Salesforce Administration

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The specifics of your business should be an integral part of your Salesforce configuration. This course will teach you how to customize Salesforce by managing the fields, the business processes, and the views your users are presented with.

Salesforce is much more than just a preconfigured database; in fact it is a very powerful software capable of adjusting itself to your business needs and flexibly. In this course, Salesforce Administration: Object Manager and Lightning App Builder, you’ll learn to administer your Salesforce database and its related views using the Object Manager and the Lightning App Builder. First, you’ll discover objects and fields in Salesforce, and how those can be customized. Next, you’ll explore the standard default objects and fields available in both Salesforce Sales and Service Clouds. Finally, you’ll learn how to design business processes for your company by leveraging page layouts, record pages, record types, and business processes. When you’re finished with this course, you’ll have the skills and knowledge of Salesforce Administration needed to customize the tables, fields, and user views of your Salesforce organization to your company’s exact needs.

What's inside

Syllabus

Course Overview

Understanding Objects and Fields in Salesforce

The Sales Cloud Standard Data Model

The Service Cloud Standard Data Model

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what should give you pause

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Develops Salesforce customization skills, which are industry standard for CRM management

Taught by Adrien Sacco, a seasoned instructor in Salesforce administration

Covers the Salesforce Lightning App Builder, which is the latest toolset for Salesforce customization

Develops a skillset required for customizing Salesforce for specific business needs

Provides hands-on practice in customizing Salesforce fields, business processes, and views

Reviews summary

Mastering salesforce objects and apps

According to learners, this course provides a solid foundation in Salesforce administration, specifically focusing on the Object Manager and Lightning App Builder. Students frequently highlight the practical, hands-on approach and clear explanations, which are crucial for customizing Salesforce environments effectively. While largely well-structured and valuable for immediate application, some feedback suggests that ongoing updates are essential to align with rapid Salesforce platform changes, ensuring content remains current and highly relevant for professional use.

Benefits from additional hands-on practice.

"While good, I feel more complex scenario-based exercises would reinforce learning better."

"I had to do a lot of extra practice in my Salesforce dev org to really master the concepts."

"The course provides a good overview, but self-practice is crucial for true proficiency."

Provides a strong base for new administrators.

"This course is excellent for beginners who want to establish a strong foundation in Salesforce customization."

"I had limited Salesforce experience, and this course gave me the confidence to start administering."

"It covers the basics thoroughly, preparing you for more advanced topics or certification studies."

Highly relevant for Salesforce administrators.

"This course directly addresses key areas for Salesforce administrators, making it very valuable for my role."

"The content is perfectly aligned with what an admin needs to know about Object Manager and Lightning App Builder."

"I can immediately apply what I learned to manage my company's Salesforce instance more effectively."

Concepts are presented clearly and logically.

"The instructor's explanations made complex Salesforce concepts surprisingly easy to grasp."

"I appreciated the logical flow of topics, making it simple to follow along and build my understanding."

"The course structure is very intuitive, guiding me step-by-step through customizing objects and apps."

Focuses on real-world Salesforce customization.

"I found the exercises incredibly helpful for understanding real-world Salesforce configurations."

"The course truly equipped me with practical skills to customize Salesforce for my company's specific needs."

"It's great to see how theory translates directly into practical actions within the Salesforce environment."

Keep content updated with Salesforce releases.

"Some parts felt slightly outdated, as Salesforce updates its interface and features frequently."

"I hope the course gets regular updates to reflect the latest changes in the Lightning Experience."

"It would be even better if the examples and demos were current with the newest Salesforce versions."

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Salesforce Administration: Object Manager and Lightning App Builder with these activities:

Review field customization concepts

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Reviewing the basics of field customization will provide a strong foundation for understanding the more advanced concepts covered in this course.

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Read the Salesforce documentation on fields and data types.
Review examples of field customization in the Salesforce developer documentation.

Organize and review your notes, assignments, and quizzes

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Organizing and reviewing your notes, assignments, and quizzes will help you retain the information you have learned in this course.

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Gather all of your notes, assignments, and quizzes.
Organize your materials into a logical structure.
Review your materials regularly.

Create custom fields and field groups

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Creating custom fields and field groups will provide hands-on experience with the concepts covered in this course.

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Create a custom field of each data type.
Create a field group and add fields to it.
Test the functionality of your custom fields and field group.

Four other activities

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Create a presentation on Salesforce customization and Lightning App Builder

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Creating a presentation on Salesforce customization and Lightning App Builder will help you solidify your understanding of the concepts covered in this course.

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Outline the key concepts of Salesforce customization and Lightning App Builder.
Develop a presentation that is clear, concise, and engaging.
Practice your presentation and deliver it to an audience.

Build a custom Lightning App

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Building a custom Lightning App will provide practical experience with the concepts covered in this course.

Browse courses on Lightning App Builder

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Follow a tutorial on creating a custom Lightning App.
Customize the Lightning App to meet your specific needs.
Test the functionality of your custom Lightning App.

Help other learners with Salesforce customization and Lightning App Builder

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Helping other learners with Salesforce customization and Lightning App Builder will reinforce your understanding of the concepts covered in this course.

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Answer questions and provide guidance on Salesforce customization and Lightning App Builder in online forums.
Mentoring others can help you develop your leadership skills.

Configure Salesforce for a specific business process

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Configuring Salesforce for a specific business process will provide a comprehensive understanding of how to apply the concepts covered in this course.

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Identify a business process that you want to automate.
Design a Salesforce solution for the business process.
Implement the Salesforce solution and test its functionality.

Career center

Learners who complete Salesforce Administration: Object Manager and Lightning App Builder will develop knowledge and skills that may be useful to these careers:

Salesforce Administrator

Salesforce Administrators manage and maintain Salesforce instances, ensuring that they are configured to meet the specific needs of the business. This course is a great choice for those who want to become Salesforce Administrators. It will teach you how to customize Salesforce by managing the fields, the business processes, and the views your users are presented with. It will also introduce you to the standard default objects and fields available in both Salesforce Sales and Service Clouds. With this knowledge, you will be well-equipped to manage and maintain Salesforce instances.

See salaries and explore the career path for Salesforce Administrator

Technical Architect

Technical Architects design and implement technical solutions that meet the specific needs of businesses. This course may be useful for those interested in becoming Technical Architects. It will help them understand the core concepts of Salesforce, including objects, fields, and business processes. It will also introduce them to the standard default objects and fields available in both Salesforce Sales and Service Clouds. With this knowledge, they will be well-equipped to design and implement technical solutions that meet the specific needs of businesses.

See salaries and explore the career path for Technical Architect

Salesforce Consultant

Salesforce Consultants help businesses implement and optimize their Salesforce instances. This course may be useful for those interested in becoming Salesforce Consultants. It will teach them how to customize Salesforce by managing the fields, the business processes, and the views your users are presented with. It will also introduce them to the standard default objects and fields available in both Salesforce Sales and Service Clouds. With this knowledge, they will be well-equipped to help businesses implement and optimize their Salesforce instances.

See salaries and explore the career path for Salesforce Consultant

Solutions Architect

Solutions Architects design and implement technology solutions that meet the specific needs of businesses. This course may be useful for those interested in becoming Solutions Architects. It will help them understand the core concepts of Salesforce, including objects, fields, and business processes. It will also introduce them to the standard default objects and fields available in both Salesforce Sales and Service Clouds. With this knowledge, they will be well-equipped to design and implement technology solutions that meet the specific needs of businesses.

See salaries and explore the career path for Solutions Architect

Systems Analyst

Systems Analysts analyze and design business systems, including software, hardware, and processes. This course may be useful for those interested in becoming Systems Analysts. It will help them understand the core concepts of Salesforce, including objects, fields, and business processes. It will also introduce them to the standard default objects and fields available in both Salesforce Sales and Service Clouds. With this knowledge, they will be well-equipped to analyze and design business systems.

See salaries and explore the career path for Systems Analyst

Salesforce Business Analyst

Salesforce Business Analysts work with stakeholders to understand their business needs and then design and implement Salesforce solutions that meet those needs. This course may be useful for those interested in becoming Salesforce Business Analysts. It will help them understand the core concepts of Salesforce, including objects, fields, and business processes. It will also introduce them to the standard default objects and fields available in both Salesforce Sales and Service Clouds. With this knowledge, they will be well-equipped to design and implement Salesforce solutions that meet the specific needs of businesses.

See salaries and explore the career path for Salesforce Business Analyst

Salesforce Developer

Developers help with the configuration, customization, and development of Salesforce instances. This course "may" be useful for aspiring Developers. Although this course does not teach coding, it will introduce you to the basics of Salesforce and provide a foundation for understanding how Salesforce works. This foundation can be useful when you begin learning how to develop for Salesforce.

See salaries and explore the career path for Salesforce Developer

Workday Administrator

Workday Administrators manage and maintain Workday instances, ensuring that they are configured to meet the specific needs of the business. This course "may" be useful for those interested in becoming Workday Administrators. Although this course focuses on Salesforce, it will introduce you to the core concepts of data management and business process design. These concepts are transferable to Workday, so this course can provide a foundation for understanding how to manage and maintain Workday instances.

See salaries and explore the career path for Workday Administrator

IT Business Analyst

IT Business Analysts work closely with stakeholders across the organization to determine how IT systems can be used to achieve business goals. This course may be useful for aspiring IT Business Analysts. Not only does the course introduce you to some core concepts in Salesforce, but it also delves into business process design. After completing this course, you can build a foundation for understanding business processes within IT systems.

See salaries and explore the career path for IT Business Analyst

Business Analyst

Business Analysts have a knack for understanding the intricate details of how an entity's processes operate, then optimally align custom solutions with those processes. This course may be useful for someone wanting to get into Business Analysis. Once you enroll, you will have the opportunity to customize Salesforce's tables, fields, and user views to mirror exact business needs. In turn, you should have a competitive edge when optimizing a business's processes, systems, and software.

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IT Consultant

IT Consultants provide expert guidance on how businesses can leverage technology to solve business problems and achieve their goals. This course may be useful for those interested in becoming IT Consultants. Being well-versed in customizing Salesforce can be an advantage because so many businesses utilize it. Having a better understanding of its functionalities can give you a competitive edge when consulting.

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Web Developer

Web Developers design and develop websites and web applications. This course "may" be useful for aspiring Web Developers. Although this course does not teach coding, it will introduce you to the basics of Salesforce and provide a foundation for understanding how web applications work. This foundation can be useful when you begin learning how to develop web applications.

See salaries and explore the career path for Web Developer

Software Developer

Software Developers design, develop, and maintain software applications. This course "may" be useful for those interested in becoming Software Developers. Although this course does not teach coding, it will introduce you to the basics of Salesforce and provide a foundation for understanding how software works. This foundation can be useful when you begin learning how to develop software.

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Project Manager

Project Managers oversee the planning, execution, and completion of projects, ensuring that they are completed on time, within budget, and to the required standard. This course "may" be useful to aspiring Project Managers. You will gain insight into business process design, which is a transferable skill to Project Management. By managing the fields, business processes, and views in Salesforce you can gain a well-rounded understanding of business process management as a whole.

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Data Analyst

Data Analysts aggregate, analyze, and interpret data to uncover trends, patterns, and actionable insights. This course "may" be useful to aspiring Data Analysts because it can help build a foundation in common data management tasks. Creating accurate data models is a big part of being a Data Analyst and this course will introduce you to creating and managing data models, which can be a recruiting advantage when applying for Data Analyst roles.

See salaries and explore the career path for Data Analyst

Reading list

We've selected two books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Salesforce Administration: Object Manager and Lightning App Builder.

Wonder Boy

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Comprehensive guide to Salesforce for beginners. It covers a wide range of topics, from the basics of the platform to advanced administration and development techniques. It valuable resource for anyone who wants to learn more about Salesforce.

Wonder Boy: Tony Hsieh, Zappos, and the Myth of...

Hardcover

Wonder Boy: Tony Hsieh, Zappos, and the Myth of...

Kindle Edition

Tell-Tale Signs You're a Salesforce Pro

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Provides a comprehensive guide to Salesforce development. It covers all aspects of the platform, from Apex programming to Visualforce development. This book is valuable for developers who need to build custom applications on Salesforce.

Tell-Tale Signs You're a Salesforce Pro: Blank...

Paperback

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What's inside

Syllabus

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Reviews summary

Mastering salesforce objects and apps

Activities

Career center

Reading list

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