This class teaches students the foundation of Salesforce in Lightning Experience and to help students prepare for the Salesforce Certified Administrator exam. This class is an alternative to the Administration Essentials for New Admins in Lightning Experience (ADX201) offered by Salesforce. This training course is recommended to system administrators, consultants, business analysts and other technologists needing to learn the basics of Salesforce Administration while also preparing to become Salesforce Administrator Certified. A student in this class will learn how to administer and configure Salesforce in Lightning.
The class presents a broad range of topics covering just about everything on which a student will be tested. These topics include but are not limited to: basic administration, configuration, customization and data management. There is in depth coverage of system security topics such as: Users, Licenses, Profiles, Field Level Security, Permission Sets, Record Security, Organization Wide Defaults, Role Hierarchy & Roles, Sharing Rules, Account Teams, Sales Teams, and Queues. The object model related to sales force automation, marketing automation and service is thoroughly covered as well with sections on: Accounts, Contacts, Opportunities, Products & Price Books, Quotes, Leads, Campaigns, Cases, Solutions, Knowledge, Ideas and Answers. The automation of processes within Salesforce including the use of Workflow Rules, Approval Processes, and the Process Builder will be discussed and used in scenario driven exercises. Analytics, including Lightning Reports, Lightning Dashboards, and list views will be covered in detail as well.
This class will cover the Lightning version of Salesforce. This class is an alternative to the Administration Essentials for New Admins in Lightning Experience (ADX201) offered by Salesforce. It prepares students to sit for the Salesforce Administrator exam. Exam fees and scheduling are separate and responsibility of students.
People with a strong technical background, such as system administrators, developers or consultants, who have experience with another CRM or ERP system and are looking to quickly develop equivalent skills on Salesforce.
This course is taught by a live instructor and is available in two class formats:
Salesforce Administration is the practice of managing, maintaining, and customizing a Salesforce instance. This includes creating user accounts, assigning roles and profiles to users, configuring fields and objects, developing reports and dashboards, automating processes with workflows and triggers, integrating external sources of data into Salesforce, as well as monitoring system performance. Salesforce Administrators are responsible for ensuring that their instances of Salesforce remain up-to-date with the latest releases, patches, and updates. They must stay abreast of security concerns and compliance regulations to keep user data safe and secure.
Salesforce Administrators are often tasked with collaborating with internal teams to help build custom applications and services to meet their business needs. As such, Salesforce Administrators must possess a thorough understanding of the Salesforce platform, its capabilities, and how it can be leveraged to fulfill the business objectives of an organization.
Salesforce Administration is a crucial role for organizations that use Salesforce. It involves the configuration, setup, and maintenance of Salesforce user accounts and system settings to ensure maximum performance and usability. This includes setting up custom objects, fields, page layouts, profiles, permissions sets, approval processes, security rules, workflow automation rules, data validation rules, and more. Salesforce Administrators must also keep up-to-date on new technologies, best practices, and changes to the platform so they can provide users with the best experience possible. Salesforce Administration requires an understanding of business processes, user needs, system architecture, technical requirements, and data considerations to create solutions that meet both customer and organizational requirements. The administration of Salesforce is a key role in any organization and is often seen as the bridge between the user and technical community. By ensuring that users have access to the right data, tools, and processes they need, Salesforce Administrators can make sure their business runs efficiently and effectively.
Salesforce Administration is a powerful tool that helps organizations build and manage customer relationships, automate processes, and improve customer service. It provides an intuitive way to create and maintain custom objects, fields, reports, dashboards, process automation features, security settings, etc. Object Manager and Lightning App Builder are two popular components of Salesforce Administration that help administrators to manage customer data, customize the user interface, and create applications.
Object Manager enables administrators to view and manage all objects in an organization including custom objects. It helps to define relationships between related objects and makes it easy to add new fields or edit existing ones. Object Manager also allows for the customization of object forms and records, as well as control of object access and security settings.
Lightning App Builder enables administrators to build custom applications for their organization. It provides a drag-and-drop interface to create an application with UI elements including charts, tables, buttons, fields, etc., as well as customize the design and layout. This helps organizations optimize the user experience and automate processes. Administrators can also test and launch applications via the Lightning App Builder.
Salesforce Administration gives organizations flexibility and control over their customer data, with powerful capabilities to customize their user interfaces, automate processes, and improve customer service. By leveraging Object Manager and Lightning App Builder, administrators can create custom objects and fields, manage object access and security settings, and build applications to optimize the user experience.
Salesforce Administration of sales and marketing applications is an integrated suite of cloud-based software applications designed to help businesses effectively manage their customer relationships, track sales, and measure performance. It is capable of managing customer data and automating marketing activities such as sending emails, creating campaigns, tracking leads, and more.
Administration includes Salesforce CRM, Force.com Platform, Marketing Cloud, and Service Cloud. Salesforce CRM enables businesses to manage customer data and allows for better collaboration between sales and marketing teams. The Force.com platform provides a development environment for creating custom applications, integrating with external systems, and building custom user interfaces. It also helps to improve operational efficiency.
Marketing Cloud allows businesses to create and deliver targeted campaigns, reach new customers and measure the success of their marketing efforts. The Service cloud allows companies to better manage customer service requests, analyze customer data, and track metrics associated with customer relations. By leveraging these tools, businesses can more effectively manage their sales and marketing operations.
Salesforce Administration is an invaluable tool for businesses looking to gain insights and increase productivity while managing customer relationships. By taking advantage of its powerful features, companies can gain a better understanding of their customer’s needs and take their sales and marketing efforts to the next level.
Salesforce Service and Support Applications are cloud-based applications designed to help organizations manage their customer service and support operations. The applications are built on the Salesforce platform and provide a suite of services and support tools to boost customer satisfaction, streamline customer interactions, and improve the overall customer experience.
Salesforce Service and Support Applications provide a range of customer service tools such as self-service portals, knowledge bases, case management, and tracking capabilities. These applications also allow organizations to automate customer relationship tasks such as sales automation, contact management, account, and lead tracking, analytics, reporting, and more.
By utilizing Salesforce Service and Support Applications, businesses can improve their customer service operations and better respond to customer needs. This can help organizations create better customer experiences and build stronger relationships with their customers. The applications also help businesses reduce operating costs, increase revenue and improve overall customer satisfaction.
Salesforce Productivity and Collaboration administration involves activities related to the configuration, deployment, management, and maintenance of Salesforce organizations. Common tasks include creating users and setting up permissions, managing profiles, customizing roles and hierarchies, developing processes for improving team collaboration through data exchange, monitoring system performance, and optimizing user experience. Administrators can manage reports and dashboards, build custom apps with code, develop automation rules and create security policies. Salesforce administrators are responsible for keeping the organization secure while at the same time ensuring it is tailored to meet the specific needs of each team or user.
By utilizing a well-structured system of processes and products, Administrators can ensure teams can access the data, resources, and tools they need to work productively. The role of a Salesforce Administrator is critical in maximizing productivity and collaboration within an organization.
Salesforce Data and Analytics Management tasks are essential for keeping customer data up-to-date and organized. Companies rely on Salesforce to ensure they have accurate, real-time insights into their customers’ needs, behavior, and preferences.
The most common Salesforce Data and Analytics Management tasks include: creating custom objects; setting up and managing custom fields; creating reports and dashboards; importing and mapping data to Salesforce objects; syncing data between Salesforce and other systems; automating tasks with workflows, validation rules, or process builders. Additionally, companies can use advanced analytics tools such as Einstein Analytics and Tableau for more in-depth insights into their customer data.
By leveraging Salesforce Data and Analytics Management tasks, companies can gain valuable insights into their customers’ needs, behaviors, and preferences to provide them with the best experiences. This ultimately leads to stronger customer relationships and improved business outcomes.
Salesforce workflow and process automation administration tasks involve setting up rules, creating triggers, building process flows, and managing system notifications. These tasks ensure that your business processes are automated effectively to maximize efficiency.
When setting up rules, administrators establish criteria that determine when a workflow is triggered. Triggers allow the automation of defined activities, such as sending emails, creating tasks, updating fields, and more. Process flows are visual diagrams that show the order of actions in a workflow. System notifications notify users when certain activities occur, such as when a record is updated or when a task is assigned.
Salesforce workflow and process automation tasks help streamline business processes and optimize efficiency. Administrators should have a thorough understanding of the platform to set up the rules, triggers, and process flows correctly. They should also be knowledgeable about system notifications to ensure that all users are alerted when certain activities occur. With these tasks, administrators can help businesses maximize productivity and get the most out of Salesforce.
Self-Paced Salesforce eLearning courses cost $550 at the starting point per student. Group purchase discounts are available.
A: If you are wondering what Salesforce skills are important to learn, we've written a Salesforce Skills and Learning Guide that maps out Salesforce skills that are key to master and which of our courses teaches each skill.
Read Our Salesforce Skills and Learning Guide
A: Salesforce, a customer relationship management (CRM) platform, provides a cloud-based solution to employees and business owners who want to manage all aspects of their customer connections. This powerhouse platform allows individuals to use the cloud to handle many different business tasks, including sales, marketing, commerce, and productivity, but its complexity and feature-rich design lead many employees to seek formal online and instructor-led training, which we offer at Certstaffix Training. Taking courses can prepare you for certification exams, which can be scheduled through the Salesforce website.
A: Becoming a Salesforce administrator can be a career upgrade and financial boon for some employees. This career choice, however, can come with a significant investment of time and money for those who are paying for training out of pocket. Some individuals can spend a year and thousands of dollars taking preparation courses. Studying for a Salesforce administrator certification can be simplified by taking training courses specifically designed to cover the job’s fundamentals. Signing up for classes taught by a live instructor can increase your chances of understanding the software and the specific duties associated with becoming an administrator.
A: The difficulty of becoming a Salesforce administrator can depend on many factors, including your existing knowledge and experience and whether you want to earn a basic or advanced administrator certification. While preparation for administrator certification can require intense study and hands-on experience, most employees find the prospect of a significant pay increase after earning the credential worth it. Most beginners can expect months of study, practice, and preparation for the exam, including taking Salesforce admin classes. This effort can significantly reduce the difficulty of passing these exams; many students fail in their first attempt, so good preparation is crucial.
A: Employees who want to become a certified Salesforce developer have a number of options. While preparation for this profession can vary between individuals in terms of education, experience, and skills, obtaining an official Salesforce developer certification can position any employee on the path to stepping into this respected role. Taking training courses that teach basic and advanced aspects of a Salesforce developer role can adequately prepare individuals for the certification exam. The cost for the certification exam is $200, which is relativity low compared to similar certifications.
A: Since Salesforce can be challenging to master, it's important to choose the appropriate training method based on your preferences, needs, learning style, and budget. Traditional classes can appeal to student groups, while online courses are perfect for individuals who want a self-paced option. Supplemental resources, like tutorials, guides, and videos, can introduce students to Salesforce but rarely give individuals the expertise required to perform specialized roles like Administrator. While Salesforce may offer its own training, signing up for instructor-led classes can ensure that students learn everything that they need to know with the support of a knowledgeable teacher.
A: The amount of time that's required to learn Salesforce can depend on a number of factors, including your prior knowledge of Salesforce concepts, the particular role that you want to pursue, and the educational option that you choose. Traditional courses can last weeks or months, with more study time required for advanced credentials. But our accelerated courses take far less time. Generally, those who pursue Administrator training can expect to learn the role's fundamentals in a few weeks, unless they take an accelerated course, which can be completed in just a few days.
A: When determining which Salesforce course is best to take, novices will need to consider their professional goals, interests, and skill set. Generally speaking, those new to Salesforce should target entry-level courses and certifications. Exceptions can be made for specialized roles that don't have prerequisites. Most beginners choose to pursue a Salesforce Administrator class and certification because of the general skills that they can gain, but higher-level certifications, like Service Cloud Consultant, may also be pursued by those who want to start facing clients. Beginners can also take classes that teach new versions of Salesforce, like Lightning.
A: Since Salesforce is a leading customer relationship management (CRM) program that corporate entities and small companies use to maintain important connections, earning a Salesforce certification can be worth your time and financial investment. In addition to demonstrating your proficiency with the platform and its latest iterations, certification can increase your pay and allow you professional mobility. To get the most out of a credential, choose the right certification to pursue and keep it valid with re-certifications as needed. Relatively low-cost courses are available at Certstaffix Training, which can be completed in a few days.
A: If you want to earn a Salesforce certification, factors like the type of Salesforce role that you want to pursue, your current skill level, and the training that you choose can influence how much you'll spend. Different certification exams have different costs, and so do the courses to prepare you for them. Choosing the right training option can help you maximize the value of this investment and reduce the odds that you'll need to pay for the exam more than once.
A: Salesforce is a powerful CRM tool, and learning how to use it can take some time. Depending on your level of experience and how much time you can dedicate to learning, it could take anywhere from a few weeks to a couple of months to become proficient in Salesforce. A formal Salesforce course by Certstaffix Training is 1 to 5 days in length and can get you Salesforce skills quickly.
Once you have learned the basics, you will be able to salesforce more efficiently and effectively, saving you time in the long run. With Salesforce, you can customize your sales process, automate tasks, and keep track of your sales pipeline, making it an essential tool for sales professionals. If you are looking to improve your sales skills and efficiency, learning Salesforce is a great place to start.
A: Salesforce is a powerful CRM platform, but it can be challenging to learn if you're not familiar with CRM software. The good news is that there are plenty of resources available to help you get up to speed quickly. There are Salesforce training courses available online and in person that make it easy to learn Salesforce, as well as tons of helpful articles and videos for self-learners. With a little bit of effort, you can be up and running with Salesforce in no time.
A: Salesforce does not require coding, but it helps to have some coding knowledge. There are many Salesforce training options available to help users get up to speed. Having some coding skills can make working with Salesforce easier and more efficient. However, it is not required to use Salesforce.
A: Salesforce courses are designed to help sales and customer service professionals learn how to use the Salesforce customer relationship management (CRM) system. Courses cover topics such as creating and managing sales opportunities, tracking customer interactions, and generating reports. Salesforce Administrators can also take courses tailored for those performing administrative tasks like instance setup & configuration. Salesforce courses can be taken online or in person (for groups) with Certstaffix Training.
A: There are a number of skills that are important for Salesforce professionals. One of the most important is the ability to configure and customize Salesforce applications. This includes being able to create custom objects, fields, workflows, and validation rules. Another key skill is understanding how to use Apex code to extend the functionality of Salesforce applications. Additionally, it is important to be able to integrate Salesforce with other systems using APIs. And finally, being able to effectively use Salesforce reports and dashboards is also critical. By possessing these skills, Salesforce professionals can be sure to be in high demand.
1. The ability to configure and customize Salesforce applications. This includes being able to create custom objects, fields, workflows, and validation rules.
2. Understanding how to use Apex code to extend the functionality of Salesforce applications.
3. Being able to integrate Salesforce with other systems using APIs.
4. Being able to effectively use Salesforce reports and dashboards.
By possessing these skills, Salesforce professionals can be sure to be in high demand.
Certstaffix Training provides Salesforce classes near me or online, depending on the number of students involved. We offer online courses for individual learners, as well as in person classes at your office for corporate groups. Our trainers are highly experienced professionals with the expertise necessary to help you gain a thorough understanding of Salesforce concepts and tools. With our courses available online for individuals or in person for corporate groups, it's easy to develop your Salesforce skills. Start learning today and see how Certstaffix Training can help you reach your goals.