Salesforce Certified Administrator Training Course.
Introduction
The Salesforce Certified Administrator certification is designed for professionals who are responsible for configuring and managing Salesforce environments. This 5-day intensive training course covers the foundational concepts required to become a Salesforce administrator, including customization, user management, reporting, automation, security, and maintaining Salesforce orgs. The course is designed to help participants develop a deep understanding of the Salesforce platform and prepare for the Salesforce Certified Administrator exam.
Course Objectives
By the end of this training, participants will:
- Understand the Salesforce platform and its key features for administrative management.
- Learn to configure Salesforce settings, user management, and data security.
- Gain expertise in automating processes and workflows in Salesforce.
- Develop the skills to manage reports and dashboards, as well as analyze data.
- Be fully prepared to take the Salesforce Certified Administrator exam and begin their career as a Salesforce Administrator.
Who Should Attend?
This course is ideal for:
- Salesforce administrators, business analysts, and CRM specialists looking to obtain the Salesforce Certified Administrator credential.
- IT professionals and managers who want to improve their skills in Salesforce administration and gain hands-on experience.
- Individuals preparing for the Salesforce Certified Administrator exam.
- Professionals who want to deepen their understanding of Salesforce features and functionality to optimize their organization’s Salesforce environment.
Day 1: Introduction to Salesforce and User Management
Session 1: Overview of Salesforce Platform
- Introduction to Salesforce: Cloud computing, SaaS, and CRM
- Overview of the Salesforce ecosystem: Sales Cloud, Service Cloud, Marketing Cloud, and more
- Key concepts in Salesforce administration: Orgs, Users, Profiles, Roles, and Permissions
- Salesforce editions and licenses
Session 2: Navigating the Salesforce Interface
- Salesforce Lightning Experience vs. Salesforce Classic
- Customizing the Salesforce homepage: App Launcher, Tabs, and Pages
- Using the Setup menu for configuring Salesforce settings
- Accessing and managing Salesforce help and resources
Session 3: User Management in Salesforce
- Creating and managing users in Salesforce: User creation, editing, and deactivation
- Managing profiles, roles, and permissions
- Understanding sharing rules and record access
- Managing password policies, login history, and session settings
Day 2: Security, Data Management, and Automation
Session 4: Salesforce Security Model
- Understanding the Salesforce security model: OWD (Organization-Wide Defaults), roles, profiles, and permission sets
- Implementing field-level security and object-level security
- Managing sharing settings and record access: Manual sharing, role hierarchy, and sharing rules
- Enabling two-factor authentication and securing data access
Session 5: Data Management in Salesforce
- Importing and exporting data using Data Import Wizard and Data Loader
- Managing duplicate records: Duplicate rules and matching rules
- Working with data validation rules to ensure data integrity
- Data storage considerations: Limits, storage allocation, and best practices
Session 6: Automation in Salesforce
- Introduction to automation tools: Workflow rules, Process Builder, and Flow
- Creating and managing workflow rules: Time-based actions and field updates
- Using Process Builder for advanced process automation
- Introduction to Salesforce Flow for automating complex business processes
Day 3: Customization, Reporting, and Dashboards
Session 7: Customizing Salesforce Applications
- Creating custom fields, record types, and page layouts
- Customizing the Salesforce UI: Custom tabs, buttons, and links
- Implementing Lightning App Builder for custom pages and apps
- Creating and managing custom objects and relationships
Session 8: Reports and Dashboards in Salesforce
- Introduction to reports in Salesforce: Types of reports, filters, and data sources
- Creating custom report types and building reports
- Grouping and summarizing report data for deeper analysis
- Creating and managing dashboards: Visualizing data, components, and filters
Session 9: Data Analytics and Reporting Best Practices
- Best practices for building effective reports and dashboards
- Sharing and exporting reports: Sharing settings, public reports, and exporting data
- Using dynamic dashboards and report folders for data security and access control
- Analyzing business metrics and KPIs using reports and dashboards
Day 4: Process Automation and Maintenance
Session 10: Process Automation in Salesforce
- Introduction to advanced automation with Flow Builder
- Using Flow Builder to create screen flows, record-triggered flows, and auto-launched flows
- Triggering actions based on conditions: Updating records, sending emails, and creating tasks
- Using Flow for guided data entry and record creation
Session 11: Maintaining and Monitoring Salesforce Orgs
- Monitoring user activity and system performance in Salesforce
- Implementing and managing release management: Sandboxes, change sets, and deployment tools
- Troubleshooting common issues in Salesforce
- Managing updates and releases in Salesforce environments
Session 12: Integration and AppExchange
- Introduction to integrating Salesforce with external applications
- Understanding AppExchange: Installing and managing third-party apps
- Using APIs and integration tools: REST API, Bulk API, and Outbound Messages
- Managing integration settings: External data sources and data synchronization
Day 5: Exam Preparation and Final Review
Session 13: Review of Salesforce Administrator Exam Domains
- Review of all key Salesforce Administrator exam topics: User management, security, automation, reporting, and customization
- Focus on exam-specific questions and areas to emphasize in your study
- Understanding question formats and how to approach the exam
Session 14: Practice Exam and Hands-On Lab
- Simulating the Salesforce Certified Administrator exam: Time management, question analysis, and practice with multiple-choice and scenario-based questions
- Hands-on labs: Real-world scenarios to solve using Salesforce features and tools
Session 15: Final Q&A and Certification Tips
- Final Q&A session to address any remaining questions and clarify concepts
- Exam tips: Best study strategies, how to tackle the exam, and what to expect during the test
- Post-exam: How to maintain certification and stay current with Salesforce updates