IT Expert System | Salesforce Administrator

Salesforce Administrator

This comprehensive course is designed to equip aspiring Salesforce Administrators with the essential skills to manage, configure, and optimize Salesforce’s core products. Through hands-on practice, real-world use cases, and guided instruction, learners will gain a deep understanding of Salesforce's CRM capabilities including Sales Cloud, Service Cloud, and Experience Cloud.

You’ll learn how to effectively manage users, control data access, automate business processes, and create insightful reports and dashboards—all within Salesforce’s powerful cloud ecosystem. Whether you're preparing for the Salesforce Certified Administrator exam or looking to support a Salesforce implementation at your company, this course will give you the confidence and competence to succeed.

Course Content

Module 1: Introduction to Salesforce and the Admin Role

1.1 What is Salesforce?
- CRM overview and Salesforce ecosystem
1.2 Role of a Salesforce Administrator
- Day-to-day tasks and responsibilities
1.3 Navigating Salesforce UI
- App Launcher, Tabs, Records, Lightning vs. Classic
1.4 Salesforce Editions and Licensing

Module 2: Organization Setup

2.1 Company Profile
- Fiscal Year, Business Hours, Holidays
2.2 Locale Settings
- Time zone, currency, language
2.3 Salesforce Mobile App Overview

Module 3: User Management

3.1 Creating and Managing Users
- User creation, activation, and deactivation
3.2 Profiles and Permission Sets
- Object- vs. field-level access
3.3 Roles and Role Hierarchy
3.4 Login History & Login Access Policies

Module 4: Security and Access

4.1 Org-Level Security
- IP restrictions, session settings
4.2 Object-Level Security
4.3 Field-Level Security
4.4 Record-Level Security
- Org-wide defaults, role hierarchy, sharing rules
4.5 Manual Sharing and Teams

Module 5: Standard & Custom Objects

5.1 Standard Objects Overview
- Leads, Accounts, Contacts, Opportunities, Cases
5.2 Custom Objects
- Creating objects, tabs, and records
5.3 Fields and Field Types
- Lookup, formula, picklist, dependent picklists
5.4 Record Types and Page Layouts

Module 6: Automation Tools

6.1 Workflow Rules
6.2 Process Builder (Legacy)
6.3 Flow Builder (Recommended)
- Record-triggered flows, screen flows, scheduled flows
6.4 Approval Processes
6.5 Email Alerts, Tasks, and Field Updates

Module 7: Data Management

7.1 Importing Data
- Data Import Wizard, Data Loader
7.2 Exporting and Backing Up Data
7.3 Data Validation Rules
7.4 Duplicate Management
7.5 Mass Update & Mass Delete Tools

Module 8: Reports and Dashboards

8.1 Report Types and Formats
- Tabular, Summary, Matrix, Joined
8.2 Filters, Grouping, and Bucket Fields
8.3 Dashboards
- Components, filters, dynamic dashboards
8.4 Scheduling and Sharing Reports

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Module 9: App and UI Customization

9.1 Custom Apps, Tabs, and Page Layouts
9.2 Compact Layouts
9.3 Lightning App Builder
9.4 Home Page and Record Page Customization
9.5 Utility Bar and Global Actions

Module 10: Activity Management and Collaboration

10.1 Task and Event Tracking
10.2 Activity Timeline and Related Lists
10.3 Chatter
10.4 Email Templates and Integration

Module 11: Salesforce Product-Specific Admin Skills

11.1 Sales Cloud Admin Tasks
- Lead assignment rules, opportunity stages, forecasts
11.2 Service Cloud Admin Tasks
- Case assignment, service console, support settings
11.3 Experience Cloud Setup
- Community users, login access, branding basics
11.4 Marketing Cloud Account Engagement (Pardot) Overview