- Describe the information found in the company settings (for example: company settings fiscal year, business hours, currency management, default settings).
- Distinguish and understand the administration of declarative configuration of the User Interface. (for example: UI settings, app menu, list views, global actions, Lightning App Builder).
- Given a scenario, demonstrate the proper setup and maintenance of users.
- Explain the various organization Security Controls. (for example: Setup Audit Trail, Login Hours, Session Settings)
- Given a user request scenario, apply the appropriate security controls based on the features and capabilities of the Salesforce sharing model. (for example: public groups, org wide default, sharing: roles, subordinates, hierarchy, report and dashboard folders)
- Given a scenario, determine the appropriate use of a custom profile or permission set using the various profile settings and permissions.
Salesforce Certified Administrator Certification Training
Quick Facts
particular | details | |||
---|---|---|---|---|
Medium of instructions
English
|
Mode of learning
Self study, Virtual Classroom
+1 more
|
Mode of Delivery
Video and Text Based
|
Course and certificate fees
Type of course
Free
certificate availability
Yes
certificate providing authority
GreyCampus
The syllabus
Configuration and Setup
Object Manager and Lightning App Builder
- Describe the standard object architecture and relationship model. (for example: standard object, parent/child, master detail/lookup/junction relationships, and record types.)
- Explain how to create, delete, and customize fields and page layouts on standard and custom objects, and know the implications of deleting fields.
- Given a scenario, determine how to create and assign page layouts, record types and business processes for custom and standard objects.
Sales and Marketing Applications
- Given a scenario, identify the capabilities and implications of the sales process. (for example: sales process, opportunity, path, and forecast impact.)
- Given a scenario, apply the appropriate sales productivity features using opportunity tools. (for example: dashboards, lead scoring, Einstein opportunity scoring, and home page assistant.)
- Describe the capabilities of lead automation tools and campaign management. (for example: leads, lead convert, lead assignment rules, campaign and campaign members.)
Service and Support Applications
- Describe the capabilities of case management. (for example: case, case assignment rules, and queues.)
- Given a scenario, identify how to automate case management. (for example: support process, case auto-response rules, and case escalation.)
Productivity and Collaboration
- Describe the capabilities of activity management.
- Describe the features of Chatter.
- Describe the capabilities of Salesforce Mobile App.
- Identify use cases for AppExchange applications.
Data and Analytics Management
- Describe the considerations when importing, updating, transferring, mass deleting, exporting and backing up data.
- Describe the capabilities and implications of data validation tools.
- Describe the options available when creating or customizing a report or report type.
- Describe the impact of the sharing model on reports.
- Describe the options available when creating and modifying dashboards (e.g., dashboard components, data sources, chart types, Subscribing, running user).
Workflow/Process Automation
- Given a scenario, identify the appropriate automation solution based on the capabilities of the tool.
- Describe capabilities and use cases for Flow.
- Describe capabilities and use cases for the approval process.
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