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Scott Lee
Are you interested in becoming a Salesforce administrator but are not sure where to start? In this course, you'll delve deep into Salesforce administration and learn core skills like custom objects, page layouts, and point-and-click automation.
Read more
Are you interested in becoming a Salesforce administrator but are not sure where to start? In this course, you'll delve deep into Salesforce administration and learn core skills like custom objects, page layouts, and point-and-click automation.
Read more
Are you interested in becoming a Salesforce administrator but are not sure where to start? In this course, you'll delve deep into Salesforce administration and learn core skills like custom objects, page layouts, and point-and-click automation.
Did you know Salesforce isn't just a customer relationship management org, but can also be used as a general platform for creating business applications? In this course, Salesforce Administration: The Big Picture, you'll learn foundational knowledge and high-level essentials of Salesforce administration. First, you'll learn how to create custom objects and records. Next, you'll discover how to extend Salesforce with packages and customizations. Finally, you'll explore how to configure reports and dashboards. When you’re finished with this course, you'll have the skills and knowledge of Salesforce administration needed to form a foundation for more advanced Salesforce skills.
Register for this course and see more details by visiting:
OpenCourser.com/course/s1otis/salesforce
What's inside
Syllabus
Course Overview
Introduction
Your First Moments in Salesforce
Working with Users, Details, and Layouts
Read more
Syllabus
Course Overview
Introduction
Your First Moments in Salesforce
Working with Users, Details, and Layouts
Read more
Extending Salesforce with Customizations
Creating Custom Objects and Records
Reporting, Data, and Mass Loading
Automating the Automation
Next Steps
Good to know
Good to know
Know what's good ,
what to watch for , and
possible dealbreakers
Emphasizes Salesforce administration, which is a sought-after skill in many industries
Introduces learners to Salesforce's potential beyond customer relationship management, showcasing its versatility
Provides foundational knowledge and high-level essentials of Salesforce administration, establishing a solid base for learners
Facilitates hands-on practice by guiding learners through creating custom objects and records, extending Salesforce with packages and customizations, and configuring reports and dashboards
Offers a comprehensive study of Salesforce administration, potentially preparing learners for more advanced courses and certifications
Save this course
Save Salesforce Administration: The Big Picture to your list so you can find it easily later:
Save
Save
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: The Big Picture with these
activities:
Review Salesforce basics
Show steps
Review the basics of Salesforce to strengthen your foundation and prepare for the course.
Show steps
-
Go through the Salesforce Trailhead module on Salesforce Basics
-
Create a free Salesforce Developer Edition org
-
Explore the Salesforce user interface and its main features
Form a Study Group with Classmates
Show steps
Collaborate with peers to enhance understanding and support each other.
Show steps
-
Connect with classmates through online forums or social media.
-
Establish regular meeting times for study sessions.
-
Share notes, discuss concepts, and work on practice problems together.
Complete Salesforce Trailhead Modules
Show steps
Supplement your understanding of Salesforce by completing the basics and advanced Trailhead modules available on Salesforce's website.
Browse courses on
Custom Objects
Show steps
-
Go to the Salesforce Trailhead website and create an account.
-
Enroll in the 'Create and Manage Objects' module.
-
Complete all the lessons and quizzes in the module.
Eight other activities
Expand to see all activities and additional details
Show all 11 activities
Attend a Salesforce User Group Meeting
Show steps
Connect with other Salesforce professionals and learn from their experiences.
Show steps
-
Find a local Salesforce user group.
-
Attend a meeting and participate in discussions.
-
Network with other attendees.
Follow Salesforce tutorials
Show steps
Enhance your understanding of Salesforce by following guided tutorials and completing hands-on exercises.
Show steps
-
Complete the Salesforce Trailhead module on Custom Objects and Fields
-
Follow a tutorial on creating a custom report in Salesforce
-
Build a simple workflow automation using Salesforce's point-and-click tools
Follow Salesforce Trailhead Modules
Show steps
Enhance your Salesforce skills through interactive tutorials.
Show steps
-
Select Trailhead modules aligned with course topics.
-
Complete hands-on exercises and quizzes.
-
Earn badges and certifications to validate your knowledge.
Design a Custom Salesforce Object
Show steps
Reinforce your knowledge of custom objects by designing and creating a custom object that meets a specific business requirement.
Browse courses on
Custom Objects
Show steps
-
Identify a business requirement that requires a custom object.
-
Design the custom object, including fields, relationships, and validation rules.
-
Create the custom object in Salesforce.
Design a Salesforce Implementation Plan
Show steps
Solidify your understanding of Salesforce implementation by outlining a plan.
Show steps
-
Identify business requirements and goals.
-
Research and select Salesforce modules and features.
-
Create a detailed implementation roadmap.
-
Consider potential challenges and mitigation strategies.
-
Present your plan for peer review and feedback.
Hands-on Salesforce Training
Show steps
Practice your Salesforce skills through exercises and drills. This will reinforce the concepts covered in the course
Browse courses on
Hands-on Exercises
Show steps
-
Create a Salesforce developer account
-
Complete the Salesforce Trailhead trails
-
Work on personal projects or contribute to open-source projects
Configure Custom Layouts and Fields
Show steps
Develop proficiency in customizing Salesforce layouts and fields.
Show steps
-
Create new custom fields for various objects.
-
Modify page layouts to optimize data entry and display.
-
Test your configurations in a sandbox environment.
Create a custom Salesforce application
Show steps
Apply your skills by building a custom Salesforce application that addresses a specific business need.
Browse courses on
Salesforce Development
Show steps
-
Identify a problem or opportunity that can be solved with Salesforce
-
Design the data model and user interface for your application
-
Develop and test the application using Salesforce's tools
-
Deploy the application to a sandbox or production org
Review Salesforce basics
Show steps
Review the basics of Salesforce to strengthen your foundation and prepare for the course.
Show steps
Show steps
Show steps
- Go through the Salesforce Trailhead module on Salesforce Basics
- Create a free Salesforce Developer Edition org
- Explore the Salesforce user interface and its main features
Form a Study Group with Classmates
Show steps
Collaborate with peers to enhance understanding and support each other.
Show steps
Show steps
Show steps
- Connect with classmates through online forums or social media.
- Establish regular meeting times for study sessions.
- Share notes, discuss concepts, and work on practice problems together.
Complete Salesforce Trailhead Modules
Show steps
Supplement your understanding of Salesforce by completing the basics and advanced Trailhead modules available on Salesforce's website.
Browse courses on
Custom Objects
Show steps
Show steps
Show steps
- Go to the Salesforce Trailhead website and create an account.
- Enroll in the 'Create and Manage Objects' module.
- Complete all the lessons and quizzes in the module.
Eight other activities
Expand to see all activities and additional details
Show all 11 activities
Attend a Salesforce User Group Meeting
Show steps
Connect with other Salesforce professionals and learn from their experiences.
Show steps
Show steps
Show steps
- Find a local Salesforce user group.
- Attend a meeting and participate in discussions.
- Network with other attendees.
Follow Salesforce tutorials
Show steps
Enhance your understanding of Salesforce by following guided tutorials and completing hands-on exercises.
Show steps
Show steps
Show steps
- Complete the Salesforce Trailhead module on Custom Objects and Fields
- Follow a tutorial on creating a custom report in Salesforce
- Build a simple workflow automation using Salesforce's point-and-click tools
Follow Salesforce Trailhead Modules
Show steps
Enhance your Salesforce skills through interactive tutorials.
Show steps
Show steps
Show steps
- Select Trailhead modules aligned with course topics.
- Complete hands-on exercises and quizzes.
- Earn badges and certifications to validate your knowledge.
Design a Custom Salesforce Object
Show steps
Reinforce your knowledge of custom objects by designing and creating a custom object that meets a specific business requirement.
Browse courses on
Custom Objects
Show steps
Show steps
Show steps
- Identify a business requirement that requires a custom object.
- Design the custom object, including fields, relationships, and validation rules.
- Create the custom object in Salesforce.
Design a Salesforce Implementation Plan
Show steps
Solidify your understanding of Salesforce implementation by outlining a plan.
Show steps
Show steps
Show steps
- Identify business requirements and goals.
- Research and select Salesforce modules and features.
- Create a detailed implementation roadmap.
- Consider potential challenges and mitigation strategies.
- Present your plan for peer review and feedback.
Hands-on Salesforce Training
Show steps
Practice your Salesforce skills through exercises and drills. This will reinforce the concepts covered in the course
Browse courses on
Hands-on Exercises
Show steps
Show steps
Show steps
- Create a Salesforce developer account
- Complete the Salesforce Trailhead trails
- Work on personal projects or contribute to open-source projects
Configure Custom Layouts and Fields
Show steps
Develop proficiency in customizing Salesforce layouts and fields.
Show steps
Show steps
Show steps
- Create new custom fields for various objects.
- Modify page layouts to optimize data entry and display.
- Test your configurations in a sandbox environment.
Create a custom Salesforce application
Show steps
Apply your skills by building a custom Salesforce application that addresses a specific business need.
Browse courses on
Salesforce Development
Show steps
Show steps
Show steps
- Identify a problem or opportunity that can be solved with Salesforce
- Design the data model and user interface for your application
- Develop and test the application using Salesforce's tools
- Deploy the application to a sandbox or production org
Career center
Learners who complete Salesforce Administration: The Big Picture will develop knowledge and skills
that may be useful to these careers:
Salesforce Developer
Salesforce Developer
Salesforce Developers build applications on the Salesforce platform. In this course, you will learn how to customize Salesforce with packages and create custom objects. This knowledge will help you build a foundation for a career as a Salesforce Developer.
Salesforce Administrator
Salesforce Administrator
Salesforce Administrators manage and maintain Salesforce instances. In this course, you will learn Salesforce administration skills like custom objects, page layouts, and point-and-click automation. This knowledge will help you build a foundation for a career as a Salesforce Administrator.
Salesforce Consultant
Salesforce Consultant
Salesforce Consultants help businesses implement and optimize Salesforce solutions. In this course, you will learn core Salesforce administration skills like custom objects, page layouts, and point-and-click automation. This knowledge will help you build a foundation for a career as a Salesforce Consultant.
Business Analyst
Business Analyst
Business Analysts help businesses analyze their processes and needs. In this course, you will learn how to create reports and dashboards in Salesforce. This knowledge will help you build a foundation for a career as a Business Analyst.
Data Analyst
Data Analyst
Data Analysts analyze data to help businesses make informed decisions. In this course, you will learn how to create reports and dashboards in Salesforce. This knowledge will help you build a foundation for a career as a Data Analyst.
Project Manager
Project Manager
Project Managers plan and execute projects. In this course, you will learn how to create custom objects and records in Salesforce. This knowledge will help you build a foundation for a career as a Project Manager.
Sales Operations Manager
Sales Operations Manager
Sales Operations Managers oversee sales operations. In this course, you will learn how to create custom objects and records in Salesforce. This knowledge will help you build a foundation for a career as a Sales Operations Manager.
Marketing Automation Specialist
Marketing Automation Specialist
Marketing Automation Specialists use software to automate marketing tasks. In this course, you will learn how to use point-and-click automation in Salesforce. This knowledge will help you build a foundation for a career as a Marketing Automation Specialist.
Customer Success Manager
Customer Success Manager
Customer Success Managers help businesses implement and optimize Salesforce solutions.
Product Manager
Product Manager
Product Managers manage and develop products. This course may be useful for learning how to create custom objects and records in Salesforce.
Data Scientist
Data Scientist
Data Scientists analyze data to help businesses make informed decisions. This course may be useful for learning how to create reports and dashboards in Salesforce.
Software Engineer
Software Engineer
Software Engineers design, develop, and maintain software. This course may be useful for learning how to extend Salesforce with packages and customizations.
Account Manager
Account Manager
Account Managers manage and grow customer relationships. This course may be useful for learning how to use Salesforce to manage customer relationships.
Business Development Manager
Business Development Manager
Business Development Managers develop and execute sales strategies. This course may be useful for learning how to use Salesforce to manage customer relationships.
Financial Analyst
Financial Analyst
Financial Analysts analyze financial data to help businesses make informed decisions. This course may be useful for learning how to create reports and dashboards in Salesforce.
For more career information including salaries, visit:
OpenCourser.com/course/s1otis/salesforce
Reading list
We've selected six 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: The Big Picture.
The Salesforce Community vibrant online community where Salesforce users can connect with each other, ask questions, and share knowledge. It valuable resource for anyone who is looking to learn more about Salesforce or connect with other Salesforce users.
This quick start guide provides a concise introduction to the Salesforce Lightning Platform, the underlying platform upon which Salesforce is built. It's especially helpful for those who are new to the Salesforce ecosystem or want to understand the platform's architecture.
Dives into the data architecture of Salesforce, providing insights into how data is structured and managed within the platform. While it's not directly aligned with the course's focus on administration, it can be a полезное reference for users who are interested in understanding the underlying data model and best practices for data management.
This cookbook offers practical recipes and guidance for designing and developing user interfaces in Salesforce. While it's not directly aligned with the course's focus on administration, it can be a полезное resource for users who are interested in customizing the look and feel of their Salesforce org or building custom user interfaces.
Provides a theoretical and practical overview of CRM, with a focus on technology.
This guide provides a comprehensive overview of Salesforce Analytics Cloud, which is not covered in the course. For users who are interested in exploring advanced analytics capabilities within Salesforce, this book can serve as a valuable resource.
For more information about how these books relate to this course, visit:
OpenCourser.com/course/s1otis/salesforce
Share
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Time
158 hours
Level
Introductory
Via
Pluralsight
Instructor
Scott Lee
Language
English
Good to know
Emphasizes Salesforce administration, which is a sought-after skill in many industries
Introduces learners to Salesforce's potential beyond customer relationship management, showcasing its versatility
Provides foundational knowledge and high-level essentials of Salesforce administration, establishing a solid base for learners
Facilitates hands-on practice by guiding learners through creating custom objects and records, extending Salesforce with packages and customizations, and configuring reports and dashboards
Offers a comprehensive study of Salesforce administration, potentially preparing learners for more advanced courses and certifications
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