Salesforce Administrator (Admin) Bootcamp

Categories: CRM & Salesforce
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About Course

Become a confident Salesforce Admin: data model, security, automation with Flow, reports and dashboards, with exam preparation.

Who this training is for

  • Sales and service operations teams
  • New Salesforce admins
  • Business analysts

Syllabus

  1. Module 1: Salesforce platform — Orgs, objects, navigation
  2. Module 2: Data model — Standard and custom objects, relationships
  3. Module 3: Security — Profiles, permission sets, roles, sharing
  4. Module 4: Sales & Service Cloud — Leads, opportunities, cases
  5. Module 5: Automation — Flow builder, approvals, validation rules
  6. Module 6: Reports & dashboards — Report types, dashboards
  7. Module 7: Data management — Import, data loader, quality
  8. Module 8: Certification prep — Exam guide and mock tests

🏢 Training your team?

This course is available as live online batches, onsite workshops at your office, or self-paced access for your employees with progress reports for HR. The syllabus can be tailored to your systems and projects.

🎁 Book a free demo for your team Corporate plans

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What Will You Learn?

  • Configure objects, fields and page layouts
  • Set up users, profiles, permission sets and sharing
  • Automate processes with Flow
  • Build reports and dashboards
  • Prepare for the Salesforce Administrator certification

Course Content

Module 1: Salesforce platform
Orgs, objects, navigation

Module 2: Data model
Standard and custom objects, relationships

Module 3: Security
Profiles, permission sets, roles, sharing

Module 4: Sales & Service Cloud
Leads, opportunities, cases

Module 5: Automation
Flow builder, approvals, validation rules

Module 6: Reports & dashboards
Report types, dashboards

Module 7: Data management
Import, data loader, quality

Module 8: Certification prep
Exam guide and mock tests

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