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Nov 06, 2025
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2021-2022 Catalog [ARCHIVED CATALOG]
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BOAT 230 - Salesforce Administrator Certification Prep
PROGRAM: Business Operations, Applications, and Technology
CREDIT HOURS: 3
LECTURE HOURS: 3
DATE OF LAST REVISION: Spring, 2020
BOAT 230 is designed to help you pass the Salesforce Certified Administrator Exam. No programming knowledge is needed and no prior Salesforce experience required. With this Salesforce certification under your belt, you will be in high demand by many employers. In this course, we will start with how to get your Salesforce account, understand how to navigate and change the user interface of Salesforce, as well as configure and make an Invoicing application on the platform. We will then move on and take a detailed look at the process automation, security and reporting functionality within Salesforce before diving into the two clouds: Sales & Marketing and Support Cloud and finally taking a look at Data Management. This course follows the Salesforce Administrator syllabus so that you only learn what you need to learn for the exam with best practice along the way.
MAJOR COURSE LEARNING OBJECTIVES: Upon successful completion of this course, the student will be expected to:
- 28% of exam: Prepare and attempt to pass the Salesforce Administrator Certification
- Standard and Custom Object & Sales and Marketing Applications
- Describe the capability of Salesforce content.
- Explain how to create, customize fields and page layouts.
- Identify the capabilities and implication of creating, deleting, assigning, page layouts, record types, fields and business processes for standard and custom objects.
- Describe the capabilities of lead automation tools and campaign management.
- Identify the appropriate capabilities and implications of the sales process and features using opportunity tool.
- Know when products and Price Books should be applied.
- Describe the standard object architecture and relationship model.
- 26 % of exam: Service and Support Applications & Security and Access
- Describe the capabilities of case management.
- Identify how to automate case management.
- Describe the capabilities of Salesforce Knowledge and Community Application.
- Explain and apply the various organization security controls.
- Determine the appropriate use of a custom profile or a permission set.
- 20% of exam: Data Management & Analytics-Reports and Dashboards
Describe how folders are used to organize and secure communication templates, dashboards and reports.
- Describe the consideration when importing, updating, transferring, and mass data deleting.
- Identify tools and use cases for managing data.
- Describe the capabilities and implications of data validation.
- Explain the different ways to backup data.
- Define the options available when creating or customizing reports and dashboards.
- Illustrate the capabilities of custom report types.
- Define the impact of the sharing model on reports.
- 9% of exam: Organizational Setup, Activity Management and Collaboration & Desktop and Mobile Administration
- Describe the capabilities of Salesforce Mobile App.
- Demonstrate the installation and synchronization options of Salesforce Lightning for Outlook.
- Distinguish between the various UI features that an Administrator controls.
- Describe the capabilities of activity management.
- Describe the features of Chatter.
- 8% of exam: Workflow/Process Automation
- Identify the appropriate automation solution based on the capabilities of workflow process.
- Describe the capabilities and use of cases for approval process.
- 7% of exam: User Setup
- Identify the steps to set up and/or maintain a user.
- Understand the implications of activating, deactivating, or freezing a user.
- 2% of exam: AppExchange
- Identify use cases for AppExchange applications.
COURSE CONTENT: Topical areas of study include - Standard and Custom Objects
Workflow/Process Automation
Support Applications
AppExchange
Security and Access
Sales and Marketing Applications
Organizational Setup
Data Management
Activity Management & Collaboration
Desktop and Mobile Administration
User Setup
Analytics-Reports and Dashboards
Course Addendum - Syllabus (Click to expand)
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