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Explore Core Salesforce Administrative Responsibilities
Trail

Explore Core Salesforce Administrative Responsibilities

Learn about the role of a Salesforce Administrator and how they ensure trust in the system.

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Skills you will gain

Complete the Trail to build your expertise. Learn More
  • Process Improvement and Optimization
  • Sales Management
  • Configuration Management
  • System Design and Implementation
  • General Sales Practices
  • Show More
  • Process Improvement and Optimization
  • Sales Management
  • Configuration Management
  • System Design and Implementation
  • General Sales Practices
  • Account Management and Strategy
  • Data Science
  • Community and Social Work
  • Data Management
  • Data Analysis
  • Cybersecurity
  • Quality Assurance and Control
  • Customer Service
  • Productivity
  • Personal Success
  • Prospecting and Qualification
  • Employee Training
  • Data Integration
  • Business Solutions
  • Self-Development
  • Identity and Access Management
  • Show Less

Products

  • Service Cloud
  • Sales Cloud
  • Salesforce Platform
This Trail may include content that is only available in English. Learn More
+13,700 points
Intermediate
Administrator
16 hrs 17 mins

Learn about Trailhead and Salesforce

Familiarize yourself with Trailhead, Salesforce the company, and the Salesforce platform. Get hands-on!

Module

Find your way around Trailhead and start learning today.

+100 Points
~5 mins
Module

Create hands-on orgs, practice your Salesforce skills, and complete Trailhead challenges.

+700 Points
~1 hr 30 mins
Module

Learn how Salesforce helps your business build stronger relationships with your customers.

+100 Points
~5 mins
Module

Learn how to use customer relationship management (CRM) software to grow your business.

+700 Points
~50 mins
Module

Get introduced to the platform, navigate use cases, and build custom functionality.

+900 Points
~45 mins

Learn About the Salesforce Admin Role

Explore the Salesforce Admin role and core responsibilities.

Module

Learn what Salesforce admins do and the skills they need to succeed.

+100 Points
~5 mins
Module

Form good habits around the five core responsibilities needed for admin career growth.

+600 Points
~1 hr 45 mins

Manage Data as a Salesforce Admin

As a Salesforce Administrator, you’re responsible for what data gets put in, how it’s structured, and how it's secured. Learn how to model your data and esnure data quality.

Module

Give your data structure with objects, fields, and relationships.

+1,500 Points
~45 mins
Module

Learn how to import and export data in Salesforce.

+600 Points
~35 mins
Module

Discover strategies for assessing and improving the quality of your data in Salesforce.

+700 Points
~1 hr
Module

Choose the right picklist field for the job, manage picklists, and share picklist values.

+1,500 Points
~50 mins

Dive Into Sales Cloud for Salesforce Admins

The standard Salesforce data structure is based on sales and service functions—core functions for customer relationship management (CRM). Learn about core Sales Cloud features.

Module

Discover how accounts and contacts work together in Salesforce.

+600 Points
~30 mins
Module

Learn to power your sales process with leads and opportunities in Salesforce.

+1,200 Points
~1 hr 10 mins
Module

Configure price books, templates, and contracts to help your sales reps sell products.

+1,000 Points
~35 mins
Project

Guide your reps during the sales process and make them more productive.

+300 Points
~30 mins
Module

Drive accurate sales projections and forecast with confidence.

+400 Points
~30 mins
Module

Learn tips to boost your daily productivity in Lightning Experience.

+900 Points
~1 hr 5 mins
Video

Walk through the intuitive setup and explore how to unlock features already available for your org.

~7 mins •
Mark as Complete
Article

Learn how Sales Cloud delivers value for your company’s sales teams by exploring and turning on the features that your company purchased.

~5 mins •
Mark as Complete

Dive Into Service Cloud for Salesforce Admins

Now, let's learn about core Service Cloud features.

Module

Set up customer service for your business.

+800 Points
~1 hr 35 mins
Module

Use Lightning Knowledge to create a knowledge base for better customer service.

+300 Points
~20 mins
Project

Create a customized app to help support agents efficiently manage cases.

+400 Points
~1 hr
Project

Streamline workflow and improve productivity with new processes, record types, and rules.

+300 Points
~35 mins

NEXT: Secure Your CRM

Continue the Salesforce Admin Learning Path by tackling org security next!

Link

Ensure the tools you deliver to your users are trusted and secure.

Mark as Complete

About this Trail

Discover the importance of the Salesforce Admin role and what it takes to be an administrator. In this trail, you learn how to model your data, ensure data quality, plus understand Sales Cloud and Service Cloud features for admins. You will gain skills in system design, quality assurance, process improvement, employee training, account management, identity and access management, and more.

Woohoo!

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Explore Core Salesforce Administrative Responsibilities
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