Salesforce Admin certification course from Udemy

What's inside

Learning objectives

Build your own custom app using salesforce.
By the end of the course, you should be able to build an application using the declarative syntax.
Understand the high level requirements and translate that to an application on salesforce
Build data model using objects, fields, relationships and validation rules
Build business logic using workflows & approval processes
Build ui using recordtypes, pagelayouts, tabs & apps
Create profiles and permission sets to control user access level

Setup security for records using organisation wide dafaults
Create users and assigning them to appropriate profiles & permission sets. manage licenses
Build the sharing model using tools like role hierarchy
Use the data loader tool to import, update, delete & export records
Build reports and dashboards
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Build your own custom app using salesforce.
By the end of the course, you should be able to build an application using the declarative syntax.
Understand the high level requirements and translate that to an application on salesforce
Build data model using objects, fields, relationships and validation rules
Build business logic using workflows & approval processes
Build ui using recordtypes, pagelayouts, tabs & apps
Create profiles and permission sets to control user access level
Setup security for records using organisation wide dafaults
Create users and assigning them to appropriate profiles & permission sets. manage licenses
Build the sharing model using tools like role hierarchy
Use the data loader tool to import, update, delete & export records
Build reports and dashboards
Show more
Show less

Syllabus

Let's get Started

After end of this lecture you will be get good understanding about CRM, salesforce.com ,why salesforce CRM is so popular and also different clouds available in salesforce CRM like sales cloud,marketing cloud, service cloud etc.

Download the Presentation used in the course

What is Salesforce CRM???

Setup a free developer account in Salesforce?

Introduce yourself

Architecture of Salesforce Desc

in this tutorial we will talk about what are objects,tabs and Fields in salesforce. We will also cover Standard Profiles, Standard Applications available in salesforce like Sales,Marketing,Call Center etc.

Object and Fields in Salesforce

Overview of the Salesforce UI: What is Object, tab, Profiles & Users?

What is Object, tab, Profiles & Users ? (Part 2)

What are objects and fields in Salesforce?

What is the difference between Standard and Custom Object in Salesforce?

Different types of Objects in Salesforce?

What are Standard and Custom fields in Salesforce?

How do I create a field in Salesforce Lightning?

How to create your own custom App in Salesforce?

Create custom app in Salesforce: Recruiting Application

Create Custom object in Salesforce: Position Object to keep track of Positions

Adding custom fields on an Object via Object Manager

How to add custom fields on an object via Schema Builder?

What are the different field types in Salesforce?

Create 2nd Object for our Recruiting Application: Candidate Object

Adding fields to our Custom Object in Salesforce

Custom Fields and Relationships

Quiz

Page Layouts in Salesforce

What are page layouts in Salesforce? How to create and edit Page Layouts ?

Validation Rules In Salesforce

Validation Rule in Salesforce

How to create Validation Rules in Salesforce?

Validation Rules in Salesforce: Create validation rules for Closed Date

Validation Rules in Salesforce? Difference between && and AND

Creating 2nd Validation Rule

Create 3rd Validation Rule: Close Date should be after Open Date

Create 4th Validation rule: Max Pay should not be greater than 1M

Create 5th Validation Rule: US citizen and Visa Required

Formula fields in Salesforce

Formula fields in Salesforce: How do I create a formula field in Salesforce?

Formula fields in Salesforce: Create formula fields ( Days Open)

How do I use an image from static resources in a Formula field?

Formula fields in Salesforce with Example

IMAGE and Hyperlink function in formula fields in Salesforce

Notes: Formula Fields

Formula Fields Summary (Notes)

Quiz: Schema Builder, Custom Object and Fields in Salesforce

Different types of Relationship in Salesforce

Object relationships in salesforce

One to many relationship in salesforce

Create 3rd Custom Object for our Recruiting Application

Lookup Relationship in Salesforce

How to create lookup relationship in salesforce ?

Difference between lookup and master detail relationship in salesforce

Create Review Object

Create Review Object and its fields

How to create a Master Detail relationship in Salesforce?

Quiz: Data Modeling and Management

Rollup Summary in Salesforce

What is a roll up summary field in Salesforce?

Notes: Roll Up Summary

Many to Many relationship in Salesforce: Junction Object

Creating custom Object in Salesforce

What is Many to Many relationship in Salesforce?

Junction Object in Salesforce

Data Modeling and Management

Sample Exam Question for the Admin Certification

Data Loader and Data Import Wizard

How do I Import Data Into Salesforce?

Importing records using Data Loader

What is Data Loader and How do I use Data Loader?

Data Loader Setup Instructions

How to Update records using Data Loader?

Delete records using Data Loader

How to export Data from Salesforce using Data Loader?

What is Data import wizard in Salesforce?

How to insert records using Data Import Wizard in Salesforce?

Update Records Using Data Import Wizard

What is the difference between data loader and import wizard?

Features of Data Import Wizard and Data Loader

Quiz: Data Loader and Data Import Wizard

Sharing Settings

Types of Data Access: Organization , Object Level, Field & Record Level Access

What are profiles in Salesforce? What do profiles control in Salesforce?

How do I assign an app to a profile in Salesforce? Changing App Settings

What is tab visibility? Default On, Default Off and Tab Hidden setting

Object level security in salesforce: How do I control an object access in Sf

How do I change the object level security in Salesforce?

Field Level Security : How to set field-Level security in Salesforce?

How to set the login hours and login IP ranges for the users in salesforce?

Overview of Profiles in Salesforce

What are Permission set in salesforce?

How to create permission set in salesforce lightning?

Changing Object setting and field settings via Permission Set

Data Security in Salesforce : OWD, Role Hierarchy, Sharing Rules, Manual Sharing

Good to know

Know what's good

, what to watch for

, and possible dealbreakers

Builds on material taught in other courses in a series, indicating a comprehensive learning path for the topic

Certificate course aligned with industry standards

Teaches skills and tools relevant to Salesforce administration roles

Offers practice through hands-on exercises and real-world case studies

Up-to-date with Salesforce admin best practices

Course is updated regularly to ensure relevance with the latest Salesforce features and techniques

Reviews summary

Informative salesforce admin course

Learners say that this Salesforce Admin certification course is informative and provides practical homework assignments. However, they suggest organizing homework assignments better and adding smaller assignments.

Add smaller homework assignments.

"Homework assignments could be placed better and maybe a few more small assignments mixed in."

Helpful homework assignments.

"Homework assignments could be placed better and maybe a few more small assignments mixed in."

Homework assignments could be more organized.

"Homework assignments could be placed better and maybe a few more small assignments mixed in."

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 Admin certification course with these activities:

Review Schema Builder

Show steps

Reviewing Schema Builder will help you recall the steps and concepts needed to create and manage objects and their fields in Salesforce.

Show steps

Review the documentation on Schema Builder
Create a new custom object in Salesforce using Schema Builder
Add custom fields to the object using Schema Builder

Review Validation Rules

Show steps

Reviewing Validation Rules will help you recall the steps and concepts needed to create and manage validation rules in Salesforce.

Browse courses on Validation Rules

Show steps

Review the documentation on Validation Rules
Create a new validation rule in Salesforce
Test the validation rule to ensure it works as expected

Write a Blog Post on Salesforce Best Practices

Show steps

Creating a blog post requires you to synthesize your knowledge, develop a clear and concise explanation, and share your insights - all of which deepen your understanding and solidify your learning.

Show steps

Identify a specific Salesforce topic
Research and gather information
Craft a well-written and informative blog post
Publish your blog post and share it with others

Show all three activities

Career center

Learners who complete Salesforce Admin certification course will develop knowledge and skills that may be useful to these careers:

Salesforce Administrator

A Salesforce Administrator sets up, manages, and maintains the Salesforce platform for an organization. They ensure that the system is configured to meet the organization's specific needs and that users have the access and permissions they need to do their jobs effectively. This course provides a comprehensive overview of the Salesforce platform and the skills needed to be a successful Salesforce Administrator. It covers everything from creating and managing users and profiles to setting up security and sharing settings. The course also includes hands-on exercises that allow learners to practice the skills they are learning.

See salaries and explore the career path for Salesforce Administrator

Business Analyst

A Business Analyst works with stakeholders to understand their business needs and then translates those needs into technical requirements. They may also be involved in designing and testing new systems and processes. This course provides a foundation in the principles of business analysis and the skills needed to be successful in this role. It covers everything from gathering and documenting requirements to developing and presenting recommendations.

See salaries and explore the career path for Business Analyst

Data Analyst

A Data Analyst collects, analyzes, and interprets data to help organizations make better decisions. They may work with a variety of data sources, including structured data from databases and unstructured data from social media and other sources. This course provides a foundation in the principles of data analysis and the skills needed to be successful in this role. It covers everything from data cleaning and preparation to data visualization and storytelling.

See salaries and explore the career path for Data Analyst

Project Manager

A Project Manager plans, executes, and closes projects. They are responsible for ensuring that projects are completed on time, within budget, and to the required quality standards. This course provides a foundation in the principles of project management and the skills needed to be successful in this role. It covers everything from project planning and scheduling to risk management and stakeholder management.

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Systems Analyst

A Systems Analyst analyzes and designs computer systems. They may work with a variety of systems, including business applications, operating systems, and networks. This course provides a foundation in the principles of systems analysis and design and the skills needed to be successful in this role. It covers everything from gathering and documenting requirements to developing and testing new systems.

See salaries and explore the career path for Systems Analyst

Database Administrator

A Database Administrator designs, implements, and maintains databases. They are responsible for ensuring that databases are available, reliable, and secure. This course provides a foundation in the principles of database administration and the skills needed to be successful in this role. It covers everything from database design and implementation to database security and performance tuning.

See salaries and explore the career path for Database Administrator

Web Developer

A Web Developer designs and develops websites. They may work with a variety of technologies, including HTML, CSS, JavaScript, and PHP. This course provides a foundation in the principles of web development and the skills needed to be successful in this role. It covers everything from website design and development to website testing and deployment.

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Software Engineer

A Software Engineer designs, develops, and maintains software applications. They may work with a variety of programming languages and technologies. This course provides a foundation in the principles of software engineering and the skills needed to be successful in this role. It covers everything from software design and development to software testing and deployment.

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IT Manager

An IT Manager plans, implements, and manages the IT infrastructure for an organization. They are responsible for ensuring that the IT infrastructure is reliable, secure, and meets the organization's needs. This course provides a foundation in the principles of IT management and the skills needed to be successful in this role. It covers everything from IT planning and budgeting to IT risk management and IT security.

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IT Auditor

An IT Auditor reviews and evaluates the IT infrastructure and practices of an organization. They are responsible for ensuring that the IT infrastructure is compliant with applicable laws and regulations and that it is secure from threats. This course provides a foundation in the principles of IT auditing and the skills needed to be successful in this role. It covers everything from IT audit planning and execution to IT audit reporting and follow-up.

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IT Security Analyst

An IT Security Analyst identifies, analyzes, and responds to threats to the IT infrastructure of an organization. They are responsible for ensuring that the IT infrastructure is secure from unauthorized access, denial of service attacks, and other threats. This course provides a foundation in the principles of IT security and the skills needed to be successful in this role. It covers everything from IT security risk assessment to IT security incident response.

See salaries and explore the career path for IT Security Analyst

Network Administrator

A Network Administrator designs, implements, and maintains the network infrastructure for an organization. They are responsible for ensuring that the network is reliable, secure, and meets the organization's needs. This course provides a foundation in the principles of network administration and the skills needed to be successful in this role. It covers everything from network design and implementation to network security and performance tuning.

See salaries and explore the career path for Network Administrator

Computer Support Specialist

A Computer Support Specialist provides technical support to users of computers and other devices. They may work in a variety of settings, including help desks, call centers, and retail stores. This course provides a foundation in the principles of computer support and the skills needed to be successful in this role. It covers everything from troubleshooting hardware and software problems to providing customer service.

See salaries and explore the career path for Computer Support Specialist

Technical Writer

A Technical Writer creates and maintains documentation for technical products and services. They may work with a variety of technical products, including software, hardware, and websites. This course provides a foundation in the principles of technical writing and the skills needed to be successful in this role. It covers everything from technical writing style and grammar to technical writing tools and techniques.

See salaries and explore the career path for Technical Writer