Salesforce Administration Training Topics
Salesforce Administration involves managing and maintaining a Salesforce instance to meet specific business needs. This includes configuring and customizing the platform, managing users and security, setting up workflows, managing data, and other essential tasks. Salesforce Administrators are responsible for ensuring that the platform is running smoothly and effectively, and that it is meeting the needs of the business.
The training is on zoom and covers the following:
1. Introduction to Salesforce Administration
1.1 Overview of Salesforce
1.2 Introduction to Salesforce Administration
1.3 Responsibilities of a Salesforce Administrator
1.4 Key skills required for a Salesforce Administrator
2. Getting Started with Salesforce Administration
2.1 Creating a Salesforce Account
2.2 Setting up the Salesforce Environment
2.3 Navigating the Salesforce User Interface
2.4 Customizing the Salesforce Layout
3. Managing Users and Security
3.1 Creating and Managing User Accounts
3.2 Configuring Salesforce Security Settings
3.3 Managing Roles and Permissions
3.4 Implementing Salesforce Authentication
4. Managing Data in Salesforce
4.1 Understanding Salesforce Data Model
4.2 Creating and Managing Objects
4.3 Managing Data with Salesforce Data Loader
4.4 Importing and Exporting Data
5. Automating Business Processes
5.1 Understanding Salesforce Automation
5.2 Creating and Managing Workflows
5.3 Creating and Managing Process Builder
5.4 Creating and Managing Approval Processes
6. Customizing Salesforce
6.1 Creating and Managing Custom Fields
6.2 Creating and Managing Custom Objects
6.3 Customizing Salesforce Page Layouts
6.4 Creating and Managing Custom Tabs
7. Managing Reports and Dashboards
7.1 Understanding Salesforce Reporting
7.2 Creating and Managing Reports
7.3 Creating and Managing Dashboards
7.4 Sharing Reports and Dashboards
8. Integrating Salesforce with other Applications
8.1 Understanding Salesforce Integration
8.2 Using Salesforce APIs
8.3 Integrating Salesforce with other Cloud Services
8.4 Using Salesforce Connect to Integrate Data
9. Best Practices for Salesforce Administration
9.1 Salesforce Best Practices for Security
9.2 Salesforce Best Practices for Data Management
9.3 Salesforce Best Practices for Automation
9.4 Salesforce Best Practices for Customization
10. Conclusion and Next Steps
10.1 Next Steps for Learning Salesforce Administration
10.2 Career Opportunities for Salesforce Administrators