Just like the apps you may have on your iPhone or Android phone, the Change Machine COACH app lives within the Salesforce platform. That means that you are using Salesforce technology to power your organization's mission to help others secure financial stability and/or their financial goals.
Since you are learning to use both the Change Machine app AND Salesforce, here are some Salesforce training modules that we recommend for first time Salesforce Administrators to learn more about the platform. These modules listed below can help strengthen your understanding of Salesforce and can help you on your way to becoming a Salesforce power user.
NOTE: To complete the modules below, you will need to create a Trailblazer account using your Salesforce username and password. The Salesforce Trailhead website has hundreds of modules related to Salesforce features and you are welcome to explore these to learn even more!
Below are links to the entire modules (with estimated completion time) along with individual lessons (with estimated completion time) that we think would help you to get to know the platform better. The lesson objectives are below the individual lessons so that you can understand what you will be learning in that lesson.
Salesforce Platform Basics (estimated 50 minutes)
- Get Started with the Salesforce Platform (estimated 10 minutes):
- Define the Salesforce platform.
- Describe the DreamHouse scenario.
- Create a Trailhead Playground.
- Explain the difference between declarative and programmatic development.
- Understand the Salesforce Architecture (estimated 10 minutes):
- Define key terms related to the Salesforce architecture.
- Find information related to trust.
- Explain at least one use case for Salesforce APIs.
- Navigate Setup (estimated 10 minutes):
- Locate Setup and identify its key elements.
- Identify important menus for customizing your org.
- Use Quick Find to access menu items.
Setup: Quick Look (estimated 10 minutes)
- Learn to Use Setup and the Object Manager:
- Identify the navigational features in Setup Home.
- Use Quick Find to locate Setup pages.
- Use the Object Manager to customize objects.
Salesforce Licensing (estimated 30 minutes)
- Understand How Licenses Work (estimated 10 minutes):
- Explain what a Salesforce license is.
- Define platform, user, and permission set licenses.
- Describe how platform, user, and permission set licenses relate to editions and add-ons.
- Give Users the Functionality They Need (Estimated 10 minutes):
- Explain how permissions and preferences are implemented at the org and user levels.
- Define profiles and permission sets.
- Describe how admins use profiles and permission sets to control user access to functionality.
Data Modeling (estimated 45 minutes)
- Understand Custom & Standard Objects (estimated 15 minutes):
- Describe the perks of using objects on the Salesforce platform.
- Explain the difference between standard objects and custom objects.
- List the types of custom fields an object can have.
- Create Object Relationships (estimated 15 minutes):
- Define the different types of object relationships and their typical use cases.
- Create or modify a lookup relationship.
- Create or modify a master-detail relationship.
Formulas and Validations (estimated 45 minutes)
- Use Formula Fields (estimated 15 minutes):
- Create a custom formula field and use the formula editor.
- Explain why formula fields are useful.
- Outline at least one use case for formula fields.
- Create simple formulas.
- Implement Roll-Up Summary Fields (estimated 15 minutes):
- Describe what a roll-up summary field is.
- Create a roll-up summary field.
- Apply field-level security to your roll-up summary field.
- Create Validation Rules (estimated 15 minutes):
- Describe two use cases for validation rules.
- List the elements of a validation rule.
- Create a validation rule.
Reports & Dashboards for Lightning Experience (estimated 1 hour, 50 minutes)
- Introduction to Reports and Dashboards in Lightning Experience (estimated 10 minutes):
- Phrase business needs as answerable reporting questions.
- Explain the difference between a report, dashboard, and report type.
- Create Reports with the Report Builder (estimated 25 minutes):
- Use the drag-and-drop report builder.
- Explain the value of using filters, cross filters, and filter logic.
- Create a tabular report.
- Format Reports (estimated 25 minutes):
- Describe report formats: tabular, summary, and matrix.
- Create a matrix report.
- Visualize Your Data with the Lightning Dashboard Builder (estimated 25 minutes):
- Explain the difference between report charts and dashboards.
- Create a dashboard and underlying report.
Data Management (estimated 40 minutes)
- Import Data (estimated 30 minutes):
- Explain the difference between report charts and dashboards.
- Create a dashboard and underlying report.
- Export Data (estimated 10 minutes):
- Describe and compare the two methods of exporting data from Salesforce.
- Export data manually using the Data Export Service.
- Set up automatic export of data on a weekly or monthly schedule.
Duplicate Management (estimated 45 minutes)
- Improve Data Quality in Salesforce (estimated 25 minutes):
- Explain how duplicate data is wasteful.
- Explain how your company wins when you prevent duplicate data.
- Identify solutions for resolving and preventing duplicate data.
- Resolve and Prevent Duplicate in Salesforce (estimated 20 minutes):
- Explain the difference between matching rules and duplicate rules.
- Identify features of standard matching rules.
- Discover options for customizing matching rules.
- Create matching rules.
Flow Basics (estimated 20 minutes)
- Get Started With Flows (estimated 10 minutes):
- Explain to your colleagues when it’s appropriate to create a flow.
- Identify the difference between Salesforce Flow, Flow Builder, and flows.
- Meet Flow Builder (estimated 10 minutes):
- Describe the building blocks of a flow.
- List the categories of flow elements.
Security Basics (estimated 1 hour, 25 minutes)
- Understand Security Risk (estimated 15 minutes):
- Explain the ways cybercrime could hurt your company.
- List the top human behaviors that intruders exploit.
- Describe the most common methods criminals use to get access to information.
- Educate Your Users to Help Protect Your Org (estimated 15 minutes):
- Explain a strong password policy.
- Describe how to avoid falling victim to phishing emails.
- Define the least privilege approach to user permissions.
- Choose the Right Salesforce Security Settings (estimated 15 minutes):
- List the built-in security features you can leverage in products built on the Salesforce platform now.
- Describe how multitenancy protects your org’s security.
- Explain the difference between monitoring and auditing.
Lastly, your Salesforce instance has probably been set up with the Nonprofit Success Pack (NPSP) because you are using the Nonprofit License of Salesforce. To learn more about NPSP, click on the links below to learn more about it!
NOTE: We provide limited support with NPSP and you may need to contact Salesforce support for assistance using it.
Nonprofit Success Pack (NPSP) Administration Basics (estimated 1 hour, 10 minutes)
- Prepare for Your Role as an NPSP Admin (estimated 10 minutes):
- Understand the NPSP Data Model (estimated 10 minutes):
- Practice Key Salesforce Admin Best Practices (estimated 20 minutes):
If you are ready for Intermediate System Administrator modules, click here to view our recommendations!