Salesforce Administrator Certification Training
Implement, configure & manage Sales & Service Clouds with Salesforce Administration certification
In-Person Classroom
Learn all about the world's no.1 cloud CRM in a traditional classroom setup
- 3-days of traditional classroom training by certified instructors
- Lifetime access to the Administrator courseware developed by Experts
- Access to most updated practice Q&A to gauge your learning
- Highest Success rate in Salesforce certification exams
- Exam support by certified & 24 PDU's/ course completion certificate
Live Online Classroom
Practical learning experience with a Live instructor online
- 3-days of instructor-led online live classroom on Gotomeeting.com
- Lifetime access to the Administrator courseware developed by Experts
- Access to most updated practice Q&A to gauge your learning
- Exam support by certified & 24 PDU's/ course completion certificate
- Revisit the class with live class recorded videos - Lifetime access
Online Self-Study
Study from home, office or even in lockdown at your own pace
- Lifetime access to the Administrator courseware developed by Experts
- Access to most updated practice Q&A to gauge your learning
- High quality course material with 7 days money back guarantee*
- Dedicated Salesforce certified staff to support your studies
- Upgrade to Live online or In-person classroom at discounted rates
Online Self-Study Plus
Learn at your own pace with lesson videos recorded during Live Online Training
- Lifetime access to live online class recorded videos & CP’s study guide
- Downloadable course material in PDF/Powerpoint format
- Access to most updated practice Q&A to gauge your learning
- Additional preparatory materials like exercises and chapter-end quiz
- 6 months of Q&A support from certified staff or instructor
- 7-days money-back guarantee* No questions asked!
Salesforce Administrator Certification Training Course Overview
CP 3-days Salesforce Administrator course is designed for professionals with basic knowledge of Salesforce and performs tasks to assist organizations in getting even more from additional features and capabilities. With this course, you will gain insight into the sales and marketing ecosystem, manage the functionalities and Salesforce applications. CP offers quality learning experiences to establish your credentials in Salesforce and provide a solid boost to your career. Our hands-on training and practical learning experience will help you pass the Administrative exam in a very 1st attempt.
Salesforce Admin and App Builder certification in-person training location or online class login details: Contact Allen@certificationplanner.com with the dates you wish to attend or the training type to receive more information.
- Courseware developed by industry leaders with 98.23% success rate
- Guaranteed to run the classes to let you focus only on Administrator exam
- Option to include Salesforce Administrator examination fee
- Certified support staff to answer all your questions on chat, email, and phone
Salesforce Administrator Certification Training Curriculum
Salesforce Administrator Certification Training Information
Salesforce Administrator certification is the initial credential and focuses on features and functionalities necessary for its implementation. The certification validates your experience in administrator best practices and enables you to:
- Make use of the UI features available and used along managing with user handling
- Understand various organizational security controls available along with manage use secure communication templates
- Understand the complex architecture and relationship model and manage data effectively
Salesforce Administrator Certification Process:
* Understand the eligibility process and why you want to become a Salesforce Administrator certified professional
* Select a training type matching your learning style and availability
* Attend the course to practice and prepare for the SA exam
* Allocate 15-20 hours as study time for a couple of weeks.
* Attempt practice tests as much as possible until you achieve 80% or above score consistently
* Register and schedule your Salesforce Admin exam online
* Sit for the SA exam and get certified in your 1st attempt*
Exam Outline
The Salesforce Administrator exam measures a professional's skills & knowledge in the following objectives. Hands-on experience as a Salesforce Administrator and must have the experience in demonstrating each of the features/functions below.
Organizational Setup: 3%
- Describe the information found in the company settings (for example, fiscal year, business hours, currency management, default settings).
- Distinguish between the various UI features that an administrator controls, including the implications (for example, UI settings, search settings, list views, homepage layouts).
User Setup: 7%
- Identify the steps to set up and/or maintain a user (for example, assign licenses, reset passwords, and resolve locked user accounts).
- Understand the implications of activating, deactivating, or freezing a user.
Security and Access: 13%
- Explain the various organization security controls (for example, passwords, IP restrictions, identity confirmation, network settings).
- Given a user request scenario, apply the appropriate security controls based on the features and capabilities of the Salesforce sharing model (for example, organization-wide defaults, roles, and the role hierarchy, manual sharing, sharing rules, and public groups).
- Given a scenario, determine the appropriate use of a custom profile or permission set using the various profile settings and permissions.
- Describe how folders can be used to organize and secure communication templates, dashboards, and reports.
Standard and Custom Objects: 14%
- Describe the standard object architecture and relationship model.
- Explain how to create, delete, and customize fields and page layouts on standard and custom objects, and understand the implications of deleting fields.
- Given a scenario, determine how to create and assign page layouts, record types, and business processes for custom and standard objects.
Sales and Marketing Applications: 14%
- Given a scenario, identify the capabilities and implications of the sales process.
- Given a scenario, identify the appropriate sales productivity features using opportunity tools, and know when products and Price Books should be used.
- Describe the capabilities of lead automation tools and campaign management.
- Describe the capability of Salesforce Content.
Service and Support Applications: 13%
- Describe the capabilities of case management (for example, case processes, case settings, and case comments).
- Given a scenario, identify how to automate case management (for example, case assignment, auto-response, escalation, web-to-case, email-to-case, case teams).
- Describe the capabilities of Salesforce Knowledge.
- Describe the capabilities of the Community application (for example, Ideas and Answers).
Activity Management and Collaboration: 3%
- Describe the capabilities of activity management (for example, manage tasks, events, public calendars, multi-day events.
- Describe the features of Chatter (for example, feed, groups, following, security).
Data Management: 10%
- Describe the considerations when importing, updating, transferring, and mass deleting data (for example, CSV files, data quality, field mapping, record IDs, external IDs, duplicate records).
- Given a scenario, identify tools and use cases for managing data (for example, data loader, data import wizard).
- Describe the capabilities and implications of data validation tools.
- Describe the different ways to backup data (for example, data export service, exports, data loader).
Analytics—Reports and Dashboards: 10%
- Describe the options available when creating or customizing a report (for example, report type, report format, fields, summarizing data, filtering data, charting, scheduling, and conditional highlighting).
- Describe the impact of the sharing model on reports.
- Describe the options available when creating and modifying dashboards (for example, dashboard components, data sources, chart types, scheduling, and running user).
- Describe the capabilities of custom report types.
Workflow/Process Automation: 8%
- Given a scenario, identify the appropriate automation solution based on the capabilities of workflow/process.
- Describe capabilities and use cases for the approval process.
Desktop and Mobile Administration: 3%
- Describe the capabilities of the Salesforce Mobile App.
- Describe the installation and synchronization options of Salesforce Lightning for Outlook.
AppExchange: 2%
- Identify use cases for AppExchange applications.
Feel free to drop a call back request or shoot us an email at support@certificationplanner.com if you need any assistance.
Salesforce Administrator Certification Training Pre-requisites
Certified Salesforce Administrator professional should have basic knowledge of the features and options available to the Salesforce Administrator and the end-users. CSA should be able to respond to standard business requirements, perform administrative functions using current Salesforce features, and maintain a Salesforce organization.
In addition to attending CP 3 days In-person, Virtual, or self-study courses, the participant must have a minimum of six months experience as a Salesforce Admin & should be able to successfully perform the tasks outlined in the exam objectives section of this guide.
Salesforce Administrator Certification Training Exam & Certification
Examination Format:
-
Register yourself on Salesforce website
-
Select the exam date and timing
-
Choose between taking the exam online(recommended) or onsite. Both are proctored.
-
Review the exam guidelines and other instructions
-
Content: 60 multiple-choice/multiple-select questions and 5 non-scored questions
-
Time allotted to complete the exam: 105 minutes
-
Passing score: 65%
-
Delivery options: Proctored exams delivered onsite and online.
-
References: No hard-copy or online materials may be referenced during the exam.
Exam Fee:
USD 200 + taxes
Re-exam fee: USD 100 + taxes
Maintaining Salesforce Administrator Certification: Don’t let your hard-earned certification expire! follow the guidelines.
Participants must complete the Administrator certification maintenance modules three times a year on Trailhead. Your credential will expire if you do not complete all maintenance requirements by the due date.
Salesforce Administrator Certification Training Curriculum
|
Training Agenda |
|
|
Lesson No. |
Topics |
|
|
Introduction |
|
|
|
|
1 |
Salesforce Overview |
|
|
|
|
2 |
Sales Cloud |
|
|
|
|
3 |
Quote Templates |
|
|
|
|
4 |
Service Cloud |
|
|
|
|
5 |
AppExchange |
|
|
|
|
6 |
Reports |
|
|
|
|
7 |
Dashboards |
|
|
|
|
8 |
Chatter |
|
|
|
|
9 |
Role Hierarchy |
|
|
|
|
10 |
Security Controls |
|
|
|
|
11 |
Profiles |
|
|
|
|
12 |
Data Management |
|
|
|
|
13 |
Workflow Rules |
|
|
|
|
14 |
Change Sets and Deployment |
|
|
|
|
15 |
Communities |
|
|
|
|
16 |
Help and Training |
|
|
|
Salesforce Administrator Certification Training Video
Salesforce Administrator Certification Training Information
Salesforce Administrator certification is the initial credential and focuses on features and functionalities necessary for its implementation. The certification validates your experience in administrator best practices and enables you to:
- Make use of the UI features available and used along managing with user handling
- Understand various organizational security controls available along with manage use secure communication templates
- Understand the complex architecture and relationship model and manage data effectively
Salesforce Administrator Certification Process:
* Understand the eligibility process and why you want to become a Salesforce Administrator certified professional
* Select a training type matching your learning style and availability
* Attend the course to practice and prepare for the SA exam
* Allocate 15-20 hours as study time for a couple of weeks.
* Attempt practice tests as much as possible until you achieve 80% or above score consistently
* Register and schedule your Salesforce Admin exam online
* Sit for the SA exam and get certified in your 1st attempt*
Exam Outline
The Salesforce Administrator exam measures a professional's skills & knowledge in the following objectives. Hands-on experience as a Salesforce Administrator and must have the experience in demonstrating each of the features/functions below.
Organizational Setup: 3%
- Describe the information found in the company settings (for example, fiscal year, business hours, currency management, default settings).
- Distinguish between the various UI features that an administrator controls, including the implications (for example, UI settings, search settings, list views, homepage layouts).
User Setup: 7%
- Identify the steps to set up and/or maintain a user (for example, assign licenses, reset passwords, and resolve locked user accounts).
- Understand the implications of activating, deactivating, or freezing a user.
Security and Access: 13%
- Explain the various organization security controls (for example, passwords, IP restrictions, identity confirmation, network settings).
- Given a user request scenario, apply the appropriate security controls based on the features and capabilities of the Salesforce sharing model (for example, organization-wide defaults, roles, and the role hierarchy, manual sharing, sharing rules, and public groups).
- Given a scenario, determine the appropriate use of a custom profile or permission set using the various profile settings and permissions.
- Describe how folders can be used to organize and secure communication templates, dashboards, and reports.
Standard and Custom Objects: 14%
- Describe the standard object architecture and relationship model.
- Explain how to create, delete, and customize fields and page layouts on standard and custom objects, and understand the implications of deleting fields.
- Given a scenario, determine how to create and assign page layouts, record types, and business processes for custom and standard objects.
Sales and Marketing Applications: 14%
- Given a scenario, identify the capabilities and implications of the sales process.
- Given a scenario, identify the appropriate sales productivity features using opportunity tools, and know when products and Price Books should be used.
- Describe the capabilities of lead automation tools and campaign management.
- Describe the capability of Salesforce Content.
Service and Support Applications: 13%
- Describe the capabilities of case management (for example, case processes, case settings, and case comments).
- Given a scenario, identify how to automate case management (for example, case assignment, auto-response, escalation, web-to-case, email-to-case, case teams).
- Describe the capabilities of Salesforce Knowledge.
- Describe the capabilities of the Community application (for example, Ideas and Answers).
Activity Management and Collaboration: 3%
- Describe the capabilities of activity management (for example, manage tasks, events, public calendars, multi-day events.
- Describe the features of Chatter (for example, feed, groups, following, security).
Data Management: 10%
- Describe the considerations when importing, updating, transferring, and mass deleting data (for example, CSV files, data quality, field mapping, record IDs, external IDs, duplicate records).
- Given a scenario, identify tools and use cases for managing data (for example, data loader, data import wizard).
- Describe the capabilities and implications of data validation tools.
- Describe the different ways to backup data (for example, data export service, exports, data loader).
Analytics—Reports and Dashboards: 10%
- Describe the options available when creating or customizing a report (for example, report type, report format, fields, summarizing data, filtering data, charting, scheduling, and conditional highlighting).
- Describe the impact of the sharing model on reports.
- Describe the options available when creating and modifying dashboards (for example, dashboard components, data sources, chart types, scheduling, and running user).
- Describe the capabilities of custom report types.
Workflow/Process Automation: 8%
- Given a scenario, identify the appropriate automation solution based on the capabilities of workflow/process.
- Describe capabilities and use cases for the approval process.
Desktop and Mobile Administration: 3%
- Describe the capabilities of the Salesforce Mobile App.
- Describe the installation and synchronization options of Salesforce Lightning for Outlook.
AppExchange: 2%
- Identify use cases for AppExchange applications.
Feel free to drop a call back request or shoot us an email at support@certificationplanner.com if you need any assistance.
Salesforce Administrator Certification Training Pre-requisites
Certified Salesforce Administrator professional should have basic knowledge of the features and options available to the Salesforce Administrator and the end-users. CSA should be able to respond to standard business requirements, perform administrative functions using current Salesforce features, and maintain a Salesforce organization.
In addition to attending CP 3 days In-person, Virtual, or self-study courses, the participant must have a minimum of six months experience as a Salesforce Admin & should be able to successfully perform the tasks outlined in the exam objectives section of this guide.
Salesforce Administrator Certification Training Exam & Certification
Examination Format:
-
Register yourself on Salesforce website
-
Select the exam date and timing
-
Choose between taking the exam online(recommended) or onsite. Both are proctored.
-
Review the exam guidelines and other instructions
-
Content: 60 multiple-choice/multiple-select questions and 5 non-scored questions
-
Time allotted to complete the exam: 105 minutes
-
Passing score: 65%
-
Delivery options: Proctored exams delivered onsite and online.
-
References: No hard-copy or online materials may be referenced during the exam.
Exam Fee:
USD 200 + taxes
Re-exam fee: USD 100 + taxes
Maintaining Salesforce Administrator Certification: Don’t let your hard-earned certification expire! follow the guidelines.
Participants must complete the Administrator certification maintenance modules three times a year on Trailhead. Your credential will expire if you do not complete all maintenance requirements by the due date.
Salesforce Administrator Certification Training Curriculum
|
Training Agenda |
|
|
Lesson No. |
Topics |
|
|
Introduction |
|
|
|
|
1 |
Salesforce Overview |
|
|
|
|
2 |
Sales Cloud |
|
|
|
|
3 |
Quote Templates |
|
|
|
|
4 |
Service Cloud |
|
|
|
|
5 |
AppExchange |
|
|
|
|
6 |
Reports |
|
|
|
|
7 |
Dashboards |
|
|
|
|
8 |
Chatter |
|
|
|
|
9 |
Role Hierarchy |
|
|
|
|
10 |
Security Controls |
|
|
|
|
11 |
Profiles |
|
|
|
|
12 |
Data Management |
|
|
|
|
13 |
Workflow Rules |
|
|
|
|
14 |
Change Sets and Deployment |
|
|
|
|
15 |
Communities |
|
|
|
|
16 |
Help and Training |
|
|
|
Salesforce Administrator Certification Training Video
Salesforce Administrator Certification Training FAQ's
Marc Benioff Founded Salesforce in March 1999 and has its headquarters in Bay Area. Salesforce is one of the most popular cloud-based CRM tool used in automating sales, customer service, and digital marketing. Salesforce enables professionals in a sales role to track their sales, reach out to customers to solve sales queries, and companies to manage cases and tasks.
Salesforce Platform offers various certifications, and the following are the ones provided by Certification Planner, LLC.
Salesforce Administrator 3 Days Course
Salesforce App Builder 3 Days Course
Salesforce Administrator and App Builder 4-5 Days Course
Official 100% money-back guarantee does not apply to the Salesforce Administrator course. However, we believe our course material is well aligned with the Salesforce Administrator exam, and with the right focus and preparation, you will clear the exam in 1st attempt.
On completion of 3 days of Salesforce Administrator In-person/online training, you will receive a 24 PDU's certificate. Certificate soft copy will be mailed to your registered email address within 48 hours of course completion.
On completion of 3 days of Salesforce Administrator In-person/online training, you will receive a 24 PDU's certificate. Certificate soft copy will be mailed to your registered email address within 48 hours of course completion.
All registered participants will receive a link to download the courseware from Dropbox. Once downloaded, you will have lifetime single-user access to the CP course material.
Yes, for online exams, we will help you set up your PC/Laptop, and for an In-person exam, we will help you find the nearest location, available date and time.
Our in-person and live online classroom training offers a similar learning experience except for the physical presence of the instructor and fellow students in the live online classrooms. You can see, talk, and chat with the instructor in online classes as well, just like the traditional classes.
A course confirmation email will be sent immediately after the registration. Other information such as location, courseware access, instructor contact, timings, do’s, and don’ts will be shared five days before the class by our training team.
Absolutely yes. You need to drop an email to Support@certificationplanner.com with your request, and depending upon when you raise a refund or rescheduling request, a fee will be applicable. To learn more, please read our refund policy
Our certification training programs are designs to help you pass the exam in 1st attempt. With a hands-on learning approach and globally accredited courseware, our training program will boost your confidence not only to pass the exam but also to retain the knowledge beyond the classroom.
Salesforce Administrator Certification Training Review
CP is a trustworthy training and development company that provides quality services and will accommodate all types of training depending upon the nature of your buisness. If you need a highly effective training partner that helps you think through your projects, recommends smart strategies, and works with creativity, look no further CP is the one for you.
I recently participated in CP’s 4-Day PMP training program In Miami, FL with 6 of my colleagues. The training was conducted at an excellent location with an amazing trainer who managed to engage all of us with his highly methodized teaching. Overall a very educational class in a fun environment!
CP accommodated all our requests and were able to customize a learning plan for our company that fit perfectly with the mindsets of our employees….Thank you!
our company conducted a 2 day ITIL Foundation training session with them. I was one of the employees enrolled in their class and thought they gave some really good insights to further our knowledge…..Really happy with the training.
I find group trainings challenging but Jason made our group feel comfortable as well as shared tips/tricks on how to not only clear our exams but also on how to implement the knowledge in our professional life . I would highly recommend this workshop and Jason as a trainer. Thank you, CP!
Excellent work from CP. Assisted us immensely with a high level training program to 20 of our employees. Will assign them to all our future trainings….Thank you once again.
We really enjoyed their Lean Six Sigma workshop, they have a robust yet simple content also their bootcamp had a practical sessions which were most useful to me and my colleagues . we also received evaluations at the end of the class which has helped us to improve and hone our skills.
I was really impressed not only by CP’s training methods but also by their staffs professional and accommodating attitude…..we worked with them with four of our employees on a trial basis and we have received excellent feedback from our employees so now we are planning to assign them as our training partners for all future trainings……Keep up the good work guys!!
CP were super-efficient in accommodating all our training requests and they provided us with one of their best instructors. We are a small organization and really wanted to be sure we had the right person on board so that we didn't want to start over down the road. Long story short their learning enhanced us with an awesome tool and one that will help us coach our new employee for success! Highly recommend …..Thank you!
Got my whole team enrolled for CP’S PMP course it was a great team-building experience. To run things smoothly they even accommodated our request to conduct the class at our specified location. It was excellent to open our eyes to different training methods and determine some of our next steps as a team. All my team members had a great learning experience. Jason was an excellent trainer who did a fantastic job by engaging the whole class! I look forward to working with CP in the future.
CP is one of the best training providers out there to achieve any certification. The instructor, for the class I have attended, was very knowledgeable, and went into every possible detail to make sure we get the concepts correct. Their classes run throughout the year and they have various options to fit the training with your schedule. Was very happy with their course materials as well.
The course material, presentations, videos are extremely helpful, which prove to be a great point of reference while the preparation mode is on. I am very happy that I chose CP
Achieved 2 certifications from here….always a good experience
Intense course with an intense instructor overall a good learning experience
The study material was quite ok but the best part for me was the way the training was delivered, I felt like I learned a life skill which has shaped me better as a professional
Good learning platform and great staff…cheers guys for all the help.. much appreciated
Very happy with the training……got everything that was promised to me
I had a really good experience at CP trainer did a great job throughout the sessions More practice tests would've been great…. but overall my experience was good
If there was an option available I would gladly rate CP more than 5 stars for their professional approach before, during and after the training. The support team were great, the tutors were excellent!. If I decide to pursue any certification in the future I know where I have to go. Once again thank you guys for your excellent support to help me achieve this certification without any hurdles.
CP provides a good learning platform for working professionals, they have an excellent team who co-ordinated with me so well during my training.... i would defenitely reccommend them.
I was initially enrolled for the in-person training but the class got cancelled and they gave me an option to choose a further date or go for the live online classroom training, reluctantly I agreed to the online training as I had my doubts about the class but after attending the training I have a completely different perspective about the online class. Excellent online learning place with best experienced and certified tutors.
CP has one of the best online certification model I have ever seen. Thank you guys for making me a believer
Kudos CP!
They co-ordinated with me really well right from the application to the final certification exam, very co-operative & helpful staff will gladly recommend them
My experience with CP was really good their professional attitude and prompt responses made my learning experience even better….. I will certainly recommend them.
Excellent training and helpful staff…..would recommend them to my
