Salesforce Administration Course

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Salesforce is a popular and powerful cloud-based customer relationship management (CRM) platform used by businesses of all sizes. It helps companies manage their interactions and relationships with customers and prospects more effectively.

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Course Details

Salesforce is a popular and powerful cloud-based customer relationship management (CRM) platform used by businesses of all sizes. It helps companies manage their interactions and relationships with customers and prospects more effectively.

It helps businesses track their customers, their preferences, and their interactions. It has a centralized database, which you can access across the globe with an internet connection. This course is designed to provide comprehensive instruction in the essential administrative features and functionalities of Salesforce.

 

Course Objectives

  • Explore Salesforce CRM and subscription options.

  • Configure company profiles, working hours, and settings.

  • Customize fields, including formulas and picklists.

  • Configure object relationships and custom layouts.

  • Control record sharing and implement sharing rules.

  • Register and set up a trial Salesforce account.

  • Design and create custom applications for business needs.

  • Implement validation rules and audit tracking.

  • Manage users, profiles, and security levels.

  • Master data management and tools.

 

Student Journey Throughout The Course

Once you enroll in our Salesforce Admin training, your journey involves several key steps. You will be trained by our tutor with a minimum of 15+ years of Salesforce or relevant IT experience.

This course includes Salesforce Administration, which covers Salesforce CRM Introduction, user and profile management, managing data, reports, and dashboards. You can apply for an official Salesforce Admin certification. The journey concludes with a final assessment.

 

Course Content

  • Unit 1: Salesforce CRM Introduction & Architecture

  • Unit 2: Setting Up Salesforce Environment

  • Unit 3: Organizational-level settings

  • Unit 4: Setting up Custom Application

  • Unit 5: Field Customization (Standard and Custom)

  • Unit 6: Business process management

  • Unit 7: Relationship management

  • Unit 8: User and profile Management in Salesforce

  • Unit 9: Sharing management custom Application

  • Unit 10: Managing Data

  • Unit 11: Setting up Automation rules

  • Unit 12: Reports and Dashboards

  • Unit 13: Salesforce Communities Introduction and Configuration

  • Toronto Branch

    #402 - 989 Derry Road East, Toronto

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