Salesforce is a cloud-based customer relationship management (CRM) platform that is used by businesses of all sizes to manage their sales, marketing, and customer service operations.
Learning Salesforce administration can open doors to rewarding career opportunities in various industries, allowing you to manage and optimize Salesforce environments for businesses of all sizes.
You’ll develop valuable skills in customizing and configuring Salesforce, automating processes, managing users and data, and ensuring the security of sensitive information.
Finding the right Salesforce administration course on Udemy can be a daunting task, with so many options available.
You’re looking for a program that’s comprehensive, engaging, and taught by experts, but also fits your learning style and goals.
Don’t worry, we’ve got you covered!
For the best Salesforce administration course overall on Udemy, we recommend The Complete Salesforce Certified Administrator Course + AI.
This program provides a comprehensive learning journey that prepares you for the Salesforce Certified Administrator exam, covering everything from configuration and setup to automation and analytics.
You’ll gain a deep understanding of Salesforce’s features, learn best practices, and have the opportunity to apply your knowledge through practical exercises.
The course also incorporates AI with ChatGPT to create personalized learning experiences, making it a powerful tool for aspiring Salesforce administrators.
While this is our top pick, there are other excellent courses available on Udemy.
Keep reading for more recommendations for beginners, intermediate learners, and experts, as well as courses focusing on specific areas of Salesforce administration, like Sales Cloud, Service Cloud, and CPQ.
The Complete Salesforce Certified Administrator Course + AI
This comprehensive course prepares you thoroughly for the Salesforce Certified Administrator exam.
It covers all the knowledge areas from the latest exam guide in-depth, including Configuration and Setup, Object Manager and Lightning App Builder, Sales and Marketing Applications, Service and Support Applications, Productivity and Collaboration, Data and Analytics Management, and Workflow/Process Automation.
The course starts by getting you set up with free Salesforce and ChatGPT accounts.
You’ll learn to navigate the Salesforce interface, understand the exam objectives, and leverage the course’s prompt library with ChatGPT responses throughout your learning journey.
In the Configuration and Setup section, you’ll dive into company settings, user management, security controls, sharing models, profiles, and permission sets.
The course guides you in creating users, setting roles and hierarchies, managing sharing rules, and implementing security best practices.
The Object Manager and Lightning App Builder section covers the standard object architecture, creating custom objects and fields, configuring page layouts and record types, and building Lightning apps and pages.
You’ll learn to create formulas, validation rules, and roll-up summary fields while applying best practices.
For Sales and Marketing Applications, you’ll explore leads, campaigns, opportunities, products, pricebooks, forecasting, path creation, and Einstein scoring.
The course walks you through real-world scenarios, such as lead conversion, contact roles, and big deal alerts.
In the Service and Support Applications section, you’ll learn about case management, assignment rules, queues, auto-response rules, escalation rules, Salesforce Knowledge, and Experience Cloud setup.
The Productivity and Collaboration section covers activity management, Chatter, Salesforce mobile app configuration, offline settings, and AppExchange installation.
For Data and Analytics Management, you’ll learn data export, import tools like Data Loader, duplicate management, validation rules, and creating reports and dashboards of various types.
The Workflow/Process Automation section teaches you to create workflow rules, approval processes, flows (including converting workflow rules to flows), and process builder actions.
The course incorporates ChatGPT to analyze learning objectives, create study guides and practice test questions, and provide insights throughout the learning process.
It maintains a conversational tone while effectively conveying technical details using simple language.
Salesforce Certified Administrator Training (Mar 2024)
This course provides a comprehensive overview of Salesforce administration, covering everything from the basics of Salesforce to advanced topics like security, automation, and analytics.
You’ll start by learning what Salesforce is and how to navigate the user interface, including the differences between Lightning and Classic.
The course then dives into setting up your Salesforce org, creating custom apps, objects, fields, and relationships.
A major focus is on automating processes within Salesforce using tools like Workflow Rules, Process Builder, and Flows.
You’ll learn how to create approval processes, validation rules, and field updates to streamline your business processes.
The security section covers important concepts like the role hierarchy, sharing rules, and permission sets, ensuring you understand how to properly secure your Salesforce data.
For reporting and analytics, you’ll learn to create different types of reports like tabular, summary, and matrix reports, as well as dashboards to visualize your data.
The course also covers data management tasks like importing, exporting, and deduplicating records.
The sales and service cloud modules teach you how to manage leads, opportunities, cases, and support processes within Salesforce.
You’ll explore features like lead scoring, web-to-lead/case, and case escalation rules.
Finally, the course covers productivity tools like Chatter, the mobile app, and the AppExchange, as well as preparing you for the certification exam with a mock test and exam tips.
Salesforce Administrator Certification: Pass Fast (Apr ‘24!)
The course covers everything you need to know to pass the Salesforce Administrator certification exam.
It starts with an introduction to Salesforce, explaining what it is, the different careers and certifications available.
You’ll get an overview of the exam structure and some useful study tips.
The course dives deep into configuration and setup, covering company settings, user interface customization, user maintenance, security controls, and sharing rules.
You’ll learn how to manage objects, fields, relationships, record types, and business processes.
For sales and marketing, it covers opportunities, forecasting, quotes, orders, products, lead management, and campaigns.
The service and support section teaches you about cases, the service console, assignment rules, and knowledge base.
Productivity and collaboration tools like activities, Chatter, and the mobile app are also covered.
You’ll learn data management techniques like importing, exporting, validations, and duplicate management.
The course extensively covers reports and dashboards, including custom report types, conditional formatting, charts, and sharing.
Process automation is a major focus, with workflows, approval processes, Process Builder, and the powerful Flow tool.
Throughout the course, you’ll get exam tips and techniques to help you prepare effectively.
The lectures are structured logically, guiding you through Salesforce’s features step-by-step.
With hands-on examples and clear explanations, you’ll gain the confidence to pass the certification exam.
Salesforce Admin certification course
You’ll begin by getting your hands dirty with the core elements of Salesforce, understanding objects and fields and learning how to create your own custom ones.
Building upon this foundation, you’ll delve into the crucial world of object relationships – exploring lookup, master detail, and many-to-many relationships, which are essential for crafting robust data models.
You’ll also learn to enforce data integrity with validation rules, create dynamic displays with formula fields and page layouts, and present information in a user-friendly way.
Data security is a critical aspect of Salesforce, and this course provides thorough coverage of organization-wide defaults (OWDs), profiles, permission sets, role hierarchies, sharing rules, and manual sharing.
This knowledge will empower you to control access to data, ensuring that only the right people have the right information.
Automation is at the heart of Salesforce’s efficiency, and this course offers a deep dive into workflows, approval processes, and process builder.
You’ll learn to automate tasks, send timely email notifications, create records based on triggers, and manage approvals seamlessly.
The course also introduces the powerful automation capabilities of flows, including record-triggered, screen, schedule-triggered, and platform event-triggered flows.
Moving on to standard objects, you’ll master Leads, Accounts, Contacts, Opportunities, and Cases, gaining a comprehensive understanding of their features and how to manage them effectively.
You’ll also discover how to streamline customer support with email-to-case and web-to-case functionalities.
Finally, the course equips you with the skills to create reports and dashboards, exploring different types of reports including tabular, summary, matrix, and joined reports.
You’ll also learn to build dynamic dashboards, providing valuable insights by visualizing your data.
Throughout the course, you’ll engage with practical examples and quizzes to solidify your understanding.
And to prepare you for the Salesforce Admin 201 certification, the course includes a set of practice exam questions and answers.
Project Based Salesforce Admin & Adv Admin Hands-On Training
You’ll start by gaining a solid foundation in CRM and cloud computing, setting the stage for the journey ahead.
The course doesn’t just tell you about Salesforce; it allows you to experience it firsthand.
You’ll set up your own practice Developer Org, a dedicated space where you can experiment, learn, and build your skills.
Data modeling is a central focus, and you’ll walk through the process of analyzing functional requirements, converting them into technical specifications, and creating a robust data model using Salesforce Objects, Tabs, and Fields.
You’ll learn how to manage relationships between objects, master the Schema Builder, and gain a deep understanding of the data structure that powers Salesforce applications.
The course delves into the practicalities of implementing business logic.
You’ll learn to automate and enforce rules within Salesforce using formulas, validation rules, and roll-up summary fields.
You’ll also get a handle on user interface design, configuring page layouts, home page components, and list views to create visually engaging and user-friendly applications.
Customization is another key area of focus.
You’ll explore the world of Salesforce Security, learning how to control access and visibility of data, and creating users, roles, profiles, and permission sets to manage different user groups.
You’ll master the nuances of controlling record visibility using OWD, Role Hierarchy, and Sharing Rules, ensuring your data is secure and accessible only to the right people.
Managing data effectively is essential, and the course guides you through importing, updating, upserting, and exporting data using both the Data Import Wizard and the powerful Apex Data Loader.
You’ll also learn to set up Search Layouts, making it easy for users to find the information they need.
The course emphasizes automation, showing you how to streamline processes using email templates, workflow rules, and approval processes.
You’ll learn to configure immediate and time-dependent workflow actions and build sophisticated approval processes with multiple steps and approvers.
You’ll gain a deep understanding of reports and dashboards, learning to visualize and analyze data in various ways.
You’ll master the art of creating tabular, summary, matrix, and joined reports, and gain the skills to build dynamic dashboards with filters and scheduling refreshes.
Finally, the course explores Salesforce Service Cloud, equipping you to manage customer service interactions efficiently.
You’ll learn to create Service Cloud Console, configure Agent Console, and delve into Portals and Sites, enabling you to build customer-facing interfaces.
You’ll also discover the world of AppExchange, where you can find pre-built apps to extend Salesforce’s functionality.
The course concludes with a comprehensive guide to managing sandboxes, allowing you to test changes safely before deploying them to production.
This course equips you with the knowledge and skills necessary to become a successful Salesforce administrator.
From data modeling and security to automation and reporting, you’ll learn how to manage Salesforce applications effectively, setting yourself up for a rewarding career in the world of Salesforce.
Salesforce Admin Masterclass: Salesforce Admin For Beginners
This Salesforce Admin Masterclass provides a comprehensive foundation in the essential tools and techniques required to effectively manage your Salesforce environment.
You’ll embark on a journey that starts with hands-on experience, setting up your own Salesforce Developer Edition instance and navigating the intuitive App Launcher.
You’ll delve into the core concepts of Salesforce, understanding the relationships between tabs, objects, records, and fields, which form the building blocks of your Salesforce data model.
The course guides you through creating custom objects and exploring their connections, allowing you to tailor your Salesforce environment to your specific needs.
Mastering the creation of custom fields is crucial, and this course will equip you with the skills to build text fields, picklists, and formula fields.
This will enable you to efficiently capture and analyze the data that drives your business.
You’ll navigate seamlessly between the Classic and Lightning experiences, gaining a deep understanding of the Salesforce platform’s evolution.
The course introduces you to Schema Builder, a powerful visual tool that allows you to visualize and manage your data model with ease.
The course provides a thorough exploration of Salesforce’s various relationship types, including lookup and master-detail relationships, essential for building a robust data structure.
You’ll learn how to craft validation rules and implement record types, ensuring data consistency and streamlining your Salesforce processes.
This course equips you with the skills to manage users effectively, creating user profiles and implementing robust data security measures.
You’ll learn to configure object and field-level permissions, leverage role hierarchies, and effectively manage record sharing to protect sensitive data.
You’ll explore powerful automation tools like Workflow rules and Process Builder, allowing you to automate repetitive tasks and streamline your business processes.
Creating custom reports and dashboards for data visualization and analysis is also covered, providing you with valuable insights into your Salesforce data.
The course introduces you to the Lightning App Builder, enabling you to personalize your Salesforce interface and create custom applications.
You’ll explore the AppExchange, a marketplace for Salesforce apps, discovering a wealth of solutions to enhance your Salesforce functionality.
Finally, you’ll be introduced to flows, a powerful automation tool that can be used to create complex business processes.
By mastering flows, you’ll be able to automate even more complex tasks, freeing up your time and resources.
This Salesforce Admin Masterclass provides a solid foundation for aspiring Salesforce administrators, equipping you with the skills and knowledge to confidently manage your Salesforce environment.
Salesforce Admin & Platform App Builder For Beginners
This Salesforce Admin & Platform App Builder course is designed to equip you with the foundational knowledge and practical skills needed to confidently navigate the world of Salesforce administration.
You’ll begin by understanding the core concepts of cloud computing, including its various deployment and service models, and how it relates to Salesforce.
The course delves into the fundamentals of CRM, introducing you to Force.com, Salesforce environments, and their key components.
Building on this foundation, you’ll dive into data modeling, learning how to design and implement objects, fields, and relationships within the Salesforce platform.
You’ll become proficient in using powerful features like validation rules, roll-up summary fields, and cross-object formulas to create robust and efficient data structures.
Next, you’ll discover how to customize the Salesforce user interface to create a tailored experience for your users.
The course guides you through various customization techniques, including page layouts, mini page layouts, and list views, empowering you to enhance usability and streamline processes.
Moving on to data management, you’ll learn best practices for importing and exporting data, managing record IDs and external IDs, and ensuring data security.
You’ll gain a comprehensive understanding of user access control, covering the use of profiles, permission sets, object-level security, and sharing rules.
The course then delves into the world of process automation, teaching you how to automate tasks and workflows using features like workflows, approval processes, and process builders.
These powerful tools will help you optimize your workflows and streamline operations within the Salesforce platform.
To bring it all together, the course provides real-world examples and practical applications for Sales Cloud and Service Cloud.
You’ll learn how to manage leads, opportunities, campaigns, and cases, as well as how to provide effective customer support.
The course covers a wide range of features, including lead assignment rules, web-to-lead functionality, auto-response rules, and lead conversion.
Furthermore, you’ll explore advanced concepts like Salesforce Knowledge, portals, and communities, gaining valuable insights into how these features can enhance customer engagement and knowledge sharing.
The course concludes with a look at MVC architecture, data management tools, and the Translation Workbench, equipping you with the knowledge to tackle any Salesforce administration challenge.
Salesforce CPQ : Salesforce CPQ Basics for Admins
You’ll begin by understanding the fundamentals of CPQ, exploring key concepts like Quotes, Bundles, and Products.
The course then delves into the practical aspects of product configuration, guiding you through setting up product rules, option types, and bundles to streamline your sales process.
You’ll gain expertise in pricing strategies, mastering techniques like block pricing, percentage of total pricing, and option pricing.
The course explores a wide range of discounting tools, including volume-based discounts, resource-based discounts, and range vs. slab discounts, allowing you to optimize your pricing for maximum profit.
You’ll also learn about Salesforce CPQ Subscription Pricing to manage recurring revenue streams effectively.
To enhance customer engagement, the course introduces you to Guided Selling, helping you create personalized and interactive sales experiences.
You’ll learn how to create quote templates, customize sections and content to fit your specific needs, and manage quote line visibility to ensure clear and targeted communication.
Throughout the course, you’ll have the opportunity to test your knowledge with quizzes and gain further insight with bonus content.
This comprehensive approach ensures you develop a solid understanding of Salesforce CPQ and its practical applications.