Course Description: Unlock the full potential of Salesforce Classic and become a proficient Salesforce Administrator with our comprehensive course. Designed for beginners and aspiring Salesforce professionals, “The Complete Salesforce Classic Administrator” course provides a step-by-step guide to mastering the core concepts and functionalities of Salesforce Classic. From navigating the Salesforce interface to configuring and customizing Salesforce to meet business needs, this course covers everything you need to know to excel in your role as a Salesforce Administrator.
Course Curriculum:
- Introduction to Salesforce
- Overview of Salesforce and its features
- Understanding the role of a Salesforce Administrator
- Exploring the Salesforce Classic interface
- User Management
- Creating and managing user accounts
- Assigning user roles, profiles, and permissions
- Setting up security settings and data access controls
- Data Management
- Understanding Salesforce data model: objects, fields, and relationships
- Importing and exporting data using Data Loader
- Data cleansing and deduplication techniques
- Customization and Configuration
- Customizing page layouts and record types
- Creating custom fields, objects, and tabs
- Building custom reports and dashboards
- Workflow Automation
- Implementing workflow rules and approvals
- Creating process builder flows for automation
- Introduction to Salesforce automation tools: workflows, process builder, and flows
- Salesforce Security
- Implementing security best practices
- Configuring role hierarchy and sharing settings
- Managing profiles, permission sets, and field-level security
- Sales and Service Cloud Configuration
- Configuring sales processes and sales automation
- Setting up service processes and case management
- Introduction to Salesforce Lightning Experience
- AppExchange and Integration
- Exploring the Salesforce AppExchange
- Installing and managing third-party apps and integrations
- Integrating Salesforce with external systems and applications
- Salesforce Mobile App
- Configuring and customizing the Salesforce mobile app
- Managing mobile users and permissions
- Optimizing the mobile experience for Salesforce users
- Troubleshooting and Support
- Diagnosing and resolving common Salesforce issues
- Accessing Salesforce support resources and communities
- Best practices for ongoing Salesforce maintenance and optimization
Prerequisites: No prior experience with Salesforce is required. Basic computer literacy and familiarity with CRM concepts are beneficial but not mandatory.
Duration: This course is self-paced, with approximately XX hours of content.
Certification: Upon successful completion of the course, you’ll receive a certificate of completion from PMH Edu. Additionally, you’ll be well-prepared to pursue Salesforce Administrator certification exams.
2 thoughts on “The Complete Salesforce Classic Administrator”
- 43 hours on-demand video
- 81 articles
- 19 downloadable resources
- 4 coding exercises
- Full lifetime access
- Access on mobile and TV
- Certificate of Completion
This course is amazing, it is extremely thorough and in depth! I am not finished with the course, but just the excel exercises alone are more than worth the price of the course! A must take course! Thank you!
Great starting point for learning Swift. If you have never programmed, or never used Swift it is a great place to start.