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CRM & Sales

Salesforce Admin Beginner

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8h

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6 iscritti

Descrizione del corso

Course delivered in English
Lessons: 6
Level: Beginner
Access: Free Online Course (Audit)

Course info:

Start your #AwesomeAdmin journey by learning the basics of customizing Salesforce. Develop Your Salesforce Admin Skills
Salesforce admins, know how to get the most out of the Salesforce system. 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)

Course Details

Module 1 - Salesforce Platform Basics (+900 POINTS) - Approx 45 mins
Get introduced to the platform, navigate use cases, and build custom functionality.

  • Unlock Business Success with Salesforce Data Platform - Approx 20 mins
  • Discover Use Cases for the Platform - Approx 5 mins
  • Understand the Salesforce Architecture - Approx 10 mins
  • Navigate Setup - Approx 5 mins
  • Power Up with AppExchange - Approx 5 mins

Module 2 - Data Modeling (+1500 POINTS) - Approx 45 mins
Give your data structure with objects, fields, and relationships.

  • Optimize Customer Data with Standard and Custom Objects - Approx 15 mins
  • Create Object Relationships - Approx 15 mins
  • Work with Schema Builder - Approx 15 mins

Module 3 -Data Management (+600 POINTS) - Approx 35 mins
Learn how to import and export data in Salesforce.

  • Import Data - Approx 30 mins
  • Export Data - Approx 5 mins

Module 4 - Lightning Experience Customization (+2700 POINTS) - Approx 3 hours
Customize the Lightning Experience user interface without writing any code.

  • Set Up Your Org - Approx 30 mins
  • Create and Customize Lightning Apps - Approx 20 mins
  • Create and Customize List Views - Approx 25 mins
  • Customize Record Highlights with Compact Layouts - Approx 25 mins
  • Customize Record Page Components and Fields - Approx 30 mins
  • Create Custom Buttons and Links - Approx 20 mins
  • Empower Your Users with Quick Actions - Approx 30 mins

Module 5 - User Engagement (+900 POINTS) - Approx 1 hours 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

Module 6 - Reports & Dashboards for Lightning Experience (+2100 POINTS) - Approx 1 hour and 50 mins
Visualize key business metrics in real-time using Lightning Experience.

  • Get to Know Lightning Reports and Dashboards - Approx 10 mins
  • Create Reports with the Report Builder - Approx 25 mins
  • Filter Your Report - Approx 25 mins
  • Format Your Report - Approx 25 mins
  • Visualize Your Data with the Lightning Dashboard Builder - Approx 25 mins

Obiettivi

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.

Struttura

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!