What is Salesforce Admin Training?

The Salesforce Admin Training from Oakwood is designed to empower professionals with the knowledge and skills needed to effectively manage and optimise Salesforce environments. From configuring CRM settings to managing data and automating processes, this course covers all essential aspects of Salesforce administration.

This course is ideal for individuals looking to enhance their expertise in Salesforce, whether they are new to the platform or seeking to formalise their existing skills. Learners will gain hands-on experience in managing user roles, creating reports, and implementing security protocols to ensure their organisation’s CRM runs efficiently.

In this intensive 4-day training learners will explore Salesforce’s powerful features, including customisation, data management, workflow automation, and reporting tools. Guided by experienced trainers, learners will gain practical insights into streamlining business operations and enhancing user adoption.
 

Course Objectives:
 

  • To configure and customise Salesforce to meet organisational needs
  • To manage users, roles, and permissions effectively
  • To implement data management and security best practices
  • To automate workflows to improve efficiency
  • To create detailed reports and dashboards for actionable insights
  • To enhance collaboration through Salesforce’s tools and features

By the end of this training, learners will be equipped to manage Salesforce environments confidently, optimise CRM processes, and support their organisation in achieving its business objectives.

Course Outline

Salesforce Admin Training

Module 1: Salesforce Overview

  • What is Salesforce?
  • Why Salesforce?
  • Salesforce Architecture
  • Features of Salesforce
  • Salesforce Products
  • Difference Between Traditional CRM vs Salesforce CRM
  • How are Companies Using Salesforce?
  • How to Access Salesforce?
  • What is APEX?
     

Module 2: Quote Templates

  • Set Up Quote templates
  • Manage Quote
  • Create Quotes Pdf
  • Things to Learn About
     

Module 3: Data Types, Field Types, and Components

  • Different Data Types in Salesforce
  • Different Salesforce Field Types
  • Salesforce Components
     

Module 4: Custom Buttons and Links

  • Override Standard Buttons and Tab Home Pages
  • Custom Button and Link Samples
  • Override Standard Buttons and Tab Home Pages
  • Custom Button and Link Considerations
     

Module 5: Process Builder

  • Process Limits and Considerations
  • Setting Values in the Process Builder
  • Setting Advanced Options in the Process Builder
  • Create a Process
  • Troubleshoot Processes
     

Module 6: Validation Rule Considerations

  • Require Field Input to Ensure Data Quality
  • Field Sets
  • Roll-Up
  • Lookup Filters
     

Module 7: Controlling Access Using Hierarchies

  • Create a User Role
  • Assign Users to Roles
  • Viewing and Editing Roles
  • Success with Roles
  • Role Fields
  • Role and Territory Sharing Groups
  • Managers in the Role Hierarchy
     

Module 8: Salesforce Data Security Model

  • Basics
  • Scenario
  • Types of Record-Level Security
     

Module 9: Profiles

  • Standard Profiles
  • Manage Profile Lists
  • Work in the Enhanced Profile User Interface Page
  • Work in the Original Profile Interface
  • View and Edit Password Policies in Profiles
     

Module 10: Reports and Dashboards

  • Analytics Tab
  • Reports
  • Dashboards
  • Report and Dashboard Folders
  • Report and Dashboard Limits, Limitations, Allocations, and Technical Requirements
     

Module 11: Manage Salesforce Data

  • Move Tracking Data
  • Reports
  • Tracking Workspace
  • Triggered Sends Tracking
  • Enable Email Tracking
  • Update Job Links Overview
  • View Tracking History
  • Field History Tracking
  • View Tracking Results for an Email Send
  • Link Tracking
  • Understand Timing and Tracking
     

Module 12: AppExchange

  • What Is AppExchange?
  • Business Plans for AppExchange Listings
  • Accessing AppExchange
  • How Does AppExchange Search Work?
  • Email Notifications
  • Collect AppExchange Leads
     

Module 13: Deploy a Change Set

  • Create an Outbound Message
  • When Change Sets Become Unavailable

Included

Included

  • No course includes are available.

Offered In This Course:

  • vedio Video Content
  • elearning eLearning Materials
  • exam Study Resources
  • certificate Completion Certificate
  • study Tutor Support
  • workbook Interactive Quizzes
Individual Training

Individual Training fosters personal growth, enhances professional skills, and builds confidence.

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Corporate Training

Corporate Training improves employee skills, increases productivity, and aligns teams with company objectives.

Learning Options

Discover a range of flexible learning options designed to meet your needs. Select the format that best supports your personal growth and goals.

Online Instructor-Led Training

  • Live virtual classes led by experienced trainers, offering real-time interaction and guidance for optimal learning outcomes.

Online Self-Paced Training

  • Flexible learning at your own pace, with access to comprehensive course materials and resources available anytime, anywhere.

Build your future with Oakwood International

We empower you with the skills, knowledge, and confidence to excel in your career. Join us and take the first step towards realising your professional goals.

Frequently Asked Questions

Q. Do I need prior Salesforce experience to join this course?

No prior experience is required. This course is suitable for beginners, but familiarity with basic CRM concepts or Salesforce tools can be helpful.

Q. What will I learn during this training?

Learners will master Salesforce configuration, user management, data security, workflow automation, reporting, and customisation to optimise their organisation’s CRM processes. Practical exercises are included for hands-on learning.

Q. Is this course suitable for IT professionals?

Yes, IT professionals will benefit greatly from this course. It provides insights into maintaining and supporting Salesforce environments while enhancing their knowledge of data security and system management.

Q. Does the course include a certification?

While this course itself does not offer certification, it prepares learners to confidently take the Salesforce Certified Administrator exam, a globally recognised certification in Salesforce expertise.

Q. How will this course benefit my organisation?

This course equips learners to optimise Salesforce environments, improve user adoption, streamline processes, and enhance CRM functionality, ultimately boosting productivity and achieving better business outcomes for their organisation.

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