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Course Information

Salesforce Admin Training Course Outline

Module 1: Salesforce Overview

  • What is Salesforce?
  • Why Salesforce?
  • Salesforce Architecture
  • Service Nature of Salesforce
  • 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 and Email Quotes Pdf
  • Things to Learn About
    • Quotes Templates
    • Quotes

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
  • 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
  • Process Management
  • 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 Tab Settings in Permission Sets and Profiles
  • 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
  • Export Triggered Sends Tracking
  • Update Job Links Overview
  • View Tracking History
  • View Tracking Results for an Email Send
  • Link Tracking
  • Understand Timing and Tracking

Module 12: AppExchange

  • What Is AppExchange?
  • Business Plans for AppExchange Listings
  • Submit a Due Diligence and Compliance Certification
  • Publish on AppExchange
  • How Does AppExchange Search Work?
  • Email Notifications
  • Collect AppExchange Leads
  • Analytics Reports for Publishers
  • Update the Package in your AppExchange Listing

Module 13: Deploy a Change Set

  • Monitor Deployments of Change Sets
  • When Change Sets Become Unavailable

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Prerequisites 

There are no formal prerequisites for attending this Salesforce Admin Training course.

Audience 

This course is intended for those who wish to explore their field of expertise in the salesforce department. It is well suited for

  • Aspiring Salesforce Professionals
  • System Administrators
  • Product Managers

Salesforce Admin Training Course Overview

Salesforce administrators collaborate with stakeholders to design processes and personalise the Salesforce Platform. They support their company's users in getting the most out of Salesforce by making the platform responsive to individual users' needs. They bring innovation to the table by developing reports and dashboards, automating business processes, staying current on platform improvements, and training users on salesforce. This training enables learners to collaborate with stakeholders, gain value from the platform, maintain communication, and increase productivity with enterprise partners and customers. Pursuing this training will help individuals acquire the skills and techniques they need to improve their career prospects as well as upgrade their earnings.

In this 4-day Salesforce Admin Training course, delegates will learn all of the core concepts, responsibilities, and roles of a Salesforce administrator. Delegates will learn to override standard buttons and tab home pages. They will also learn how to control access to data using point-and-click security tools. Our highly professional trainer with years of experience in teaching such courses will conduct this training and help delegates gain a comprehensive understanding of this course.

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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  • Delegate pack consisting of course notes and exercises
  • Courseware
  • Experienced Instructor

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Why choose us

Ways to take this course

Our easy to use Virtual platform allows you to sit the course from home with a live instructor. You will follow the same schedule as the classroom course, and will be able to interact with the trainer and other delegates.

Our fully interactive online training platform is compatible across all devices and can be accessed from anywhere, at any time. All our online courses come with a standard 90 days access that can be extended upon request. Our expert trainers are constantly on hand to help you with any questions which may arise.

This is our most popular style of learning. We run courses in 1200 locations, across 200 countries in one of our hand-picked training venues, providing the all important ‘human touch’ which may be missed in other learning styles.

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Highly experienced trainers

All our trainers are highly qualified, have 10+ years of real-world experience and will provide you with an engaging learning 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

We limit our class sizes to promote better discussion and ensuring everyone has a personalized experience

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Great value for money

Get more bang for your buck! If you find your chosen course cheaper elsewhere, we’ll match it!

This is the same great training as our classroom learning but carried out at your own business premises. This is the perfect option for larger scale training requirements and means less time away from the office.

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Tailored learning experience

Our courses can be adapted to meet your individual project or business requirements regardless of scope.

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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

This gives your team a great opportunity to come together, bond, and discuss, which you may not get in a standard classroom setting.

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Monitor employees progress

Keep track of your employees’ progression and performance in your own workspace.

What our customers are saying

Salesforce Admin Training FAQs

FAQ's

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 price for Salesforce Admin Training certification in Philippines starts from $2295
The Knowledge Academy is the Leading global training provider in the world for Salesforce Admin Training.
Please see our CRM Training courses available in Philippines

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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