Salesforce Administrator

Company Settings & Business Hours

Por qué: Lets you align fiscal year and currency settings with finance before forecasts and reports are built on the wrong calendar.

Profiles

Por qué: Lets you build a profile for a new team with the right tabs, record types and login limits instead of cloning System Administrator.

Fields & Data Types

Por qué: Lets you use formula, roll-up and dependent fields to remove manual work, such as a total on Account from its Opportunities.

Relationships: Lookup, Master-Detail & Junction

Por qué: Lets you choose lookup or master-detail, knowing master-detail enables roll-ups but deletes children with the parent.

Object-Level Security (CRUD Permissions)

Por qué: Lets you work out why a user can delete records they should not, by combining profile and permission set rights.

Field-Level Security

Por qué: Lets you hide a sensitive field such as discount or salary from a team while it stays visible to managers, and check it against the page layout.

Validation Rules

Por qué: Lets you stop bad data at save time, such as a closed-won opportunity with no amount, and keep a bypass for data loads.

Flow Builder — Screen Flows

Por qué: Lets you replace a long, error-prone form with a guided screen flow, such as a case intake, and place it on the right Lightning page.

Report Types

Por qué: Lets you create a custom report type when no standard one joins the objects a manager needs, and control which fields appear.

Report Formats: Tabular, Summary, Matrix & Joined

Por qué: Lets you build a matrix or joined report for a pipeline review and know when a format's limits mean choosing another one.

Lightning App Builder & Lightning Pages

Por qué: Lets you tailor record pages by profile or record type so each team sees only the components it uses.

Lightning Experience vs Classic & Migration

Por qué: Lets you run a Readiness Check and plan a Classic-to-Lightning rollout by team, with a plan for features that are not yet available.