Overview
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 |
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.
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Step 1
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Apply through your organisation's training request system. |
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Step 2
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Your organisation's training request system (or relevant HR staff) confirms your organisation's approval for you to take the programme.
Your organisation will send registration information to the academy.
Organisation HR L&D or equivalent staff can click here for details of the registration submission process.
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Step 3
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GovTech Digital Academy will inform you whether you have been successful in enrolment.
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