★★★★★
"The structure, the practice exams, the instructor — all top tier. Passed first try."
AS
Aarti SharmaSenior Project Manager · TCS
— The journey
Course Outline
What the programme covers, module by module.
Module 1: Introduction to Salesforce
- Salesforce ecosystem
- CRM fundamentals
- Salesforce editions
- Navigation
- User interface overview
Module 2: Salesforce Setup
- Organization setup
- Company settings
- User interface customization
- App Launcher
- Lightning Experience
Module 3: User and Access Management
- Users
- Profiles
- Permission Sets
- Roles
- Login management
Module 4: Data Management
- Standard objects
- Custom objects
- Fields
- Record types
- Data relationships
Module 5: Security and Sharing
- Organization-wide defaults
- Sharing rules
- Field-level security
- Object permissions
- Record access
Module 6: Data Import and Export
- Data Import Wizard
- Data Loader
- Data quality
- Duplicate management
- Backup strategies
Module 7: Business Process Automation
- Workflow concepts
- Flow Builder
- Process automation
- Validation rules
- Approval processes
Module 8: Page Layouts and Customization
- Page layouts
- Record pages
- Dynamic forms
- Compact layouts
- Custom tabs
Module 9: Reports and Dashboards
- Report types
- Custom reports
- Dashboard creation
- Filters
- Analytics basics
Module 10: Sales Cloud Administration
- Leads
- Accounts
- Contacts
- Opportunities
- Sales processes
Module 11: Service Cloud Administration
- Cases
- Queues
- Knowledge
- Service Console
- Case management
Module 12: Productivity Tools
- Activities
- Tasks
- Events
- Calendar management
- Chatter collaboration
Module 13: Email and Communication
- Email templates
- Email alerts
- Communication automation
- Notifications
- Messaging features
Module 14: AppExchange and Applications
- AppExchange overview
- Installing applications
- Package management
- Third-party integrations
- Extension management
Module 15: Automation with Flow
- Flow Builder fundamentals
- Screen Flows
- Record-Triggered Flows
- Scheduled Flows
- Flow debugging
Module 16: Salesforce Mobile
- Mobile application
- Mobile customization
- Offline access
- Mobile productivity
- Security considerations
Module 17: Monitoring and Maintenance
- System monitoring
- Login history
- Audit trail
- Health checks
- Performance monitoring
Module 18: Data Governance
- Data quality
- Data standards
- Data ownership
- Archiving
- Compliance best practices
Module 19: Troubleshooting and Support
- Common issues
- User support
- Error resolution
- Debugging tools
- Administrative best practices
Module 20: Salesforce Administration Best Practices
- Organizational governance
- Security recommendations
- Automation optimization
- Operational excellence
- Continuous improvement
— 01.2 · Is it right for you?
Who it's for & what's included
Pick a delivery method to see exactly who it suits and everything you receive.
Who it's for
Classroom
Best for learners who want face-to-face tuition and to network with peers in person.
What's included
Everything you get
- ✓ Live instructor on-site
- ✓ Printed workbook & materials
- ✓ Group exercises & case studies
Who it's for
Online Instructor-Led
Best for learners who want a live instructor and a fixed schedule, without the travel.
What's included
Everything you get
- ✓ Live instructor via video call
- ✓ Digital workbook & resources
- ✓ Session recordings
Who it's for
Self-Paced
Best for self-motivated learners who need maximum flexibility around work and life.
What's included
Everything you get
- ✓ On-demand video lessons
- ✓ Interactive quizzes
- ✓ 24/7 access on any device