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Program 01

Salesforce Administration

Master Salesforce Administration by configuring, securing, and automating CRM solutions without writing code. Build the skills required to manage enterprise Salesforce environments.

20 Sessions · 20 hrs
Data ModelSecurityAutomationFlowsReportsData ManagementSupport
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Curriculum

Course Syllabus

Eight modules taking you from CRM fundamentals to a full capstone project.

Module 1Salesforce CRM Fundamentals
  • Introduction to CRM & Cloud Computing
  • Salesforce Platform Overview
  • Salesforce Editions & Architecture
  • Salesforce Navigation & User Interface
  • Standard vs Custom Objects
  • Tabs, Apps & App Manager
  • Company Information
  • Fiscal Year & Business Hours
  • Multi-Currency & Language Settings
Module 2Data Modelling & Object Configuration
  • Standard & Custom Objects
  • Custom Fields
  • Field Types & Field Dependencies
  • Page Layouts
  • Record Types
  • Compact Layouts
  • Lightning Record Pages
  • Schema Builder
  • Object Relationships (Lookup & Master-Detail)
Module 3Security & User Management
  • User Management
  • Profiles
  • Roles & Role Hierarchy
  • Permission Sets & Permission Set Groups
  • Organization-Wide Defaults (OWD)
  • Sharing Rules
  • Manual Sharing
  • Field-Level Security (FLS)
  • Login Access Policies & Password Policies
Module 4Automation Tools
  • Validation Rules
  • Formula Fields
  • Workflow Rules
  • Process Builder (Overview)
  • Record-Triggered Flows
  • Scheduled Flows
  • Screen Flows
  • Approval Processes
  • Assignment Rules
  • Escalation Rules
Module 5Sales Cloud & Service Cloud
  • Lead Management
  • Campaign Management
  • Account & Contact Management
  • Opportunity Management
  • Products, Price Books & Quotes
  • Case Management
  • Queues
  • Email-to-Case
  • Web-to-Lead
  • Omni-Channel Overview
Module 6Data Management & Reporting
  • Data Import Wizard
  • Data Loader
  • Workbench
  • Duplicate Management
  • Data Validation & Cleansing
  • Reports & Report Types
  • Dashboards
  • Dashboard Filters
  • Report Scheduling
Module 7Deployment & Administration Best Practices
  • Sandboxes
  • Change Sets
  • User Adoption Strategies
  • Release Management Basics
  • Audit Trail & Login History
  • Setup Audit Trail
  • Debug Logs Overview
  • Salesforce Best Practices
Module 8Capstone Project(Any One)
  • Student Admission Management System
  • Employee Leave Management System
  • Sales Pipeline Management System
  • Customer Support Case Management
  • Approval Process Implementation

Prerequisites

Basic Computer Knowledge Understanding of Business Processes No Programming Knowledge Required Interest in CRM & Cloud Technologies
Preview

Watch a Demo

Get a feel for how this program is taught before you enroll.

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Enroll in Salesforce Administration and start building real CRM environments from week one.

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