Salesforce Admin Basics

Salesforce Admin Basics is designed to provide learners with the foundational knowledge and skills required to effectively manage and administer Salesforce, one of the leading Customer Relationship Management (CRM) platforms. This course covers essential topics that equip participants to optimize Salesforce for their organization’s needs.

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SALESFORCE ADMIN BASICS COURSE OVERVIEW

Salesforce Admin Basics provides foundational knowledge for managing and administering Salesforce. The course covers user management, data modeling, security, automation, customization, and reporting. Ideal for new administrators, business users, and IT professionals, it equips participants to optimize Salesforce for their organization’s needs and prepares them for the Salesforce Certified Administrator exam.

COURSE INCLUDES

COURSE CURRICULUM

The Salesforce Admin Basics course covers user management, data modeling, security settings, automation tools, customization, and report creation. It includes hands-on exercises on workflow rules, process builder, and AppExchange, preparing participants for the Salesforce Certified Administrator exam.

Course Objectives:

  • Effectively utilize declarative development tools to customize Salesforce applications.
  • Create and customize data models to meet specific business requirements.
  • Implement robust security and access controls to protect sensitive data.
  • Enhance user interfaces to optimize user experience and productivity.
  • Build automation and business logic to streamline workflows and processes.
  • Design and implement complex business processes to improve operational efficiency.
  • Apply best practices for data security, scalability, and maintainability in Salesforce app development.
  • Prepare for the Salesforce Certified Platform App Builder exam with confidence.

Key Topics Covered:

✰ Data Modeling and Management
  • Custom Object Creation and Configuration
  • Field Types and Relationships
  • Schema Builder Utilization
  • Data Validation Rules Implementation
✰ Security and Access Control
  • Profile and Permission Set Configuration
  • Role Hierarchy Establishment
  • Sharing Rules Definition
  • Field-Level Security Setup
✰ Integration and Data Migration
  • Data Import and Export Techniques
  • External Data Source Integration
  • Data Transformation and Cleansing Strategies
✰ App Deployment and Maintenance
  • Deployment Planning and Execution
  • Change Management Best Practices
  • App Monitoring and Maintenance Strategies
✰ User Interface Customization
  • Page Layout Design and Customization
  • Record Types Creation
  • Lightning App Builder Usage
  • Custom Buttons, Links, and Actions Development
✰ Business Logic and Automation
  • Process Builder Implementation
  • Flow Builder Utilization
  • Validation Rules and Formula Fields Implementation
  • Workflow Rules Design
✰ Reports and Dashboards
  • Report Creation and Customization
  • Dashboard Development
  • Report and Dashboard Sharing Options
✰ Advanced Topics
  • Lightning Record Pages Development
  • Apex Triggers and Classes Overview
  • Visualforce Pages Creation and Customization
  • AppExchange App Integration Principles

Target Audience:

  • New Salesforce administrators and developers.
  • Business analysts looking to enhance their Salesforce skills.
  • IT professionals transitioning to the Salesforce ecosystem.
  • Anyone interested in learning how to build and manage Salesforce applications without coding.

Who Should Attend:

  • Aspiring Salesforce developers who want to specialize in declarative development.
  • Business analysts and system administrators looking to enhance their Salesforce skills.
  • Professionals aiming to leverage Salesforce for optimizing business processes and data management.
This invitation highlights the benefits and key components of the Salesforce Admin Basics course, encouraging individuals to embark on their journey to becoming skilled Salesforce administrators.

Before You Ask

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