Salesforce Admin Certification Masterclass

About Course

Course Overview:

This training program is designed to provide a comprehensive understanding of Salesforce and its applications in CRM and business management. It covers everything from Salesforce platform basics to advanced features for automation, reporting, and data management. Participants will gain practical skills to configure, manage, and deploy Salesforce environments.

Course Objectives:

By the end of this course, you will:

Understand the core concepts of Salesforce and its ecosystem.
Learn to manage Salesforce data, objects, relationships, and records.
Gain skills in user management, security, and access control.
Master Salesforce automation tools like Workflow Rules, Process Builder, and Flow.
Create and customize reports and dashboards for decision-making.
Learn data import, export, and maintenance best practices.
Prepare for the Salesforce Administrator certification exam.

Course Duration:

Total Duration: 34 Hours (Approx.)
Time Commitment: 3-4 hours per week

What Will You Learn?

Salesforce Basics: Understand the Salesforce platform and CRM concepts.
Data Management: Learn how to manage data, create objects, and set up relationships.
User Management & Security: Master user access configuration and security best practices.
Automation Tools: Automate business processes using Workflow Rules, Process Builder, and Flow.
Reporting & Dashboards: Create reports and dashboards to support decision-making.
Change Management: Understand best practices for deployment and version control.
Mobile Customization: Customize Salesforce for mobile access and usability.

Material Includes

Step-by-step guides for Salesforce setup and configuration.
Hands-on labs for practical experience with Salesforce tools.
Access to a real-world project to apply the concepts learned.
Practice exams and study materials for Salesforce certification.

Course Curriculum

Module 1: Introduction to Salesforce & CRM

An introduction to Salesforce, CRM, and the cloud computing ecosystem. This module covers Salesforce clouds (Sales, Service, Marketing) and how to navigate the Salesforce platform using Classic and Lightning interfaces.

Module 2: Salesforce Data Model

Module 3: User Management & Security

Module 4: Automation in Salesforce

Module 5: Reports & Dashboards

Module 6: Data Management

Module 7: Change Management & Deployment

Module 8: Salesforce Mobile & Customization

Module 9: Certification Preparation & Final Review

Your Instructors

kodestree

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Salesforce Admin Certification Masterclass

kodestree

Cloud Computing

March 4, 2025

About Course

What Will You Learn?

Material Includes

Course Curriculum

Module 1: Introduction to Salesforce & CRM

An introduction to Salesforce, CRM, and the cloud computing ecosystem. This module covers Salesforce clouds (Sales, Service, Marketing) and how to navigate the Salesforce platform using Classic and Lightning interfaces.

Module 2: Salesforce Data Model

Learn about Salesforce objects, fields, relationships, and data modeling tools. You will understand the differences between standard and custom objects, as well as how to manage records using record types and page layouts.

Module 3: User Management & Security

Gain knowledge on configuring user access, roles, profiles, and security settings in Salesforce. This module focuses on how to protect data with field-level and record-level security, and best practices for authentication.

Module 4: Automation in Salesforce

Master Salesforce automation tools including Workflow Rules, Process Builder, and Flow. Learn how to automate business processes, configure conditional logic, and design optimized flows for your Salesforce environment.

Module 5: Reports & Dashboards

This module covers the creation and customization of reports and dashboards in Salesforce. Learn how to generate different report types, use filters, and visualize data with dashboards to support informed decision-making.

Module 6: Data Management

Understand data import, export, and maintenance techniques in Salesforce. Learn how to use the Data Import Wizard and Data Loader, manage data cleansing, and ensure data accuracy through validation rules and duplicate management.

Module 7: Change Management & Deployment

Learn best practices for managing changes in Salesforce, including using Change Sets for deployment, version control with Salesforce DX, and managing deployments between sandboxes and production environments.

Module 8: Salesforce Mobile & Customization

Explore how to customize Salesforce for mobile access. Learn how to optimize page layouts, record types, and mobile-specific settings to improve usability and user experience on mobile devices.

Module 9: Certification Preparation & Final Review

Prepare for the Salesforce Administrator certification exam (ADM-201). This module includes a recap of key concepts, exam tips, and practice with mock exams and quizzes to ensure exam readiness.

Your Instructors

kodestree

This course includes:

Quick Links

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Contact Us

Contact US

Follow Us

Salesforce Admin Certification Masterclass

March 4, 2025

About Course

What Will You Learn?

Material Includes

Course Curriculum

Module 1: Introduction to Salesforce & CRM

An introduction to Salesforce, CRM, and the cloud computing ecosystem. This module covers Salesforce clouds (Sales, Service, Marketing) and how to navigate the Salesforce platform using Classic and Lightning interfaces.

Module 2: Salesforce Data Model

Learn about Salesforce objects, fields, relationships, and data modeling tools. You will understand the differences between standard and custom objects, as well as how to manage records using record types and page layouts.

Module 3: User Management & Security

Gain knowledge on configuring user access, roles, profiles, and security settings in Salesforce. This module focuses on how to protect data with field-level and record-level security, and best practices for authentication.

Module 4: Automation in Salesforce

Master Salesforce automation tools including Workflow Rules, Process Builder, and Flow. Learn how to automate business processes, configure conditional logic, and design optimized flows for your Salesforce environment.

Module 5: Reports & Dashboards

This module covers the creation and customization of reports and dashboards in Salesforce. Learn how to generate different report types, use filters, and visualize data with dashboards to support informed decision-making.

Module 6: Data Management

Understand data import, export, and maintenance techniques in Salesforce. Learn how to use the Data Import Wizard and Data Loader, manage data cleansing, and ensure data accuracy through validation rules and duplicate management.

Module 7: Change Management & Deployment

Learn best practices for managing changes in Salesforce, including using Change Sets for deployment, version control with Salesforce DX, and managing deployments between sandboxes and production environments.

Module 8: Salesforce Mobile & Customization

Explore how to customize Salesforce for mobile access. Learn how to optimize page layouts, record types, and mobile-specific settings to improve usability and user experience on mobile devices.

Module 9: Certification Preparation & Final Review

Prepare for the Salesforce Administrator certification exam (ADM-201). This module includes a recap of key concepts, exam tips, and practice with mock exams and quizzes to ensure exam readiness.

Your Instructors

kodestree

This course includes:

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