salesforce admin training course
Mastering Salesforce Administration: Comprehensive Training Course
salesforce admin training course
The Salesforce Admin Training Course is designed to equip individuals with the essential skills and knowledge required to effectively manage and optimize Salesforce, a leading Customer Relationship Management (CRM) platform. This course covers a comprehensive curriculum that includes understanding the Salesforce ecosystem, basic administration tasks, user management, data management, security settings, and the customization of Salesforce applications. Participants will learn how to automate business processes using workflows and process builder, create reports and dashboards, and enhance the user experience. Typically aimed at aspiring Salesforce administrators or those looking to boost their careers in CRM, the training may also prepare attendees for the Salesforce Administrator Certification, validating their expertise in the field.
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1 - Introduction to Salesforce: Overview of Salesforce as a leading CRM platform, its importance in business operations, and its impact on customer relationship management.
2) Understanding CRM: Basic concepts of Customer Relationship Management, discussing how Salesforce helps in managing business relationships and data effectively.
3) Salesforce Ecosystem: Exploration of the Salesforce ecosystem, including various products and services offered by Salesforce, like Sales Cloud, Service Cloud, and Marketing Cloud.
4) Salesforce Platform Architecture: Introduction to the architecture of Salesforce, including multi tenancy and metadata driven technology, explaining how it operates at scale.
5) Navigating Salesforce Interface: Hands on training on navigating the Salesforce user interface, including tabs, objects, record pages, and the Salesforce Lightning Experience.
6) Data Modeling: Understanding Salesforce objects, fields, records, and relationships, along with how to create and customize standard and custom objects.
7) Setting Up Users: Training on user management, including adding and managing users, setting roles, profiles, and permission sets.
8) Security and Access Control: Comprehensive overview of Salesforce security features, including organization wide defaults, role hierarchy, sharing rules, and field level security.
9) Data Management: Insights into data import and export tools such as Data Loader and Data Import Wizard, and best practices for maintaining data integrity.
10) Creating Reports and Dashboards: Step by step training on designing reports and dashboards to visualize data, including filters, groupings, and chart types.
11) Workflow and Process Automation: An introduction to automation tools within Salesforce, including workflow rules, process builder, and flow for automating business processes.
12) Understanding Salesforce AppExchange: Exploration of the AppExchange marketplace and how to find, install, and configure third party applications to extend Salesforce functionality.
13) Testing and Deployment: Overview of testing in Salesforce, including sandbox environments, user acceptance testing, and deployment strategies for moving changes to production.
14) Salesforce Community and Support: Resources available for continued learning and support, including Salesforce Trailhead, user groups, forums, and official Salesforce documentation.
15) Salesforce Certification Guidance: Providing information on obtaining Salesforce Administrator certification, including study materials, exam structure, and preparation tips to help learners succeed.
16) Hands on Projects and Real world Scenarios: Opportunities to work on practical projects and real life scenarios to apply learned concepts and gain practical experience.
17) Networking Opportunities: Building connections with peers and industry professionals through group discussions, forums, and collaboration on projects within the course.
This extensive training course aims to provide students with a thorough understanding of Salesforce administration, setting them up for success in their careers and preparing them for certification.
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