Course information

Salesforce Admin Training Course Outline

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

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Who should attend this Salesforce Admin Training Course?

The Salesforce Admin Training Course offers in-depth knowledge about the administrative features of Salesforce, the leading Customer Relationship Management (CRM) platform. This course can be beneficial for various professionals, including:

  • Aspiring Salesforce Administrators
  • CRM Managers
  • Business Analysts
  • Sales Managers
  • Technical Support Representatives
  • Project Managers
  • Solution Architects

Prerequisites of the Salesforce Admin Training Course

There are no formal prerequisites required for the Salesforce Admin Training Course.

Salesforce Admin Training Course Overview

Salesforce, a leader in CRM (Customer Relationship Management) software, revolutionises how businesses interact with their customers. This Salesforce Admin Training delves into the core functionalities and advanced features of Salesforce, highlighting its relevance in today's customer-centric business environment. It's essential for managing customer information and enhancing customer experiences effectively.

Understanding Salesforce is crucial for professionals involved in sales, customer service, and marketing. By mastering this tool, individuals can streamline client interactions, manage sales pipelines, and create comprehensive customer profiles. This CRM Training is particularly beneficial for those looking to elevate their careers in sales and customer relationship management.

The Knowledge Academy’s 4-day Salesforce Admin Training is designed to provide a thorough understanding of Salesforce administration and its applications. It helps delegates in comprehensively managing customer data, automating business processes, and deriving insights for strategic decisions. This training will empower participants with practical skills to efficiently use Salesforce in their respective roles.

Course Objectives

  • To learn about traditional CRM and Salesforce CRM
  • To know about the nature salesforce of the architect’s service
  • To gain knowledge of custom buttons and link considerations
  • To know the key difference between traditional CRM vs Salesforce CRM
  • To get familiar with the setting values and advanced options in the process builder

At the end of this course, delegates will be able to modify default functionality and produce unique pages, components, and apps. They will also be able to manage data structures with fields, relationships, and objects.

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What’s included in this Salesforce Admin Training Course?

  • World-Class Training Sessions from Experienced Instructors
  • Salesforce Admin Certificate
  • Digital Delegate Pack

Why choose us

Our Sydney venue

Includes..

Free Wi-Fi

To make sure you’re always connected we offer completely free and easy to access wi-fi.

Air conditioned

To keep you comfortable during your course we offer a fully air conditioned environment.

Full IT support

IT support is on hand to sort out any unforseen issues that may arise.

Video equipment

This location has full video conferencing equipment.

Sydney is the capital of the state New South Wales in Australia. It is the most populous city in Australia with a population of 4.8 million people. It is located on the east coast of Australia around the world’s largest natural harbour. 1.5 million of Sydney’s residents were born overseas making the city one of the most multicultural cities in the world with over 250 different languages being spoken. Sydney has the largest economy in Australia and its strengths lie in finance, tourism and manufacturing. There are also a large amount of international or foreign banks and corporations in Sydney and is noted to be the leading financial hub of the Asia Pacific.Sydney hosted the 2000 Summer Olympics. Millions of tourists visit Sydney every year to see the landmarks which include Sydney Harbour, Royal National Park, Bondi Beach and Sydney Opera House. There are six universities in Sydney, which are the University of Sydney, the University of Technology, the University of New South Wales, Macquarie University, the University of Western Sydney and the Australian Catholic University. Over 5% of Sydney residents are attending a university. Sydney residents are highly educated as standard, with over 55% of the work force having completed high levels of schooling. 1.3 million people were enrolled in some sort of education during the 2011 census, 16% of these were at a university. The University of Sydney was established in 1850 and is seen as the oldest university in Australia. It is the third best university in Australia and amongst the top 30 universities in the world. The New South Wales Department of Education manages the public schools in Sydney. There are 935 preschool, primary and secondary schools in the whole of Sydney. The Sydney Technical College opened in 1878 and offers a range of vocational training and education including mechanical drawing, surgery, grammar and English skills, steam engines and mathematics. 

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Address

90 Carillon Ave, 
Newtown NSW 2042, 
Australia

T: +61 272026926

Ways to take this course

Experience live, interactive learning from home with The Knowledge Academy's Online Instructor-led Salesforce Admin Training | CRM Training in Sydney. Engage directly with expert instructors, mirroring the classroom schedule for a comprehensive learning journey. Enjoy the convenience of virtual learning without compromising on the quality of interaction.

Unlock your potential with The Knowledge Academy's Salesforce Admin Training | CRM Training in Sydney, accessible anytime, anywhere on any device. Enjoy 90 days of online course access, extendable upon request, and benefit from the support of our expert trainers. Elevate your skills at your own pace with our Online Self-paced sessions.

Experience the most sought-after learning style with The Knowledge Academy's Salesforce Admin Training | CRM Training in Sydney. Available in 490+ locations across 190+ countries, our hand-picked Classroom venues offer an invaluable human touch. Immerse yourself in a comprehensive, interactive experience with our expert-led Salesforce Admin Training | CRM Training in Sydney sessions.

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Highly experienced trainers

Boost your skills with our expert trainers, boasting 10+ years of real-world experience, ensuring an engaging and informative training experience

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State of the art training venues

We only use the highest standard of learning facilities to make sure your experience is as comfortable and distraction-free as possible

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Small class sizes

Our Classroom courses with limited class sizes foster discussions and provide a personalised, interactive learning environment

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Great value for money

Achieve certification without breaking the bank. Find a lower price elsewhere? We'll match it to guarantee you the best value

Streamline large-scale training requirements with The Knowledge Academy's In-house/Onsite at your business premises. Experience expert-led classroom learning from the comfort of your workplace and engage professional development.

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Tailored learning experience

Leverage benefits offered from a certification that fits your unique business or project needs

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Maximise your training budget

Cut unnecessary costs and focus your entire budget on what really matters, the training.

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Team building opportunity

Our offers a unique chance for your team to bond and engage in discussions, enriching the learning experience beyond traditional classroom settings

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Monitor employees progress

The course know-how will help you track and evaluate your employees' progression and performance with relative ease

What our customers are saying

Salesforce Admin Training | CRM Training in Sydney FAQs

Salesforce admins work with stakeholders to design processes and personalise the salesforce platform to help organisations get the most out of salesforce by designing a platform that is responsive to each user's needs.
There are no formal prerequisites for attending this Salesforce Admin Training course.
This course is intended for those who wish to explore their field of expertise in the salesforce department.
Issuing sales transaction invoices, receiving and processing purchase orders, maintaining and updating sales and customer records, compiling monthly sales reports, identifying new products to add to those already available, and other essential responsibilities of a salesforce administrator.
Proven work experience, hands-on experience with CRM software and MS Office, understanding of sales performance metrics, excellent organisational and multitasking skills, ability to work under strict deadlines, and a variety of other requirements that will assist an individual in enthralling the necessary expertise to support the organisation's sales team.
Data integrity, data validation, data backup, and archiving are the best salesforce data management practices used to manage data of the organisations.
In this Salesforce Admin Training course, you will learn about AppExchange, business plans for AppExchange listings, submit a due diligence and compliance certification, publish on AppExchange, reports, dashboard, roll-up, lookup filters, and other salesforce related concepts.
The training fees for Salesforce Admin Training certification in Sydney starts from AUD4795
The Knowledge Academy is the Leading global training provider for Salesforce Admin Training.
Please see our CRM Training courses available in Sydney
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Why choose us

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Best price in the industry

You won't find better value in the marketplace. If you do find a lower price, we will beat it.

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Many delivery methods

Flexible delivery methods are available depending on your learning style.

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High quality resources

Resources are included for a comprehensive learning experience.

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"Really good course and well organised. Trainer was great with a sense of humour - his experience allowed a free flowing course, structured to help you gain as much information & relevant experience whilst helping prepare you for the exam"

Joshua Davies, Thames Water

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