By the end of this course, learners will be able to configure Salesforce organizations, manage users and security, customize objects and fields, design record layouts, and apply validation rules to ensure data quality. Learners will also gain the ability to control record visibility, create relationships between objects, and enhance productivity using list views, formulas, and page actions.
This beginner-friendly course is designed to help learners build a strong foundation in Salesforce Administration through structured modules, hands-on concepts, and real-world configuration examples. Each module progressively develops core administrative skills, starting from Salesforce fundamentals and user setup, and advancing toward security management, object customization, and automation techniques.
What makes this course unique is its step-by-step, practical approach that mirrors real Salesforce admin tasks without requiring prior coding experience. The course emphasizes best practices, system understanding, and decision-making skills essential for entry-level Salesforce Administrators. Upon completion, learners will be well-prepared to support business processes, maintain data integrity, and confidently navigate Salesforce administration roles in professional environments.
This module introduces the Salesforce platform and the role of a Salesforce Administrator, focusing on core concepts, cloud-based CRM features, and initial organization and user setup required to support business operations.
涵盖的内容
6个视频4个作业
显示有关单元内容的信息
6个视频•总计60分钟
Introduction to Salesforce Administration•8分钟
Features of Salesforce•11分钟
Organization Setup•10分钟
User Set up•10分钟
User Set up Continues•12分钟
Editing and Setup of My Profile•8分钟
4个作业•总计60分钟
Graded - Salesforce Fundamentals•30分钟
Salesforce Overview•10分钟
Organization Setup•10分钟
User Setup Continuation•10分钟
User Interface & Personalization
第 2 单元•小时 后完成
单元详情
This module explores Salesforce user interface customization, focusing on display settings, navigation, collaboration tools, and home page personalization to improve usability and user productivity.
涵盖的内容
6个视频4个作业
显示有关单元内容的信息
6个视频•总计56分钟
Changing Display and Layout•8分钟
About Email Chatter and Desktop Addons•10分钟
Introduction to Global User Interface•9分钟
Home Page Components•9分钟
Home Page Layout•10分钟
Search Settings•10分钟
4个作业•总计60分钟
Graded - User Interface & Personalization•30分钟
Display & Layout Customization•10分钟
Global Interface & Navigation•10分钟
Home Page Design•10分钟
Activities & Data Customization
第 3 单元•小时 后完成
单元详情
This module covers activity management and data customization, enabling administrators to track tasks and events, create custom fields, configure settings, and apply basic login security controls.
涵盖的内容
6个视频4个作业
显示有关单元内容的信息
6个视频•总计59分钟
TASKS Activities•11分钟
Events Activities•9分钟
Custom Fields Activities•9分钟
Settings Activities•12分钟
SECURITY Login IP•11分钟
SECURITY Level Profile•7分钟
4个作业•总计60分钟
Graded - Activities & Data Customization•30分钟
Tasks & Events•10分钟
Custom Fields & Settings•10分钟
Login & Profile Security Basics•10分钟
Profile & Permission Security
第 4 单元•小时 后完成
单元详情
This module focuses on Salesforce security fundamentals, including profiles, permission sets, field-level security, and permission levels to ensure controlled and secure user access.
涵盖的内容
6个视频4个作业
显示有关单元内容的信息
6个视频•总计51分钟
SECURITY Level Profile Continue•9分钟
Other Profile Setting in Security•10分钟
SECURITY Level Permission Set•11分钟
Field Level Profile Security•7分钟
Permission Level Security•8分钟
Security Roles Security•8分钟
4个作业•总计60分钟
Graded - Profile & Permission Security•30分钟
Profile Security Continuation•10分钟
Permission Sets & Field Security•10分钟
Permission Levels•10分钟
Roles, Hierarchy & Sharing
第 5 单元•小时 后完成
单元详情
This module explains record-level security using roles, role hierarchy, organization-wide defaults, and sharing rules to manage data visibility across the organization.
涵盖的内容
6个视频4个作业
显示有关单元内容的信息
6个视频•总计60分钟
Introduction to Roles and Subordinate•11分钟
Role Hierarchy and CIO Role•11分钟
Security OWD•11分钟
Sharing Setting OWD•12分钟
Standard Object•6分钟
Building Custom Object•9分钟
4个作业•总计60分钟
Graded - Roles, Hierarchy & Sharing•30分钟
Roles & Subordinates•10分钟
Organization-Wide Defaults•10分钟
Standard & Custom Objects•10分钟
System Overview & Custom Objects
第 6 单元•小时 后完成
单元详情
This module provides a system-level understanding of Salesforce architecture and guides learners through creating and managing custom objects and their relationships.
涵盖的内容
6个视频4个作业
显示有关单元内容的信息
6个视频•总计45分钟
System Overview•9分钟
System Overview Continues•10分钟
Creating a Custom Object•7分钟
Object Classification and Deployment Status•6分钟
Custom Object Position•8分钟
New Relationship Custom Object•5分钟
4个作业•总计60分钟
Graded - System Overview & Custom Objects•30分钟
System Architecture•10分钟
Creating Custom Objects•10分钟
Object Position & Relationships•10分钟
Fields, Relationships & Tabs
第 7 单元•小时 后完成
单元详情
This module covers field management, object relationships, and tab configuration to enhance data structure, navigation, and reporting capabilities.
涵盖的内容
7个视频4个作业
显示有关单元内容的信息
7个视频•总计61分钟
Editing the Standard Fields•6分钟
Editing the Standard Fields Continues•8分钟
Custom Fields and Relationship•11分钟
New Custom Object•10分钟
More on New Custom Object•11分钟
Relationship Objects in Salesforce•8分钟
Example of Relationship Object•7分钟
4个作业•总计60分钟
Graded - Fields, Relationships & Tabs•30分钟
Editing Standard Fields•10分钟
Custom Fields & Objects•10分钟
Relationships & Tabs•10分钟
Relationship Examples & Record Design
第 8 单元•小时 后完成
单元详情
This module demonstrates practical examples of object relationships and focuses on record design using page layouts and record types to support multiple business processes.
涵盖的内容
7个视频4个作业
显示有关单元内容的信息
7个视频•总计56分钟
Object Tabs in Salesforces•8分钟
Example of Relationship Salesforce•9分钟
Example of Relationship Salesforce Continues•4分钟
Field history Tracking in Salesforce•11分钟
Page Layout and Related List Salesforce•10分钟
Salesforce Record Types•7分钟
Example of Record Types•7分钟
4个作业•总计60分钟
Graded - Relationship Examples & Record Design•30分钟
Relationship Examples•10分钟
Relationship Continuation•10分钟
Page Layouts & Record Types•10分钟
Views, Validation & Advanced Fields
第 9 单元•小时 后完成
单元详情
This module emphasizes data quality and productivity through list views, search layouts, validation rules, formula fields, and page actions.
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