Salesforce Training - Administrator - Course Outline

Course Overview:

This course is designed for individuals who are new to Salesforce Administration. It will guide them through the foundational knowledge and practical skills needed to configure, manage, and optimize Salesforce environments. The training is structured to provide theoretical understanding alongside hands-on practice to ensure participants gain real-world application skills.

Module 1: Introduction to Salesforce

• Objective: Introduce Salesforce and its ecosystem to new admins.
• Key Topics: What is Salesforce? (Cloud-based CRM) Salesforce Editions and Licensing Overview of Salesforce Products (Sales Cloud, Service Cloud, Marketing Cloud, etc.) Salesforce Architecture (Multitenancy, Metadata-driven model) Overview of Salesforce Lightning vs Classic

Module 2: Navigating Salesforce

• Objective: Learn to navigate and use the Salesforce platform.
• Key Topics: Salesforce User Interface (UI) Understanding Salesforce Tabs, Apps, and Record Types Customizing Your Home Page and Personal Settings Salesforce Lightning Experience (LE) vs Salesforce Classic Basic Navigation (Search, View, Create Records) Introduction to the Salesforce App Launcher

Module 3: Data Management in Salesforce

• Objective: Learn about Salesforce data and how to manage it effectively.
• Key Topics: Salesforce Data Model (Objects, Fields, Relationships) Types of Objects: Standard vs Custom Objects Managing Records and Data Types Data Relationships (Lookup vs Master-Detail) Data Validation (Field-level Security, Validation Rules) Importing Data using Data Loader and Import Wizard Data Export, Data Quality, and Deduplication

Module 4: Managing Users and Security

• Objective: Gain a deep understanding of user access, profiles, and security features.
• Key Topics: Users and Profiles in Salesforce Creating and Managing User Accounts Assigning User Permissions and Roles Understanding Permission Sets and Profiles Role Hierarchy and Sharing Rules Field-level Security and Record-level Security Two-Factor Authentication (2FA) and Login IP Ranges Permission Set Licenses and Login History

Module 5: Automation in Salesforce

• Objective: Learn how to automate business processes within Salesforce.
• Key Topics: Introduction to Workflow Rules Using Process Builder for Automation Understanding Flow Builder (Creating Flows) Introduction to Approval Processes Understanding Record Types and Page Layouts for Automation Scheduled Jobs and Email Alerts

Module 6: Reports and Dashboards

• Objective: Learn to create and manage reports and dashboards in Salesforce.
• Key Topics: Introduction to Salesforce Reporting Types of Reports (Tabular, Summary, Matrix, Joined) Report Filters, Grouping, and Sorting Creating Custom Report Types Understanding Dashboards and Creating Dashboard Components Sharing Reports and Dashboards Report Folders and Permissions

Module 7: Customization and Configuration

• Objective: Learn how to configure and customize Salesforce without coding.
• Key Topics: Understanding Record Types and Page Layouts Custom Fields and Field-level Security Using List Views and Custom Buttons Custom Objects and Their Relationship to Standard Objects Custom Tabs and Apps Visualforce Pages vs Lightning Components (Introductory) Customizing the Lightning Experience Interface

Module 8: Salesforce Chatter and Collaboration Tools

• Objective: Learn about Salesforce Chatter and collaborative features within Salesforce.
• Key Topics: Overview of Chatter in Salesforce Creating and Managing Chatter Groups Using Chatter for Collaboration and Knowledge Sharing @Mentions, Polls, and Chatter Feeds Chatter in Records, Opportunities, and Cases Salesforce Knowledge Base

Module 9: Salesforce Mobile App and Lightning Experience

• Objective: Learn how to work with Salesforce Mobile and the Lightning Experience.
• Key Topics: Introduction to Salesforce Mobile App Customizing the Mobile App Layout and Navigation Using Salesforce Mobile for Data Access and Updates Lightning Experience (LE) for Admins Lightning Pages and Lightning Components (Introductory)

Module 10: Introduction to Salesforce Security and Compliance

• Objective: Understand Salesforce security settings and regulatory compliance.
• Key Topics: Salesforce Security Overview (Secure Data Access) Profile-based and Role-based Security Sharing Rules and Public Groups Audit Trails and Field History Tracking Managing Data Storage and Limits Salesforce Shield (Overview) Understanding GDPR and Compliance in Salesforce

Module 11: Change Management and Deployment

• Objective: Learn how to manage changes and deploy configurations across environments.
• Key Topics: Sandbox Environments and Their Uses Change Sets in Salesforce Deploying from Sandbox to Production Understanding Version Control (Git, etc.) Using Salesforce CLI for Deployment Testing Changes and User Acceptance Testing (UAT)

Module 12: Best Practices and Troubleshooting

• Objective: Provide a solid understanding of best practices and how to troubleshoot Salesforce issues.
• Key Topics: Salesforce Best Practices for Admins Effective User Training and Adoption Salesforce Documentation and Resources (Trailhead, Help, Community) Debugging Techniques (Debug Logs, Error Messages) Managing Record Updates and Data Integrity Common Admin Mistakes and How to Avoid Them

Module 13: Preparing for Salesforce Certification

• Objective: Help learners prepare for the Salesforce Certified Administrator exam.
• Key Topics: Overview of the Salesforce Admin Exam Key Exam Domains and Topics Study Tips and Resources (Trailhead, Exam Guide) Practice Tests and Sample Questions Time Management and Exam Strategy

Module 14: Course Review & Final Project

• Objective: Review key concepts and allow learners to apply knowledge.
• Key Topics: Review Key Concepts and Areas of Difficulty Final Hands-on Project: Configure Salesforce for a fictional company (includes setup, automation, reports, dashboards, and security) Q&A Session Exam Prep Recap

Final Assessment:

• Objective: Test learners' knowledge and skills gained throughout the course.
• Format: Multiple-choice written exam Hands-on project and presentation