Trailhead Virtual Bootcamp for New Admins

Learn the fundamentals of being a Salesforce Admin – in just 30 days! Trailblazer Virtual Bootcamp for New Admins is a blended, prescriptive, expert-led training program that gives you a 30-day plan to learn what you need to be an awesome Salesforce Administrator, and fast tracks you to the Salesforce Certified Administrator certification. The program is a mix of engaging bite-sized Trailhead content and live coaching from Salesforce Certified instructors. Twice a week, you will have the opportunity to tune in and review each week’s learning with your instructor and the chance for Q&A with fellow students.

Who Can Benefit

• Trailhead Virtual Bootcamp for New Admins is designed for anyone who wants to learn the ins and outs of Salesforce administration with a flexible self-paced learning schedule.

Skills Gained

• When you complete this course, you will be able to:
• Navigate Salesforce and personalize your experience
• Give your data structure with objects, fields, and relationships
• Identify the steps to set up and/or maintain a user
• Explain the various organization security options
• Describe the features and capabilities of the Salesforce sharing model
• Given a scenario, apply the appropriate security controls
• Describe the various settings and permissions a profile controls
• Troubleshoot common user access and visibility issues
• Recall the various UI features that an administrator controls
• Customize Salesforce, including page layouts, fields, tabs, and business processes
• Create a secure Salesforce environment
• Maintain and import clean data
• Create high-value reports and dashboards
• Set up workflow automation
• Maintain a Salesforce organization, responding to common business requirements, and performing administrative functions using the current version of Salesforce

Course Content

Lessons and Topics

• Week 1: Overview
• Salesforce User Basics
• Salesforce Platform Basics
• Company-Wide Org Settings
• Fiscal Year Help
• Data Modeling

• Week 2: Data Security
• User Management
• Data Security
• Chatter Administration
• Activity Management
• Accounts and Contacts
• Leads and Opportunities

• Week 3: Customization
• LEX Customization
• Salesforce Mobile App Customization
• Lightning App Builder
• Create a Process for Support Cases

• Week 4: Applications
• Service Cloud Essentials
• Service Cloud Basics
• Knowledge Basics for LEX
• Campaign Basics
• Forecasting
• Sales Cloud Einstein

• Week 5: Automation & Analytics
• Workflow
• Which Automation Tool is Right
• Quick Start Process Project
• Flow Basics
• Salesforce Flow
• Flow Builder

• Week 6: Data Management & Reporting
• Data Quality
• Data Management
• Improve Data
• Formulas & Validation
• Connect Your Dev Org
• Reports & Dashboards