Job Role

Admin

Duration

In-Person: 1 Day(s)
Virtual: 1 Day(s)

User Interface

Lightning Experience

Overview

Who should take this course?


This course is ideal for any administrator with an interest in furthering the development of their Salesforce CRM administration, Sales and Service Cloud management, and process automation skills, and who ultimately wants to succeed at the Salesforce Certified Advanced Administrator exam

When you complete this course, you will be able to:


  • Configure data and application security.
  • Describe Sales Cloud and Service Cloud applications.
  • Implement business logic and process automation.
  • Build advanced reports and dashboards.
  • Apply data management best practices.

 

Promo alert: Join any high-touch, 1-day cert prep class now through January 31, 2023 for just $199 USD. 

*While supplies last. Participants who use promo code CRT199SU22 and (i) register for any one (1) day Certification Prep (CRT) class through Trailhead Academy before January 31, 2023 at 11:59 PM (local time) will be able to register at the price of $199 USD. Offer does not apply to residents in Japan or Korea and excludes officials of any government entity. Limit one (1) discount per individual. Cannot be combined with other offers. No refunds will be provided for class fees paid prior to August 11, 2022. Promo codes are non transferable and not redeemable for cash.


Prework

Prepare for the course with this Trailmix.

Class Registration

Lessons and Topics

Salesforce Security and Custom Objects

  • Restricting and Extending Object, Record, and Field Access
  • Determining Appropriate Sharing Solutions
  • Territory Management
  • Data Relationships


Automation, Change Management, and Auditing

  • Process Automation Tools and Best Practices
  • Change Management Options
  • Sandboxes
  • Deployment Tools
  • Auditing and Monitoring


Analytics and Data Management

  • Creating Reports
  • Report Types
  • Dashboards
  • Data Quality Features and Policies


Sales, Service, and Content Applications

  • Products, Price Books, Schedules, and Quotes
  • Forecasting
  • Salesforce Knowledge
  • Entitlements
  • Service Cloud Console Toolkit
  • Content Management


Wrapping Up

  • Test Preparation
  • Practice Exam