How to Become a Certified Salesforce Admin?

| Updated on October 6, 2023

Ever since you started to dive into the world of Salesforce you keep hearing about its Certification. This is a pretty perplexing matter, isn’t it? Some say that you absolutely have to become a Certified  Admin. But you probably got your first job without any Certificate and no one even asked about it.

But how do you become a certified admin? In this blog post, we will guide you through the process of becoming an admin, from the prerequisites and certification process to preparing for and passing the certification exam.

Whether you are new to it or already have some experience, this blog post will provide you with the information, tips, and resources you need to succeed in your journey toward becoming a credible admin. Let’s get started!

Understanding the Salesforce Ecosystem

It offers a wide range of products and services that help organizations manage their customer relationships, sales, marketing, and more. Here’s an overview of the Salesforce ecosystem:

Salesforce Products and Services

The respective offers a suite of products and services that help businesses of all sizes manage their customer relationships. These products and services include:

  • Sales Cloud:  It is a CRM platform that assists institutes to monitor and manage their sales processes, from lead generation to closing deals.
  • Service Cloud: Using the respective service, ventures can acknowledge and scrutinize customer queries and requests fetched from multiple channels, profoundly including phone, email, and social media.
  • Marketing Cloud: An automated platform that authorizes corporations to gain traction in the dimensions of marketing campaigns counting in email, social media, and mobile.
  • Commerce Cloud: This platform allows businesses to fabricate, monitor and manage online storefronts, manage orders as well as keep an eye on inventory.
  • Einstein Analytics: The robust intelligence platform enables institutions to craft and acknowledge the data-driven sights of their organization.

Salesforce Features (Reports, Dashboards, Automation, Etc.)

Salesforce runs a gamut of promising and inviting features that authorize institutions to optimize and automate their operations. To get a better insight into the virtues, we have cited the corresponding features below:

  • Reports and Dashboards: It allows businesses to assume custom reports and dashboards to monitor their Key Performance Indicators (KPIs). The respective reports and dashboards can be utilized to track down sales, customer service metrics, marketing campaign performance, and more.
  • Automation: A powerful automation toolset is also handed over to the businesses for recurring tasks and to streamline the workflow. Automate lead capture, qualification, assignment as well as customer service tasks (case escalation and follow-up) are the cases of automation.
  • AppExchange: it is a potent marketplace app that upholds the potential to elevate the platform’s operations. Businesses can explore, choose and install apps that deliver additional features and integrations corresponding with other systems.

Required Skills and Knowledge

To become a Certified Salesforce Administrator and before pursuing a Salesforce online course, you need to have a solid understanding of the technical skills, data management, and security concepts, as well as the ecosystem’s key concepts and terminology. Here are some essential skills and knowledge you need to have:

Technical skills required to become a Salesforce Administrator

As an administrator, you’ll be responsible for managing and customizing the platform. Therefore, you’ll need to have a strong technical background in the following areas:

  • Data modeling: Ample experience in designing and implementing a data model that meets business requirements and is scalable.
  • Customization: The ability to customize the platform using declarative tools such as point-and-click, workflows, and process builder.
  • Integration: The capability to integrate the platform with other systems using APIs and middleware.
  • Automation: Knowledge of how to automate business processes using workflows, process builders, and Apex triggers.
  • Reporting and analytics: The potential to create and customize reports and dashboards to provide business insights.

Understanding of Data Management and Security

Data management and security are critical components of any Salesforce Administrator’s role. You need to have a solid understanding of the following concepts:

  • Data security: The ability to manage and secure access to data based on user profiles, roles, and sharing rules.
  • Data quality: The ability to ensure data accuracy and integrity, including managing duplicates and data cleansing.
  • Data migration: The ability to import and export data into and out of Salesforce using various tools and techniques.

Familiarity With Salesforce Concepts and Terminology

To become a Certified Salesforce Administrator, you need to have a strong understanding of the following concepts and terminology:

  • Objects: Objects are the core building blocks of the Salesforce platform. They represent the data that businesses store in Salesforce.
  • Fields: Fields are the individual data elements that make up an object.
  • Relationships: Relationships define how objects are related to each other, and they enable businesses to create complex data models.
  • Workflows: Workflows are a set of rules and actions that automate business processes in Salesforce.
  • Approval processes: Approval processes allow businesses to automate the approval of records, such as opportunities or cases.
  • Apex: Apex is a programming language used to customize and extend the Salesforce platform beyond the capabilities of declarative tools.

Preparing for the Exam

Preparing for the administrator certification exam requires a combination of technical skills, knowledge, and Salesforce interview questions. Here are some tips and resources to help you prepare for the exam:

Tips for Preparing for the Salesforce Administrator Certification Exam

Start with the basics: Before diving into the more complex topics, make sure you have a solid understanding of the Salesforce platform’s basics, including objects, fields, and relationships.

  • Practice, practice, practice: The more you practice working with the Salesforce platform, the more comfortable and confident you’ll become.
  • Join a study group: Joining a study group or finding a study partner can help keep you motivated and accountable.
  • Take practice exams: Practice exams can help you identify areas where you need to focus your studying and get a feel for the exam format.
  • Manage your time: Make a study schedule and stick to it. Make sure you’re dedicating enough time to each topic and taking breaks as needed to avoid burnout.
  • Salesforce Trailhead: Trailhead is Salesforce’s free, interactive learning platform that provides hands-on experience with the respective platform.
  • Salesforce Administrator Certification Study Guide: The Guide provides an overview of the exam, including exam objectives and sample questions.
  • Salesforce Administrator Certification Practice Exams: There are many practice exam options available online, including Salesforce’s own practice exams.
  • Salesforce User Community: The user community is a great resource for finding study groups, asking questions, and connecting with surrounding professionals.

Exam Format and Structure

The Salesforce Administrator certification exam is a multiple-choice exam that consists of 60 questions. You have 90 minutes to complete the exam, and you must achieve a passing score of 65% or higher.

The exam is divided into the following categories, each with its own percentage weight:

  • Salesforce Fundamentals: 8%
  • Data Modeling and Management: 20%
  • Security: 10%
  • Business Logic and Process Automation: 27%
  • User Interface: 14%
  • Reporting and Analytics: 11%
  • Mobile and Desktop Administration: 10%

Benefits of Salesforce Certification

First of all, let’s see why you may use a Certification at all. Because “everyone seems to get it” is not really a reason to invest your time, money and energy into something you are not sure you will need.

  • Mandatory requirement. Testimonial is not a mandatory requirement for the majority of Salesforce Admins. Yet. But more and more companies are addressing this practice and want to see certified professionals in their teams. So, it looks like in a year or two you will have to get your Admin Certificate anyway;
  • Better (and wider) opportunities. Becoming a professional allows you to work with any type of business and organization from any industry. But should you want to step up and apply for a better job, the admin certification will be a solid argument in your favor;
  • Higher salaries. Statistically, certified heads make about 30% more than their colleagues with the same experience who decided to pass on the Certification procedure. In some regions, the difference can reach 50 and even 60%. So, yes, an administrator certification is an investment that pays off.

How to Get Salesforce Certification

Technically, the respective Certification is just another exam that you take once and then pass a series of tests periodically to prove and advance your qualification.

The exam contains questions about recent updates, the latest introductions in CRM solutions as well as fundamental knowledge about the most relevant segment at the moment. For example in 2023 most Certification Exam questions roll around data security and automation processes, which have become the focus of the latest updates as well.

That is why the admin certification procedure is your best chance to stay on the cutting edge of its technologies without the risk of falling behind on your practice. Believe us, employers appreciate it and are ready to pay a big buck to those who demonstrate this level of dedication.

Where there is an exam, there are studies. In other words, getting your Certification will require some additional training even if you are already a practicing admin.

Here it is important to find the best corresponding online course-providing institute that can provide adequate mentorship and learning materials adjusted according to the latest updates

Experienced tutors are the pioneers of training and the leading expert in helping Admins to prepare and pass their Certification test. Here you will receive thorough Q&A checklists, attend live webinars, and get guidance from leading experts with over a decade of experience in the field. One should work hard on these latest Salesforce interview questions that give the confidence to confront interviews.

Final Note

Contact the best-reputed institute today and upgrade your Salesforce career, becoming an elite professional with bright perspectives on the competitive Salesforce job market.

Zayn Tindall

Zayn is currently working as an English Lecturer in one of the reputed colleges in New York. She has even worked as a career counsellor for the last 5 years. Zayn loves to spend his spare time reading educational books, novels and writing educational blogs and articles. 

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