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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 Albany, NY venue
Includes..
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.
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 Albany, NY. 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 Albany, NY, 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.
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
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 Albany, NY 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 Albany, NY starts from $3195
The Knowledge Academy is the Leading global training provider for Salesforce Admin Training.
Please see our CRM Training courses available in Albany, NY
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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