Discover the world of a Salesforce Administrator by working first-hand to configure and customise a Salesforce organisation. In this 5-days programme designed for new admins, our experts guide you through the important tasks and features that Salesforce Administrators encounter daily. Learn about Salesforce’s architecture, how to manage users, and how to keep your organisation secure. Dive into best practices surrounding customisation, set up automations to improve efficiency, and create reports and dashboards for data analysis.
Key Takeaways
At the end of this programme, you will be able to:
Explain the Salesforce architecture and key terminology
Use the application development lifecycle to define the process of managing an app’s development, from design to final release
Compare different methods for granting users access to functionality and data
Build and customise applications to meet business requirements
Describe use cases for data management and validation tools
Analyse key performance indicators with reports and dashboards
Automate business processes using key features and functionality
Leverage the Salesforce ecosystem and resources to implement and maintain your Salesforce organisation
Who Should Attend
Please refer to the job roles section.
ICT&SS Professionals who are new and beginner Salesforce System Administrators, as well as Trailblazers looking to increase their skills around the configuration, maintenance, and automation of a Salesforce organisation. This is also a great programme for anyone looking to earn their Salesforce Administrator credential.
Programme Structure
This programme will cover the following topics:
Salesforce Fundamentals
Explore Salesforce
Salesforce Architecture
Administrator Responsibilities
Describe the role of an administrator
Plan for success
The Big Picture: All Users
Company information and licensing
Fiscal year and currency
Organise and collaborate
Manage users
Login security controls
Feature Access and Object Security
Profiles
Permission sets
Field-level security
Salesforce Record Access
Record ownership
Organisation-wide defaults
Role hierarchy
Sharing rules
Teams and manual sharing
Restriction rules
Customise Standard Functionality
Object overview
Standard and custom fields
Relationship fields
Custom formula fields
Customise the Existing User Interface (UI)
Applications
Home page
Tabs and list views
Page layouts
Buttons, links, and actions
Record types, business process, and path
Create New with Clicks
Create a new object
Dynamic forms
Create a new custom tab
Create and deploy a change set
Mobile layout
Declarative Automation
Automation fundamentals
Validation rules
Lead and case management
Workflow and approval process
Process builder
The Future of Automation: Flow
Flow overview
Build a flow to update a field
Build and combine flows
Deploy flow with a lightning component
Order of execution
Data Management
Back up data
Import, export, and update data
Mass delete and mass transfer
Data quality and cleansing tool
Analytics
Report components
Filters and formulas
Conditional formatting and charts
Exports and subscriptions
Dashboards
Full Fee
Full programme fee
USD 1750
9% GST on nett programme fee
USD 157.50
Total nett programme fee payable, including GST
USD 1907.50
With effect from 1 Jan 2024
NOTE This programme does not include the certification exam. If you are interested in taking the certification exam after completing this programme, please register and pay the exam fees through Salesforce.
