Salesforce Admin Training | CRM Training in Edinburgh

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Salesforce Admin Training

Edinburgh

Gain expertise in managing Salesforce platforms efficiently
Unlock career opportunities with this Salesforce Admin Course
Acquire in-demand skills sought after by top organisations worldwide

Dates & Prices Dates & Prices

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

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.

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 Edinburgh 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.

Edinburgh is the capital of Scotland and is the second largest in the country. It has a population of around 490,000 people and is home to the Scottish Parliament. The Edinburgh Fringe is a great mark of culture in the city and is seen as the largest international arts festival in the world. It takes place every year. The city is best known for its education, particular in the field of medicine, literature, science and engineering. The University of Edinburgh was founded in 1582 and is ranked 17^th in the World University Rankings. It educates around 21,000 students and its famous alumni include Charles Darwin, Alexander Graham Bell and Joseph Lister. It’s a very tricky university to get into, as it receives around 50,000 applications every year but can only accept around 11% of these.

There are about 95 primary schools and around 25 secondary schools in Edinburgh which are all administered by the City of Edinburgh Council. Also in Edinburgh is The Royal High School which is one of the oldest schools in Scotland and in the world. Many independent and private schools run in Edinburgh including George Watson’s College, Merchiston Castle School and Edinburgh Academy.

Edinburgh has one Gaelic primary school; Bun-sgoil Taobh na Pàirce. There are three other universities in Edinburgh; Queen Margaret University, Heriot-Watt University and Napier Technical College. Queen Margaret University is located on the border of Edinburgh while Edinburgh Napier University sits in the south of the city. Queen Margaret University was originally a women-only university to improve the education and diets of families in the working class but by 1877 it was open to all. The university specialises in medical and healthcare fields, as well as other sciences. Heriot-Watt is a specialist mechanics institute and the world’s first of its kind. It has campuses out in Malaysia, London and Dubai.

Popular searched areas in and around Edinburgh include:-

Colinton
Corstorphine
Gorgie
Hillside
Liberton
Morningside
New Town
Newington
Old Town
Pilton
Stockbridge
Trinity
West End

Address

Edinburgh

T: 01344203999

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 Edinburgh. 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.

Learn more in our FAQs

Unlock your potential with The Knowledge Academy's Salesforce Admin Training | CRM Training in Edinburgh, 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.

Learn more in our FAQs

Experience the most sought-after learning style with The Knowledge Academy's Salesforce Admin Training | CRM Training in Edinburgh. Available in 490+ locations across 190+ countries, our hand-picked Classroom venues offer an invaluable human touch. Immerse yourself in a comprehensive, interactive experience with our expert-led Salesforce Admin Training | CRM Training in Edinburgh sessions.

Highly experienced trainers

Boost your skills with our expert trainers, boasting 10+ years of real-world experience, ensuring an engaging and informative training experience

State of the art training venues

We only use the highest standard of learning facilities to make sure your experience is as comfortable and distraction-free as possible

Small class sizes

Our Classroom courses with limited class sizes foster discussions and provide a personalised, interactive learning environment

Great value for money

Achieve certification without breaking the bank. Find a lower price elsewhere? We'll match it to guarantee you the best value

Learn more in our FAQs

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.

Tailored learning experience

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

Maximise your training budget

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

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

Monitor employees progress

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

Learn more in our FAQs

What our customers are saying

Ayan was a great instructor very patience and knowledgeable of the product.

Alison Lovland

Excellent Trainer

Andrew Kirk

It's always a great learning with Ms. Alisha. She explains every concept in detail and in own words which clarify the doubts and helps in understanding the concepts quickly and efficiently.

Suveatha Manoharan

Salesforce Admin Training | CRM Training in Edinburgh FAQs

What is a Salesforce Admin Course?

The Salesforce Admin Course provides training on effectively managing and configuring Salesforce platforms, including user management, security settings, data management, automation, and customisation.

What are the prerequisites for this Salesforce Admin Training?

There are no formal prerequisites to attend this Salesforce Admin Course.

Who should 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.

What will I learn in this Salesforce Admin Training?

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.

Is Salesforce Admin difficult?

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.

Is the Salesforce admin job hard?

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.

Is a Salesforce Admin certificate worth it?

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.

What is included in this Salesforce Admin Course?

This course typically includes modules covering Salesforce fundamentals, user management, security settings, data management, automation, customisation, and best practices for Salesforce Administration.

What is the duration of this Salesforce Admin Training?

The duration of this Salesforce Admin Course is 4 days.

What is the salary range for a Salesforce Admin Professional?

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.

What is the next step after completing this Salesforce Admin Course?

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.

Why choose The Knowledge Academy in Edinburgh over others?

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.

What is the cost/training fees for Salesforce Admin Training in Edinburgh?

The training fees for Salesforce Admin Trainingin Edinburgh starts from £4995

Which is the best training institute/provider of Salesforce Admin Training in Edinburgh?

The Knowledge Academy is the Leading global training provider for Salesforce Admin Training.

What are the best CRM Training courses in Edinburgh?

Please see our CRM Training courses available in Edinburgh

Why choose us

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.

Many delivery methods

Flexible delivery methods are available depending on your learning style.

High quality resources

Resources are included for a comprehensive learning experience.

"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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