SALESFORCE ADMINISTRATION

Salesforce Administration – Course Curriculum

Module 1 – Introduction to Salesforce: Overview of Salesforce CRM, understanding its cloud offerings, and the role of a Salesforce Administrator.

Module 2 – Salesforce Setup & Navigation: Navigating Salesforce Setup, understanding the interface, setting up company profile, fiscal year, and business hours.

Module 3 – User & Security Management: Creating and managing users, roles, profiles, permission sets, and implementing field-level and object-level security.

Module 4 – Data Management: Importing, exporting, and updating data using Data Loader and Data Import Wizard, managing duplicates, and maintaining data quality.

Module 5 – Objects & Fields: Creating and customizing standard and custom objects, fields, page layouts, and record types.

Module 6 – Automation Tools: Configuring workflow rules, process builder, flows, approval processes, and task automation to improve business processes.

Module 7 – Reports & Dashboards: Creating reports, dashboards, custom report types, and using filters and charts to monitor business metrics.

Module 8 – Sales & Service Cloud Configuration: Managing Leads, Accounts, Contacts, Opportunities, Cases, and integrating Salesforce standard functionality with business processes.

Module 9 – Maintenance & Best Practices: System maintenance, monitoring system limits, release updates, and following Salesforce admin best practices.

Module 10 – Real-time Project & Certification: Implementing a complete Salesforce administration project including user setup, automation, reports, dashboards, and final assessment for certification.