Salesforce Administration Fundamentals

Prerequisites

There are no technical pre-requisites for this course and it assumes no prior knowledge of Salesforce.

Target audience

This class is ideal for people wishing to become Salesforce administrators, as well as those who are looking to increase their skills around the configuration, maintenance, and automation of a Salesforce org.

Salesforce Administration Fundamentals Course Content

Salesforce basics

• This module provides an overview of key concepts in the Salesforce ecosystem, including navigation of the UI.

Business settings

• This module explores business settings such as license usage, default settings, multi-currency management, fiscal years, business hours, user management, login history, and personal settings.

Org, object, and field security

• This module explores how an org can be secured using login controls, password policies, machine activation, and trusted IP ranges. Profiles, permission sets, and permission set groups are included, along with field-level security to control access to sensitive fields.

Record access

• This module covers aspects of record access, such as ownership, organization-wide security defaults, role hierarchy, sharing rules, sharing teams, manual sharing of records, and restriction rules.

Object and field customization

• This module describes how a business may approach the customization of their org, then moves into changing the properties of standard fields, creating custom fields, picklists, relationship fields, master-detail relationships, and formula fields.

User interface customization

• This module describes how the user interface of Salesforce can be customized to meet the needs of a business and its users. Beginning with app and homepage customization, students will examine how list views, page layouts, record types, business processes, and paths can be modified.

Custom objects

• This module details how custom objects can be created within an org, along with custom tabs to provide access, and introduces methods for migrating changes between orgs.

Data management

• This module covers how data can be backed up, imported, exported and updated, and how mass actions can be performed on an org’s data.

Automation

• This module explores automation within an org, discussing tools such as email templates and letterheads, validation rules, lead and case automation, and some legacy automation tools.

Introduction to Flow

• This module serves as an introduction to Salesforce Flow, a powerful automation tool. Students will learn how to navigate the Flow interface, and create simple record triggered flows including the use of logical branching.

Introduction to reports and dashboards

• This module explores concepts such as report and dashboard folders, and how custom reports can be created and shared within an org, featuring different display formats, groupings and summaries, filters and filter logic, summary formulas, conditional formatting, and charts. Students will learn how reports can be shared and exported. Finally, reports will be added to custom dashboards.

Appendices

Appendices are provided for every module in the course, each of which contains links to relevant Trailhead e-learning modules that will expand upon the course and provide additional content for those wishing to take the Salesforce Certified Platform Administrator exam.

Exams and assessments

There are no formal exams included in this course. Participants will complete interactive labs and knowledge checks to reinforce learning outcomes.

Hands-on learning

This course includes hands-on labs to apply key concepts in a real-world environment.