Salesforce Admin Training | CRM Training in Preston

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Salesforce Admin Training

Preston

Salesforce Admin Training in Preston helps professionals master core Salesforce administration skills. Learners explore platform fundamentals, user management, data and field types, custom buttons, process and flow builders, validation, security hierarchies, reports and dashboard creation workflows.

Gain expertise in managing Salesforce platforms efficiently
Unlock career opportunities with this Salesforce Admin Course
Acquire in-demand skills sought after by top organisations worldwide

Dates & Prices

SALE LIVE

SAVE 60% BLACK FRIDAY

Salesforce Admin Training Black Friday Offers

Salesforce Admin Training is part of our Black Friday sale. Lock in 60% off now, choose online, classroom or onsite training, and schedule your course any time through 2027. Group bookings save up to 60%.

FROM £1,995 ~~£4,995~~ SAVE £3,000

Offer ends 27 November 2026

Salesforce Admin Training Overview

Course syllabus

Who it’s for

What’s included

FAQs

Salesforce Admin Training Course Outline

Module 1: Salesforce Overview

What is Salesforce?
Why Salesforce?
Salesforce Architecture
Features of Salesforce
Difference Between Traditional CRM vs Salesforce CRM
How Companies Use Salesforce
How to Access Salesforce
What is APEX?

Module 2: User Management

User Authentication
Monitoring User Activity
Types of User Licenses
User Training and Adoption Strategies

Module 3: Data Types, Field Types, and Components

Different Data Types in Salesforce
Salesforce Components

Module 4: Custom Buttons and Links

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

Module 5: Flow Builder

Introduction to Flow Builder
Types of Flow

Module 6: Validation Rule Considerations

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

Module 7: Controlling Access Using Hierarchies

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
Creating a Profile
Working in the Enhanced Profile User Interface
Working in the Original Profile Interface
Viewing and Editing Password Policies in Profiles

Module 10: Reports and Dashboards

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

Module 11: Managing Salesforce Data

Move Tracking Data
Tracking Workspace
Triggered Sends Tracking
Enable Email Tracking
Update Job Links Overview

Module 12: AppExchange

What is AppExchange?
Business Plans for AppExchange Listings
Accessing AppExchange
How Does AppExchange Search Work?
Collect AppExchange Leads

Module 13: Deploy a Change Set

Handling Deployment Errors
When Change Sets Become Unavailable

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.

What’s included in this Salesforce Admin Training Course?

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

Hands-On Labs: Included as part of our online instructor-led delivery, these labs provide real-world exercises in a simulated environment guided by expert instructors to enhance your practical skills.

Train Your Workforce

Looking for Salesforce Admin Training in-house or onsite training Preston. We specialise in corporate group training and bulk bookings for organisations of all sizes. Our trainers deliver tailored sessions at your premises, online, or hybrid, with best price guarantee, group discounts and flexible scheduling.

Approved supplier to 53,514 organisations

The Knowledge Academy is an approved training supplier to 53,514 organisations across the UK, Europe, North America and Australia, so most buyers can book through their existing purchasing process with no new supplier setup.

Our Preston 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.

Preston is situated within the county of Lancashire, alongside the north bank of the River Ribble. There are around 120,000 inhabitants living within the city which is within the local government district of Lancashire. Preston is known for its large industry of British defence aerospace offering BAE systems. The city is also home to the spare parts distribution centre. The unemployment rate of Preston is around 5.5% which is the national average of the UK.The city is home to four colleges or higher education institutes, Preston College, Cardinal Newman College, TUC and Royal Preston Hospital.University of Central Lancashire has around 32,000 students who attend the public university. The university has the 8^th largest student body in the UK. The university has the included schools, Art, Design and Fashion, Business, Community Health and Midwifery, Dentistry, Engineering and Film, Media and Performance.

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Ways to take Salesforce Admin Training in Preston

Classroom

Face to face with your trainer in a small group, at our Preston venue in Preston.

Best for: people who learn best in the room.

4 days · next Mon 8 Feb 2027

See classroom dates

Live Online

The same live course from home, with a live instructor and other delegates. Mirrors the classroom schedule.

Best for: starting soon, without travel.

4 days · next Mon 21 Dec 2026

See live online dates

Online Self-Paced

Study 24/7 on your own schedule through our learning platform, with progress tracking.

Best for: fitting study around work.

90 days of access

See self-paced options

Onsite

We bring the course to your team, at your premises, online or hybrid, on dates that suit you.

Best for: groups and bulk bookings.

Tailored to your team

Get a team quote

Salesforce Admin Training Schedule in Preston

Classroom · Preston

Next: Mon 8 Feb 2027

4 dates in 2027 · 4 days · £5,995

View classroom dates

Live Online · Same trainer and syllabus Soonest

Next: Mon 21 Dec 2026

5 upcoming dates · 4 days · £4,995

View online dates

Classroom · Preston

Online Instructor-Led

Online Self-Paced

Onsite

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Package deals for Salesforce Admin Training in Preston

Our training experts have compiled a range of course packages on a variety of categories in Salesforce Admin Training, to boost your career. The packages consist of the best possible qualifications with Salesforce Admin Training, and allows you to purchase multiple courses at a discounted rate.

Salesforce Admin Training | CRM Training in Preston FAQs

What is a Salesforce Admin Course?

The Salesforce Admin Course provides training on effectively managing and configuring Salesforce platforms, including user management, security settings, data management, automation, and customisation.

What are the prerequisites for this Salesforce Admin Training?

There are no formal prerequisites to attend this Salesforce Admin Course.

Who should attend this Salesforce Admin Course?

This course is ideal for individuals aspiring to become Salesforce Administrators, CRM Professionals, System Administrators, or anyone seeking to enhance their skills in Salesforce platform management.

What will I learn in this Salesforce Admin Training?

Participants will learn various aspects of Salesforce Administration, including user management, security settings, data import/export, workflow automation, report generation, and customisation using Salesforce tools and features in this Salesforce Admin Course.

Is Salesforce Admin difficult?

While Salesforce Administration requires learning technical concepts and mastering various tools, it is not inherently difficult. With dedication, practice, and access to resources, individuals can become proficient Salesforce administrators.

Is the Salesforce admin job hard?

Like any profession, the difficulty of a Salesforce Admin job can vary depending on factors such as the complexity of the organisation's Salesforce setup, the scope of responsibilities, and individual skill levels.

Is a Salesforce Admin certificate worth it?

Yes, obtaining a Salesforce Admin Certification validates your skills and expertise in Salesforce administration, making you more marketable to employers and opening up career advancement opportunities in the Salesforce ecosystem. Register for The Knowledge Academy’s Salesforce Admin Course to boost your career.

What is included in this Salesforce Admin Course?

This course typically includes modules covering Salesforce fundamentals, user management, security settings, data management, automation, customisation, and best practices for Salesforce Administration.

What is the duration of this Salesforce Admin Training?

The duration of this Salesforce Admin Course is 4 days.

What is the salary range for a Salesforce Admin Professional?

The salary range for Salesforce Admin Professionals varies based on factors such as location, experience, certifications, and employer sise. However, salaries range from £24,000 to £47,000 per year, with potential for higher earnings with advanced certifications and expertise.

What is the next step after completing this Salesforce Admin Course?

After completing the Salesforce Admin Course, individuals can pursue Salesforce Administrator certification, gain practical experience through internships or volunteer opportunities, or advance to more specialised roles within the Salesforce ecosystem, such as Salesforce Developer or Salesforce Consultant.

Why choose The Knowledge Academy in Preston over others?

The Knowledge Academy stands out as a prestigious training provider known for its extensive course offerings, expert instructors, adaptable learning formats, and industry recognition. It's a dependable option for those seeking the Salesforce Admin Certification Course.

What is the cost/training fees for Salesforce Admin Training in Preston?

The training fees for Salesforce Admin Training in Preston starts from £4995

Which is the best training institute/provider of Salesforce Admin Training in Preston?

The Knowledge Academy is one of the Leading global training provider for Salesforce Admin Training.

What are the best CRM Training courses in Preston?

Please see our CRM Training courses available in Preston

Customers Reviews

Alison Lovland

Ayan was a great instructor very patience and knowledgeable of the product.

Andrew Kirk

Excellent Trainer

Suveatha Manoharan

It's always a great learning with Ms. Alisha. She explains every concept in detail and in own words which clarify the doubts and helps in understanding the concepts quickly and efficiently.

Wilby Mercy Mathew

Alisha is a good trainer and we as a team gained lot of new knowledge in Salesforce admin

Hanna Robin

Training was so good.

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Why choose The Knowledge Academy

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.

Many delivery methods

Flexible delivery methods are available depending on your learning style.

High quality resources

Resources are included for a comprehensive learning experience.

Our Clients

"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