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Salesforce Administrator Course

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COURSE: SALESFORCE ADMINISTRATOR

DATAPRO
Level 1 – Beginner

1 Module: Salesforce Platform Basics Get Started with the Salesforce Platform
Get introduced to the platform, Discover Use Cases for the Platform
navigate use cases, and build custom Understand the Salesforce Architecture
functionality. Navigate Setup
Power Up with AppExchange

2 Module: Data Modeling Understand Custom & Standard Objects


Give your data structure with objects, Create Object Relationships
fields, and relationships. Work with Schema Builder

3 Module: Data Management Import Data


Learn how to import and export data Export Data
in Salesforce.

4 Module: Lightning Experience Customization Set Up Your Org


Customize the Lightning Experience Create and Customize Lightning Apps
user interface without writing any code. Create and Customize List Views
Customize Record Highlights with Compact
Layouts
Customize Record Details with Page
Layouts
Create Custom Buttons and Links
Empower Your Users with Quick Actions

5 Module: Salesforce Mobile App Get Started with the Salesforce Mobile
Customization App
Customize your mobile experience Customize Navigation
with the Salesforce app. Create Global Quick Actions
Create Object-Specific Quick Actions
Customize Compact Layouts

6 Module: User Engagement Get Started with User Engagement


Create in-app guidance to help users Promote Feature Adoption and Discovery
get the most value out of your Salesforce app. Enable Users to Learn in the Flow of Work
Design a User Engagement Journey

7 Module: Reports & Dashboards for Lightning Introduction to Reports and Dashboards in
Experience Lightning Experience
Visualize key business metrics in real- Create Reports with the Report Builder
time using Lightning Experience. Format Reports
Visualize Your Data with the Lightning
Dashboard Builder
Extend Your Reporting Strategy with
AppExchange
COURSE: SALESFORCE ADMINISTRATOR
DATAPRO
Level 2 – Intermediate

1 Module: Formulas and Validations Use Formula Fields


Tailor your apps without code Implement Roll-Up Summary Fields
by using point-and-click logic. Create Validation Rules

2 Module: Data Security Overview of Data Security


Control access to data using Control Access to the Org, Objects, Fields, Records
point-and-click security tools. Create a Role Hierarchy
Define Sharing Rules

3 Module: Picklist Administration Get Started with Picklists


Choose the right picklist field, Manage Your Picklist Values
manage and share picklist values. Share Values with Global Value Sets

4 Project: Build a Suggestion Box App Create an App


Build a simple suggestion Add Custom Fields
management app. No code required. Modify the User Experience
Add Business Logic
Create Reports and Dashboards

5 Module: Salesforce Flow Choose the Right Automation Tool


Automate processes for every Automate Business Processes with Process Builder
app, experience, and portal with Guide Users on Business Processes with Flow
declarative tools. Builder
Customize Records Approvals

6 Module: AppExchange Basics Get Started with AppExchange


Extend the power of Navigate AppExchange
Salesforce with apps and services from Explore AppExchange Listings
AppExchange. Install AppExchange Packages
Connect & Contribute to AppExchange Community

7 Module: External Services Get Started with External Services


Connect an external service to Define an API Specification for an External Service
Salesforce and invoke methods based Register an External Service
on that service. Use External Services in a Flow

8 Module: Salesforce Mobile App Get Started with Your Salesforce App Rollout
Rollout Craft Your Rollout Strategy
Develop a rollout strategy to Become a Mobile Expert and Evangelist
help your company do more with the Test Your Mobile Customizations
Salesforce mobile app. Plan Your Rollout
Communicate the Rollout to Your Company
Roll Out the Salesforce App to Your Users

9 Project: Build a Battle Station App Create the Battle Station App
Build a project management Build the Object Model
app to construct a galactic Battle Modify the User Experience
Station. No code required. Add Business Logic
Create Reports and Dashboards
COURSE: SALESFORCE ADMINISTRATOR
DATAPRO
Level 3 – Advanced

1 Module: Advanced Formulas Use Basic Logic in Checkbox Formulas


Learn how to write clean, easy- Use Numbers, Currency, and Percentages in
to-understand formulas for complex use Formulas
cases. Use Date, Date/Time, and Time Formulas
Use Picklists in Formulas
Use Text Formulas
Level Up with Advanced Formulas
Troubleshoot Formula Errors

2 Module: Event Monitoring Get Started with Event Monitoring


Discover insights into your Query Event Log Files
Salesforce org with this powerful Download and Visualize Event Log Files
monitoring feature.

3 Module: Company-Wide Org Settings Learn About Regional Settings


Learn about search, regional Discover Multiple Currency Settings
settings, multiple currencies, and user
interface controls.

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