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The Ideal Salesforce Admin Tutorial For Beginners With Career Path & Certifications



Introduction

In today's digital economy, being a market leader is not easy. Companies use advanced technologies to stay ahead of their competitors, increase their market share, optimize business processes, identify new opportunities and create unique customer experiences. As a result, companies heavily depend on innovative software like Customer Relationship Management (CRM) to manage such business processes.

One CRM software that enjoys a 19.8% share of the CRM market, more than its four leading competitors combined, is Salesforce. With more than 150,000 businesses using Salesforce, they are the premium service provider and the market leader. 

Salesforce also has an expansive ecosystem consisting of customers, developers, and partners, offering industry-specific capabilities to address businesses' unique challenges in numerous verticals. When we say that Salesforce addresses its customers' individualized needs, it requires a deep understanding of the client's objective and makes the platform customizable enough to meet their needs. 

There comes the role of a Salesforce Administrator.  A salesforce Administrator addresses this challenging task of defining system requirements and customizing the platform. In addition, they work day in and out with stakeholders and enable them to make the most of Salesforce technology.

If this challenging role of a Salesforce Administrator excites you and motivates you to learn more about the roles and responsibilities and how to become a salesforce administrator, this Salesforce Admin tutorial is just for you!

Let’s pace up the path to a successful career!

Salesforce Admin Tutorials For Beginners

This Salesforce Admin tutorial covers everything you need to know about Salesforce Administrators. Designed in an easy-to-understand format, it is ideal for beginners who want to have an in-depth understanding of Salesforce, its functionalities, and how to make a rewarding career in the domain. The tutorial will cover the following aspects so gear up for the best insights on Salesforce Admin and its functionalities.

Salesforce Admin Tutorials: What Is Salesforce?

The Legacy: Salesforce is a cloud computing firm based in San Francisco created in 1999 by Marc Benioff, the company's chairman, and CEO. It offers Customer Relationship Management (CRM) services and a portfolio of enterprise tools for customer support, marketing automation, analytics, and application development.

In 2021, Fortune magazine ranked Salesforce second in the list of “100 best companies to work for” based on employee satisfaction rate.

AppExchange

Salesforce.com's customer relationship management (CRM) service comprises several broad categories, and is critical to know when looking for the right Salesforce Admin certification tutorial: 

Along with this, the other component you need to know while exploring the best salesforce admin tutorial pdf is the Salesforce products and services. 

Salesforce Admin Beginner Tutorial: Product & Services

1. The main service of sales forces includes tools for case, issue management, and tasks. It enables the customers with tracking abilities for the raised cases, provides analytical tools and other services including email alert, Google search, and access to customers' entitlement and contracts.

2. Lightning Platform - The Lightning platform is the first platform as a service (PaaS). It enables developers to create and deliver any business application entirely on-demand and without software. The platform also includes easy-to-use point-and-click customization tools to help develop solutions for unique business requirements without any programming experience. 

3. AppExchange - AppExchange is a marketplace launched in 2005 that works as an online application marketplace. It has cloud applications created by Salesforce partners and developers. Many of the applications are free, as well as via yearly or monthly subscription model.

Along with these, Salesforce has many other interesting services like Trailhead, Blockchain platform, Data.com, Work.com, Experience Cloud and many more.

Salesforce Admin Tutorial For Beginners - Develop A New System Administrator User:

Here through this salesforce admin tutorial, salesforce admin tutorial videos we will guide you about creating a new system administrator user in simple steps:

In case there are no available User licenses, the Administrator will need to temporarily disable a User using the steps in Deactivate (Delete) Users documentation. 

Once the new Administrator has been created, deactivate the previous System Administrator's User record and reactivate the record that was temporarily deactivated.

  1. Go to:
    • Salesforce Classic: Setup | Manage Users | Users
    • Lightning Experience: Setup | Users | Users
  2.  Click New User, enter your User details.
  3. In the 'User License' field, select Salesforce
  4. In the 'Profile' field, select System Administrator. 
  5. Select Generate a new password and notify the user immediately.
  6. Click Save.
  7. Log out of Salesforce 
  8. Follow the steps as in the email sent to you and verify it.
  9. Login

However, we have shared some precise steps to make a new Salesforce Admin, it is equally important that you understand who exactly a Salesforce Administrator is and what lies on their shoulders.

Salesforce Admin Tutorial: Who Is A Salesforce Administrator & What Are The Roles and Responsibilities They Handle

A Salesforce Administrator, sometimes known as an "admin," is a user who has system administration access and other superpowers to channelize the technology effectively. 

  • They are in charge of configuring Salesforce for their companies and ensuring that it functions smoothly.
  • Admins have unique privileges. They can, for example, create user accounts and restrict what users can view and do in Salesforce. 
  • Salesforce administrators can design custom objects, workflows, validation rules, reports, and more. Administrators can edit user profiles and erase Chatter feed changes, such as posts and comments(Salesforce Admin tutorial video covers all these aspects) 
  • Create a custom workflow for determining when a case is closed.
  • Create a bespoke approval process for employee spending that allows you to sign off on them. 
  • Make a report specifically for the sales region. 
  • Grant user privilege that includes creating and managing user profiles.
  • Respond to inquiries concerning access to records.
  • Resolve the dreaded error messages that instruct - contact your Administrator for assistance or additional information.

By now, if you are motivated enough to take up such exciting job roles we have got the best Salesforce Admin tutorial to start your career as a Salesforce Administrator.

Salesforce Admin Career Path: Salary Trend, Job Prospects & Certifications

Now that you've learned about Salesforce, details about who a Salesforce administrator is, and the tasks and responsibilities they handle. It's time to look at the career prospects, and much-required certifications to kick start your career as  Salesforce Administrator. 

Knowing how vital a salesforce administrator's work is, you must be wondering what kinds of career opportunities are accessible in the business. The good news is that there will be about 1,53,00,000 jobs available worldwide in September 2021. Companies need professionals who can lead the continued development of Salesforce.com deployments (as mentioned in the Salesforce administrator tutorial video), improve procedures, and increase the use of the Force.com platform.

Skill-sets the organizations are looking for in a certified Salesforce Administrator (You may learn in-depth from the salesforce admin tutorial pdf or video):

  • Outstanding project management abilities.
  • The mindset is both creative and analytical, with great problem-solving skills.
  • Certifications in Sales Cloud, Service Cloud, and Developer are preferred.
  • Proven ability to design, implement, and support user adoption of new processes.
  • Strong platform knowledge, including the ability to create custom apps and objects, formula fields, workflows, custom views, and other intermediate-level content.
  • Assuring the system's safety and security.
  • Creating reports and dashboards that provide goal-oriented statistics.

As per Glassdoor's salary report, the annual average Salesforce Administrator salary is $92,504. For more information about salesforce administrator salary for freshers and experienced, check out our insightful blog post!

There are certain certifications that are kind of a necessity to initiate your career as a Salesforce Administrator, also guided in the Salesforce Admin tutorial.

Here are the top Salesforce Administrator Certifications:

  • Salesforce Administrator Certification - This certification is meant for aspirants who are always looking for new methods to assist businesses to obtain more features and capabilities.
  • Salesforce Advanced Administrator Certification- This certification is for  Salesforce Administrators who aim to master advanced Salesforce capabilities and functionality to tackle a wide range of business problems. Previous experience working with the Salesforce platform is required. 
  • CPQ Specialist - The Salesforce certified CPQ specialist has experience with Salesforce CPQ platforms and can troubleshoot basic platform issues.
  • Marketing Cloud Administrator - This certification is for admins who work on Marketing Cloud, user access requests, monitoring, reports formulation, and troubleshooting configuration issues.
  • Platform App Developer - This certificate is aimed at individuals with experience designing, developing, and deploying custom applications.

No wonder certifications are a must to differentiate yourself from other candidates and get a job in your dream company. This salesforce admin tutorial is of much help to help you prepare. We have got you four simple and most effective steps to kickstart your career as a salesforce administrator.

Here Are The Four Steps To Make A Career As A Salesforce Administrator

1. Get Insights About Salesforce Administrators

We recommend you to find out every detail about salesforce administrator (Salesforce Administrator Tutorials)  before taking up an online certification course and begin your career as a salesforce administrator. 

Having in-depth knowledge about the subject will help you understand what will be expected, how much effort you have put into it, and how you will manage your schedule to deliver the best output. Some key pointers to consider while researching for a salesforce administrator career are:

  • Salary insights
  • Learning module
  • Educational background/work experience
  • Hiring companies (with the best locations)
  • Prerequisite Skills & Knowledge
  • roles & responsibilities
  • Work Culture 
  • Prospects

2. Join A Salesforce Administrator Training And Certification

To be a salesforce administrator requires a lot of hard work and preparation. Yes, many free online courses are available, but they do not cover every aspect of the much-needed curriculum. Therefore, enroll in a professional certification course that gets you complete knowledge about the domain, upscales your skills-sets, gets you industry exposure, and makes you competent enough to get the best offer from some of the top companies like Salesforce, Amazon, IBM, Accenture, and many more.

A professional training program gets your base strong by imparting knowledge of all core subjects essential for beginning a career as Salesforce Administrator. Read the complete course module for Salesforce Admin Training.

https://www.janbasktraining.com/online-salesforce-admin-training

If you have already spent ample time researching the best certification courses, here's the full stop to your search. Our industry experts have extensive experience in counseling students and professionals to scale up the ladder. We can help you with the best certification course and how to go about the same.

3. Work On Your Soft-skills

Companies nowadays pay a lot of attention to what extra you bring to the table. Are you the right fit for the organization? What kind of initiatives can you come up with? How are your communication skills? Do you have an analytical mindset? And much more. Try working on your skill skills as well. Get more insights about what kind of skill-sets are required to crack the Salesforce Admin interview through our well-researched blog!

4. Keep Updating Your Knowledge

Trust us when we say the industry is very dynamic, and every other day there is some new technology, software coming up. So, even when granted the certification, keep your knowledge updated about the industry trends and write about anything new that excites you about the technology on a professional platform like Quora, Linked In. Reddit to make better connections and open up ways for better job prospects.

Final Thought!

A Salesforce Administrator is the person who bridges the gap between technology and business needs. This Salesforce Admin Tutorial is the right platform for you to learn about the essential functionalities and processes. And by now, if you are charged up enough to be a part of the world’s no. 1 CRM, enroll yourself for the best certification course that helps you get the best job role and industry best pay packages.

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    Jyotika Prasad

    Through market research and a deep understanding of products and services, Jyotika has been translating complex product information into simple, polished, and engaging content for Janbask Training.


Comments

  • C

    Caden Thomas

    Thanks for such an informative blog on salesforce, actually i want to grow my career in this but not not getting how to start.

     Reply
  • M

    Maximiliano Jackson

    One of the best blogs for people looking to explore a salesforce career and want to become a salesforce administrator.

     Reply
  • N

    Nash Martin

    I am from a commerce background, is it possible for me to enter a salesforce career? If yes, then how, pls guide!

     Reply
  • B

    Bryan Garcia

    I am preparing for salesforce administrator certification for CPQ Specialist. Can you help me with some sample questions or quality study material, and I want to ask, once I clear this certification, what is the probability of getting a good salary.

     Reply
  • J

    Josue Rodriguez

    Hi, I want to join the salesforce training course, can you pls guide me with some good institutes? What will be near about course fee?

     Reply
  • L

    Louis Anderson

    Informative one, helpful in understanding the basics of Salesforce administrator and apart from that listed tips to kickstart a career in salesforce is again too helpful.

     Reply
  • R

    Rafael Lewis

    Earlier I was confused about how to explore new courses to choose the best one, this blog listed some amazing points to explore any technology. Your career path is helpful for youngsters to choose the right career path for a better future.

     Reply
  • W

    Walter Carter

    How to get experience after completing the training course because initially nobody is willing to hire freshers, every organization demands experienced professionals, Pls help me with the best way to convince them.

     Reply
  • J

    Jensen Evans

    Do you guys also provide AWS training , if yes please let me know your course scenario, duration, fee, mode of class and all. Thanks in advance!

     Reply
  • R

    Reid Morris

    After completing the Salesforce Administrator course can your team help us throughout the certification exam, resume preparation and interview and do you guy’s provide any placement.

     Reply

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