Salesforce Administrator

Post by: Tech Trainer Vijay
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October 05, 2023

Salesforce Administrator

Salesforce Administrator Tutorial for Beginners to Advance

Course Overview:-

This course is completely designed for that student who is interested to learn from basic concept of Salesforce Administrator and implementation with custom project of Salesforce.

In this course I have covered complete syllabus of Salesforce administrator from basics to advance with real-time scenarios based on live demo projects example in Salesforce.

This course is designed for developers who want to learn Salesforce data model using objects, fields, relationships and validation rules to building a custom user interfaces on the Salesforce platform.

It is suitable for developers who have experience with document object model (DOM) structure of a web component, and want to learn how to use the Salesforce framework to build modern, reactive user interfaces that can be easily integrated into Salesforce.

It is also suitable for experienced Salesforce developers who want to learn how to use the Salesforce Admin Framework to build more efficient and scalable user interfaces.

I have taken care of who are brand new to start Salesforce Career as a developer and want to grow their Career in Salesforce development.

Salesforce Administrator Introduction Part 1

BEGIN YOUR JOURNEY

What is Salesforce Administrator?

A Salesforce Administrator is a professional responsible for managing and maintaining the Salesforce platform within an organization. Salesforce is a popular Customer Relationship Management (CRM) software that helps businesses manage their sales, marketing, customer service, and other related processes. The Salesforce Administrator plays a crucial role in ensuring that the Salesforce platform is effectively configured, customized, and optimized to meet the specific needs of the organization.

BEGIN YOUR JOURNEY

Some important key features and concepts of Salesforce Administrator:-

User Management: Creating and managing user accounts, profiles, and permissions to control who has access to specific Salesforce features and data.

Data Management: Ensuring data quality and integrity within the system, including data importing, deduplication, and cleansing.

Customization: Configuring and customizing Salesforce to match the organization's unique processes and requirements. This may involve creating custom fields, objects, workflows, and validation rules.

Automation: Developing and implementing workflow rules, process automation, and triggers to streamline business processes and reduce manual tasks.

Reports and Dashboards: Creating and maintaining reports and dashboards to provide insights into sales, marketing, and customer service performance.

Salesforce Administrator Introduction Part 2

BEGIN YOUR JOURNEY

In this course we will learn about the following topics:-

✪ Building data model using objects, fields, relationships and validation rules
✪ Build business logic using workflows & Approval Processes
✪ Create Users and assigning them to appropriate Profiles & Permission Sets. Manage Licenses
✪ Build your own custom App using Salesforce.
✪ Setup security for records using Organization wide defaults

✪ Understand the high level requirements and translate that to an application on Salesforce

What will you be able to do after taking this course?

I created nine section to complete the syllabus of Salesforce Administrator Tutorial.

Create Developer Account, Setup and Configuration in Salesforce::

✪ How to Create a Free Salesforce Developer Account Salesforce Platform
✪ Configuration and Setup of Administration in Salesforce

✪ Understand the Basic Concepts of Objects, Fields, Page Layouts in Salesforce

Create Custom Objects and Apps in Salesforce ::

✪ Create Custom Object, Tabs and Page Layout in Salesforce Lightning
✪ How to Create Custom Apps in Salesforce Lightning Experience

Create Custom Fields in Salesforce Lightning ::

✪ How to Create Global Picklist Set Value in Salesforce Lightning
✪ Difference between Text, Text Area, Text Area Long and Text Area Rich in Salesforce

✪ How to Create Controlling and Dependent Picklist in Salesforce

Understand the Types of Relationship in Salesforce ::

✪ How to Create Lookup Relationships and Lookup Filters in Salesforce Lightning
✪ How to Create Master Detail Relationships in Salesforce Lightning
✪ Rollup Summary Field in Master Detail Relationship in Salesforce
✪ How to Convert Lookup into Master Detail Relationship in Salesforce

✪ How to Convert Master Detail into Lookup Relationship in Salesforce

Configure Page Layouts and Record Types in Salesforce ::

✪ How to Control Page Layout in Salesforce
✪ How to Create Record Type to Control Picklist Value & Page Layouts in Salesforce

✪ How to Matching Rules and Duplicate Rule in Salesforce Lightning

Users, Profile and Permission Set in Salesforce ::

✪ How to Create Custom Profile and User in Salesforce
✪ How to Set Object Level Security in Salesforce

✪ How to Create Permission Set and Assign to Particular Users in Salesforce

Email Alerts, Workflow Rule and Process Builder in Salesforce ::

✪ How to Create Lightning Email Templates and Email Alerts in Salesforce Lightning
✪ How to Send Email Alerts using Workflow Rule in Salesforce Lightning
✪ How to Update Record using Process Builder in Salesforce Lightning

✪ Difference between Workflow Rules and Process Builder in Salesforce