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Salesforce Administrator

Self-paced videos, Lifetime access, Study material, Certification prep, Technical support, Course Completion Certificate


Uplatz

Summary

Price
Save 93%
£13 inc VAT (was £200)
Offer ends 30 April 2024
Study method
Online, On Demand What's this?
Duration
16 hours · Self-paced
Qualification
No formal qualification
Certificates
  • Reed courses certificate of completion - Free
  • Uplatz Certificate of Completion - Free

205 students purchased this course

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Overview

Uplatz offers in-depth and extensive training on Salesforce Administration. This is video-based online course (self-paced training). You will be awarded Course Completion Certificate at the end of the course.

A Salesforce Administrator is a professional working in Salesforce CRM system and is typically responsible for streamlining the user experience as well as administration of Salesforce in the organization. In this Salesforce Administrator training, Uplatz Salesforce trainer helps you understand how to configure and administer Salesforce so that the functions of this CRM tool align to the needs and goals of your business. Learn how to customize sales paths and opportunity stages, set up custom fields, and create custom reports for your teams. The students will also learn how to secure their data and configure user accounts with different levels of access. Use the important tips taught in this Salesforce admin course to work smarter, and provide more value for your Salesforce users.


The high-level topics of this Salesforce Administrator training include:

  • Planning a transition to Salesforce
  • Administering user accounts
  • Managing permissions
  • Capturing and converting leads
  • Customizing views
  • Setting up opportunities
  • Creating campaigns
  • Customizing fields and pages
  • Building and sharing reports
  • Importing data
  • Batch processing data
  • Enforcing data security with auditing and policies

Curriculum

1
section
22
lectures
16h 3m
total
    • 1: Introduction and Signup Process of Salesforce Preview 22:22
    • 2: Salesforce Administrator Data Model - part 1 1:01:12
    • 3: Salesforce Administrator Data Model - part 2 1:16:51
    • 4: Salesforce Administrator Data Model - part 3 58:50
    • 5: Salesforce Administrator Data Model - part 4 1:11:14
    • 6: Salesforce Administrator Reports and Dashboards 1:32:56
    • 7: Salesforce Administrator Data Management 54:25
    • 8: Salesforce Admin Fundamentals 32:55
    • 9: Salesforce Process Automation - Overview and Tools 27:58
    • 10: Salesforce Process Automation - Workflow Rules 1:11:24
    • 11: Salesforce Process Automation - Approval Process 54:51
    • 12: Salesforce Process Automation - Flow Builder 26:39
    • 13: Salesforce Process Automation - Process Builder 19:32
    • 14: Salesforce Process Automation - Validation Rules 22:40
    • 15: Salesforce Process Automation - WTC and WTL 36:17
    • 16: Salesforce Process Automation - Case Auto Setup 22:10
    • 17: Salesforce Process Automation - Lead Auto Setup 27:29
    • 18: Salesforce Security Model - Overview 22:03
    • 19: Salesforce Security Model - Object Level Security (Profile) 28:57
    • 20: Salesforce Security Model - Object Level Security (Permission Set) 19:51
    • 21: Salesforce Security Model - Record Level Security 1:28:49
    • 22: Salesforce Security Model - Field Level Security 23:22

Course media

Description

SAP Administrator Course Curriculum

1. Salesforce Fundamentals

2. Company Profile, User SetUp & Login Process

3. Standard and Custom Objects

  • Relationship among objects
  • Big Objects


4. Fields

  • Field Usage & Types
  • Field Dependencies


5. Data Model

  • Object Relationships
  • Salesforce Data Model


6. Formulas & Validation Rules

7. Page Layouts

8. Record types

9. Security and Controls

  • Organization Level Security
  • Object level Security
  • Field level Security
  • Record level Security
  • Folder Level Security
  • Profiles
  • Permission sets
  • Roles and Role Hierarchy
  • Organization Wide Defaults
  • Sharing rules
  • criteria Based sharing
  • Manual sharing
  • Groups
  • Delegated Administration
  • Apex Managed Sharing
  • Queues, Teams
  • User Sharing and permissions
  • Custom permissions


10. Workflow Automation

  • Workflows
  • Process Builder
  • Flows
  • Approval Process


11. Data Management

  • Data Import Wizard
  • Data Loader


12. Analytics

  • Reports
  • Report Types
  • Custom Reports
  • Usage of Filters
  • Bucketing
  • Report Notifications
  • Historical Trending
  • Reporting Snapshots
  • Dashboards
  • Dashboard Components
  • Dynamic Dashboards


13. Sales Cloud

  • Lead Assignment Rules
  • Web-to-Lead
  • Lead AutoResponse Rules
  • Lead Conversion
  • Forecasting & Quotas
  • Price Books
  • Campaigns (Hierarchy, ROI, Influence)
  • Opportunity and Account Teams
  • Contact Roles


14. Service and Support Applications

  • Case Escalation Rules
  • Case Page Layouts & Status
  • Case Teams
  • Communities and Portals Overview
  • Case Feeds
  • Case Hierarchies
  • Web-to-Case
  • Email-to-Case
  • Case AutoResponse Rules
  • Solutions & Knowledge Management
  • Service Contracts, Entitlements & Milestones
  • Salesforce Console


15. Activity Management

  • Tasks & Events


16. Content and Folder Management

  • Salesforce CRM Content
  • Content Libraries
  • Documents, Notes & Attachments, SF Files

17. App Exchange

  • Managed & Unmanaged Packages
  • Native & Non-Native Packages


18. Chatter

19. Desktop and Mobile Administration

  • Salesforce1
  • Salesforce for Outlook

Who is this course for?

Everyone

Requirements

Passion and determination to achieve your goals!

Career path

  • Salesforce Administrator / Senior Admin
  • Salesforce Developer
  • Salesforce Consultant
  • CRM Manager
  • Digital Marketing Manager/Executive
  • Sales Manager/Executive
  • Lead Salesforce Admin
  • Salesforce Architect / Admin / Project Management
  • Project Manager
  • Relationship Officer
  • Project Administrator
  • Business Analyst
  • Salesforce Technical Lead – Apex/Visual Force
  • Lead Salesforce Admin - Sales Cloud & Service Cloud

Questions and answers


No questions or answers found containing ''.


Amanda asked:

Do I need to have access to Salesforce to complete this course

Answer:

Hi Amanda, yes we will send you the instructions how to access the software after course purchase. Regards Indu Uplatz

This was helpful. Thank you for your feedback.
Moogs asked:

Is the certificate of completion a salesforce certificate, or is it a third party?

Answer:

The course completion certificate is issued by Uplatz, which is industry recognized.

This was helpful. Thank you for your feedback.
Brett asked:

Can I buy it now but not start the course (and SF.com's 1-month access) until January?

Answer:

Hi Brett That's fine, you can buy now and start the course whenever you want. You'll have lifetime access to the course so no issues at all. Team Uplatz

This was helpful. Thank you for your feedback.
Lydia asked:

After payment do I only have one month to complete salesforce admin - is the course and exam online only

Answer:

Hi Lydia The course access is lifetime access on our portal. There is no exam involved and the course is completely online through self-paced videos that can be played anytime, anywhere, on any device, but online. Once you complete the course to your satisfaction just let us know and we will issue you a Course Completion Certificate. Team Uplatz

This was helpful. Thank you for your feedback.
George asked:

If i sign up to the salesforce administrator do I get Salesforce Administrator certificate?

Answer:

We do provide a course completion certificate.

This was helpful. Thank you for your feedback.
robin asked:

How long do we have to complete after payment. Do you provide access to a Salesforce platform

Answer:

Hi Robin 1) Once you buy the video course, you'll get lifetime access to the videos. 2) Access to Salesforce platform will be provided for 1 month. Team Uplatz

This was helpful. Thank you for your feedback.
Sarah95 asked:

If I were to do this course and complete it, is this then a recognised certificate to progress into a Salesforce career?

Answer:

This course will give you the in-depth knowledge to get started with your journey as Salesforce consultant. The certificate is given by Uplatz as Course Completion Certificate. You will also get a certificate from Reed. This can definitely help you progress into a Salesforce career.

This was helpful. Thank you for your feedback.
Idro asked:

Hi, is the software that I will download compatible with Samsung 43 Inch UE43AU7100 Smart 4K Crystal UHD HDR TV?

Answer:

Hi, please check Salesforce website directly with the software compatibility with the devices. Team Uplatz

This was helpful. Thank you for your feedback.
Idro asked:

Is the course software compatible with samsung galaxy s7 plus android tablet?

Answer:

Hi Idro Yes. The videos can be watched on any device including laptop, mobile, and tablet. Team Uplatz

This was helpful. Thank you for your feedback.
G asked:

How much will it cost to get access to the Salesforce software? How long do you have access to the software for ?

Answer:

Hi G The instructions to access the Salesforce software for training/learning purposes are mentioned in the course. It is for a limited time period. Team Uplatz

This was helpful. Thank you for your feedback.
Ehsan asked:

Hello, do we purchase salesforce and what would the cost be?

Answer:

Hi, The "Salesforce Administrator Certification Training" self-paced video course is priced at £10. And the "Salesforce Administrator online tutor-led training" is offered at £450.

This was helpful. Thank you for your feedback.
Hannah asked:

Hello, does this course cover everything we need to learn in order to pass Salesforce - Administrator exam? Many thanks!

Answer:

Hi Hannah Yes it does. However, we cannot guarantee the same but can assure you that it's quite a comprehensive course and will provide you sufficient knowledge so as to clear the Salesforce Administrator exam. This course is amongst our top courses now. Thanks Team Uplatz

This was helpful. Thank you for your feedback.
Sridevi asked:

Hi I don't have any access to the course, all I have is 2 videos and topics.

Answer:

Hi Sridevi, Please check now.

This was helpful. Thank you for your feedback.
Sridevi asked:

Hi how to get completion certificate?

Answer:

Hi Sridevi You just need to complete the course and then send us an email (our email id will be shared with you post your course purchase). Our team will then issue you the certificate within 24 hours. Team Uplatz

This was helpful. Thank you for your feedback.

Certificates

Reed courses certificate of completion

Digital certificate - Included

Will be downloadable when all lectures have been completed

Uplatz Certificate of Completion

Digital certificate - Included

Course Completion Certificate by Uplatz

Reviews

2.5
Course rating
60%
Service
30%
Content
60%
Value

FAQs

Study method describes the format in which the course will be delivered. At Reed Courses, courses are delivered in a number of ways, including online courses, where the course content can be accessed online remotely, and classroom courses, where courses are delivered in person at a classroom venue.

CPD stands for Continuing Professional Development. If you work in certain professions or for certain companies, your employer may require you to complete a number of CPD hours or points, per year. You can find a range of CPD courses on Reed Courses, many of which can be completed online.

A regulated qualification is delivered by a learning institution which is regulated by a government body. In England, the government body which regulates courses is Ofqual. Ofqual regulated qualifications sit on the Regulated Qualifications Framework (RQF), which can help students understand how different qualifications in different fields compare to each other. The framework also helps students to understand what qualifications they need to progress towards a higher learning goal, such as a university degree or equivalent higher education award.

An endorsed course is a skills based course which has been checked over and approved by an independent awarding body. Endorsed courses are not regulated so do not result in a qualification - however, the student can usually purchase a certificate showing the awarding body's logo if they wish. Certain awarding bodies - such as Quality Licence Scheme and TQUK - have developed endorsement schemes as a way to help students select the best skills based courses for them.