Learn the fundamentals of being a Salesforce Admin – in just 30 days! Trailhead 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.
The course includes a certification practice exam voucher (valued at $20 USD) and a voucher to sit for the Salesforce Certified Administrator exam (valued at $200 USD).
Learn more: Trailhead Virtual Bootcamp FAQ
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.
- 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
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: Data Management & Reporting
- Data Quality
- Data Management
- Improve Data
- Formulas & Validation
- Connect Your Dev Org
- Reports & Dashboards
Week 6: Automation
- Workflow
- Which Automation Tool is Right
- Quick Start Process Project
- Flow Basics
- Salesforce Flow
- Flow Builder
