Salesforce Admin Training (Free)

Want to become a Salesforce Administrator? Salesforce is in-demand IT skill on job postings worldwide. Now is a great time to learn Salesforce and change your career to the cloud. I hope this course will help you in completing your Salesforce Administrator Certification.

We are glad that we did one Salesforce Admin training course in ApexHours. Good news is that we recorded all sessions and posted them on YouTube. After completing this free course you will master SFDC, SFDC Data Model, App builder, and report etc. Let start your journey, the world’s No. 1 CRM software!

Salesforce admin course content

In that Salesforce Admin tutorials & training we covered the below content.

  1. Introduction to Cloud Computing and Salesforce
  2. Modelling Data in Salesforce
  3. Customizing the User Interface
  4. Aggregating & Validating Salesforce Data
  5. Process Builder and Workflow
  6. Automating Business Processes – Part 2 (Flow)
  7. Automating Business Processes – Part 3 (Approval process)
  8. Managing Data Access
  9. Who Sees What in Salesforce?
  10. Auditing & Troubleshooting Errors
  11. Data Management with Salesforce
  12. Making Sense of your Salesforce Data

After completing this course you will be able to do declarative customization in Salesforce, build, and implement custom applications. You will master the concepts needed to become a Salesforce administrator and application builder.

Episode 1 – Introduction to Salesforce

Welcome in Salesforce, If you are here means you have decided to enter the amazing world of Salesforce . Its time to become #AwesomeAdmin . In this session we talk about What is Salesforce, What is CRM and Cloud Computing.

Agenda

  1. Fundamentals of Cloud Computing
  2. Customer Relationship Management Basics
  3. Creating your first Salesforce org
  4. Salesforce Classic Vs Lightning Experience
  5. Q & A

Don’t forget to check this blog post for PPT and further learning link (Trailhead module link)

Episode 2 – Model your Salesforce Data

In this session we talk about What is an Object in Salesforce? and difference between Salesforce Standard object Vs Custom Object.

Agenda

  1. Conventional Database Tables Vs Objects
  2. Standard and Custom Objects
  3. Datatypes
  4. Relational Data Modelling
  5. Schema Builder
  6. Q & A

Don’t forget to check this blog post for PPT and further learning link (Trailhead module link)

Episode 3 – Customize the Salesforce User Interface

In this session we talk about to customize the Salesforce UI with the help of App builder and page layout. What is record Type? When to use record types in Salesforce ? Lets learn.

Agenda

  1. App Manager & Tabs
  2. Customizing Page Layouts using Record Types
  3. List Views & Related Lists
  4. Mini & Compact Page Layouts
  5. App Builder
  6. Q & A

Don’t forget to check this blog post for PPT and further learning link (Trailhead module link).

Episode 4 – Aggregating & Validating Data

Salesforce Validation rule are every powerful. In this session we talk about how to create validation rule and Duplicate rule in Salesforce.

Agenda:

  1. Formula field
  2. Data Aggregation using Roll-up Summaries
  3. Validation Rules
  4. Duplicate Rules
  5. Q & A

Don’t forget to check this blog post for PPT and further learning link (Trailhead module link)

Episode 5 – Automating Business Process with Workflow, Email Template and Process Builder

Now we have good understanding of Salesforce application. What about automation in Salesforce? In this session we talk about how to implement automation rule in salesforce with the help of Process builder and Workflow ?

Agenda:

  1. What is a Business Process?
  2. Automating Processes using
    1. Workflow Rule
    2. Process Builder
    3. Email Templates
  3. Q & A

Don’t forget to check this blog post for PPT and further learning link (Trailhead module link)

Episode 6 – Automating Business Processes with Flow.

Flow builder is very power full tool in Salesforce. In this session we talk about different type of flow in Salesforce and how assignment rules work.

Agenda:

  1. Declarative Tools for Business Process Automation
  2. Assignment Rules
  3. Flow Builder
  4. Q & A

Don’t forget to check this blog post for PPT and Trailhead link for further learning.

Episode 7 – Automating Business Processes with Approval Process

Approval process is very simple need for any CRM tool. In this session we covered how to create approval process in Salesforce.

Agenda:

  1. Declarative Tools for Business Process Automation
  2. Approval Process
  3. Q & A

Don’t forget to check this blog post for PPT and further learning link (Trailhead module link)

Episode 8 – Managing Data Access in Salesforce

In this session we talk about what is Role and Permission set and how we can enforce the field level security in Salesforce.

Agenda:

  1. Profiles & Permission Sets
  2. Enforcing Field Level Security
  3. User Management
  4. Q & A

Don’t forget to check this blog post for PPT and Trailhead link for further learning.

Episode 9 – Who Sees What in Salesforce

Who can see what in salesforce ? In this session we talk about OWD and sharing rule in salesforce. We talk about Record sharing and record ownership.

Agenda:

  1. OWD & Sharing Settings
  2. Record Ownership
  3. Record Sharing
  4. Profiles Vs Roles
  5. Q & A

Don’t forget to check this blog post for PPT and Trailhead link for further learning.


Episode 10 – Audit & Troubleshoot Salesforce Data

Auditing is very important for any CRM application. Let see how we can do the same in Salesforce ?

Agenda

  1. Audit Logs & Field History Tracking
  2. Debug Logs
  3. Email Logs
  4. Login History & IP Whitelisting
  5. Q & A

Don’t forget to check this blog post for PPT and Trailhead link for further learning.

Episode 11 – Data Management in Salesforce

What about if I need to import or export some data in Salesforce? How we can do that? In this session we will talk about how we can do the same with Data Loader and Import Wizard. Uploading Relation data is a big problem ? We will tell you how to do it.

Agenda:

  1. Data Loader
  2. Uploading Relational Data in Salesforce
  3. Best Practices for Data Management
  4. Q & A

Don’t forget to check this blog post for PPT and Trailhead link for further learning.

Episode 12 – Reports & Dashboards.

Report and Dashboard is very important for any CRM appilcation. In this session we talk about how many time of report we have in Salesforce and what kind of report can be used in a salesforce dashboard?

Agenda:

  1. Report Types
  2. Standard & Custom Report Types
  3. Dashboards
  4. Share and Schedule Report/Dashboard
  5. Q & A

Here is recording of “Lightning Report and Dashboards” episode recording.

Don’t forget to check this blog post for PPT and Trailhead link for further learning.

Further learning

  1. Sandbox Design Strategies for Enterprise Implementations
  2. Become an Order of Execution Hero
  3. Salesforce Developer Training.
  4. Salesforce Community Cloud.

I hope you like this Free Salesforce Video tutorial. If you like it then please leave one comment.

Thanks

Apex Hours.

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