Welcome to the Salesforce Admin Functions course!
The course aligns with the Salesforce Administrator exam (CRT 101), This course is designed to provide you with an in-depth understanding and the essential skills needed to manage and configure Salesforce environments effectively. While introductory Salesforce courses cover the basics, this course dives deeper into the advanced functionalities and best practices essential for optimizing Salesforce in a business setting.
This course requires basic knowledge of Salesforce, Salesforce Admin, and Dashboards concepts.
Read more
Welcome to the Salesforce Admin Functions course!
The course aligns with the Salesforce Administrator exam (CRT 101), This course is designed to provide you with an in-depth understanding and the essential skills needed to manage and configure Salesforce environments effectively. While introductory Salesforce courses cover the basics, this course dives deeper into the advanced functionalities and best practices essential for optimizing Salesforce in a business setting.
This course requires basic knowledge of Salesforce, Salesforce Admin, and Dashboards concepts.
Welcome to the Salesforce Admin Functions course!
The course aligns with the Salesforce Administrator exam (CRT 101), This course is designed to provide you with an in-depth understanding and the essential skills needed to manage and configure Salesforce environments effectively. While introductory Salesforce courses cover the basics, this course dives deeper into the advanced functionalities and best practices essential for optimizing Salesforce in a business setting.
This course requires basic knowledge of Salesforce, Salesforce Admin, and Dashboards concepts.
By the end of the course, you'll be able to:
- Implement robust security measures through role hierarchy, permission sets, and object security configurations.
- Harness the power of Chatter for seamless collaboration and Salesforce-to-Salesforce communication.
- Configure and manage user profiles, roles, and page layouts for efficient user management.
- Master data management techniques, including data loading, manipulation, and schema building.
- Automate business processes using workflow rules, process builder, and approval processes.
- Successfully deploy changes using change sets, understand deployment basics, and utilize tools like VSCode for development.
This course includes videos, practical demos, readings, and quizzes to ensure a high-quality learning experience.
What's inside
Syllabus
Salesforce Admin Functions
This module covers Salesforce security features comprehensively. By the end of the module, learners will be able to manage access and security within Salesforce.
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Syllabus
Good to know
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Activities
Review Salesforce Documentation
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Refreshing your knowledge of Salesforce documentation can help you stay up-to-date on the latest features and best practices.
Browse courses on
Security Configuration
Show steps
-
Visit the Salesforce Help Center.
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Review relevant documentation for the course topics.
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Take notes on key concepts and functionalities.
-
Bookmark important pages for future reference.
-
Stay informed about Salesforce updates and releases.
Attend a Salesforce Bootcamp
Show steps
Bootcamps provide hands-on experience in a structured environment and can help you gain practical skills quickly.
Show steps
-
Research and find a reputable bootcamp provider.
-
Enroll in a bootcamp that aligns with your goals and schedule.
-
Attend all sessions and actively participate in exercises and discussions.
-
Complete all assignments and projects.
-
Seek feedback from instructors and peers to improve your learning.
Join a Salesforce User Group
Show steps
User groups offer opportunities to connect with other Salesforce professionals, share knowledge, and learn from real-world experiences.
Show steps
-
Find local or online Salesforce user groups.
-
Attend meetings and participate in discussions.
-
Share your knowledge and ask questions to others.
-
Collaborate on projects and learn from each other's experiences.
-
Stay updated on Salesforce best practices and industry trends.
Nine other activities
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Follow Trailhead Modules
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Trailhead modules are interactive tutorials that provide practical, step-by-step guidance on Salesforce features and functionalities.
Show steps
-
Create a Trailhead account.
-
Identify relevant modules based on the course topics.
-
Complete the modules in sequence.
-
Follow the instructions and complete the hands-on exercises.
-
Review the module content and take quizzes to reinforce your understanding.
Complete Salesforce Hands-on Challenges
Show steps
Hands-on challenges provide a practical way to apply your knowledge and reinforce your understanding of Salesforce concepts.
Show steps
-
Find relevant hands-on challenges on platforms like Trailhead and FocusonForce.
-
Read the instructions and set up your Salesforce org.
-
Complete the challenge steps and configure Salesforce.
-
Test your implementation and ensure it meets the requirements.
-
Review the solutions and identify areas for improvement.
Explore Salesforce automation tools with Trailhead modules
Show steps
Enhance your workflow management skills by completing interactive Trailhead modules on Salesforce automation.
Browse courses on
Process Builder
Show steps
-
Sign up for a free Trailhead account.
-
Enroll in relevant Trailhead modules, such as Workflow Rules and Process Builder.
-
Follow the instructions and complete the hands-on exercises.
Explore Chatter for Collaboration and Salesforce-to-Salesforce Communication
Show steps
Enhance collaboration skills by exploring Chatter's features.
Browse courses on
Chatter
Show steps
-
Create different types of Chatter posts and groups.
-
Use Chatter to collaborate with team members on tasks.
-
Explore inter-organization collaboration using Salesforce-to-Salesforce.
Develop a Salesforce Implementation Plan
Show steps
Creating an Implementation Plan will enhance your understanding of Salesforce's capabilities and how to tailor it to your organization's needs.
Show steps
-
Define the business requirements and objectives.
-
Research and identify relevant Salesforce features and modules.
-
Design a Salesforce architecture and data model.
-
Plan for data migration and security.
-
Outline the implementation timeline and resources.
Practice building Salesforce dashboards
Show steps
Reinforce your understanding of dashboard creation by practicing with different data sets and scenarios.
Browse courses on
Dashboards
Show steps
-
Choose a data set that aligns with your learning objectives.
-
Create a new dashboard and add relevant components.
-
Apply filters and customize the appearance of your dashboard.
-
Share your dashboard with others for feedback.
Configure User Profiles, Roles, and Page Layouts for Effective User Management
Show steps
Solidify understanding of user management by implementing configurations.
Browse courses on
User Profiles
Show steps
-
Create and configure user profiles based on job functions.
-
Assign roles to users and manage user permissions.
-
Create custom page layouts for different user profiles.
Practice Role Hierarchy and Permission Set Management
Show steps
Improve security knowledge through practical exercises.
Show steps
-
Configure role hierarchy for different user profiles.
-
Create permission sets and assign them to user groups.
-
Test access permissions for various scenarios.
Contribute to Salesforce Open-Source Projects
Show steps
Contributing to open-source projects can deepen your understanding of Salesforce's architecture and enhance your problem-solving skills.
Show steps
-
Find relevant Salesforce open-source projects on platforms like GitHub.
-
Review the project documentation and identify areas where you can contribute.
-
Fork the project and make your changes locally.
-
Submit a pull request with your contributions.
-
Collaborate with project maintainers and other contributors.
Review Salesforce Documentation
Show steps
Refreshing your knowledge of Salesforce documentation can help you stay up-to-date on the latest features and best practices.
Browse courses on
Security Configuration
Show steps
- Visit the Salesforce Help Center.
- Review relevant documentation for the course topics.
- Take notes on key concepts and functionalities.
- Bookmark important pages for future reference.
- Stay informed about Salesforce updates and releases.
Attend a Salesforce Bootcamp
Show steps
Bootcamps provide hands-on experience in a structured environment and can help you gain practical skills quickly.
Show steps
- Research and find a reputable bootcamp provider.
- Enroll in a bootcamp that aligns with your goals and schedule.
- Attend all sessions and actively participate in exercises and discussions.
- Complete all assignments and projects.
- Seek feedback from instructors and peers to improve your learning.
Join a Salesforce User Group
Show steps
User groups offer opportunities to connect with other Salesforce professionals, share knowledge, and learn from real-world experiences.
Show steps
- Find local or online Salesforce user groups.
- Attend meetings and participate in discussions.
- Share your knowledge and ask questions to others.
- Collaborate on projects and learn from each other's experiences.
- Stay updated on Salesforce best practices and industry trends.
Follow Trailhead Modules
Show steps
Trailhead modules are interactive tutorials that provide practical, step-by-step guidance on Salesforce features and functionalities.
Show steps
- Create a Trailhead account.
- Identify relevant modules based on the course topics.
- Complete the modules in sequence.
- Follow the instructions and complete the hands-on exercises.
- Review the module content and take quizzes to reinforce your understanding.
Complete Salesforce Hands-on Challenges
Show steps
Hands-on challenges provide a practical way to apply your knowledge and reinforce your understanding of Salesforce concepts.
Show steps
- Find relevant hands-on challenges on platforms like Trailhead and FocusonForce.
- Read the instructions and set up your Salesforce org.
- Complete the challenge steps and configure Salesforce.
- Test your implementation and ensure it meets the requirements.
- Review the solutions and identify areas for improvement.
Explore Salesforce automation tools with Trailhead modules
Show steps
Enhance your workflow management skills by completing interactive Trailhead modules on Salesforce automation.
Browse courses on
Process Builder
Show steps
- Sign up for a free Trailhead account.
- Enroll in relevant Trailhead modules, such as Workflow Rules and Process Builder.
- Follow the instructions and complete the hands-on exercises.
Explore Chatter for Collaboration and Salesforce-to-Salesforce Communication
Show steps
Enhance collaboration skills by exploring Chatter's features.
Browse courses on
Chatter
Show steps
- Create different types of Chatter posts and groups.
- Use Chatter to collaborate with team members on tasks.
- Explore inter-organization collaboration using Salesforce-to-Salesforce.
Develop a Salesforce Implementation Plan
Show steps
Creating an Implementation Plan will enhance your understanding of Salesforce's capabilities and how to tailor it to your organization's needs.
Show steps
- Define the business requirements and objectives.
- Research and identify relevant Salesforce features and modules.
- Design a Salesforce architecture and data model.
- Plan for data migration and security.
- Outline the implementation timeline and resources.
Practice building Salesforce dashboards
Show steps
Reinforce your understanding of dashboard creation by practicing with different data sets and scenarios.
Browse courses on
Dashboards
Show steps
- Choose a data set that aligns with your learning objectives.
- Create a new dashboard and add relevant components.
- Apply filters and customize the appearance of your dashboard.
- Share your dashboard with others for feedback.
Configure User Profiles, Roles, and Page Layouts for Effective User Management
Show steps
Solidify understanding of user management by implementing configurations.
Browse courses on
User Profiles
Show steps
- Create and configure user profiles based on job functions.
- Assign roles to users and manage user permissions.
- Create custom page layouts for different user profiles.
Practice Role Hierarchy and Permission Set Management
Show steps
Improve security knowledge through practical exercises.
Show steps
- Configure role hierarchy for different user profiles.
- Create permission sets and assign them to user groups.
- Test access permissions for various scenarios.
Contribute to Salesforce Open-Source Projects
Show steps
Contributing to open-source projects can deepen your understanding of Salesforce's architecture and enhance your problem-solving skills.
Show steps
- Find relevant Salesforce open-source projects on platforms like GitHub.
- Review the project documentation and identify areas where you can contribute.
- Fork the project and make your changes locally.
- Submit a pull request with your contributions.
- Collaborate with project maintainers and other contributors.
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