Salesforce Administrator Training for CRM Setup and User Management

Salesforce Administrator Training introduces the core responsibilities of managing a Salesforce CRM environment. Explore how to configure objects and fields, manage users and permissions, build reports and dashboards, maintain data quality, and automate routine business processes. This beginner Salesforce course also examines how administrators support sales and service teams by tailoring CRM workflows, page layouts, validation rules, and data access to organisational needs.
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Our Salesforce Administrator Training collaborates with leading CRM solution providers to ensure curriculum relevance. Over 30 industry partners contribute case studies and guest sessions.

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Jeevak Placed
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Consultant
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Consultant Engineer
Kartik Singh Placed
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SAP SD
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Curriculum

Salesforce Administrator Training, Salesforce Certification, CRM training, Beginner Salesforce course, Online Salesforce program Course Syllabus Structure

The Salesforce Administrator Training syllabus spans data modeling, user management, and workflow automation. You will configure custom objects, validation rules, and Lightning App Builder within live environments.

  • Configuration & Setup Introduction
  • Creating a FREE Salesforce Org
  • Logging into Salesforce
  • Navigating the Salesforce User Interface
  • Lightning vs Classic Salesforce Interface
  • Lightning vs Classic Feature Compatibility
  • Salesforce Branding and UI Customization
  • Density Settings
  • User Navigation Bar Customization
  • Salesforce Themes and Branding
  • Lightning Chrome Extension
  • Classic User Interface Overview
  • Customizing the Classic User Interface
  • Classic Homepage Customization
  • UI Customization for Admins
  • Company Profile
  • User Management
  • Delegated Administration
  • Sandboxes
  • Deploying Changes Between Sandboxes
  • Sandbox Best Practice
  • Organizational & User Setup
  • Learning Objectives
  • Understanding the Standard Object Model
  • Disabling Salesforce Caching
  • Object Manager
  • Creating an App & Personalizing Salesforce
  • Creating Objects & Tabs
  • Creating Fields
  • Field Dependencies
  • Creating Object Relationships
  • Page Layout Customization
  • Field Histories
  • Record Types Part 1
  • Record Types Part 2
  • Common Issues with Record Types
  • Standard Fields & Deleting Fields
  • Customizing Search and Tab Layouts
  • App Manager: Classic Apps in Lightning
  • List Views
  • Process Automation Overview & Learning Objectives
  • Workflow Rules & Actions
  • Validation Rules
  • Best Practice: The Importance of Validation Timing
  • Approval Processes
  • Process Builder Overview
  • Creating a Process Builder Process
  • Process Builder Actions
  • Process Builder in Practice
  • Flow
  • Flow Types
  • Building Blocks of Flow
  • Order of Execution
  • Salesforce Security Overview
  • Organizational Security Settings
  • Organizational Wide Defaults
  • Record Ownership
  • Role Hierarchies
  • Sharing Rules
  • Manual Sharing
  • Object Permissions and Record Access
  • User Profiles & Permissions
  • Permission Set Groups
  • Restriction Rules
  • Setup Audit Trail
  • Types of Reports & Supported Features
  • Navigating & Creating Reports
  • Tabular Reports
  • Classic Report Automation
  • Summary Reports
  • Matrix Reports
  • Conditional Highlighting
  • Report Charts
  • Subscribing to Reports
  • Bucket Fields
  • Report Summary Formulas
  • Report Types
  • Report Type Layouts
  • Report Types Lab
  • Classic Reports & Page Layouts
  • Dashboards
  • Classic Report & Dashboard Security
  • Classic Chatter & Dashboards
  • Duplicate Management
  • Methods for Importing & Exporting Data
  • Salesforce IDs and External IDs
  • Data Loader
  • Import Wizard
  • Dataloader.io by Mulesoft
  • Considerations when importing data
  • Data Management Best Practice
  • Backing up Salesforce Data
  • Mass Action Functions
  • Salesforce Content
  • Sales Overview
  • Web to Lead
  • Lead Scoring
  • Auto Response Rules
  • Lead Conversion
  • Assignment Rules
  • Opportunity Overview
  • Products & Pricebooks
  • Sales Productivity Features
  • Campaign Management
  • Salesforce Path
  • Einstein Opportunity and Lead Scoring
  • Sales Forecast Impact
  • Global Actions
  • The Case Object
  • Case Settings
  • Support Processes
  • Case Escalation Rules
  • Email to Case
  • Web to Case
  • Solutions
  • Knowledge
  • Ideas
  • Activity Management
  • Chatter
  • Salesforce App
  • AppExchange
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    Salesforce Administrator Training for CRM Setup and User Management — Flexible Batches For You

    StatusDateTypeScheduleTime
    SOLD OUT 30 Aug 2026 Weekend SAT - SUN (08 Weeks) 18:00 - 20:00
    FILLING FAST 4 Sep 2026 Weekday MON - FRI (08 Weeks) 08:00 - 10:00
    AVAILABLE 9 Sep 2026 Weekend SAT - SUN (08 Weeks) 10:00 - 12:00
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    FAQ

    Frequently Asked Questions

    Q: What topics are covered in Salesforce Administrator Training? A: The training covers object management, security settings, automation tools, and reporting dashboards within Salesforce. Q: How does Salesforce Administrator Training prepare candidates for the certification exam? A: It aligns each module with the official exam guide and includes practice quizzes that mirror the test format. Q: Can beginners complete the Online Salesforce program without prior CRM experience? A: Yes, the curriculum starts with foundational concepts and builds to advanced admin functions for newcomers.

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