Corso Learn Admin Essentials in Lightning Experience

Course delivered in English
Lessons: 11
Level: Beginner
Access: Free Online Course (Audit)

Course info:

Master the fundamentals of administering a Salesforce org. These trails will give you everything you need to get started. Salesforce offers an amazing set of sales, marketing, service, collaboration, security, and analytics capabilities, as well as the ability to create your own solutions on the Salesforce Platform. Salesforce is used by a wide range of companies from small start-ups to large enterprise companies in various industries. Getting indept knowledge of Salesforce Platform then can boost your professional career and get you a bright future. You them should start looking at the road ahead using this Certification Guide.

In order to acquire the necessary skills you should start your Learning path online using the official learning Platform called Trialhead. Modules can be available also in other languages (please refer to Language option on footer Trailhead). It is estimated a duration of approx 11 hour and 5 mins in order to complete the entire Learning path. You will also receive a total of +5200 points at completion onto you Trailhead dashboard.

Course Details

Project 1 - Prepare Your Salesforce Org for Users (+500 POINTS) - Approx 50 mins
Set up the tools your users need to sell in a global business.

• Set Up the Exchange Rate - Approx 10 mins
• Update the Exchange Rate with ACM - Approx 10 mins
• Customize the Home Page - Approx 10 mins
• Create a Unique Account List View - Approx 10 mins
• Create Chatter Groups - Approx 10 mins

Project 2 - Customize an Org to Support a New Business Unit (+500 POINTS) - Approx 1 hour and 30 mins
Manage users and optimize your business model for efficiency.

• Manage User Access - Approx 15 mins
• Manage Chatter - Approx 15 mins
• Modify Your Data Model - Approx 30 mins
• Configure an Email Letterhead and Template - Approx 15 mins
• Automate Your Business Process - Approx 15 mins

Project 3 - Protect Your Data in Salesforce (+500 POINTS) - Approx 1 hour and 5 mins
Secure your Salesforce org by controlling login and data access for users.

• Restrict Login Hours and IP Ranges - Approx 10 mins
• Create New Users and Allow a User to Delete Accounts - Approx 15 mins
• Set Organization-Wide Defaults and Create a Role Hierarchy - Approx 15 mins
• Create Sharing Rules - Approx 15 mins
• Set Up Account Teams - Approx 10 mins

Project 4 - Customize a Sales Path for Your Team (+300 POINTS) - Approx 30 mins
Guide your reps during the sales process and make them more productive.

• Customize a Sales Path - Approx 10 mins
• Customize Opportunity Stages - Approx 10 mins
• Work with Opportunities in the Kanban View - Approx 10 mins

Project 5 - Customize a Salesforce Object (+800 POINTS) - Approx 1 hour and 45 mins
Use picklists, filters, formulas, and other tools to customize an object in your org.

• Work with Standard and Custom Fields - Approx 15 mins
• Create Picklists and Field Dependencies - Approx 15 mins
• Create Lookup Filters - Approx 10 mins
• Create Formula Fields - Approx 15 mins
• Create Record Types - Approx 15 mins
• Customize Record Pages - Approx 15 mins
• Enable Account Field History Tracking - Approx 10 mins
• Create Validation Rules - Approx 10 mins

Project 6 - Import and Export with Data Management Tools (+300 POINTS) - Approx 45 mins
Use dataloader.io and the Data Import Wizard to manage data in Salesforce.

• Use the Data Import Wizard - Approx 15 mins
• Use Dataloader.io to Export Data - Approx 15 mins
• Use Dataloader.io to Update Data - Approx 15 mins

Project 7 - Create Reports and Dashboards for Sales and Marketing Managers (+700 POINTS) - Approx 1 hour and 40 mins
Track key business information for your stakeholders with reports and dashboards.

• Create Report and Dashboard Folders - Approx 15 mins
• Create a Simple Custom Report - Approx 15 mins
• Filter Your Reports - Approx 15 mins
• Group and Categorize Your Data - Approx 15 mins
• Use Summary Formulas in Your Reports - Approx 15 mins
• Manage Reported Data - Approx 10 mins
• Visualize Your Data - Approx 15 mins

Project 8 - Improve Data Quality for Your Sales and Support Teams (+400 POINTS) - Approx 1 hour
Clean up data with validation rules, formula fields, lookup filters, and automation.

• Create a Validation Rule - Approx 15 mins
• Create a Formula Field - Approx 15 mins
• Create a Lookup Filter - Approx 15 mins
• Create an Automation with Flow - Approx 15 mins

Project 9 - Create a Process for Managing Support Cases (+300 POINTS) - Approx 35 mins
Streamline workflow and improve productivity with new processes, record types, and rules.

• Create Support Processes - Approx 10 mins
• Create Record Types - Approx 10 mins
• Create an Escalation Rule - Approx 15 mins

Module 10 - User Engagement (+900 POINTS) - Approx 1 hour and 25 mins
Create in-app guidance to help users get the most value out of your Salesforce app.

• Get Started with User Engagement - Approx 10 mins
• Promote Feature Adoption and Discovery - Approx 15 mins
• Create Prompts in Lightning Experience - Approx 35 mins
• Enable Users to Learn in the Flow of Work - Approx 15 mins
• Design a User Engagement Journey - Approx 10 mins

Projects
Projects give you hands-on practice with Salesforce technologies via step-by-step instructions. You'll gain new skills — and confidence — faster than you thought possible. In order to complete Projecy Task you might be required to Create a Trailhead Playground

Trails are guided learning paths through modules and projects that help you cover the most ground in the shortest amount of time. Consider them your personal game plan for exploring new skills. You will find over 200 learning Models in different subjects, according to defferent roles, your level and the product you are interested in.

The learning Object you will find in Trailhead shall allow you to prepare for a Salesforce Credential Certification. Thus you may choose between 5 different paths: Salesforce Administrator, Salesforce Architect, Salesforce Developer, Salesforce Marketer, Salesforce Consultant.

Further Details can be found at https://www.salesforce.com/content/dam/web/en_us/www/documents/datasheets/certification-guide.pdf

Be Advised, accessing the Exam Salesforce Credential is going to be difficult and it's not for free! So get busy studying all Learning content in Trailhead!

When the time comes, and you'll feel ready to get your Certification, this is what you'll find:

• Content: 60 multiple-choice/multiple-select questions
• Time allotted to complete the exam: 105 minutes
• Passing score: 67%
• Registration fee: USD 200 plus applicable taxes as required per local law
• Retake fee: USD 100 plus applicable taxes as required per local law
• Delivery options: Proctored exam delivered onsite at a testing center or in an online proctored environment on scheduling an exam.
• References: No hard-copy or online materials may be referenced during the exam.

Don't be surprised, it's totally worthed!