Learn about Trailhead and Salesforce
Familiarize yourself with Trailhead, Salesforce the company, and the Salesforce platform. Get hands-on!
Find your way around Trailhead and start learning today.
Create hands-on orgs, practice your Salesforce skills, and complete Trailhead challenges.
Learn how Salesforce helps your business build stronger relationships with your customers.
Learn how to use customer relationship management (CRM) software to grow your business.
Get introduced to the platform, navigate use cases, and build custom functionality.
Learn About the Salesforce Admin Role
Explore the Salesforce Admin role and core responsibilities.
Learn what Salesforce admins do and the skills they need to succeed.
Form good habits around the four core responsibilities needed for admin career growth.
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.
Give your data structure with objects, fields, and relationships.
Discover strategies for assessing and improving the quality of your data in Salesforce.
Choose the right picklist field for the job, manage picklists, and share picklist values.
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.
Discover how accounts and contacts work together in Salesforce.
Learn to power your sales process with leads and opportunities in Salesforce.
Configure price books, templates, and contracts to help your sales reps sell products.
Guide your reps during the sales process and make them more productive.
Drive accurate sales projections and forecast with confidence.
Learn tips to boost your daily productivity in Lightning Experience.
Walk through the intuitive setup and explore how to unlock features already available for your org.
Learn how Sales Cloud delivers value for your company’s sales teams by exploring and turning on the features that your company purchased.
Dive Into Service Cloud for Salesforce Admins
Now, let's learn about core Service Cloud features.
Set up customer service for your business.
Use Lightning Knowledge to create a knowledge base for better customer service.
Create a customized app to help support agents efficiently manage cases.
Streamline workflow and improve productivity with new processes, record types, and rules.
NEXT: Secure Your CRM
Continue the Salesforce Admin Learning Path by tackling org security next!
Ensure the tools you deliver to your users are trusted and secure.
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.