Why starting Salesforce as an Admin is a good decision?
4.2M jobs will be created in the Salesforce ecosystem by 2024
So you are certainly thinking the right way. This page will guide you on your Salesforce Admin journey.
Salesforce Admin is an essential job required to set up the Salesforce org, security and to automate the business. It uses point and click method which means the use of coding is 0. In fact, Salesforce recommends the use of point of click method over coding.
Why should you choose Admin over other roles? The differentiation is better explained here in the official website. Go visit and compare other profiles and then come back.
Done? Also, you need to keep an eye on the opportunity locally available to you. The Salary mentioned in the official website is definitely not the same everywhere. Also, the number of open profiles available will be different for different country. I wanted to point that out to you.
Ok, so are you still motivated? If yes, then that's the right motivation. It's an informed decision and you shouldn't reject that. I will help you with the information you need.
I want you to know that there is a free learning portal by Salesforce and that is sufficient to get you ready for the Admin profile or any profile for that matter. Check this out.
Go ahead and feel free to sign up if you haven't and log in if you already have an account. This is your battle field ladies and gentlemen.
Ok , so which modules will help you become a Salesforce Admin. Check this out and honestly, it is sufficient to guide you.
CERTIFICATION
The first certification you should be eyeing for is the Salesforce Admin Certification. There are two Admin certifications:
All the best! Hope I would be of some help to you in your Salesforce journey. The trailhead is site in complete in itself. Wish you the best. Do write to me for any suggestion/feedback/information at guide2salesforce@gmail.com
Take care!
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1. Organization Setup (1%)
1.1 Describe the components of the company profile
2. User Setup (9%)
2.1 Identify the steps to set up and maintain a user
2.2 Given a scenario, troubleshoot common user access and visibility issues
3. Global User Interface (1%)
3.1 Distinguish between and identify the implications of the various user interface features that an administrator controls
4. Security and Access (15%)
4.1 Explain the various organization security options
4.2 Describe the features and capabilities of the sharing model
The profile is used to:
4.3 Given a scenario, apply the appropriate security controls
4.4 Describe the various profiles controls
4.5 Given a scenario, determine the appropriate use of a custom profile
5. Standard and Custom Objects (18%)
5.1 Describe the standard object architecture and relationship model
5.2 Explain how to create, delete, and customize fields, page layouts, and list views for custom and standard objects
5.3 Given a scenario, determine the appropriate fields and page layouts for custom and standard objects
5.4 Explain how to create, delete, and customize record types for custom and standard objects
5.5 Given a scenario, determine the appropriate record types for custom and standard objects
5.6 Explain the implications of deleting fields
5.7 Describe when to use and how to create formula fields
6. Sales Cloud Applications (9%)
6.1 Given a scenario, identify the capabilities and implications of the sales process
6.2 Given a scenario, identify when to apply the appropriate sales productivity features
6.3 Describe the capabilities of products and price books
6.4 Describe the capabilities of lead management
6.5 Given a scenario, identify how to automate lead management
6.6 Describe the capabilities of campaign management
7. Service Cloud Applications (6%)
7.1 Describe the capabilities of case management
7.2 Given a scenario, identify how to automate case management
7.3 Describe the capabilities of solution management
7.4 Describe the basic capabilities of portals
7.5 Describe the capabilities of the Community application, such as Ideas and Answers
7.6 Describe the capabilities of SF Knowledge
8. Activity Management (3%)
8.1 Describe the capabilities of activity management
9. Chatter (1%)
9.1 Describe the features of Chatter
10. Data Management (11%)
10.1 Describe the considerations when importing, updating, transferring, and mass deleting data
10.2 Given a scenario, identify tools and use cases for managing data
10.3 Describe the capabilities and implications of the data validation tools
10.4 Describe the different ways to back up data
11. Content and Folder Management (2%)
11.1 Describe the capabilities of SF Content
11.2 Describe how folders can be used to organize and secure communication templates, dashboards, reports, and documents
12. Analytics - Reports and Dashboards (13%)
12.1 Describe the options available when creating or customizing a report
12.2 Describe the impact of the sharing model on reports
12.3 Describe the options available when creating and modifying dashboards
12.4 Describe the capabilities of custom report types
13. Workflow Automation (7%)
13.1 Describe when workflow rules are evaluated
13.2 Describe the capabilities of workflow rules and actions
13.3 Given a scenario, identify the appropriate workflow solution
13.4 Describe capabilities and use cases for the approval process
14. Desktop and Mobile Administration (2%)
14.1 Describe the capabilities of SF Classic Lite
14.2 Describe the installation and synchronization options of SF for Outlook
15. AppExchange (2%)
15.1 Identify use cases for AppExchange applications
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Item Beginner Intermediate CRM Trailhead
Organization Setup Yes No No https://trailhead.salesforce.com/modules/starting_force_com
User Setup Yes No No https://trailhead.salesforce.com/modules/lex_implementation_user_setup_mgmt
Global User Interface Yes No Yes "https://developer.salesforce.com/trailhead/module/salesforce1_mobile_app
https://developer.salesforce.com/trailhead/module/admin_intro_crm_basics"
Security and Data Access No Yes No https://developer.salesforce.com/trailhead/module/data_security
Standard and Custom Objects Yes No Yes "https://developer.salesforce.com/trailhead/module/data_modeling
https://developer.salesforce.com/trailhead/module/admin_intro_accounts_contacts"
Sales Cloud Applications No No Yes https://developer.salesforce.com/trailhead/module/admin_intro_opptys_leads
Service Cloud Applications No No Yes https://trailhead.salesforce.com/modules/service_basics
Activity Management No No No
Chatter Yes No No "https://developer.salesforce.com/trailhead/module/chatter
https://trailhead.salesforce.com/modules/chatter_basics_for_users"
Data Management Yes No No https://trailhead.salesforce.com/modules/lex_implementation_data_management
Content and Folder Management No No No
Reports & Dashboards Yes No No https://developer.salesforce.com/trailhead/module/reports_dashboards
Workflow & Automation No Yes No https://developer.salesforce.com/trailhead/module/business_process_automation
Desktop & Mobile Administration Yes No No "https://developer.salesforce.com/trailhead/module/salesforce1_mobile_app
https://trailhead.salesforce.com/modules/outlook_integration"
AppExchange No Yes https://trailhead.salesforce.com/modules/appexchange_basics
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