[go: up one dir, main page]
Scribd
Upload
55 views4 pages

Salesforce Admin Practice Guide

The Salesforce Admin Practice Guide outlines a structured approach to mastering Salesforce, starting from account setup to advanced tools. It includes eight phases covering fundamentals, data modeling, security, automation, reporting, data management, UI customization, and advanced tools, with practical exercises for each phase. The guide concludes with capstone project options that integrate learned skills, emphasizing security, automation, and documentation.

Uploaded by

cinelo6497
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
55 views4 pages

Salesforce Admin Practice Guide

The Salesforce Admin Practice Guide outlines a structured approach to mastering Salesforce, starting from account setup to advanced tools. It includes eight phases covering fundamentals, data modeling, security, automation, reporting, data management, UI customization, and advanced tools, with practical exercises for each phase. The guide concludes with capstone project options that integrate learned skills, emphasizing security, automation, and documentation.

Uploaded by

cinelo6497
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 4

Salesforce Admin Practice Guide (Beginner to Pro)

Phase 1: Setup & Fundamentals

- Create a Salesforce Developer Account (https://developer.salesforce.com/signup)

- Explore the user interface, apps, tabs, and objects

Practice:

- Create a new app: 'School Management'

- Add custom tabs: Students, Teachers, Classes

Phase 2: Data Modeling

- Understand Standard vs Custom Objects

- Use Field Types: Text, Picklist, Formula, etc.

- Create Relationships (Lookup vs Master-Detail)

Practice:

- Build Student and Class objects with relationships

- Add a Grade field as a formula

Phase 3: Security & Access

- Learn Profiles, Roles, Permission Sets

- Configure OWD, Sharing Rules

Practice:

- Create users: Admin, Teacher, Parent


Salesforce Admin Practice Guide (Beginner to Pro)

- Setup role hierarchy and record-level access

Phase 4: Automation

- Understand Validation Rules, Workflow Rules, Process Builder, and Flow

Practice:

- Validation: Birthdate cannot be future

- Email notification on Student creation

- Auto-assign class via Flow

Phase 5: Reports & Dashboards

- Learn Report Types, Grouping, Filters, Buckets

- Build Dashboards

Practice:

- Report: Students per class

- Dashboard: Student count by age/class

Phase 6: Data Management

- Use Import Wizard and Data Loader

- Export data, avoid duplicates

Practice:
Salesforce Admin Practice Guide (Beginner to Pro)

- Import 20+ student records

- Enable duplicate rules

Phase 7: UI Customization

- Customize Lightning Pages, Page Layouts, Compact Layouts

Practice:

- Layouts for Teachers/Parents

- Mobile layout customization

Phase 8: Advanced Tools

- Learn Custom Settings, Metadata, Approval Processes

Practice:

- Build approval process for leave requests

- Store term dates in metadata

Capstone Projects

Choose any of the following:

1. Student Management System

2. HR Recruitment App

3. Volunteer Tracker

4. Loan Application Tracker


Salesforce Admin Practice Guide (Beginner to Pro)

5. Online Course Platform

Include security, automation, dashboards, and documentation.

You might also like