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Learn Admin Essentials in Lightning Experience
Trail

Learn Admin Essentials in Lightning Experience

Master the fundamentals of administering a Salesforce org.

Start
+5,100 points
Intermediate
Administrator
~10 hrs 50 mins

Skills you will gain

Complete the Trail to build your expertise. Learn More
  • Process Improvement and Optimization
  • Configuration Management
  • System Design and Implementation
  • General Sales Practices
  • Data Management
  • Show More
  • Process Improvement and Optimization
  • Configuration Management
  • System Design and Implementation
  • General Sales Practices
  • Data Management
  • Data Analysis
  • Business Operations
  • Quality Assurance and Control
  • Data Visualization
  • Productivity
  • IT Management
  • Business Intelligence
  • Data Integration
  • Identity and Access Management
  • Show Less

Products

  • Sales Cloud
  • Salesforce Platform
+5,100 points
Intermediate
Administrator
~10 hrs 50 mins
+500 points
Project

Prepare Your Salesforce Org for Users

Set up the tools your users need to sell in a global business.

~50 mins
+500 points
Project

Customize an Org to Support a New Business Unit

Manage users and optimize your business model for efficiency.

~1 hr 30 mins
+500 points
Project

Protect Your Data in Salesforce

Secure your Salesforce org by controlling login and data access for users.

~1 hr 5 mins
+300 points
Project

Customize a Sales Path for Your Team

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

~30 mins
+800 points
Project

Customize a Salesforce Object

Use picklists, filters, formulas, and other tools to customize an object in your org.

~1 hr 45 mins
+300 points
Project

Import and Export with Data Management Tools

Use dataloader.io and the Data Import Wizard to manage data in Salesforce.

~45 mins
+700 points
Project

Create Reports and Dashboards for Sales and Marketing Managers

Track key business information for your stakeholders with reports and dashboards.

~1 hr 40 mins
+400 points
Project

Improve Data Quality for Your Sales and Support Teams

Clean up data with validation rules, formula fields, lookup filters, and automation.

~1 hr
+300 points
Project

Create a Process for Managing Support Cases

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

~35 mins
+800 points
Module

User Engagement

Create in-app guidance to help users get the most value out of your Salesforce app.

~1 hr 10 mins
~10 hrs 50 mins