Salesforce for Administrators Training Course
Salesforce is a leading cloud-based customer relationship management platform that helps businesses connect with their customers, partners, and employees in a modern, mobile-friendly way.
This instructor-led, live training (online or onsite) is aimed at beginner-level / intermediate-level / advanced-level IT professionals, business analysts, and administrators who wish to use Salesforce to manage customer data, streamline sales processes, and automate workflows.
By the end of this training, participants will be able to:
- Install and configure Salesforce environments.
- Manage user access and security settings effectively.
- Customize apps and objects using the Lightning App Builder.
- Automate business processes using Flow and approval mechanisms.
Format of the Course
- Interactive lecture and discussion.
- Lots of exercises and practice.
- Hands-on implementation in a live-lab environment.
Course Customization Options
- To request a customized training for this course, please contact us to arrange.
Course Outline
Configuration and Setup
Assign Company Settings
Configure and Manage Users
Adjust Security Controls
Object Manager and Lightning App Builder
Recognize Object Architecture and Relationships
Customize the App
Sales, Marketing, Service, and Support Applications
Conduct Campaign Management
Assess Sales Productivity
Automate Case Management
Productivity and Collaboration
Describe Productivity and Collaboration Tools
Data and Analytics Management
Harness Data Management Tools
Build Reports and Dashboards
Workflow and Process Automation
Define Workflow
Understand Salesforce Flow
Follow Approval Processes
Open Training Courses require 5+ participants.
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Testimonials (1)
The trainer was flexible and was always looking for our feedback. Prior to going to the next topic he wanted to make sure everybody understood what was explained in the previous one.
Valentin - PTC EASTERN EUROPE S.R.L
Course - Salesforce for Administrators
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