Course information

Salesforce Admin Training Course Outline

Module 1: Salesforce Overview

  • What is Salesforce?
  • Why Salesforce?
  • Salesforce Architecture
  • Features of Salesforce
  • Salesforce Products
  • Difference Between Traditional CRM vs Salesforce CRM
  • How are Companies Using Salesforce?
  • How to Access Salesforce?
  • What is APEX?

Module 2: Quote Templates

  • Set Up Quote templates
  • Manage Quote
  • Create Quotes Pdf
  • Things to Learn About

Module 3: Data Types, Field Types, and Components

  • Different Data Types in Salesforce
  • Different Salesforce Field Types
  • Salesforce Components

Module 4: Custom Buttons and Links

  • Override Standard Buttons and Tab Home Pages
  • Custom Button and Link Samples
  • Override Standard Buttons and Tab Home Pages
  • Custom Button and Link Considerations

Module 5: Process Builder

  • Process Limits and Considerations
  • Setting Values in the Process Builder
  • Setting Advanced Options in the Process Builder
  • Create a Process
  • Troubleshoot Processes

Module 6: Validation Rule Considerations

  • Require Field Input to Ensure Data Quality
  • Field Sets
  • Roll-Up
  • Lookup Filters

Module 7: Controlling Access Using Hierarchies

  • Create a User Role
  • Assign Users to Roles
  • Viewing and Editing Roles
  • Success with Roles
  • Role Fields
  • Role and Territory Sharing Groups
  • Managers in the Role Hierarchy

Module 8: Salesforce Data Security Model

  • Basics
  • Scenario
  • Types of Record-Level Security

Module 9: Profiles

  • Standard Profiles
  • Manage Profile Lists
  • Work in the Enhanced Profile User Interface Page
  • Work in the Original Profile Interface
  • View and Edit Password Policies in Profiles

Module 10: Reports and Dashboards

  • Analytics Tab
  • Reports
  • Dashboards
  • Report and Dashboard Folders
  • Report and Dashboard Limits, Limitations, Allocations, and Technical Requirements

Module 11: Manage Salesforce Data

  • Move Tracking Data
  • Reports
  • Tracking Workspace
  • Triggered Sends Tracking
  • Enable Email Tracking
  • Update Job Links Overview
  • View Tracking History
  • Field History Tracking
  • View Tracking Results for an Email Send
  • Link Tracking
  • Understand Timing and Tracking

Module 12: AppExchange

  • What Is AppExchange?
  • Business Plans for AppExchange Listings
  • Accessing AppExchange
  • How Does AppExchange Search Work?
  • Email Notifications
  • Collect AppExchange Leads

Module 13: Deploy a Change Set

  • Create an Outbound Message
  • When Change Sets Become Unavailable

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Who should attend this Salesforce Admin Training Course?

The Salesforce Admin Training Course offers in-depth knowledge about the administrative features of Salesforce, the leading Customer Relationship Management (CRM) platform. This course can be beneficial for various professionals, including:

  • Aspiring Salesforce Administrators
  • CRM Managers
  • Business Analysts
  • Sales Managers
  • Technical Support Representatives
  • Project Managers
  • Solution Architects

Prerequisites of the Salesforce Admin Training Course

There are no formal prerequisites required for the Salesforce Admin Training Course.

Salesforce Admin Training Course Overview

Salesforce, a leader in CRM (Customer Relationship Management) software, revolutionises how businesses interact with their customers. This Salesforce Admin Training delves into the core functionalities and advanced features of Salesforce, highlighting its relevance in today's customer-centric business environment. It's essential for managing customer information and enhancing customer experiences effectively.

Understanding Salesforce is crucial for professionals involved in sales, customer service, and marketing. By mastering this tool, individuals can streamline client interactions, manage sales pipelines, and create comprehensive customer profiles. This CRM Training is particularly beneficial for those looking to elevate their careers in sales and customer relationship management.

The Knowledge Academy’s 4-day Salesforce Admin Training is designed to provide a thorough understanding of Salesforce administration and its applications. It helps delegates in comprehensively managing customer data, automating business processes, and deriving insights for strategic decisions. This training will empower participants with practical skills to efficiently use Salesforce in their respective roles.

Course Objectives

  • To learn about traditional CRM and Salesforce CRM
  • To know about the nature salesforce of the architect’s service
  • To gain knowledge of custom buttons and link considerations
  • To know the key difference between traditional CRM vs Salesforce CRM
  • To get familiar with the setting values and advanced options in the process builder

At the end of this course, delegates will be able to modify default functionality and produce unique pages, components, and apps. They will also be able to manage data structures with fields, relationships, and objects.

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What’s included in this Salesforce Admin Training Course?

  • World-Class Training Sessions from Experienced Instructors
  • Salesforce Admin Certificate
  • Digital Delegate Pack

Why choose us

Our Regina venue

Includes..

Free Wi-Fi

To make sure you’re always connected we offer completely free and easy to access wi-fi.

Air conditioned

To keep you comfortable during your course we offer a fully air conditioned environment.

Full IT support

IT support is on hand to sort out any unforseen issues that may arise.

Video equipment

This location has full video conferencing equipment.

Regina, the capital city of the Canadian province of Saskatchewan, has an average population of roughly 193,100 spread across 56.2 square miles of land.  At The Knowledge Academy, we offer 50,000 classroom based training courses throughout the different areas of Regina, in order to enhance people’s learning in an array of subject areas.  Education in Canada is generally funded by federal, provincial, and local governments; the system is divided into primary, secondary and post-secondary education and is operated under provincial jurisdiction.  On the whole, there are 190 days in a school year, starting in September and ending towards the last Friday of June.  Some popular and highly regarded universities in Canada include: the University of Toronto (notable alumni including: William Lyon Mackenzie King, Vincent Massey, Donald Sutherland and Lesra Martin), the University of British Columbia (notable alumni including: Eddie Peng, Justin Trudeau and Nardwuar the Human Serviette), and the University of Alberta (notable alumni including: Dayo Wong, George Stanley and Beverley McLachlin). 

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Address

Royal Bank Building
2010 – 11th Avenue
7th Floor
Regina
Saskatchewan
S4P 0J3

T: +1 6474932992

Ways to take this course

Experience live, interactive learning from home with The Knowledge Academy's Online Instructor-led Salesforce Admin Training | CRM Training in Regina. Engage directly with expert instructors, mirroring the classroom schedule for a comprehensive learning journey. Enjoy the convenience of virtual learning without compromising on the quality of interaction.

Unlock your potential with The Knowledge Academy's Salesforce Admin Training | CRM Training in Regina, accessible anytime, anywhere on any device. Enjoy 90 days of online course access, extendable upon request, and benefit from the support of our expert trainers. Elevate your skills at your own pace with our Online Self-paced sessions.

Streamline large-scale training requirements with The Knowledge Academy's In-house/Onsite at your business premises. Experience expert-led classroom learning from the comfort of your workplace and engage professional development.

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Tailored learning experience

Leverage benefits offered from a certification that fits your unique business or project needs

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Maximise your training budget

Cut unnecessary costs and focus your entire budget on what really matters, the training.

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Team building opportunity

Our offers a unique chance for your team to bond and engage in discussions, enriching the learning experience beyond traditional classroom settings

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Monitor employees progress

The course know-how will help you track and evaluate your employees' progression and performance with relative ease

What our customers are saying

Salesforce Admin Training | CRM Training in Regina FAQs

The Salesforce Admin Course provides training on effectively managing and configuring Salesforce platforms, including user management, security settings, data management, automation, and customisation.
There are no formal prerequisites to attend this Salesforce Admin Course.
This course is ideal for individuals aspiring to become Salesforce Administrators, CRM Professionals, System Administrators, or anyone seeking to enhance their skills in Salesforce platform management.
Participants will learn various aspects of Salesforce Administration, including user management, security settings, data import/export, workflow automation, report generation, and customisation using Salesforce tools and features in this Salesforce Admin Course.
While Salesforce Administration requires learning technical concepts and mastering various tools, it is not inherently difficult. With dedication, practice, and access to resources, individuals can become proficient Salesforce administrators.
Like any profession, the difficulty of a Salesforce Admin job can vary depending on factors such as the complexity of the organisation's Salesforce setup, the scope of responsibilities, and individual skill levels.
Yes, obtaining a Salesforce Admin Certification validates your skills and expertise in Salesforce administration, making you more marketable to employers and opening up career advancement opportunities in the Salesforce ecosystem. Register for The Knowledge Academy’s Salesforce Admin Course to boost your career.
This course typically includes modules covering Salesforce fundamentals, user management, security settings, data management, automation, customisation, and best practices for Salesforce Administration.
The duration of this Salesforce Admin Course is 4 days.
The salary range for Salesforce Admin Professionals varies based on factors such as location, experience, certifications, and employer sise. However, salaries range from £24,000 to £47,000 per year, with potential for higher earnings with advanced certifications and expertise.
After completing the Salesforce Admin Course, individuals can pursue Salesforce Administrator certification, gain practical experience through internships or volunteer opportunities, or advance to more specialised roles within the Salesforce ecosystem, such as Salesforce Developer or Salesforce Consultant.
The Knowledge Academy stands out as a prestigious training provider known for its extensive course offerings, expert instructors, adaptable learning formats, and industry recognition. It's a dependable option for those seeking the Salesforce Admin Certification Course.
The training fees for Salesforce Admin Trainingin Regina starts from CAD4295
The Knowledge Academy is the Leading global training provider for Salesforce Admin Training.
Please see our CRM Training courses available in Regina
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Why choose us

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Best price in the industry

You won't find better value in the marketplace. If you do find a lower price, we will beat it.

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Many delivery methods

Flexible delivery methods are available depending on your learning style.

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High quality resources

Resources are included for a comprehensive learning experience.

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"Really good course and well organised. Trainer was great with a sense of humour - his experience allowed a free flowing course, structured to help you gain as much information & relevant experience whilst helping prepare you for the exam"

Joshua Davies, Thames Water

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