Salesforce Administrator Course
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Introduction4 Topics
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Get Started5 Topics
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Configuration & Setup 20%21 Topics|1 Quiz
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Configuration & Setup Introduction
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Company Settings
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User Interface & Key Features
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Create a Business Development App
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Create a Theme
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User Interface Search Settings
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Homepages
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List Views
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Intelligence ViewÂ
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Setup & Maintain Users
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Delegated Administration & Login As Another User
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Managing Access & Security in Salesforce
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Organizational Security Controls
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Organization Wide Defaults
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Roles & Role Hierarchy
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Sharing Rules
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Manual Sharing
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Sharing Hierarchy
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Restriction Rules
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Profiles, Permission Sets & Permission Set Groups
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Folders
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Configuration & Setup Introduction
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Object Manager & Lightning App Builder 20%20 Topics|1 Quiz
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Object Manager & Lightning App Builder Introduction
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Standard Objects & Fields
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Object Relationships
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Extending Salesforce with Custom Objects & Fields
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Custom Fields
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Field Types
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Field Dependencies
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Field History Tracking
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Field Visibility, Required Fields & Validation Rules
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Deleting Fields
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Page Layouts
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Record Types
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Business Processes, Path & Guidance
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Create a Path
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Compact Layouts
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Global & Object-Specific Actions
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Lightning App Builder Record Pages
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Dynamic Forms
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Dynamic Related Lists
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Create an App
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Object Manager & Lightning App Builder Introduction
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Sales & Marketing Applications 12%15 Topics|1 Quiz
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Sales & Marketing Applications Introduction
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Opportunities & Sales Process Overview
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Forecasting
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Products & Price Books
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Quotes
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Orders
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Lead Management & Lead Conversion
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Lead Assignment Rules
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Lead Auto-Response Rules
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Web-to-Lead
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Campaign Management
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Sales Productivity Features
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Home Page Assistant
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Einstein Lead Scoring
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Einstein Opportunity Scoring
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Sales & Marketing Applications Introduction
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Service & Support Applications 11%9 Topics|1 Quiz
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Productivity & Collaboration 7%5 Topics|1 Quiz
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Data & Analytics Management 14%18 Topics|1 Quiz
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Data & Analytics Management Introduction
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Creating Reports
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Report Charts
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Report Features
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Report Types
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Reporting Snapshots
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Create Dashboards
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Report & Dashboard Data Access
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Report & Dashboard Folder Management
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Exporting, Scheduling & Subscribing
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Data Validation
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Duplicate Management
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Salesforce IDs & External IDs
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Data Import Wizard
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Data Loader
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Data Import Wizard VS Data Loader
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Mass Action Tools
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Data Export & Backup
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Data & Analytics Management Introduction
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Workflow/Process Automation 16%9 Topics|1 Quiz
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Prepare for Success1 Topic
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Taking the Exam3 Topics
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What's Next?3 Topics
Sign Up For Trailhead
What is Trailhead?
As Salesforce describes it: âTrailhead is the fun and free way to learn in demand skillsâ.
Trailhead is for everyone, covering topics and learning modules for anyone using Salesforce, from Admins and Developers, to sales leaders and end users. You can expect to learn technical skills, business skills, and even soft skills that will help you on your journey to becoming an awesome admin.
In Trailhead, learning topics are broken down into modules and each module contains units. At the end of each unit, youâll complete a quiz or hands-on challenge that will earn you points. Once youâve completed all the units in a module, youâll get a badge that is displayed on your profile.
To help guide you through a particular learning path, for example, ‘How to Become a Certified Administrator’, there are Trails (groups of modules).
Wait, thereâs more! There are also Superbadges available, which are skill-based credentials that you can use to really put your knowledge to the test. Youâll be presented with a real-world business scenario to test your expertise and encourage you to create a solution yourself. Find out more about Superbadges here.
Sign Up to Trailhead
Head over to Trailhead and click âSign Upâ or âGet Started For Freeâ (both links will take you to the same page).
Youâll be asked how you want to sign up; I recommend signing up with Salesforce using your Developer org credentials so that the two are linked.
You can also sign up with email, Google, LinkedIn, Apple, or Facebook if you prefer.
Complete the Trailhead and Trailblazer Community Module
Now that you have an account and youâre logged in, complete the Trailhead and Trailblazer Community module to become familiar with using and navigating Trailhead.Â
Whatâs the Difference Between a Trailhead Playground and a Developer Edition Org?
A Trailhead playground and Developer org are very similar! They are both test environments where you can explore features and practice setting things up. The main difference is that a Trailhead playground will come with Trailhead specific data and sometimes pre-installed packages that are required for completing hands-on challenges. Itâs important to use a playground when instructed!
Itâs also worth being mindful that you may end up with multiple playgrounds, as some modules or units will ask you to create a brand new playground to complete challenges in. This is usually because you require specific data or installed packages. Itâs important to follow the directions and create a new playground. Otherwise, you may encounter errors.
Trailhead Go
You can also learn on the move by downloading Trailhead Go (the mobile app), which is available on Apple and Android phones.