Salesforce.com Administrator Certification Preparation for New Admins
Introduction
- Topic A: Get to Know the Salesforce Administrator Certification Test
- Topic B: Introduction to the App
Unit 1: Organizational Setup
- Topic A: UI Features
- Topic B: Company Information and Profile
- Topic C: Fiscal Year, Currency Management, Locale Settings
Unit 2: User Setup
- Topic A: Manage User Profiles and User Access
- Topic B: Create, Maintain, and Support Users
- Topic B: User Licenses
Unit 3: Salesforce Security Model and Data Access
- Topic A: Login Restrictions
- Topic B: Org-Wide Defaults Data Access Model
- Topic C: Object, Records, and Field Level Security
- Topic D: Roles and Hierarchy
- Topic E: Manual Sharing and Sharing Rules
- Topic F: Profile Settings and Permissions
Unit 4: Standard and Custom Objects
- Topic A: Object Architecture
- Topic B: Object Relationships
- Topic C: Manage and Create Fields and Page Layouts
- Topic D: Manage Record Types and Business Processes
- Topic E: Create and Manage Custom Objects
Unit 5: Sales and Marketing Applications
- Topic A: Sales Processes
- Topic B: Campaigns, Leads, Opportunities
- Topic C: Products and Price Books
Unit 6: Service and Support Applications
- Topic A: Case Management and Support Processes
- Topic B: Assignment, Case Escalation and Auto-Response Rules
- Topic C: Cases from Web and Emails
- Topic D: Case Teams and Communities
Unit 7: Activity Management and Collaboration
- Topic A: Activities
- Topic B: Chatter
Unit 8: Data Management
- Topic A: Data Integrity
- Topic B: Data Loader
- Topic C: Data Import Wizard
- Topic D: Data Export
Unit 9: Analytics – Reports and Dashboards
- Topic A: Create and Format Reports to Answer Business Questions
- Topic B: Report Types
- Topic C: Create and Manage Dashboards Based on Reports
Unit 10: Workflow/Process Automation
Unit 11: Desktop and Mobile Administration
- Topic A: Salesforce Mobile App
- Topic B: Lightning for Outlook
Unit 12: AppExchange
- Topic A: How to Use AppExchange to Expand Your Org’s Functionality and Meet Business Needs
- Topic B: Install AppExchange Packages (Managed and Unmanaged Packages)