Salesforce Administrator Certification Training

Categories: CRM Courses
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About Course

Master the core skills needed to manage and configure Salesforce with our Salesforce Administrator training. This course is designed to help you understand the Salesforce platform inside out — from user management, security, and automation tools to reports, dashboards, and data management. Through practical exercises and real-world scenarios, you’ll gain the confidence to customize Salesforce, streamline business processes, and ensure smooth operations for any organization.

Highlights:

  • Learn Salesforce fundamentals, setup, and configuration

  • Manage users, profiles, roles, and security settings

  • Automate processes using workflows, flows, and validation rules

  • Build powerful reports and dashboards for data insights

  • Prepare for the Salesforce Administrator Certification (ADM 201)

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What Will You Learn?

  • By the end of this course, you will be able to:
  • ✔ Understand Salesforce CRM fundamentals and its architecture.
  • ✔ Set up and customize a Salesforce environment for real-world business needs.
  • ✔ Configure organizational settings like company profile, holidays, and working hours.
  • ✔ Design and build custom applications, objects, fields, and page layouts.
  • ✔ Implement validation rules, field history tracking, and process management.
  • ✔ Manage relationships between objects including master-detail and lookup.
  • ✔ Control security with profiles, roles, OWDs, and sharing rules.
  • ✔ Import, export, update, and delete data using Salesforce tools (Data Loader, Data Wizard).
  • ✔ Automate workflows using Flows (record-triggered, scheduled, and screen flows).
  • ✔ Build reports and dashboards for actionable business insights.
  • ✔ Understand and configure Salesforce Communities.

Course Content

Module 1 – Salesforce CRM Introduction & Architecture

  • Introduction to Salesforce CRM
  • Salesforce CRM Architecture
  • Comparison among Salesforce subscriptions

Module 2 – Setting Up Salesforce Environment

Module 3 – Organizational Level Settings

Module 4 – Setting up Custom Applications

Module 5 – Field Customization (Standard & Custom)

Module 6 – Business Process Management

Module 7 – Relationship Management

Module 8 – User and Profile Management

Module 9 – Sharing Management in Custom Applications

Module 10 – Managing Data

Module 11 – Setting up Automation Rules with Flows

Module 12 – Reports and Dashboards

Module 13 – Salesforce Communities (Digital Experience) Introduction & Configuration

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