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Salesforce - Pathstream Syllabus 1

This document summarizes a Salesforce Administrator Career Certificate program that provides hands-on training in customer relationship management using Salesforce. The 3-course program aligns with the skills needed to pass the Salesforce Administration Credential exam. Students learn foundational CRM concepts, how to configure and customize Salesforce, and advanced administration topics. They also receive career coaching and have the opportunity to complete freelance projects to gain work experience.

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wrigna1
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79 views

Salesforce - Pathstream Syllabus 1

This document summarizes a Salesforce Administrator Career Certificate program that provides hands-on training in customer relationship management using Salesforce. The 3-course program aligns with the skills needed to pass the Salesforce Administration Credential exam. Students learn foundational CRM concepts, how to configure and customize Salesforce, and advanced administration topics. They also receive career coaching and have the opportunity to complete freelance projects to gain work experience.

Uploaded by

wrigna1
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 6

THE SALESFORCE

ADMINISTRATOR
CAREER CERTIFICATE
The Salesforce Administrator Career Certificate, created in partnership with
Salesforce Trailhead, is an online three-course program that will equip you
with hands-on experience in customer relationship management and prepare
you for the Salesforce Administrator Credential Exam.

Get individualized support and feedback from instructors


Add projects to your portfolio for future employers
Learn foundational concepts and technical skills in a project-based,
online platform
Practice using Salesforce directly in the learning platform

ALIGNMENT WITH INDUSTRY


CERTIFICATIONS
The curriculum for this program aligns with the skills needed to pass the
Salesforce Administration Credential exam. Many students who
complete this certificate program go on to take the exam; however, we
do recommend additional test prep.

Students who complete the Salesforce Administrator Career


Certificate program are eligible for a 50% waiver ($100 value) on the
cost of the exam
If you are seeking the Salesforce Administrator Credential, you can
apply for the exam after completing the 3 courses
Taking and passing the Salesforce Administrator credential exam is
not required to successfully complete this certificate program
02

CAREER READINESS SUPPORT


This program offers career coaching and job placement support to help you
achieve your career goals and ensure you are up-to-date on job
opportunities.

A SELECTION OF OUR JOB FREELANCE PROJECTS AND


PLACEMENT PARTNERS VIRTUAL INTERNSHIPS

AEROTEK While you apply for full-time jobs,


CAREER CIRCLE you can complete remote freelance
INDEED projects and internships to add work
JOPWELL
experience to your resume and
KELLY SERVICES
portfolio. Pathstream has a
MATHISON
TEKSYSTEMS dedicated portal to help you find
WAYUP these micro-internship
opportunities.

ALIGNED JOBS COURSE STRUCTURE

CRM ADMINISTRATOR 10-15 HOURS PER WEEK

SALESFORCE ADMINISTRATOR SELF-PACED

SALESFORCE CONSULTANT INSTRUCTOR FEEDBACK AND


SUPPORT
SALESFORCE BUSINESS
ANALYST

SALES OPERATIONS MANAGER


03

COURSE 1
CUSTOMER RELATIONSHIP MANAGEMENT FOR
BUSINESS

Define what Customer Relationship Management (CRM) systems are


and what they are used for
Define the types of data that are integral to the sales process and
create and manage a Trailhead account and Trailhead Playground
Describe the function of a database in the context of CRM and
understand the importance of tracking data and maintaining data
hygiene
Identify relevant business & stakeholder information and configure
reports to capture relevant information

HANDS ON LABS SKILLS LEARNED

UTILIZE SALESFORCE'S DATA SALESFORCE SALES CLOUD

IMPORT TOOLS SALESFORCE SERVICE CLOUD

CONVERT LEADS AND CUSTOMER RELATIONSHIP

PROGRESS OPPORTUNITIES MANAGEMENT

GENERATE REPORTS AND SALES AND SUPPORT

DASHBOARDS PROCESSES

REPORTS AND DASHBOARDS

SALESFORCE CONTRACTS
04

COURSE 2
INTRODUCTION TO SALESFORCE ADMINISTRATION

Identify key ways to enforce data security in Salesforce and the main
elements in Setup
Understand the difference between standard and custom fields and
how to customize standard fields
Explain the standard object architecture and relationship model and
define different object relationships and their use cases
Create a new Lightning App that includes a custom logo & brand,
navigation bar items, and utility items

HANDS ON LABS SKILLS LEARNED

CONFIGURE SALESFORCE CUSTOM FIELDS

SECURITY BASICS SECURITY REQUIREMENTS


ANALYSIS
TAILOR AND CUSTOMIZE
REPORTING TOOLS
SALESFORCE INTERFACES
LIGHTNING APPS
CREATE CUSTOM FIELDS
05

COURSE 3
ADVANCED TOPICS IN SALESFORCE ADMINISTRATION

Master the key functionalities of the Sales Cloud CRM that support a
business’s growth and differentiate between Lightning Experience and
Salesforce Classic
Create a sales path for SDRs including automated guidance at different
opportunity stages and create Lead queues in Salesforce
Demonstrate how to create Case Queues and Case Assignment rules
and create escalations with the provided criteria
Explore the various tools and settings that govern record access in
Salesforce and recognize the capabilities and considerations of the
Role Hierarchy

HANDS ON LABS SKILLS LEARNED

IMPLEMENT SIMULATED DYNAMIC DASHBOARDS

SECURITY REQUIREMENTS DATA MANAGEMENT & HYGIENE

IMPROVE DATA HYGIENE PROFILES AND PERMISSION SETS

PROCESS AUTOMATION
AUTOMATE BUSINESS

PROCESSES
06

TESTIMONIALS

THIS IS A GREAT
COURSE FOR SOMEONE
LOOKING TO LEARN
ABOUT CRMS. I'VE HAD
SOME EXPERIENCE
USING SALESFORCE AT
MY CURRENT
ORGANIZATION BUT I
REALLY ENJOYED GOING
THROUGH THE STEPS AS
SPECIFIC USERS TO SEE
HOW THEY ENGAGE
WITH LEADS. THERE'S A
LOT OF GREAT
INFORMATION THAT I
DIDN'T KNOW BEFORE
THAT I'LL BE ABLE TO
DIRECTLY APPLY TO THE
WAY MY TEAM USES
SALESFORCE NOW

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