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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...

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$450 USD
Course Code TVB201
Duration 30 days
Available Formats Classroom, Virtual
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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.

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

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.

Course Details

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
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