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Salesforce for Administrator Course Description

Salesforce Administrator training essentials course offered by Pincorps Solutions for new admins emphasizes on a practical approach and ensures a successful career with Salesforce. It is strongly suggested that this Salesforce admin training should be taken prior to embarking on a Salesforce deployment.

This salesforce administrator certification training is designed to help an individual manage the organization’s Salesforce applications and their subsequent setup, configuration, and maintenance.


Salesforce for Administrator Course Learning Outcomes;

  • Customizing applications, business processes tabs, fields, and page layouts.
  • Understanding navigation around the data model.
  • Managing multiple user profiles.
  • Creating a secure and effective Salesforce environment.
  • Creating efficient dashboards and reports.
  • Learning how to automate workflows.
  • Enabling service cloud collaboration.


Salesforce for Administrator Training – Suggested Audience

This training is aimed at professionals who are managing Salesforce. Suggested attendees are:

  • System Administrator
  • Salesforce App Developer
  • IT Sales Professionals
  • IT Operations professionals
  • IT Managers


Salesforce for Administrator Training – Prerequisites

The prerequisites include a solid understanding of basic Salesforce concepts and functionality, and completion of the following online courses, which are available at

  • Getting Started: Navigating Salesforce
  • Getting Started: Using the Sales Cloud.


Salesforce for Administrator In-house/Corporate Training

If you have a group of 5-6 participants, apply for in-house training. For commercials please send us an email with group size to

Course Curriculum

1. Getting Around the App
Understand the data model and navigation Details 00:00:00
Find answers in Help & Training Details 00:00:00
2. Getting Your Organization Ready for Users
Set up the company profile Details 00:00:00
Configure the user interface Details 00:00:00
Set up activities and calendars Details 00:00:00
Configure search settings Details 00:00:00
Set up Chatter Details 00:00:00
3. Setting Up and Managing Users  Manage user profiles 
Create and manage users Details 00:00:00
Troubleshoot user login issues  Details 00:00:00
Understand SalesforceA capabilities  Details 00:00:00
Set up Chatter Free and Chatter external users  Details 00:00:00
Understand Salesforce1 settings Details 00:00:00
4. Security and Data Access 
Restrict logins  Details 00:00:00
Determine object access  Details 00:00:00
Set up record access  Details 00:00:00
Manage record access with the role hierarchy  Details 00:00:00
Deal with record access exceptions  Details 00:00:00
Control access to events  Details 00:00:00
Manage field-level security Details 00:00:00
5. Customization: Fields  
Administer standard fields  Details 00:00:00
Create new custom fields  Details 00:00:00
Create selection fields: picklists and lookups  Details 00:00:00
Create formula fields  Details 00:00:00
Work with page layouts  Details 00:00:00
Work with record types and business processes  Details 00:00:00
Maintain data quality Details 00:00:00
6. Managing Data  
Import new records using import wizards  Details 00:00:00
Update existing records with the data loader  Details 00:00:00
Keep records up to date with and social accounts and contacts  Details 00:00:00
Mass transfer records between users  Details 00:00:00
Back up data with a weekly export  Details 00:00:00
Mass delete records Details 00:00:00
7. Reports and Dashboards  
Run and modify reports  Details 00:00:00
Create new reports with the report builder  Details 00:00:00
Filter reports  Details 00:00:00
Summarize report data with formulas and visual summaries  Details 00:00:00
Print, export, and email reports  Details 00:00:00
Build dashboards Details 00:00:00
8. Automation  
Manage email administration  Details 00:00:00
Set up workflow rules and Process Builder  Details 00:00:00
Automate leads and cases Details 00:00:00
9. Managing the Support Process 
Automate the support process  Details 00:00:00
Understand the the Salesforce Console  Details 00:00:00
Enable collaboration in the Service Cloud  Details 00:00:00
Analyze support data with reports and dashboards Details 00:00:00

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