Salesforce Admin Functions

Salesforce Admin Functions

This course is part of Salesforce Admin Certification Specialization

Instructor: LearnKartS

Included with

Course

Gain insight into a topic and learn the fundamentals

Beginner level

Recommended experience

11 hours (approximately)

Flexible schedule

Learn at your own pace

View course modules

What you'll learn

Develop expertise in enforcing security through role hierarchy, permission sets, and object security configurations.
Utilize Chatter to facilitate collaboration and enable seamless Salesforce-to-Salesforce communication.
Efficiently manage user profiles, roles, and page layouts to optimize user administration.
Acquire proficiency in data management, encompassing loading, manipulation, and schema construction.

Skills you'll gain

Details to know

Earn a career certificate

Add to your LinkedIn profile

Course

Gain insight into a topic and learn the fundamentals

Beginner level

Recommended experience

11 hours (approximately)

Flexible schedule

Learn at your own pace

View course modules

See how employees at top companies are mastering in-demand skills

Learn more about Coursera for Business

Build your subject-matter expertise

This course is part of the Salesforce Admin Certification Specialization

When you enroll in this course, you'll also be enrolled in this Specialization.

Learn new concepts from industry experts
Gain a foundational understanding of a subject or tool
Develop job-relevant skills with hands-on projects
Earn a shareable career certificate

Earn a career certificate

Add this credential to your LinkedIn profile, resume, or CV

Share it on social media and in your performance review

There are 3 modules in this course

Welcome to the Salesforce Admin Functions course!

The course aligns with the Salesforce Administrator exam (CRT 101), This course is designed to provide you with an in-depth understanding and the essential skills needed to effectively manage and configure Salesforce environments. While introductory Salesforce courses cover the basics, this course dives deeper into the advanced functionalities and best practices essential for optimizing Salesforce in a business setting. This course does not require any prerequisites, all you need is access to a laptop. By the end of the course, you'll be able to: - Implement robust security measures through role hierarchy, permission sets, and object security configurations. - Harness the power of Chatter for seamless collaboration and Salesforce-to-Salesforce communication. - Configure and manage user profiles, roles, and page layouts for efficient user management. - Master data management techniques, including data loading, manipulation, and schema building. - Automate business processes using workflow rules, process builder, and approval processes. - Successfully deploy changes using change sets, understand deployment basics, and utilize tools like VSCode for development. This course includes videos, practical demos, readings, and quizzes to ensure a high-quality learning experience.

This module covers Salesforce security features comprehensively. By the end of the module, learners will be able to manage access and security within Salesforce.

What's included

15 videos1 reading5 assignments1 discussion prompt

15 videosTotal 55 minutes

Data Access3 minutesPreview module
Organizational Wide Defaults (OWD)1 minute
Access Level in OWD3 minutes
Grant Access Using Hierarchies2 minutes
Role and Role Hierarchy1 minute
Working with Role1 minute
Enable Field History4 minutes
Permission Sets3 minutes
DEMO: Role Hierarchy3 minutes
Introduction to Chatter4 minutes
Create a Free Customer Chatter User2 minutes
DEMO: Creating a Chatter Free User4 minutes
Viewing Object Security5 minutes
Login Flows6 minutes
DEMO: Sharing Rules5 minutes

1 readingTotal 2 minutes

Introduction and Syllabus2 minutes

5 assignmentsTotal 42 minutes

Salesforce Data Access Control6 minutes
Managing Data Access12 minutes
Salesforce Chatter Collaboration6 minutes
Object Security6 minutes
Salesforce Admin Functions12 minutes

1 discussion promptTotal 10 minutes

Security and Access Management10 minutes

This module covers Salesforce tools for efficient data handling and task automation. By the end of the module, learners will learn user profile setup and workflow configuration for streamlined processes.

What's included

27 videos6 assignments1 discussion prompt

27 videosTotal 80 minutes

Create Users1 minutePreview module
Roles and Profiles5 minutes
Assigning Page Layouts5 minutes
DEMO: User Profile3 minutes
Data Loader Overview1 minute
Data Import Wizard4 minutes
Mass Delete Records2 minutes
Data Loader Installation1 minute
Data Loader Configuration2 minutes
Schema Builder1 minute
Dashboards Subscription0 minutes
Create Sandbox2 minutes
Salesforce Analytics1 minute
Working with Tags1 minute
DEMO: Data Loader7 minutes
Process Automation1 minute
Workflow4 minutes
Workflow Rules1 minute
Create Workflow Rules4 minutes
Configure Tasks for Workflow Rules1 minute
Configuring Email Alerts for Workflow Rules1 minute
DEMO: Email Alert Workflow Rule8 minutes
Configuring Field Updates for Workflows3 minutes
Process Builder2 minutes
Configure Process Builder2 minutes
Approval Process1 minute
DEMO: Approval Process3 minutes

6 assignmentsTotal 56 minutes

User Management8 minutes
Data Management Tools10 minutes
Salesforce Data Optimization12 minutes
Process Automation 6 minutes
Efficient Automation8 minutes
Data Management 12 minutes

1 discussion promptTotal 10 minutes

Data Management and Automation10 minutes

This module covers Salesforce deployment and user training. By the end of the module, learners will be able to deploy changes and use Salesforce help and training tools.

What's included

11 videos2 readings7 assignments1 discussion prompt

11 videosTotal 54 minutes

Deployment Basics2 minutesPreview module
Change Sets2 minutes
Deploying Change Sets7 minutes
VSCode2 minutes
DEMO: Creating a Sandbox and Changes Set for Deployment6 minutes
Introduction to Communities5 minutes
Community Preferences2 minutes
DEMO: Community Page5 minutes
Help and Training Introduction10 minutes
Contacting Support4 minutes
DEMO: The Trailhead4 minutes

2 readingsTotal 3 minutes

Course Synopsis2 minutes
About Exam Simulator1 minute

7 assignmentsTotal 351 minutes

Salesforce Deployment Basics10 minutes
User Engagement8 minutes
Salesforce Resources6 minutes
Set 1105 minutes
Set 2105 minutes
Set 3105 minutes
Deployment, Communities, and Training12 minutes

1 discussion promptTotal 10 minutes

Deployment and Training10 minutes

Instructor

LearnKartS

62 Courses1,318 learners

Offered by

LearnKartS

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Frequently asked questions

The main benefits include gaining comprehensive knowledge of Salesforce administration, learning to manage and customize Salesforce settings, improving organizational efficiency, and enhancing your ability to support and optimize Salesforce for your team.

Learning Salesforce admin functions can greatly enhance organizational efficiency by streamlining processes, automating routine tasks, ensuring system uptime, and providing users with a well-organized, functional CRM system.

Completing a Salesforce Admin Functions course can significantly boost your career prospects by qualifying you for roles such as Salesforce Administrator, CRM Manager, and Salesforce Consultant, which are in high demand across various industries.

Access to lectures and assignments depends on your type of enrollment. If you take a course in audit mode, you will be able to see most course materials for free. To access graded assignments and to earn a Certificate, you will need to purchase the Certificate experience, during or after your audit. If you don't see the audit option:

The course may not offer an audit option. You can try a Free Trial instead, or apply for Financial Aid.
The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.

When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile. If you only want to read and view the course content, you can audit the course for free.

Salesforce Admin Functions

Course

What you'll learn

Skills you'll gain

Details to know

Course

See how employees at top companies are mastering in-demand skills

Build your subject-matter expertise

Earn a career certificate

There are 3 modules in this course