Packt

Automation, Reporting, and Certification Preparation

Packt

Automation, Reporting, and Certification Preparation

Included with Coursera Plus

Gain insight into a topic and learn the fundamentals.
Advanced level

Recommended experience

2 weeks to complete
at 10 hours a week
Flexible schedule
Learn at your own pace
Gain insight into a topic and learn the fundamentals.
Advanced level

Recommended experience

2 weeks to complete
at 10 hours a week
Flexible schedule
Learn at your own pace

What you'll learn

  • Automate business processes using Salesforce workflows, approval processes, and process builders.

  • Create and manage custom reports and dashboards to analyze data effectively.

  • Integrate and utilize third-party apps from Salesforce AppExchange.

  • Prepare for the Salesforce Admin certification exam with practical insights and mock questions.

Details to know

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Recently updated!

April 2026

Assessments

10 assignments

Taught in English

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Build your subject-matter expertise

This course is part of the The Complete Certified Salesforce Administrator Guide Specialization
When you enroll in this course, you'll also be enrolled in this Specialization.
  • Learn new concepts from industry experts
  • Gain a foundational understanding of a subject or tool
  • Develop job-relevant skills with hands-on projects
  • Earn a shareable career certificate

There are 8 modules in this course

In this module, we will guide you through the steps to locate and use the Salesforce Recycle Bin. You'll learn how to recover deleted records and manage them effectively, ensuring that valuable data is not lost accidentally.

What's included

1 video2 readings1 assignment

In this module, we will explore how page layouts and record types can be customized to fit the needs of different users within Salesforce. You will learn how to optimize these settings to streamline data entry and improve usability.

What's included

1 video1 assignment

In this module, we will introduce you to Salesforce’s powerful automation tools—workflows, approval processes, and Process Builder. You’ll learn how to set up automated actions like sending emails, creating tasks, and triggering approval processes to improve operational efficiency.

What's included

21 videos1 assignment

In this module, we will explore the various types of flows in Salesforce and their applications. You will learn how to create both record-triggered and screen flows, and understand how to use them to automate complex business processes and enhance user experiences.

What's included

15 videos1 assignment

In this module, we will dive deep into Salesforce’s standard objects, including Leads, Accounts, Contacts, and Opportunities. You’ll learn how to manage customer relationships, automate tasks, and implement advanced features like case assignment and escalation rules.

What's included

14 videos1 assignment

In this module, we will teach you how to create and customize reports and dashboards in Salesforce. You'll explore different report types, learn how to organize data effectively, and understand how to build dynamic, real-time dashboards that provide valuable insights for decision-making.

What's included

18 videos1 assignment

In this module, we will provide an overview of the Salesforce AppExchange, where you can find third-party applications that extend Salesforce’s capabilities. You will learn how to install and configure these apps to improve reporting, field usage analysis, and user guidance.

What's included

4 videos1 assignment

In this module, we will walk you through the Salesforce application lifecycle, detailing each stage from development through to deployment. You'll also learn about sandboxes, deployment methods, and how to use change sets for effective metadata management in Salesforce.

What's included

4 videos1 reading3 assignments

Earn a career certificate

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Instructor

Packt - Course Instructors
Packt
1,626 Courses472,392 learners

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