2. Copyright Intellipaat. All rights reserved.
01
Introduction to Salesforce
as a CRM
02
What does a
Salesforce Admin
do?
03
Topics of Salesforce Admin
Exam
04
Salesforce Admin
Certification
Details
Agenda
05
How to prepare for
Salesforce Certification
exam?
06 Learning Resources
4. Copyright Intellipaat. All rights reserved.
What is CRM?
Customer Relationship Management (CRM) is an approach to manage a company’s interaction with current
and potential customer, manage employee & customer’s data, and maintain a decent customer service.
Customers Data Customers Relationship Employee Management Customer Service
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Types of CRM
Strategic CRM
Operational CRM
Analytical CRM
Collaborative
CRM
6. Copyright Intellipaat. All rights reserved.
Types of CRM
Strategic CRM
Operational CRM
Analytical CRM
Collaborative
CRM
7. Copyright Intellipaat. All rights reserved.
Types of CRM
Strategic CRM
Operational CRM
Analytical CRM
Collaborative
CRM
8. Copyright Intellipaat. All rights reserved.
Types of CRM
Strategic CRM
Operational CRM
Analytical CRM
Collaborative
CRM
9. Copyright Intellipaat. All rights reserved.
Types of CRM
Strategic CRM
Operational CRM
Analytical CRM
Collaborative
CRM
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Salesforce as a CRM
Salesforce is a company that provides CRM (Customer Relationship Management) service.
Customer Service Analytics
Automation
Application
Development
Commerce
11. Copyright Intellipaat. All rights reserved.
Salesforce as a CRM
Salesforce is a company that provides CRM (Customer Relationship Management) service.
Customer Service Analytics
Automation
Application
Development
Commerce
12. Copyright Intellipaat. All rights reserved.
Salesforce as a CRM
Salesforce is a company that provides CRM (Customer Relationship Management) service.
Customer Service Analytics
Automation
Application
Development
Commerce
13. Copyright Intellipaat. All rights reserved.
Salesforce as a CRM
Salesforce is a company that provides CRM (Customer Relationship Management) service.
Customer Service Analytics
Automation
Application
Development
Commerce
14. Copyright Intellipaat. All rights reserved.
Salesforce as a CRM
Salesforce is a company that provides CRM (Customer Relationship Management) service.
Customer Service Analytics
Automation
Application
Development
Commerce
15. Copyright Intellipaat. All rights reserved.
Salesforce as a CRM
Salesforce is a company that provides CRM (Customer Relationship Management) service.
Customer Service Analytics
Automation
Application
Development
Commerce
17. Copyright Intellipaat. All rights reserved.
Salesforce Admin Tasks
Salesforce Administrator
Create new user profile
Monitor access level
Import new leads and contacts
Run duplication tools
Check for updates from Salesforce.com
Manage users, customers, and employees
Tasks of Administrator:
19. Copyright Intellipaat. All rights reserved.
Salesforce Admin Certification
Salesforce Administrator
• Managing users data and security
• Maintaining and customizing Sales Cloud and Service Cloud
apps
• Building reports, dashboards, and workflows
Must have thorough
knowledge of:
Passing Percentage: 65% (39/60)
Retake Fees: $100
Time for Completion: 105 Min
No. of Questions: 60 MCQ
Exam Fees: $200
21. Copyright Intellipaat. All rights reserved.
Topics in Salesforce Admin Exam
Organizational Setup
User Setup
Security and Access
Standard and Custom Objects
Sales and Marketing Application
Service and Support Applications
Activity Management and Collaboration
Data Management
Analytics—Reports and Dashboards
Workflow/Process Automation
Desktop and Mobile Administration
AppExchange
22. Copyright Intellipaat. All rights reserved.
Topics in Salesforce Admin Exam
Organizational Setup
User Setup
Security and Access
Standard and Custom Objects
Sales and Marketing Application
Service and Support Applications
Activity Management and Collaboration
Data Management
Analytics—Reports and Dashboards
Workflow/Process Automation
Desktop and Mobile Administration
AppExchange
23. Copyright Intellipaat. All rights reserved.
Topics in Salesforce Admin Exam
Organizational Setup
User Setup
Security and Access
Standard and Custom Objects
Sales and Marketing Application
Service and Support Applications
Activity Management and Collaboration
Data Management
Analytics—Reports and Dashboards
Workflow/Process Automation
Desktop and Mobile Administration
AppExchange
24. Copyright Intellipaat. All rights reserved.
Topics in Salesforce Admin Exam
Organizational Setup
User Setup
Security and Access
Standard and Custom Objects
Sales and Marketing Application
Service and Support Applications
Activity Management and Collaboration
Data Management
Analytics—Reports and Dashboards
Workflow/Process Automation
Desktop and Mobile Administration
AppExchange
25. Copyright Intellipaat. All rights reserved.
Topics in Salesforce Admin Exam
Organizational Setup
User Setup
Security and Access
Standard and Custom Objects
Sales and Marketing Application
Service and Support Applications
Activity Management and Collaboration
Data Management
Analytics—Reports and Dashboards
Workflow/Process Automation
Desktop and Mobile Administration
AppExchange
26. Copyright Intellipaat. All rights reserved.
Topics in Salesforce Admin Exam
Organizational Setup
User Setup
Security and Access
Standard and Custom Objects
Sales and Marketing Application
Service and Support Applications
Activity Management and Collaboration
Data Management
Analytics—Reports and Dashboards
Workflow/Process Automation
Desktop and Mobile Administration
AppExchange
27. Copyright Intellipaat. All rights reserved.
Topics in Salesforce Admin Exam
Organizational Setup
User Setup
Security and Access
Standard and Custom Objects
Sales and Marketing Application
Service and Support Applications
Activity Management and Collaboration
Data Management
Analytics—Reports and Dashboards
Workflow/Process Automation
Desktop and Mobile Administration
AppExchange
28. Copyright Intellipaat. All rights reserved.
Topics in Salesforce Admin Exam
Organizational Setup
User Setup
Security and Access
Standard and Custom Objects
Sales and Marketing Application
Service and Support Applications
Activity Management and Collaboration
Data Management
Analytics—Reports and Dashboards
Workflow/Process Automation
Desktop and Mobile Administration
AppExchange
29. Copyright Intellipaat. All rights reserved.
Topics in Salesforce Admin Exam
Organizational Setup
User Setup
Security and Access
Standard and Custom Objects
Sales and Marketing Application
Service and Support Applications
Activity Management and Collaboration
Data Management
Analytics—Reports and Dashboards
Workflow/Process Automation
Desktop and Mobile Administration
AppExchange
30. Copyright Intellipaat. All rights reserved.
Topics in Salesforce Admin Exam
Organizational Setup
User Setup
Security and Access
Standard and Custom Objects
Sales and Marketing Application
Service and Support Applications
Activity Management and Collaboration
Data Management
Analytics—Reports and Dashboards
Workflow/Process Automation
Desktop and Mobile Administration
AppExchange
31. Copyright Intellipaat. All rights reserved.
Topics in Salesforce Admin Exam
Organizational Setup
User Setup
Security and Access
Standard and Custom Objects
Sales and Marketing Application
Service and Support Applications
Activity Management and Collaboration
Data Management
Analytics—Reports and Dashboards
Workflow/Process Automation
Desktop and Mobile Administration
AppExchange
32. Copyright Intellipaat. All rights reserved.
Topics in Salesforce Admin Exam
Organizational Setup
User Setup
Security and Access
Standard and Custom Objects
Sales and Marketing Application
Service and Support Applications
Activity Management and Collaboration
Data Management
Analytics—Reports and Dashboards
Workflow/Process Automation
Desktop and Mobile Administration
AppExchange
33. Copyright Intellipaat. All rights reserved.
Topics in Salesforce Admin Exam
Organizational Setup
User Setup
Security and Access
Standard and Custom Objects
Sales and Marketing Application
Service and Support Applications
Activity Management and Collaboration
Data Management
Analytics—Reports and Dashboards
Workflow/Process Automation
Desktop and Mobile Administration
AppExchange
34. Copyright Intellipaat. All rights reserved.
Marks Distribution
Organizational Setup
User Setup
Security and Access
Standard and Custom Objects
Sales and Marketing Application
Service and Support Applications
Activity Management and Collaboration
Data Management
Analytics—Reports and Dashboards
Workflow/Process Automation
Desktop and Mobile Administration
AppExchange
3%
7%
13%
14%
14%
13%
3%
10%
10%
8%
3%
2%
35. Copyright Intellipaat. All rights reserved.
Marks Distribution
Organizational Setup
User Setup
Security and Access
Standard and Custom Objects
Sales and Marketing Application
Service and Support Applications
Activity Management and Collaboration
Data Management
Analytics—Reports and Dashboards
Workflow/Process Automation
Desktop and Mobile Administration
AppExchange
3%
7%
13%
14%
14%
13%
3%
10%
10%
8%
3%
2%
36. Copyright Intellipaat. All rights reserved.
Marks Distribution
Organizational Setup
User Setup
Security and Access
Standard and Custom Objects
Sales and Marketing Application
Service and Support Applications
Activity Management and Collaboration
Data Management
Analytics—Reports and Dashboards
Workflow/Process Automation
Desktop and Mobile Administration
AppExchange
3%
7%
13%
14%
14%
13%
3%
10%
10%
8%
3%
2%
37. Copyright Intellipaat. All rights reserved.
Marks Distribution
Organizational Setup
User Setup
Security and Access
Standard and Custom Objects
Sales and Marketing Application
Service and Support Applications
Activity Management and Collaboration
Data Management
Analytics—Reports and Dashboards
Workflow/Process Automation
Desktop and Mobile Administration
AppExchange
3%
7%
13%
14%
14%
13%
3%
10%
10%
8%
3%
2%
38. Copyright Intellipaat. All rights reserved.
Marks Distribution
Organizational Setup
User Setup
Security and Access
Standard and Custom Objects
Sales and Marketing Application
Service and Support Applications
Activity Management and Collaboration
Data Management
Analytics—Reports and Dashboards
Workflow/Process Automation
Desktop and Mobile Administration
AppExchange
3%
7%
13%
14%
14%
13%
3%
10%
10%
8%
3%
2%
39. Copyright Intellipaat. All rights reserved.
Marks Distribution
Organizational Setup
User Setup
Security and Access
Standard and Custom Objects
Sales and Marketing Application
Service and Support Applications
Activity Management and Collaboration
Data Management
Analytics—Reports and Dashboards
Workflow/Process Automation
Desktop and Mobile Administration
AppExchange
3%
7%
13%
14%
14%
13%
3%
10%
10%
8%
3%
2%
40. Copyright Intellipaat. All rights reserved.
Marks Distribution
Organizational Setup
User Setup
Security and Access
Standard and Custom Objects
Sales and Marketing Application
Service and Support Applications
Activity Management and Collaboration
Data Management
Analytics—Reports and Dashboards
Workflow/Process Automation
Desktop and Mobile Administration
AppExchange
3%
7%
13%
14%
14%
13%
3%
10%
10%
8%
3%
2%
41. Copyright Intellipaat. All rights reserved.
Marks Distribution
Organizational Setup
User Setup
Security and Access
Standard and Custom Objects
Sales and Marketing Application
Service and Support Applications
Activity Management and Collaboration
Data Management
Analytics—Reports and Dashboards
Workflow/Process Automation
Desktop and Mobile Administration
AppExchange
3%
7%
13%
14%
14%
13%
3%
10%
10%
8%
3%
2%
42. Copyright Intellipaat. All rights reserved.
Marks Distribution
Organizational Setup
User Setup
Security and Access
Standard and Custom Objects
Sales and Marketing Application
Service and Support Applications
Activity Management and Collaboration
Data Management
Analytics—Reports and Dashboards
Workflow/Process Automation
Desktop and Mobile Administration
AppExchange
3%
7%
13%
14%
14%
13%
3%
10%
10%
8%
3%
2%
43. Copyright Intellipaat. All rights reserved.
Marks Distribution
Organizational Setup
User Setup
Security and Access
Standard and Custom Objects
Sales and Marketing Application
Service and Support Applications
Activity Management and Collaboration
Data Management
Analytics—Reports and Dashboards
Workflow/Process Automation
Desktop and Mobile Administration
AppExchange
3%
7%
13%
14%
14%
13%
3%
10%
10%
8%
3%
2%
44. Copyright Intellipaat. All rights reserved.
Marks Distribution
Organizational Setup
User Setup
Security and Access
Standard and Custom Objects
Sales and Marketing Application
Service and Support Applications
Activity Management and Collaboration
Data Management
Analytics—Reports and Dashboards
Workflow/Process Automation
Desktop and Mobile Administration
AppExchange
3%
7%
13%
14%
14%
13%
3%
10%
10%
8%
3%
2%
45. Copyright Intellipaat. All rights reserved.
Marks Distribution
Organizational Setup
User Setup
Security and Access
Standard and Custom Objects
Sales and Marketing Application
Service and Support Applications
Activity Management and Collaboration
Data Management
Analytics—Reports and Dashboards
Workflow/Process Automation
Desktop and Mobile Administration
AppExchange
3%
7%
13%
14%
14%
13%
3%
10%
10%
8%
3%
2%
46. Copyright Intellipaat. All rights reserved.
Marks Distribution
Organizational Setup
User Setup
Security and Access
Standard and Custom Objects
Sales and Marketing Application
Service and Support Applications
Activity Management and Collaboration
Data Management
Analytics—Reports and Dashboards
Workflow/Process Automation
Desktop and Mobile Administration
AppExchange
3%
7%
13%
14%
14%
13%
3%
10%
10%
8%
3%
2%
48. Copyright Intellipaat. All rights reserved.
How to prepare for Salesforce Certification exam?
Salesforce Administrator
Master the basics of Salesforce Platform
Prepare according to syllabus
Invest ample amount of time on real-time
implementation
Focus the area that contains more weightage
Try to attempt mock tests for practice
Test yourself and try to improve your weaker
areas
Tips: