The Salesforce Administration Fundamentals training is a comprehensive course designed for beginners who want to learn the role of a Salesforce Administrator. Over five days, participants gain hands-on experience configuring and customizing a Salesforce organization (org).

The course covers Salesforce architecture, user management, security settings, and system configuration. It also focuses on customization, automation, data management, and reporting, enabling learners to perform day-to-day administrative tasks effectively.

We can organize this training at your preferred date and location. Contact Us!

Prerequisites

Participants should have:

Knowledge equivalent to the Trailhead course “Essentials for New Lightning Experience Administrators”
Basic familiarity with Salesforce

Who Should Attend

This course is ideal for:

Beginner Salesforce administrators
Aspiring Salesforce System Administrators
Trailblazers looking to expand their skills

What You Will Learn

By the end of this course, learners will be able to:

Understand Salesforce fundamentals and user interface navigation
Configure licensing, users, and security settings
Apply security models using profiles and permission sets
Customize objects, fields, and layouts
Use automation tools to streamline business processes
Manage data and create reports and dashboards

Training Outline

Module 1: Salesforce Basics

What is Salesforce
Key terminology
User interface
Setup introduction
Getting help

Module 2: Business Settings

Company information
Licensing
Default settings
Currency management
Fiscal year
Business hours
User management
Login history and audit

Module 3: Security

Security overview
Login controls
Profiles
Permission sets
Field-level security

Module 4: Record Access

Record ownership
Organization-wide defaults
Role hierarchy
Sharing rules
Manual and team sharing
Restriction rules

Module 5: Object and Field Customization

Customization approaches
Standard and custom fields
Picklists
Relationships
Formula fields

Module 6: UI Customization

Apps
Home page
List views
Page layouts
Lightning App Builder
Dynamic Forms and Actions
Record types

Module 7: Custom Objects

Creating custom objects
Tabs
Migration approaches

Module 8: Data Management

Backup
Import/export
Bulk operations
Field history tracking

Module 9: Automation

Automation tools
Validation rules
Lead and case automation
Assignment rules
Auto-response rules
Web-to-lead and web-to-case

Module 10: Introduction to Flow

Flow overview
Flow types
Record-triggered flows
Screen flows
Decision logic

Module 11: Reports and Dashboards

Report folders
Report formats
Filters and grouping
Summary formulas
Charts and formatting
Dashboards

Why Choose Us

Experience Salesforce Administration Fundamentals through Bilginç IT Academy's live and interactive virtual classroom environment, accessible from your home, office, or any location. Connect with expert trainers in real time and bring the energy of classroom learning into the digital experience.

Live Instructor-Led Sessions: Join scheduled training sessions with your instructor and fellow delegates in real time.
Interactive Learning Experience: Take part in discussions, practical exercises, group activities, and Q&A sessions throughout the course.
Expert Trainer Network: Learn from experienced trainers with strong industry backgrounds and practical field expertise.
Over 30 Years of Training Expertise: Benefit from Bilginç IT Academy's long-standing experience in delivering professional training since 1995.
Flexible and Scalable Delivery: Access live virtual classrooms worldwide with flexible planning options for individual and corporate training needs.

Experience Salesforce Administration Fundamentals in a focused classroom environment designed for high engagement and effective learning. Bilginç IT Academy's carefully selected training venues provide a professional setting where delegates can interact directly with expert trainers and peers.

Experienced Trainers: Learn from specialists with extensive field experience and real-world knowledge.
Professional Training Venues: Attend courses in comfortable, well-equipped classrooms designed to support effective learning.
Focused Classroom Experience: Benefit from limited class sizes that encourage discussion, interaction, and personalized support.
Quality-Driven Learning: Develop practical skills through structured, up-to-date, and professionally designed training content.

Meet your team's training needs with Bilginç IT Academy's onsite Salesforce Administration Fundamentals solution, delivered at your office or preferred location. Align your team's development with your business goals through a training experience tailored to your organization.

Tailored Course Content: Adapt the training program to your organization's projects, team structure, and specific business requirements.
Time and Cost Efficiency: Reduce travel, accommodation, and operational costs while maximizing the value of your training investment.
Team-Focused Learning: Help your employees develop around the same knowledge base and strengthen collaboration across your organization.
Simplified Planning and Tracking: Manage the training process, participant development, and organizational requirements with greater control.

Why have you chosen us?

I have attended a training from Bilginc IT Academy before and I was satisfied.

I have attended a training from a different provider and it was not helpful.

Other

How many employees do you have in your IT department?

0 – 50

50 – 250

250 – 1000

1000+

Salesforce Administration Fundamentals Training