Salesforce Business Analyst

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Introduction to Salesforce

Overview of Salesforce ecosystem
00:00
Understanding Salesforce editions and licenses
00:00
Exploring Salesforce setup menu
00:00
Navigating Salesforce user interface
00:00
Introduction to Salesforce terminology and concepts
00:00

User Management and Security

Data Management

Reporting and Analytics

Automation and Workflow

Advanced Administration

Salesforce Certification Preparation

Exam Prep Quiz

Learn the appropriate security controls based on the features and capabilities of the Salesforce sharing model (for example: public groups, org wide default, sharing: roles, subordinates, hierarchy, report and dashboard folders).
Understand the appropriate use of a custom profile or permission set using the various profile settings and permissions.
Learn the standard object architecture and relationship model (for example: standard object, parent/child, master detail/lookup/junction relationships, and record types).
Given a scenario, determine how to create and assign page layouts, record types, and business processes for custom and standard objects.
Understand the considerations when importing, updating, transferring, mass deleting, exporting, and backing up data, the implications of data validation tools, available options when creating/customizing a report or report type, the impact of sharing model on reports, creating and modifying dashboards
Learn the appropriate automation solution based on the capabilities of the tool, such as Flow, approval process
Preparation for the Salesforce Administrator Certification exam.

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Salesforce Business Analyst

Target Audience

Introduction to Salesforce

Overview of Salesforce ecosystem

Understanding Salesforce editions and licenses

Exploring Salesforce setup menu

Navigating Salesforce user interface

Introduction to Salesforce terminology and concepts

User Management and Security

Managing user accounts, profiles, and permissions

Implementing role hierarchy and sharing rules

Configuring password policies and session settings

Understanding record-level security

Best practices for securing sensitive data

Data Management

Introduction to data architecture in Salesforce

Creating and customizing custom objects and fields

Importing and exporting data using data loader

Understanding data relationships and junction objects

Data validation rules and data quality best practices

Reporting and Analytics

Overview of Salesforce reporting capabilities

Creating and customizing reports and dashboards

Understanding report types and formats

Introduction to report scheduling and email notifications

Leveraging analytics for data-driven decision making

Automation and Workflow

Introduction to workflow rules and approval processes

Creating workflow rules and actions

Implementing time-dependent workflows

Introduction to flow builder

Best practices for automation and workflow design

Advanced Administration

Managing data migration and data transformation

Understanding AppExchange and third-party integrations

Best practices for ongoing administration and maintenance

Salesforce Certification Preparation

Overview of Salesforce certification tracks

Tips and strategies for exam preparation

Practice exams and mock interviews

Guidance on registering for Salesforce certification exams

Resources for continuing education and professional development

Exam Prep Quiz

SF Admin Exam Prep Questions – FINAL

Quiz 2: SF Admin Exam Prep Questions – FINAL

Quiz 3: SF Admin Exam Prep Questions – FINAL

Quiz 4: SF Admin Exam Prep Questions – FINAL

Quiz 5: SF Admin Exam Prep Questions – FINAL

Quiz 6: SF Admin Exam Prep Questions – FINAL

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