Salesforce Administration
The Salesforce Administrator role is the foundation of any Salesforce implementation. Admins are responsible for configuring the platform, managing users, ensuring data quality, and building automation so that sales, service, and business teams can work efficiently. This course prepares you for real-world admin responsibilities as well as the Salesforce Certified Administrator exam.
By the end of this course, you’ll be able to independently manage a Salesforce org, implement business requirements using declarative tools, and confidently appear for the Salesforce Certified Administrator exam.
Training Content
Introduction to Salesforce:
What is Salesforce?
Salesforce editions and licenses
Cloud computing concepts and Salesforce ecosystem
Setting Up Salesforce Environment
Creating a free Salesforce Developer account
Navigation and User Interface (UI)
Security and User Management:
User Management
Profiles, roles, and permissions
Setting up users and managing logins
Data Security
Org-wide defaults (OWD)
Sharing rules
Field-level security
Standard & Custom Objects:
Understanding Objects
Standard vs. custom objects
Fields
Creating Custom Objects and Fields
Relationships (Master-Detail, Lookup, and Junction objects)
Automation Basics:
Workflow Rules
Setting up basic workflow rules
Process Builder
Building automated processes
Difference between Workflow and Process Builder
Flow:
Understanding the Building Blocks of a Flow
Flow Builder Overview
Flow Version Controls
How To Create Record-Triggered Flow
How To Create Scheduled-Triggered Flow
How To Create Auto-launched Flow
How To Create Platform Event-Triggered Flow
How To Create Screen-Flow
How To Use Fault Path in Flow
Data Management:
Data Import & Export
Data Loader and Data Import Wizard
Managing duplicates and data clean-up
Reports & Dashboards
Creating custom reports and dashboards
