CRM Analytics Overview & Setup
What CRM Analytics is, how its pieces fit together, and enabling and setting it up in your org.…
Learn Salesforce CRM Analytics
Build analytics apps in CRM Analytics (Tableau CRM): datasets, recipes & dataflows, lenses, dashboards, SAQL, and bindings.…
Start CourseBooking the exam
From ready to certified: registering on Webassessor, choosing online vs onsite, exam-day logistics, and after.…
Practice scenarios
Practise the exam’s scenario style: how to read a question, eliminate distractors, and pick the declarative-first answer.…
Exam guide walkthrough
Decode the official Administrator exam guide: the weighted objective domains and how to turn them into a study plan.…
Profiles, roles & sharing
Control who sees what: profiles and permission sets for object access, the role hierarchy and sharing for records.…
Dashboards
Put reports on one screen: dashboard components, chart types, the running user, and refresh options.…
Reports & report types
Answer questions about your data with reports: report types, formats, filters, groupings, and summary fields.…
Approval processes
Route records for formal sign-off with approval processes: entry criteria, steps, approvers, and actions.…
Record-triggered flows
Automate on data changes: before-save vs after-save record-triggered flows, entry conditions, and best practice.…
Flow basics
Flow is Salesforce’s core automation tool. Meet Flow Builder, the flow types, and the essential elements.…
Page layouts & record types
Page layouts arrange fields on a record; record types tailor picklists and layouts to different business processes.…
Relationships & schema builder
Lookup, master-detail, and many-to-many relationships connect your objects — visualise them with Schema Builder.…
Objects, fields & records
Objects are tables, records are rows, fields are columns — the three-part foundation of every Salesforce org.…
Lightning Experience tour
A guided tour of Lightning Experience: the App Launcher, tabs, list views, record pages, global search, and Setup.…
Signing up for a Developer Org
Get your own free Developer Edition org — a full-featured Salesforce environment you will use for the whole roadmap.…
What a Salesforce Admin does
The day-to-day of a Salesforce Administrator: the trusted advisor who configures, secures, and improves the org.…
Salesforce Admin Roadmap
The end-to-end path to becoming a certified Salesforce Administrator — org setup, data model, automation, analytics and security.…
