Let’s make it work for you
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.
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Prerequisites
Learners should have completed or have knowledge to the level of the Trailhead course Essentials for New Lightning Experience Administrators Prework
Target Audience
This class is ideal for new and beginner Salesforce System Administrators, as well as Trailblazers looking to increase their skills around the configuration, maintenance, and automation of a Salesforce org.
Learning objectives
By the end of this course, learners will be able to:
- Understand Salesforce fundamentals, user interface navigation, and core setup concepts.
- Configure key business settings including licensing, security controls, user management, and audit capabilities.
- Apply Salesforce security principles through profiles, permission sets, record access models, and sharing mechanisms.
- Customise objects, fields, page layouts, apps, and automation tools to support business processes.
- Manage data, build flows, and create actionable reports and dashboards to support organisational insight and efficiency.
Course Outline
Module 1 – Salesforce Basics
- What is Salesforce?
- Salesforce terminology
- The Salesforce user interface
- Introduction to Salesforce Setup.
- Getting help
- Development approaches
Module 2 – Business Settings
- Company Information
- Introduction to licensing
- Default settings
- Advanced Currency Management
- Fiscal year
- Business hours
- User management
- Login history
- User personal settings
- Support options
- Setup audit trail
Module 3 – Org, Object, and Field Security
- Security overview
- Login controls
- Profiles
- Permission sets
- Permission set groups
- Muting permissions
- Field security
Module 4 – Record Access
- Security overview
- Record ownership
- Organization-wide defaults
- Role hierarchy
- Sharing rules
- Team sharing and manual sharing
- Restriction rules
- Object and record access: summary
Module 5 – Object and Field Customization
- Customization approaches
- Object overview
- Standard and custom fields
- Custom fields
- Picklist fields
- Relationship fields
- Formula fields
Module 6 – User Interface Customization
- Apps
- App customization
- Home page customization
- List views
- Page layouts
- Lightning App Builder, Dynamic Forms, and Dynamic Actions
- Record types
- Business processes and paths
Module 7 – Custom objects
- Creating a custom object
- Custom object tabs
- Overview of migration approaches
Module 8 – Data management
- Backing up data
- Import, export, and update data
- Mass delete and mass transfer
- Field history tracking
Module 9 – Automation
- Overview of automation tools
- Validation rules
- Lead and case automation
- Queues
- Assignment rules
- Auto response rules
- Lead field mapping
- Web to lead and web to case
- Legacy automation tools overview
Module 10 – Introduction to Flow
- Flow overview
- Flow types
- Record triggered flows
- Logical branching in flows
- Screen flows
Module 11 – Reports and Dashboards
- Report folders
- Report formats
- Creating reports
- Groupings
- Report filters
- Summary formulas and row-level summary formulas
- Conditional formatting and charts
- Exports and subscriptions
- Dashboards
Exams and Assessments
There are no specific certifications or exams associated with this course.
Hands-On Learning
This course is delivered through a mixture of presentations, demonstrations and hands on labs. There are 47 individual labs.
Frequently asked questions
How can I create an account on myQA.com?
There are a number of ways to create an account. If you are a self-funder, simply select the "Create account" option on the login page.
If you have been booked onto a course by your company, you will receive a confirmation email. From this email, select "Sign into myQA" and you will be taken to the "Create account" page. Complete all of the details and select "Create account".
If you have the booking number you can also go here and select the "I have a booking number" option. Enter the booking reference and your surname. If the details match, you will be taken to the "Create account" page from where you can enter your details and confirm your account.
Find more answers to frequently asked questions in our FAQs: Bookings & Cancellations page.
How do QA’s virtual classroom courses work?
Our virtual classroom courses allow you to access award-winning classroom training, without leaving your home or office. Our learning professionals are specially trained on how to interact with remote attendees and our remote labs ensure all participants can take part in hands-on exercises wherever they are.
We use the WebEx video conferencing platform by Cisco. Before you book, check that you meet the WebEx system requirements and run a test meeting to ensure the software is compatible with your firewall settings. If it doesn’t work, try adjusting your settings or contact your IT department about permitting the website.
How do QA’s online courses work?
QA online courses, also commonly known as distance learning courses or elearning courses, take the form of interactive software designed for individual learning, but you will also have access to full support from our subject-matter experts for the duration of your course. When you book a QA online learning course you will receive immediate access to it through our e-learning platform and you can start to learn straight away, from any compatible device. Access to the online learning platform is valid for one year from the booking date.
All courses are built around case studies and presented in an engaging format, which includes storytelling elements, video, audio and humour. Every case study is supported by sample documents and a collection of Knowledge Nuggets that provide more in-depth detail on the wider processes.
When will I receive my joining instructions?
Joining instructions for QA courses are sent two weeks prior to the course start date, or immediately if the booking is confirmed within this timeframe. For course bookings made via QA but delivered by a third-party supplier, joining instructions are sent to attendees prior to the training course, but timescales vary depending on each supplier’s terms. Read more FAQs.
When will I receive my certificate?
Certificates of Achievement are issued at the end the course, either as a hard copy or via email. Read more here.