
00:4312.02 Create Users
01:2612.03 Roles and Profiles
05:4012.04 Assigning Page Layouts
05:5312.05 Demo User Profile
03:4212.06 Summary
00:44
Lesson 13 - Data Management
28:5613.01 Learning Objective
00:4413.02 Data Loader Overview
01:0213.03 Data Import Wizard
04:0813.04 Mass Delete Records
02:3213.05 Data Loader Installation
01:3913.06 Data Loader Configuration
02:3013.07 Schema Builder
01:0813.08 Dashboards Subscription
00:4913.09 Create Sandbox
02:5613.10 Salesforce Analytics
01:3213.11 Working with Tags
01:1013.12 Demo Loading and Using Data Loader
07:1513.13 Summary
01:31
Lesson 14 - Workflow Rules
38:2314.01 Learning Objective
00:3514.02 Process Automation
01:1414.03 Workflow
04:2114.04 Workflow Rules
01:5114.05 Create Workflow rules
04:0314.06 Configure Tasks for Workflow Rules
01:2114.07 Configuring E-mail Alerts for Workflow Rules
01:5914.08 Configuring Field Updates for Workflows
03:4514.09 Process Builder
02:0414.10 Configure Process Builder
02:5614.11 Approval Process
01:4314.12 Demo Approval Process
03:2314.13 Demo Email Alert Workflow Rule
08:1714.14 Summary
00:51
Lesson 15 - Change Set and Deployment
22:3715.01 Learning Objective
00:4015.02 Deployment Basics
02:5215.03 Change Sets
02:0315.04 Deploy Change Sets
07:1815.05 VSCode
02:3615.06 Demo Creating a Sandbox and Change Set for Deployment
06:3015.07 Summary
00:38
Lesson 16 - Communities
14:4116.01 Learning Objective
00:3916.02 Introduction to Communities
05:5116.03 Community Preferences
02:0916.04 Demo Community Page
05:2616.05 Summary
00:36
Lesson 17 - Help and Training
21:1517.01 Learning Objectives
00:4017.02 Help and Training Introduction
10:3917.03 Contacting Support
04:3317.04 Demo The Trailhead
04:3417.05 Summary
00:49
Get a Completion Certificate
Share your certificate with prospective employers and your professional network on LinkedIn.
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
Salesforce Administrator
Average Salary
$56K - $105K Per Annum
Hiring Companies
Course Overview
Step Into the World of Salesforce Free Salesforce Basic Course
Introduction to Salesforce Basic Freeonline course is an offering of SkillUp that allows you to make your foray into the world of Salesforce Sales and Service Clouds.
Free Salesforce Basic foundation course for a head start
Billions of bus
Read More
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.