KICKSTARTING SALESFORCE JOURNEY – GETTING CERTIFIED IN SALESFORCE ADMIN

Salesforce Admin Roles & Responsibilities

Salesforce administrators are experts in Salesforce’s customer relationship management software and processes. They work for major organizations, where they are responsible for Salesforce system administration, Salesforce product training, and sales database maintenance.

Salesforce Administration plays the following roles :

• Ensure that Salesforce systems and products work at their best.
• Salesforce systems are being upgraded and configured for better integration.
• Roles, profiles, sharing rules, workflows, and groups in Salesforce are all managed.
• Importing leads, contacts, and other data from the sales department.
• Building custom reports and dashboards, as well as maintaining the sales cloud.
• Database maintenance procedures such as diagnostic tests and duplicate entry cleanup are performed.
• Providing training and support as well as evaluating and installing new Salesforce releases.
• Error reports and updates to field history tables are among the processes that are documented.
• Reports for sales and other departments are being prepared.

Certification Exam Preparation

The Salesforce Certified Administrator test assesses a candidate’s understanding and skills in the areas listed below. A candidate should have prior Salesforce Administrator expertise and be able to show how to use each of the features/functions listed below.

Broadly there are six categories

These topics are further classified as –

1. Organizational Setup

Describe the elements that make up the corporate profile (e.g., company information, fiscal year, currency management business hours, default settings,).

2. User Setup

Identify the processes for creating and/or maintaining a user account, troubleshoot typical user access and visibility concerns are given a situation.

3. User Interface

Differentiate between the numerous UI components that an administrator can modify, as well as the consequences.

4. Custom & Standard Objects

The standard object architecture and relationship model should be described, For custom and standard objects, show how to create, remove, and configure fields, page layouts, and list views, determine the relevant fields and page layouts for bespoke and standard objects based on a situation, For both custom and standard objects, explain how to create, remove, and alter record types.

5. Data Security & Access

Describe the many security choices available to a company, Describe the Salesforce sharing model’s features and capabilities, as well as the numerous settings and permissions that a profile may govern.

6. Sales & Marketing Apps

The sales and marketing applications part of the test will assess your understanding of Salesforce’s capabilities and how they will affect your sales process.

7. Service & Support Apps

The service and support applications component of the exam, which accounts for 6% of the overall exam, needs you to be able to describe Salesforce’s case management system and related apps.

8. Chatter

Features of chatter

9. Data Management

Data Import and export. Data management is critical to every Salesforce customer’s success. Obtaining meaningful data may assist your team in achieving their objectives and determining what’s next for your company.

10. Analytics, Reports & Dashboards

The display of data is the focus of this section. You’ll need to understand how to build and configure reports and dashboards, as well as how to distribute them. Analytics, reporting, and dashboards will be covered in about 13% of the test questions.

11. Automation Workflow

Describe the process of evaluating workflow, Describe the workflow rules and actions’ capabilities, Determine the best workflow option for a given case, Describe the approval process’ capabilities and use cases.

12. Activity Management

To describe to users as in what are the various capabilities of activity management

13. App Exchange

Uses of App Exchange and how to use various applications available there.

14. Desktop & Mobile App

Describe Salesforce Mobile’s capabilities, describe the Salesforce for Outlook installation and synchronization options.

Content Sources

The best way to prepare these topics is Trailheads. It is the world’s most advanced online learning site, offering a variety of online and instructor-led training courses that are essential for preparing for admin certification. It allows users to learn about the platform in an interactive manner and to experiment with new features and adjustments without affecting the platform’s functionality.