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If you complete the course successfully, your electronic Course Certificate will be added to your Accomplishments page - from there, you can print your Course Certificate or add it to your LinkedIn profile.

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This course is currently available only to learners who have paid or received financial aid, when available.

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Salesforce CRM Administration Handbook

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Salesforce CRM Administration Handbook

Instructor: Packt - Course Instructors

Included with

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13 modules

Gain insight into a topic and learn the fundamentals.

Beginner level

Recommended experience

2 weeks to complete

at 10 hours a week

Flexible schedule

Learn at your own pace

13 modules

Gain insight into a topic and learn the fundamentals.

Beginner level

Recommended experience

2 weeks to complete

at 10 hours a week

Flexible schedule

Learn at your own pace

What you'll learn

Discover strategies to stay current with Salesforce updates and improvements
Integrate Salesforce products to meet diverse business needs effectively
Master key concepts in Sales and Service Cloud to enhance operational efficiency

Details to know

Shareable certificate

Add to your LinkedIn profile

See how employees at top companies are mastering in-demand skills

Learn more about Coursera for Business

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There are 13 modules in this course

This course focuses on building strong Salesforce CRM administration skills, covering platform architecture, core features, and real-world configuration strategies. It equips learners with the knowledge needed to manage, customize, and optimize Salesforce environments used by modern businesses.

Through hands-on guidance and structured lessons, the course helps you improve your practical skills in system setup, automation, reporting, and user management. You will learn how to configure Salesforce to match business needs and prepare for real-world administrative challenges. What sets this course apart is its balance of conceptual clarity and practical implementation. It combines platform fundamentals with applied use cases, making it easier to translate knowledge into workplace-ready skills. This course is ideal for aspiring Salesforce administrators, CRM professionals, and IT practitioners with basic platform familiarity. Prior experience with CRM systems or general IT concepts will be helpful but is not mandatory. Based on the book, Salesforce CRM Administration Handbook, by Krzysztof Nowacki and Mateusz Twarożek.

In this section, we introduce Salesforce basics, covering account setup, Admin role responsibilities, and interface navigation strategies for effective CRM management.

What's included

2 videos8 readings1 assignment

2 videos Total 2 minutes

Introduction - Overview Video 1 minute
Getting Started with Salesforce - Overview Video 1 minute

8 readings Total 110 minutes

Introduction 10 minutes
Exploring the Salesforce Admin Role 10 minutes
Customization 10 minutes
Salesforce Certification Exams What Can You Expect 10 minutes
Setting Up Your Salesforce Account 20 minutes
A Tour of Salesforce Getting Around the Interface 20 minutes
Leads 20 minutes
Related Lists 10 minutes

1 assignment Total 10 minutes

Salesforce Fundamentals and User Access 10 minutes

In this section, we examine Salesforce's multi-tenant architecture, org structure, and instance configurations to understand its technical foundation and practical implications for system design and management.

What's included

1 video3 readings1 assignment

In this section, we cover data management in Salesforce, including objects, fields, and data tools.

What's included

1 video9 readings1 assignment

1 video Total 1 minute

Getting to Know Data Management - Overview Video 1 minute

9 readings Total 150 minutes

Introduction 20 minutes
Salesforce Apps 10 minutes
Objects, Fields, and Records 10 minutes
Fields in Salesforce 20 minutes
Records in Salesforce 20 minutes
Exporting and Importing Data via Data Loader 20 minutes
Deleting Data 20 minutes
Record Types 10 minutes
Custom Settings and Custom Metadata 20 minutes

1 assignment Total 10 minutes

Data Management Fundamentals in Salesforce 10 minutes

In this section, we cover transitioning from Classic to Lightning, customizing layouts, and using components for better mobile access.

What's included

1 video6 readings1 assignment

1 video Total 1 minute

Lightning Experience - Overview Video 1 minute

6 readings Total 100 minutes

Introduction 10 minutes
Customizing Lightning Pages Lightning versus Classic 20 minutes
Record Page Layouts 10 minutes
Working with Existing Lightning Page Layouts 20 minutes
Creating a New Classic Compact Layout 20 minutes
Salesforce for Mobile 20 minutes

1 assignment Total 10 minutes

Navigating Lightning Experience and Customization Tools 10 minutes

In this section, we explore Salesforce objects, including standard, custom, junction, and external objects, focusing on their roles in data management and integration.

What's included

1 video3 readings1 assignment

In this section, we cover user roles, MFA, sharing rules, and field-level security in Salesforce.

What's included

1 video7 readings1 assignment

1 video Total 1 minute

User Management and Security - Overview Video 1 minute

7 readings Total 90 minutes

Introduction 20 minutes
Password Management 10 minutes
Controlling System Access 10 minutes
Profiles, Roles, and Permission Sets 20 minutes
Sharing Settings and Organization-Wide Defaults 10 minutes
Sharing Rules 10 minutes
Field-level Security 10 minutes

1 assignment Total 10 minutes

Understanding Salesforce Security and Access Control 10 minutes

In this section, we explore automation techniques including approval processes, Flow Builder, and Apex triggers to streamline workflows and improve organizational efficiency in Salesforce.

What's included

1 video5 readings1 assignment

In this section, we cover creating Salesforce reports and dashboards for data analysis and decision-making.

What's included

1 video4 readings1 assignment

In this section, we explore AppExchange, its features, and how to install and manage apps for tailored business solutions. Understanding these tools enhances Salesforce efficiency and customization.

What's included

1 video3 readings1 assignment

In this section, we explore Service Cloud structure, case management, and key features to build efficient customer support solutions with practical applications.

What's included

1 video2 readings1 assignment

In this section, we cover Sales Cloud's core features, including Leads, Accounts, Contacts, Opportunities, Campaigns, and Forecasts.

What's included

1 video6 readings1 assignment

In this section, we cover exam formats, resource use, and study planning for the Salesforce Certified Administrator exam.

What's included

1 video8 readings1 assignment

1 video Total 1 minute

Salesforce Administrator Exam Preparation - Overview Video 1 minute

8 readings Total 120 minutes

Introduction 20 minutes
Onsite Proctored 20 minutes
Study Strategies 10 minutes
Salesforce Resources 10 minutes
Salesforce Trailblazer Community 10 minutes
Non-Salesforce Resources 20 minutes
Practice Questions and Mock Exams 10 minutes
Answers 20 minutes

1 assignment Total 10 minutes

Salesforce Exam Preparation Insights 10 minutes

In this section, we explore tracking Salesforce updates, engaging with the community, and advancing career paths through specialized certifications and continuous learning.

What's included

1 video4 readings1 assignment

1 video Total 1 minute

Continuing Education and Career Development - Overview Video 1 minute

4 readings Total 80 minutes

Introduction 20 minutes
Joining the Salesforce Community 20 minutes
Advanced Certifications and Career Pathways 20 minutes
Preparing Your CV and Presenting Your Salesforce-Specific Skills and Experience 20 minutes

1 assignment Total 10 minutes

Navigating Professional Growth in Technology 10 minutes

Instructor

Packt - Course Instructors

Packt

1,608 Courses 446,194 learners

Offered by

Packt

Why people choose Coursera for their career

Felipe M.

Learner since 2018

"To be able to take courses at my own pace and rhythm has been an amazing experience. I can learn whenever it fits my schedule and mood."

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Learner since 2020

"I directly applied the concepts and skills I learned from my courses to an exciting new project at work."

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Learner since 2021

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"Learning isn't just about being better at your job: it's so much more than that. Coursera allows me to learn without limits."

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Frequently asked questions

Yes, you can preview the first video and view the syllabus before you enroll. You must purchase the course to access content not included in the preview.

If you decide to enroll in the course before the session start date, you will have access to all of the lecture videos and readings for the course. You’ll be able to submit assignments once the session starts.

Once you enroll and your session begins, you will have access to all videos and other resources, including reading items and the course discussion forum. You’ll be able to view and submit practice assessments, and complete required graded assignments to earn a grade and a Course Certificate.

Salesforce CRM Administration Handbook

Salesforce CRM Administration Handbook

What you'll learn

Details to know

See how employees at top companies are mastering in-demand skills

There are 13 modules in this course

Getting Started with Salesforce

What's included

Salesforce Architecture

What's included

Getting to Know Data Management

What's included

Lightning Experience

What's included

Objects in Salesforce

What's included

User Management and Security

What's included

Automation Tools

What's included

Reports and Dashboards

What's included

AppExchange and Custom Applications

What's included

Service Cloud

What's included

Sales Cloud

What's included

Salesforce Administrator Exam Preparation

What's included

Continuing Education and Career Development

What's included

Instructor

Offered by

Why people choose Coursera for their career

Felipe M.

Jennifer J.

Larry W.

Chaitanya A.

Open new doors with Coursera Plus

Advance your career with an online degree

Join over 3,400 global companies that choose Coursera for Business

Frequently asked questions

Can I preview a course before enrolling?

When will I have access to the lectures and assignments?

What will I get when I enroll?

More questions