Salesforce Admin Training | CRM Training in Teesside

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