Slaesforce FAQ

how to administer salesforce

by Wilma Nikolaus IV Published 2 years ago Updated 2 years ago
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Administer Salesforce Powered by Oracle DataFox

  • Oracle DataFox and Salesforce Sync Settings. ...
  • Resolve Salesforce Field Permission Errors. ...
  • Many-to-One Salesforce Mapping. ...
  • Sync Leads and Contacts to Salesforce. ...
  • Map Account Scoring to Salesforce. ...
  • Confirm Industry Field Mappings. ...
  • Run a Salesforce Report to Find Oracle DataFox Accounts. ...
  • Set Up Salesforce Sync for Opportunities. ...

More items...

Step-by-Step Guide for Becoming a Salesforce Admin
  1. Decide on your training system. There are multiple training services available to help you become a Certified Salesforce Administrator that can work around you. ...
  2. Use all available resources. ...
  3. Take the exam!

Full Answer

What is a Salesforce admin?

A Salesforce Admin best understands how to make the platform work for their company’s goals. Some organizations may employ just one admin; some employ many people in this role. A Salesforce Administrator’s colleagues can rely on them to:

What can you learn from Salesforce administrator tutorials?

At the end of this Salesforce administrator tutorials, you can learn about salesforce basics, building Salesforce User Interface, developing Salesforce Data model, Implementing Salesforce business logic, Managing User, Securing and Sharing Salesforce Data, Workflows, and Approvals, Reports, Dashboards. Overview of ERP and CRM.

How do I become a Salesforce administrator candidate?

Candidates should possess broad knowledge of customizing Salesforce, regularly configuring the platform, managing users, and looking for ways to get even more out of its features and capabilities. Learn at your own pace with a learning path designed just for you. Preparing to sit for your Salesforce Administrator credential?

What can you do with Salesforce?

Here, you can have a complete overview of your business performance in operations, finance, sales, marketing, and more. Salesforce has various products that are specially designed to deliver each goal: Sales Cloud, Revenue Cloud, Service Cloud, Marketing Cloud and Pardot, and so much more.

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What does a Salesforce administrator do?

What is a Salesforce Administrator? Salesforce Administrators work with stakeholders to define system requirements and customise the platform. To put it simply, they enable users to get the most out of Salesforce technology. A Salesforce Admin best understands how to make the platform work for their company's goals.

How do I start Salesforce as admin?

Nine Ways to Get Started in the Salesforce Ecosystem as a Salesforce AdministratorVisit the official Salesforce Admins site. ... Listen to the Salesforce Admins podcast. ... Learn more about Salesforce. ... Connect online with Trailblazers. ... Find a job in the Salesforce ecosystem. ... Get hands-on at a Salesforce event.More items...•

What skills do Salesforce admins need?

Here are the best 11 skills that a Salesforce Administrator needs to have:Data Management Skills. ... Leadership Skills. ... Communication Skills. ... Project Management Skills. ... Organizational Skills. ... Understanding of Sales. ... Salesforce Knowledge and Resourcefulness. ... Process Building.More items...•

Is Salesforce admin job easy?

No, Salesforce admin jobs are not easy. These jobs are challenging because the person in the role must navigate the needs of the end-user in order to provide the best experience with both the system and the company they work for as possible.

What are basics of Salesforce admin?

Salesforce Admin Basic Skills you will learnConfigure Sales and Service.Manage Sales and Service.Implement automation.Debugging.Data validation.Configure user interface.

How do I become a Salesforce admin with no experience?

There is a magical key to getting a job in Salesforce without experience, that is- “Having a certification is a qualification for Junior roles.” The junior role in Salesforce consists of 0-2 years of experience. Getting certified in Salesforce is a big step that allows you to be recognized for your skills.

What makes a great Salesforce admin?

Working with integrity, creatively solving problems, and making quick decisions make for a better admin. While Salesforce can function like a well-oiled machine, if things go wrong, a Salesforce admin needs to be able to solve problems on their own and communicate effectively with their team.

How do I become a better admin in Salesforce?

As a Salesforce Admin, you'll want to develop expertise in areas such as database management, security, and compliance. You'll also want a basic understanding of APIs. By having well rounded technical knowledge, you'll be able to speak to users and executives more confidently using your specialist expertise.

What is one daily responsibilities for Salesforce admins?

Salesforce adminsistrators are responsible for tasks ranging from helping users develop reports and reset passwords to maintaining data quality, adding fields, and running backups, among many others.

Does Salesforce pay well?

The average estimated annual salary, including base and bonus, at Salesforce is $140,013, or $67 per hour, while the estimated median salary is $152,706, or $73 per hour. At Salesforce, the highest paid job is a Group Product Manager at $249,431 annually and the lowest is an Office Manager at $59,530 annually.

Does Salesforce Admin require coding?

Hence, Salesforce Admin will be working with a team of developers, consultants, and others. They will take care of the coding part. So, a Salesforce Admin doesn't require coding as a part of his daily task.

How long does it take to become a Salesforce administrator?

On average, it takes 6 weeks to get Salesforce Certified. But the time to prepare for a Salesforce certification depends on the experience of the individual. If you are completely new to Salesforce you have to spend a minimum of 10hrs/week and it takes 6 weeks to be ready for the Salesforce admin certification exam.

Sign me up for a free Trailhead account

Learn in-demand skills, earn resume-worthy credentials, and connect with a community of Trailblazers for mentorship and employment opportunities.

2. How can I get prepared?

We’ve got the tools to help you prepare for your exam, no matter your learning style. We’ve covered all the bases, with exam guides, interactive study tools, videos, trailmixes, and more.

Discover Trailhead Academy

Accelerate learning across your organization with access to Salesforce experts.

3. Can Superbadge Super Sets help me?

The design of a Trailhead module offers step-by-step instruction and bite-sized learning with interactive challenges so you can test your newly developed skills.

5. How do I ace the exam?

Test-taking is stressful for lots of people. Even if you think you’ve got all the concepts for the Salesforce Certification down, you may dread the actual exam just because test-taking isn’t your thing. But you can manage your state of mind and put a success strategy in place to help you breeze right through exam day!

6. Are there more resources?

Yes, of course! Bookmark the Salesforce Admin Career Development page where you can find all of the resources designed to help you grow your Salesforce Admin career.

The Trailblazer Blog

Discover expert insights to help you develop your career, connect with Trailblazers, learn Salesforce, and earn certifications. Explore practical how-to guidance, authentic peer perspectives, and inspiring Trailblazer stories.

Administrator Certification Introduction

The Salesforce Administrator certification is considered the baseline credential for any Admin. Passing this exam will s howcase your knowledge on Salesforce features and best practice configuration.

Who's the Ideal Candidate?

For anyone looking to get into the world of Salesforce, the Certified Administrator exam is the best way to prove your knowledge on the core Salesforce platform.

Key Topics

Salesforce exams are made up of different topics, comprised of different weightings for each. It’s important to pay attention to these, as just a few sections will most likely take up the majority of the exam, such as the key topics below.

Study Strategy

The Salesforce Administrator certification might seem daunting if you are just looking to get into the world of Salesforce, but once broken down into the individual sections, it’s a lot more manageable.

Exam Strategy

When exam day finally hits, there are a bunch of tips we gathered over the years to give you the best chance of passing with flying colours.

Tips

Check out the Trailhead Exam Guide and use this as your master revision list.

Final Thoughts

The Salesforce Certified Administrator Exam is a qualification that all Salesforce professionals should hold. It is an expectation of nearly every employer and will give both you and them, the confidence that you can successfully and responsibly maintain and customize Salesforce.

Salesforce Administrator

Welcome to Salesforce Administrator tutorial and Training. In this Salesforce administrator free tutorials, you will learn the core features of Salesforce.com like Salesforce Configurations and System management.

Salesforce Administrator Tutorial

At the end of this Salesforce administrator tutorials, you can learn about salesforce basics, building Salesforce User Interface, developing Salesforce Data model, Implementing Salesforce business logic, Managing User, Securing and Sharing Salesforce Data, Workflows, and Approvals, Reports, Dashboards.

The Complete Guide to Salesforce User Management

When you get set up in Salesforce, adding users is an anticipated step. After all, your users are the ones who will be entering data in Salesforce and using it the most. This said, granting a user login credentials is one piece of the puzzle, and adding users without considering what type of access they need can produce headaches down the road.

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Permission sets grant access to objects outside of profiles. They are helpful when specific users need access to objects outside of their profiles. They help grant access to objects on an as-needed basis.

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Roles in many ways mimic how your team is structured in real life. Admins create a role hierarchy and assign users to each role to organize users into a management chain. Assigning users to a role hierarchy makes records accessible within their team.

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Whether you are just getting started with user management, OR want to explore more ways to improve how your users are set up, we’ve got resources for you to keep the momentum going.

Marketing Cloud Setup

Set up your new Marketing Cloud account, add users, send emails, and track your results.

Marketing Cloud Connect Setup

Configure Salesforce CRM and Marketing Cloud to share key data across your clouds.

Marketing Cloud Trust Site

Use the Status site to check performance and security of your Marketing Cloud instance.

Salesforce.org Education Cloud Basics

Empower your institution to manage the entire student lifecycle and drive student success.

Education Data Architecture Basics

Learn how Education Data Architecture (EDA) can help your educational institution.

K-12 Architecture Kit Administration Basics

Set up and configure K-12 Architecture Kit to connect educators and families.

User Management

Set up users and control how they can view or edit your business data.

How do you implement Salesforce?

It is not enough to purchase the world’s best CRM license – that’s just the first step. The second, most important step is knowing how to adapt and customize it for your own business so you can get the most out of it.

Salesforce Implementation Process

A Salesforce Implementation typically follows the following structure:

Tips for a successful implementation

Define requirements that are as clear, explicit, and unambiguous as possible: Salesforce implementations go wrong when reality doesn’t quite match up to expectations. Clear expectations avoid this.

Is it time to invest in CRM?

Given the consequences that the coronavirus has brought to the global economy and how it has affected many businesses around the world, we firmly believe that it is the right time to make the change and protect your business today.

Need Salesforce support?

Get in contact with EMPAUA today and make the most out of your Salesforce implementation.

Discover how to learn Salesforce and become a pro with these simple tips

Salesforce is one of the best CRM software solutions available on the market. However, with over 14 products and 3,000 third-party apps, it's also one of the most complicated CRM suites out there.

How to learn Salesforce: Preparation

Whenever you set out to learn something complex, it’s important to have a clear goal in mind. The Salesforce environment is so vast that learning everything about it would be impractical. Thus, it is helpful to know exactly what you aim to achieve. Some common goals of learning Salesforce are:

Step 1: Create a Trailhead account

Salesforce Trailhead is the Salesforce learning environment. You can think of it as a one-stop shop for everything related to learning Salesforce. Trailhead is free, and getting started is easy.

Step 2: Complete your first module

Trailhead is organized intuitively. At its core, the system consists of courses called modules, which are organized into trails. Trails are guided learning journeys that take you through a set of curated modules about a specific topic.

Step 3: Complete a trail

Trailhead has over 280 pre-constructed trails for you to sink your teeth into. But since a single trail can take over six hours to complete, doing them all is probably not practical. Instead, you should pick the trails that match your learning goal.

Step 4: Leverage the Trailblazer community

Navigate groups, topics, and frequently asked questions in the Trailblazer community. (Image credit: Salesforce)

Step 5: Join a Trailblazer group

Groups are a way to learn collaboratively. Any Trailblazer can start a group, and they come in three forms: public, private, and unlisted. Membership to a public group is open to everyone, and they are often centered around common challenges and topics.

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What’s My Starting Point?

How Can I Get Prepared?

Can Superbadge Super Sets Help Me?

What’s My Time Commitment?

How Do I Ace The Exam?

Are There More Resources?

  • Yes, of course! Bookmark the Salesforce Admin Career Developmentpage where you can find all of the resources designed to help you grow your Salesforce Admin career. 1. Check out the Admin blog— This is the place to find best practices, tips and tricks, insights, and career advice for Salesforce Admins. 2. Subscribe to the Admin podcast —We’ve got i...
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