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Salesforce Administration Fundamentals
- Categories:
- Infrastructure and Networking
- Level:
- Fundamentals
- Tier type:
- Specialist
- Code:
- QASFADX201
- Exam:
- Yes - Available separately
Overview
Discover the world of a Salesforce Administrator by working first hand to configure and customize a Salesforce org. In this 5-day class designed for new admins, our experts guide you through the important tasks and features that Salesforce Administrators encounter daily. Learn about Salesforce’s architecture, how to manage users, and how to keep your org secure. Dive into best practices surrounding customization, set up automations to improve efficiency, and create reports and dashboards for data analysis.
Prerequisites
There are no technical pre-requisites for this course and it assumes no prior knowledge of Salesforce.
Target audience
This class is ideal for people wishing to become Salesforce administrators, as well as those who are looking to increase their skills around the configuration, maintenance, and automation of a Salesforce org.
What's included
Select your preferred way to learn:
What is Virtual?
Live, instructor-led training delivered online
Interactive online sessions led by subject matter experts. Learners join live classes, take part in discussions, and complete practical exercises from any location, making it easy to fit collaborative learning into busy schedules.
If you prefer to connect to a course that is taking place in a physical classroom, you can choose our Remote Access option. .
Best for: Teams and individuals who want expert guidance, real-time collaboration, and flexible access.
What's included?
5 Days instructor led course
Exam: Yes - Available separately
6 month free access to QA learning platform
Free 6-Month Access: Learning Platform Discovery plan
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What is bespoke training?
Custom instructor-led training designed by QA to fit your needs
Tailored programmes built around your organisation’s goals, challenges, and skill levels. Delivered in the format that suits you to maximise relevance and impact.
Best for: Organisations and teams looking to target specific business priorities and capabilities with QA subject matter expertise.
Find out more about the course:
Outline
Salesforce basics
- This module provides an overview of key concepts in the Salesforce ecosystem, including navigation of the UI.
Business settings
- This module explores business settings such as license usage, default settings, multi-currency management, fiscal years, business hours, user management, login history, and personal settings.
Org, object, and field security
- This module explores how an org can be secured using login controls, password policies, machine activation, and trusted IP ranges. Profiles, permission sets, and permission set groups are included, along with field-level security to control access to sensitive fields.
Record access
- This module covers aspects of record access, such as ownership, organization-wide security defaults, role hierarchy, sharing rules, sharing teams, manual sharing of records, and restriction rules.
Object and field customization
- This module describes how a business may approach the customization of their org, then moves into changing the properties of standard fields, creating custom fields, picklists, relationship fields, master-detail relationships, and formula fields.
User interface customization
- This module describes how the user interface of Salesforce can be customized to meet the needs of a business and its users. Beginning with app and homepage customization, students will examine how list views, page layouts, record types, business processes, and paths can be modified.
Custom objects
- This module details how custom objects can be created within an org, along with custom tabs to provide access, and introduces methods for migrating changes between orgs.
Data management
- This module covers how data can be backed up, imported, exported and updated, and how mass actions can be performed on an org’s data.
Automation
- This module explores automation within an org, discussing tools such as email templates and letterheads, validation rules, lead and case automation, and some legacy automation tools.
Introduction to Flow
- This module serves as an introduction to Salesforce Flow, a powerful automation tool. Students will learn how to navigate the Flow interface, and create simple record triggered flows including the use of logical branching.
Introduction to reports and dashboards
- This module explores concepts such as report and dashboard folders, and how custom reports can be created and shared within an org, featuring different display formats, groupings and summaries, filters and filter logic, summary formulas, conditional formatting, and charts. Students will learn how reports can be shared and exported. Finally, reports will be added to custom dashboards.
Appendices
Appendices are provided for every module in the course, each of which contains links to relevant Trailhead e-learning modules that will expand upon the course and provide additional content for those wishing to take the Salesforce Certified Platform Administrator exam.
Exams and assessments
There are no formal exams included in this course. Participants will complete interactive labs and knowledge checks to reinforce learning outcomes.
Hands-on learning
This course includes hands-on labs to apply key concepts in a real-world environment.
Learning outcomes
By the end of this course, learners will be able to:
- Understand the fundamental concepts of Salesforce
- View and modify business settings
- Secure their orgs and the data held within
- Understand no-code customization and configuration
- Manage their data
- Automate processes within their org
- Analyze their data through the use of reports and dashboards.
Good to know
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What our customers are saying
“As the administrator, it’s critical for me to be able to demonstrate where their skills started and where they’ve increased, and that’s all proven by the assessments. It’s been really valuable to us because it checks all the boxes for what all my stakeholders care about, including me.”
Jennifer Zaborowski
Director of IT Learning & Development, Regeneron
“I participated in an IT Project Management Workshop, and I have to say it was by some way, the most well organised, best presented, engaging, informative and inspiring workshop or training course I have been on with QA. The trainer’s willingness to spend his time and share his experience and resources with me were second to none, and I truly feel better prepared going forward in my career.”
James
QA learner
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