Salesforce Admin Training Course

Master Salesforce Admin skills from beginner to advanced level
No prior experience required
9+ modules featuring real business scenario examples
Over 21 hours of high-definition video content
Lifetime access to course with materials in PDF format with solutions
Personalized one-on-one doubt clearing and interview preparation sessions
Certification of completion provided
Internship and placement opportunities available

Our Trainers

We will be your trainers for your Salesforce admin learning.

Tanya is working as a Salesforce consultant with TSinfo Technologies, having expertise in both Salesforce administration and development. From last few years, she is keep delivering Salesforce projects successfully to various clients ranging from small to large organizations. She is having experience in Salesforce integration, reports, dashboards, automation and data analytics, etc. She had trained hundreds of Salesforce enthusiasts and delivered various Salesforce solutions such as Education Cloud, E-commerce Platform, Healthcare, Event Registration, etc.

Vaishali is also working as a Salesforce consultant in TSinfo Technologies handling multiple projects simultaneously. She has successfully delivered numerous Salesforce projects on Contact Management System, Donation Tracking System for Nonprofits, E-commerce Platform Integration, etc. She is highly skilled in Salesforce customization, integration, automation, and data analytics. Beyond this, she also has the passion to teach Salesforce.

Salesforce Training Course Contents

Module-1: Introduction to Salesforce

Salesforce and CRM Fundamentals
Overview of Salesforce.com
Understanding CRM (Customer Relationship Management)
Advantages of CRM
Architecture of Salesforce
Release Cycle of Salesforce
Benefits of Salesforce

Understanding Salesforce Platform
Overview of Salesforce Environment
Characteristics of Salesforce Environment
Types of Salesforce Environments (Production, Development, Testing)
Analysis of Salesforce Editions and Pricing Models (Essentials, Professional, Enterprise, Unlimited, Developer)

Module-2 Salesforce Navigation and Setup

Creation of a Salesforce Free Developer Account
Login Procedure for the Salesforce Free Developer Account
Logout Procedure for the Salesforce Developer Account
Password Reset in the Salesforce Free Developer Account
Overview of Salesforce Lightning User Interface
Features of the Salesforce Lightning User Interface
Definition of Salesforce Classic User Interface
Features of the Salesforce Classic User Interface
Navigation between Salesforce Lightning and Salesforce Classic
Introduction to the Salesforce Lightning App Builder
Accessing the Salesforce Lightning App Builder
Interface Overview of the Lightning App Builder

Introduction to the Salesforce Home Page
Editing the Home Page in Salesforce Lightning
Editing the Home Page in Salesforce Classic
Creation of a Home Page in Salesforce Lightning
Creation of a Home Page in Salesforce Classic
Activation of the Home Page in Salesforce Lightning
Activation of the Home Page in Salesforce Classic
Deactivation of the Home Page in Salesforce Lightning
Deactivation of the Home Page in Salesforce Classic
Deletion of the Home Page in Salesforce Lightning
Deletion of the Home Page in Salesforce Classic
Overview of the Salesforce Home Tab
Comparison between Salesforce Home Page and Home Tab

Module-3 Salesforce User Management

Overview Data Security in Salesforce
Levels of Data Access in Salesforce
Single User Addition in Salesforce Lightning
Addition Single User in Salesforce Classic
Bulk User Addition in Salesforce Lightning
User Editing in Salesforce Lightning
Procedure of User Editing in Salesforce Classic
Freezing of User in Lightning Environment
Freezing of User in Classic Environment
Unfreezing Users in Lightning Environment
When and How to Deactivate a User in Salesforce Lightning
Deactivate a User in Salesforce Classic
How to Reactivate a User in Salesforce Lightning
Steps of Reactivate a User in Salesforce Classic
How to Unlock a User in Salesforce Lightning
Understanding of Unlock a User in Salesforce Classic
Define password guidelines for users in Salesforce Lightning
Configure password regulations for users in Salesforce Classic
Password reset for a user in Salesforce Lightning
Prompt a password reset for a user in Salesforce Classic
Initiate a password renewal for all users in Salesforce Lightning
Initiate a password reset for all users in Salesforce Classic
Set passwords to expire for all users in Salesforce Lightning
Mandate password expiration for all users in Salesforce Classic
Establish Object-Level Security via Profiles in Salesforce Lightning
Configure Object-Level Security using Permission Sets in Salesforce Classic
Implement Object-Level Security via Profiles in Salesforce Lightning
Configure Object-Level Security using Permission Sets in Salesforce Classic
Set up Field Level Security through Profile in Salesforce Lightning
Configure Field-Level Security using Profiles in Salesforce Classic

Set up Field Level Security through Permission Sets in Salesforce Lightning
Configure Field-Level Security using Permission Sets in Salesforce Classic
Tracking Field-Level History in Salesforce
Setting up Field-Level History Tracking in Salesforce Lightning
Configuring Field-Level History Tracking in Salesforce Classic
Managing Record-Level Security in Salesforce
Explanation of Organization-Wide Defaults in Salesforce
Configuring Organization-Wide Defaults in Salesforce Lightning
How to Set up Organization-Wide Default in Salesforce Classic
Understanding Role Hierarchy in Salesforce
Setting up Role Hierarchy in Salesforce Lightning
How to Set up Role Hierarchy in Salesforce Classic
Assigning Users to Role Hierarchy in Salesforce Lightning
How to Assign a User to Role Hierarchy in Salesforce Classic
Definition of Grant Access Hierarchy in Salesforce
Configuring Grant Access Hierarchy in Salesforce Lightning
Configuring Grant Access Hierarchy in Salesforce Classic
Explanation of Public Groups in Salesforce
Creating Public Groups in Salesforce Lightning
How to Create a Public Group in Salesforce Classic
Understanding Sharing Rules in Salesforce
Configuring Criteria-Based Sharing Rules in Salesforce Lightning
How to Set up Criteria-Based Sharing Rules in Salesforce Classic
How to Set up Ownership-Based Sharing Rules in Salesforce Lightning
Set up Ownership-Based Sharing Rules in Salesforce Classic
Defining Manual Sharing in Salesforce
How to Share Records Manually in Salesforce Classic

Module-4 Salesforce Apps, Objects and Tabs

Overview of Salesforce Applications
Categories of Applications in Salesforce (Standard and Custom Apps)
Contrasting Standard and Custom Applications in Salesforce
Configuring Custom Applications in Salesforce Lightning
Modifying Custom Applications in Salesforce Lightning
Removing Custom Applications in Salesforce Lightning
Setting up Custom Applications in Salesforce Classic
Creating a Custom App using Quick Start in Salesforce Classic
Editing Custom Applications in Salesforce Classic
Removing Custom Applications in Salesforce Classic
What is an Object in Salesforce
Categories of Objects in Salesforce (Standard and Custom Objects)
Contrasting Standard and Custom Objects in Salesforce
Creating a Custom Object in Salesforce Lightning
How to build a custom object in Salesforce Classic
Creating a Custom Object with a Tab in Salesforce Lightning and Salesforce Classic.
Overview of of External Objects
Understanding of of an External Data Source
Configuring an External Data Source in Salesforce Lightning
Setting up an External Data Source in Salesforce Classic
Creating External Objects in Salesforce Lightning
How to create external objects in Salesforce Classic

Overview of of Salesforce Tabs
Categories of Tabs in Salesforce (Standard and Custom Tabs)
Difference between Objects and Tabs in Salesforce
Adding Tabs Using an App in Salesforce Lightning
Adding Tabs Using the App Manager in Salesforce Lightning
How to build a custom tab in Salesforce Classic
Deleting Tabs Using an App in Salesforce Lightning
Deleting Tabs Using the App Manager in Salesforce Lightning
Reordering Tabs Using an App in Salesforce Lightning
How to reorder tabs using the app manager in Salesforce Lightning
Adding Tabs in Salesforce Classic
Procedure of Deleting Tabs in Salesforce Classic
Reordering Tabs in Salesforce Classic.
Overview of Salesforce Tab Visibility
Types of Tab Visibility in Salesforce
Setting up Tab Visibility through Profiles in Salesforce Lightning
How to set up tab visibility through profiles in Salesforce Classic
Setting of tab visibility through permission sets in Salesforce Lightning
Step to set up tab visibility through permission sets in Salesforce Classic

Module-5 Salesforce Fields and Formulas

Definition of Fields in Salesforce
Categories of Fields in Salesforce (Standard and Custom Fields)
Overview of Different Field Data Types in Salesforce
Creating an Auto Number Field in Salesforce
Setting up a Lookup Relationship Field in Salesforce
Steps for Creating an External Lookup Relationship Field in Salesforce
Creating a Checkbox Field in Salesforce
Creating a Custom App using Quick Start in Salesforce Classic
How to Create a Currency Field in Salesforce
Establishing a Date Field in Salesforce
Process for Setting up a Date/Time Field in Salesforce
Guide to Create an Email Field in Salesforce
Steps to Create a Geolocation Field in Salesforce
Steps to Create a Percent Field in Salesforce
How to Establish a Phone Field in Salesforce

Creating a Picklist Field in Salesforce
Setting up a Picklist (Multi-Select) Field in Salesforce
Creating a Text Field in Salesforce
Procedure for Creating a Text Area Field in Salesforce
Steps to Create a Text Area Long Field in Salesforce
How to Create a Text Area Rich Field in Salesforce
Procedure for Creating a Text Encrypted Field in Salesforce
Steps to Create a Time Field in Salesforce
How to Create a URL Field in Salesforce
Procedure for Creating an Address Field in Salesforce
Create a Master-Detail Relationship Field in Salesforce
Overview of Advanced Formulas in Salesforce
Utilizing Functions for Formula Creation
Understanding Date and Time Functions for Formulas in Salesforce
Utilizing Logical Functions in Salesforce Formulas
Applying Math Functions within Salesforce Formulas
How to use Text Functions in Salesforce

Module-6 Salesforce Custom Buttons, Links, Action, Page Layouts and List Views

Understanding Buttons, Links, and Actions in Salesforce Lightning
Overview of Buttons, Links, and Actions in Salesforce Classic
Creation of Custom Actions in Salesforce Lightning
Explanation of Actions
Introduction to Global Actions
Creating Global Actions in Salesforce Lightning
Creation of Global Action in Salesforce Classic
Creating Global Publisher Layouts in Salesforce Lightning
Procedure of Creating Global Publisher Layouts in Salesforce Classic
Definition of Object-Specific Actions in Salesforce
Types of Object-Specific Actions in Salesforce
Creating Object-Specific Actions in Salesforce Lightning
Steps to Create Object-Specific Actions in Salesforce Classic

Understanding Record Types in Salesforce
How to Create Record Types in Salesforce Lightning
How to Create Record Types in Salesforce Classic
Overview of Page Layouts in Salesforce
Features of Page Layouts
Editing Page Layouts in Salesforce Lightning
Steps to Edit Page Layouts in Salesforce Classic
Understanding List Views in Salesforce
Adding and Removing List Views in Salesforce Lightning
How to Add and Remove list views in Salesforce Classic
Explanation of Search Layouts
Use of Search Layouts in Salesforce
Adding Fields in Search Layouts in Salesforce Lightning
How to Add Fields in Search Layout in Salesforce Classic

Module-7 Salesforce Schema Builder, Process Builder and Validation

Understanding of Schema Builder in Salesforce
Building Custom Objects in Schema Builder in Salesforce Lightning
Steps of Creating Custom Objects in Schema Builder in Salesforce Classic
Understanding of Validation Rule in Salesforce
Creating a Validation Rule in Salesforce Lightning
How to Create a Validation Rule in Salesforce Classic

Understanding Process Builder in Salesforce
Components of Process Builder
Evaluation Criteria for Process Builder in Salesforce
Actions Performed in Process Builder
Creating a Process Builder in Salesforce Lightning
Procedure for Creating Process Builder in Salesforce Classic

Module-8 Salesforce Reports and Dashboard

Explanation of Reports in Salesforce
Understanding of Report Types in Salesforce
Various Report Formats
Creating Reports in Salesforce Lightning
Creating a Validation Rule in Salesforce Lightning
Creating Reports in Salesforce Classic
Steps to Create Opportunity Reports in Salesforce Lightning
How to Create Opportunity Reports in Salesforce Classic
Creating Contact Reports in Salesforce Lightning
Contact Reports in Salesforce Classic
Steps to Create Lead Reports in Salesforce Lightning
How to Create Lead Reports in Salesforce Classic

Campaign Reports in Salesforce Lightning
Procedure of Campaign Reports in Salesforce Classic
Creating Scheduled Reports in Salesforce Lightning
Scheduling Reports in Salesforce Classic
Report Formulas in Salesforce Lightning
How to Create Report Formula in Salesforce Classic
Overview of Dashboards in Salesforce
Accessing Dashboards in Salesforce
Components of Salesforce Dashboards
Creating Dashboards in Salesforce Lightning
Steps of Creating Dashboards in Salesforce Classic
Creating Dynamic Dashboards in Salesforce Lightning
Dynamic Dashboards in Salesforce Classic

Module-9 Salesforce Data Management

Overview of Salesforce Data Import
Understanding Data Import in Salesforce
Various Tools for Importing Data in Salesforce
Difference between Data Import Wizard and Data Loader
Importing Data in Salesforce Lightning
How to Import Data in Salesforce Classic
Introduction to Lead Data Import in Salesforce
Importing Lead Data in Salesforce Lightning
Import of Lead Data in Salesforce Classic
Understanding of of Data Export in Salesforce
Tools for Exporting Data in Salesforce
Exporting Data in Salesforce Lightning
How to Export Data in Salesforce Classic
Understanding Data Loader in Salesforce
Installing Data Loader in Salesforce
Inserting Data with Data Loader in Salesforce Lightning and Classic

Updating Data with Data Loader in Salesforce Lightning and Classic
Upserting Data with Data Loader in Salesforce Lightning and Classic
Exporting and Exporting All Data with Data Loader in Salesforce Lightning and Classic
Deleting Data with Data Loader in Salesforce Lightning and Classic
Creating Custom Objects from Spreadsheet in Salesforce Lightning
Overview of of Salesforce Record ID
Differentiating Between 15-digit and 18-digit Record ID
Converting a 15-digit ID into an 18-Digit ID
Understanding Salesforce External ID
Utilizing External IDs in Salesforce Lightning
How to use an External ID in Salesforce Classic

FAQ

CAN I JOIN THE COURSE AS A FRESHER?

You’re welcome to enroll in the course as a beginner. We’ve structured the course content to cover everything from the fundamentals to the most advanced topics.

CAN I TAKE THE TRAINING AS I DO NOT HAVE PROGRAMMING KNOWLEDGE?

You’re eligible to participate in the training. Salesforce provides a point-and-click development environment through its user interface without writing code.

DO YOU PROVIDE ANY HELP TO GET A JOB IN SALESFORCE?

We offer interview preparation support as part of our services. Additionally, our company has a requirement for Salesforce admin and developers, and if you demonstrate proficiency, we’d be thrilled to welcome you to our team.

WHAT RESOURCES ARE AVAILABLE FOR ADDITIONAL SUPPORT?

You’ll receive comprehensive course documentation in PDF format, detailing step-by-step procedures to guide you through the learning process.

Still, if you have any other questions to ask, send an email to hello@theprimejobs.com