Course Overview
About Course
Salesforce Administrators play a pivotal role in shaping scalable, secure, and efficient CRM environments. This 40‑hour immersive training empowers participants with the skills required to configure, optimize, and maintain Salesforce orgs, preparing them for real-world admin responsibilities and certification success.
The program kicks off with foundational cloud and CRM concepts, guiding learners through Salesforce editions, org setup, and navigation in both Lightning and Classic interfaces. They then build strong data modeling capabilities—creating custom objects, fields, and relationships—while mastering data import/export, deduplication methods, and validation rules to ensure data integrity. Security modules teach administrators to implement robust access control using profiles, roles, sharing settings, and IP restrictions, alongside configuration of user creation, license types, and org-wide settings.
UI customization is achieved through practical exercises in page layout design, Lightning App Builder, record types, and custom links. Business process automation forms a core component, with declarative tools such as Workflow, Process Builder, Flows, and approval processes used to streamline organizational workflows. Learners also gain hands‑on experience in developing compelling reports and dashboards, using formulas, filters, and scheduling to deliver actionable insights.
To maintain organizational hygiene, modules cover data quality, audit monitoring, and troubleshooting via debug logs and field history. Deployment best practices—including sandboxes, change sets, and AppExchange solutions—prepare participants for change management in production environments.
The training culminates in a Capstone Workshop, where learners synthesize knowledge by configuring a full-featured Salesforce org with realistic business requirements, secure model, automation, analytics, and governance. Ongoing training includes ADM‑201 certification preparation, interactive Trailhead modules, practice questions, and peer support.
By the end, participants are equipped to confidently manage Salesforce environments, implement efficient processes, uphold data security, and continuously adapt to evolving business needs—empowering them for roles as certified Salesforce Administrators and unlocking career growth in Salesforce-driven organizations.
Course Syllabus
Module 1: Introduction & Salesforce Fundamentals (3 hrs)
- Cloud computing models, CRM concepts, Salesforce editions, org setup, Lightning vs Classic.
- Hands-on org sign-up and basic navigation.
Module 2: Data Modeling & Management (5 hrs)
- Objects, fields, relationships, Schema Builder.
- Data import/export, deduplication, Data Loader, validation rules.
Module 3: Security & Access Control (4 hrs)
- Profiles, roles, permission sets, sharing models, field-level security.
- Record visibility (OWD), public groups, login/IP policies.
Module 4: User Setup & Organizational Settings (3 hrs)
- User creation, deactivation, license types, org customization, company settings.
Module 5: UI Customization & App Builder (4 hrs)
- Page layouts, record types, compact layouts, Lightning App Builder, custom buttons/links, navigation.
Module 6: Business Process Automation (6 hrs)
- Declarative tools: Workflow, Process Builder, Flow, approval processes.
- Build multi-step automation use cases with variables and decision logic.
Module 7: Reports & Dashboards (4 hrs)
- Report types, filters, summaries, formulas, joined reports.
- Lightning dashboards, components, scheduling.
Module 8: Data Quality & Auditing (4 hrs)
- Duplicate and validation rules, data cleansing.
- Audit trail, field history tracking, debug and login monitoring.
Module 9: App Deployment & Change Management (4 hrs)
- Sandboxes, change sets, deployment best practices.
- AppExchange package use, app lifecycle management.
Module 10: Certification Preparation (3 hrs)
- Review exam guide breakdown, key topics: setup, objects, automation, data, analytics, productivity.
- Practice questions, Trailhead modules, flashcards.
Module 11: Capstone Workshop (3 hrs)
- Build real-world org: data model, automation, security, reports, cleanup.
- Peer review, troubleshooting, Q&A.
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Key Features
Hands-on labs in live Developer and sandbox orgs.
Live instructor-led sessions with real-time Q&A and mentoring.
Certification-focused prep aligned to ADM‑201 exam guide.
Trailhead integration, badges, and interactive quizzes.
Flexible study support with recordings, 12-month access, forums.
Career toolkit: resume feedback, mock interviews, Salesforce role-path guidance.



