Salesforce Administration
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.
Salesforce Administration
It helps the businesses to track their customers, their preferences and their interactions. It has a centralized database which you can access across the globe with an internet connection.
Key Features of Salesforce:
automation capabilities, flexibility and customizability, third-party apps and integrations, Embedded Intelligence, Mobile Accessibility.
Whether it's sales, marketing, customer service, or overall business management, Salesforce offers a powerful platform to drive business success.
Student Journey
Once you enroll in our Salesforce training, your journey involves several key steps. You will be trained by our tutor with a minimum of 10+ yrs of Salesforce/relevant IT experience. This course includes the Salesforce Administration which covers, Salesforce CRM Introduction, user and profile management, managing data, reports and Dashboards. You can appear for an official Salesforce Admin certification (ADM-201). The journey concludes with a final assessment.
Course Content
Salesforce Administrator
1. Salesforce CRM Introduction & Architecture.
Introduction to Salesforce CRM. Salesforce CRM Architecture Comparison among Salesforce subscriptions
2. Setting Up Salesforce Environment
Salesforce CRM Business Requirement Register Salesforce Trial account for Practice. Salesforce Standard Business process flow (Marketing🡪 Sales 🡪 Service )
3. Organizational level settings
Setting up and managing Company Profile. Managing Holidays Company working hours Language Settings Default Currency and local settings (Language and local).
4. Setting up Custom Application
Discuss and design custom Application Discuss business model for Custom application Setting up Custom Application
5. Field Customization (Standard and Custom)
Creating new Custom fields Creating selection Fields: Pick lists and Lookups Creating Formula Fields Working with Page Layouts Object page customization Custom Lists
6. Business process management
Setup Field Validation rules Configure field history tracking for auditing.
7. Relationship management
Introduction with relationship management Types of Relationships in Salesforce Configuring relationship between custom objects. Rollup Summary, Cross object formula, Search layout implementation
8. User and profile Management in Salesforce
Creating new users. Profile Management. Assigning profile to users Field/ App Level/ Records Level Security implementation
9. Sharing management custom Application
Managing Security and Sharing in Salesforce Records access settings Control Records sharing using Roles. Implement OWD (Organization Wide Defaults). Configure Sharing Rules (Manual and Automated) for records access security
10. Managing Data
Data Import /Export Wizard (Within Salesforce) Perform Import /Export / Delete / update process using Data Loader Mass delete and the Recycle Bin Introduction to Dataloader.IO
11. Setting up Automation rules
Automate Business process using Flows Setting up Record Triggered Flow. Configure scheduled trigger flow Setting up Screen flow Debugging and testing flows
12. Reports and Dashboards
Running and modifying default reports Creating new reports with the Report Builder (Lightning/ Classic). Working with Report Filters Summarizing with Formulas and Visual Summaries Scheduling reports Building dashboards (Lightning /Classic)
13. Salesforce Communities Introduction and Configuration
More about Salesforce Administration
You can pursue a rewarding career as a Salesforce administrator. To specialize in Salesforce administrator aiming to extend your skills, this course will help you leverage the full potential of the Salesforce platform to build innovative and scalable solutions for businesses.
Course FAQs:
1. Can I take this Salesforce admin course online?
Yes, you can take this virtually [online].
2. Do you provide a Salesforce admin course completion certificate?
Yes, on completing the full Salesforce admin course, you will receive a course completion certificate from Traininghub.io. The Salesforce admin course with a certificate will be proof of your knowledge and ability to use it.
3. What are the system requirements?
Windows or equivalent environment with Internet browser, high-speed Internet connectivity and a Salesforce free tier account.
4. What if I miss a class?
If you miss a class, you can access the class recordings at any time.
5. What platform do you use for video/audio conferencing?
Online classes are currently conducted over the Zoom/GoToMeeting platform.
6. Will I have other participants in the class?
Yes, there are other participants who actively participate in the class.
7. Do I get a discount on the courses?
Yes, you can avail a group discount if you join as a group of 5 or more.
8. Which certification can I appear after this training?
You can appear for the Salesforce Admin [ADM-201] certification exam.
9. Will the trainer help with my queries during the training?
Yes, our trainer will assist and provide solutions to your queries.