Topics Covered

Welcome to the Salesforce Admin Foundation Course! This comprehensive program empowers you to become a proficient Salesforce administrator, equipped with the skills and knowledge necessary to manage Salesforce effectively within your organization. Below, you'll find an overview of the key topics covered in this course:

Module 1: Custom Objects & Fields 

• Explore Custom Objects and Fields, the fundamental building blocks of Salesforce.
• Learn how to create, customize, and manage custom objects to tailor Salesforce to your organization's unique needs.
• Understand various field types and their applications for efficient data collection and organization.

Module 2: Page Layouts

• Master the art of designing intuitive and user-friendly page layouts.
• Customize record detail pages to present information in a way that best suits your users' needs.
• Ensure a seamless user experience by optimizing page layouts for different profiles and devices.

Module 3: Record Types

• Delve into the concept of Record Types and how they can be used to segment and control data access.
• Create and manage Record Types to streamline data management and enforce business processes effectively.
• Learn to assign specific page layouts and picklist values based on Record Types.

Module 4: Validation Rules

• Implement data integrity and accuracy through Validation Rules.
• Develop validation rules to enforce data standards and prevent erroneous data entry.
• Gain hands-on experience in creating complex validation rules to meet your organization's requirements.

Module 5: Login and Password Policies

• Monitoring user activity helps identify potential security issues.
• Add an additional layer of security to your environment to ensure only authorized users can log in and reduce the risk of unauthorized access.
• Enhanced login and password policies strengthen security by regulating user access to Salesforce.
• Configure trusted IP ranges to control access to Salesforce from specific locations.
• Implementing two-factor authentication (2FA) provides an extra layer of security by requiring users to provide two forms of identification before granting access.

Module 6: User Profiles and Permission Sets

• Ensure users have the appropriate level of access to perform their tasks.
• User profiles serve as the foundation for controlling user access within Salesforce.
• Tailor permissions to match your organization's specific needs.
• Complement profiles with permission sets to grant additional access when necessary.

Module 7: Field-Level Security

• Field-level security is crucial for protecting sensitive data by controlling access to individual data fields.
• Configure and manage field-level security settings to safeguard critical information.

Module 8: Role Assignment and Hierarchy

• Role assignment and hierarchy play a pivotal role in determining data access within your organization.
• Create a structured system of roles to control access to data and records effectively.
• Establish role hierarchies and assign users to roles to align data access with your organization's structure.

Module 9: User Groups, Permission and Access

• User groups facilitate secure and efficient collaboration within your organization.
• Group users based on roles or projects while maintaining appropriate security measures.
• Grant precise data access to individual users to enhance data security and integrity.
• Ensure users can only view and manipulate data relevant to their roles and responsibilities.

Module 10: Organization-Wide Defaults and Record Ownership

• Ensure data security measures are consistently applied.
• Setting organization-wide defaults establishes the baseline for data access control within your Salesforce environment.
• Managing user record ownership is essential for controlling data visibility and control.
• Specify who can access and edit specific records to maintain data security.

Module 11: Role-Based Record Access

• Role hierarchy is essential for controlling data access based on organizational hierarchy.
• Determine who can view and modify records based on their position within the organization.
• Efficiently share records within the organization's role hierarchy.
• Ensure data is accessible to those who need it, promoting collaboration while maintaining security.

Module 12: Sharing Rules

• Sharing rules enable dynamic data access based on criteria or ownership.
• Share specific records with selected users, roles, or groups while maintaining control.

Module 13: Approval Processes

• Streamline and automate the review and approval of critical records.
• Ensure efficient and compliant workflows within your organization.

Module 14: Workflow Rules & Process Builder

• Automate routine internal processes by triggering actions like field updates, email alerts, and task assignments based on predefined criteria.
• Visually design and automate more complex multi-object processes.
• Streamline and scale your organization's business processes effectively.
• Enhance productivity and data accuracy.

Module 15: Email Templates

• Simplify communication with standardized email templates.
• Enable consistent and professional messaging while saving time and effort in your Salesforce communications.

Module 16: Salesforce Reports and Dashboards

• Dive into Salesforce Reports and Dashboards to analyze and visualize data.
• Learn to create, customize, and share reports for data-driven decision-making.
• Master the art of building interactive dashboards to track key metrics and insights.

Module 17: Data Import and Export

• Unlock the power of data migration with Salesforce Data Import and Export tools.
• Learn best practices for data loading, including CSV file preparation, data mapping, and data transformation.
• Explore data export options and schedule automated data backups for peace of mind.

Module 18: Salesforce Flows

• Harness the power of Salesforce Flows to design and automate dynamic, user-friendly processes.
• Boost productivity and enhance the user experience with streamlined data manipulation, record updates, and decision-making.

Project

In this course, you'll have the chance to put your admin skills to the test with our "Practical Application Series." This project includes 25 unique assignments, each carefully crafted to reinforce your knowledge and problem-solving abilities.

What to Expect:

1. Diverse Challenges: Tackle 25 distinct assignments, each thoughtfully designed to enhance your proficiency in Salesforce administration.

2. Flexible Learning: Work at your own pace, with clear assignment deadlines to help you stay motivated and on track throughout the project.

3. Guidance and Support: Throughout the project, you'll receive support and guidance from our experienced instructors, ensuring that you have the resources and assistance you need to succeed.

4. Feedback Loop: Gain valuable insights into your Salesforce administration skills with constructive feedback on your assignments, helping you continuously improve your abilities.

5. Certificate of Achievement: Upon successful completion of all 25 assignments in the "Practical Application Series," you'll be awarded a Certificate of Achievement, recognizing your dedication to mastering Salesforce administration.

Why Participate:

1. Practical Experience: Gain practical experience by applying Salesforce administration concepts to real-world scenarios, reinforcing your learning and boosting your confidence in using Salesforce effectively.

2. Build a Portfolio: As you complete assignments, you'll build a portfolio of practical solutions, showcasing your skills and accomplishments to potential employers or clients.

3. Problem-Solving Skills: Enhance your problem-solving abilities by addressing a variety of challenges that mirror real-world situations you may encounter as a Salesforce administrator.

4. Highlight Achievements: The Certificate of Achievement serves as a tangible testament to your commitment and expertise in Salesforce administration, enhancing your professional credentials.

This "Practical Application Series" project is an excellent opportunity to put your knowledge into practice, hone your skills, and earn a certificate that highlights your achievements. Embrace the challenges and experience the satisfaction of solving them as you progress through the series. It's a journey that will not only reinforce your skills but also open doors to exciting opportunities in the world of Salesforce administration.