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 live, interactive learning from the comfort of your home or office with Bilginç IT Academy's Online Instructor-Led Salesforce Administration Fundamentals Training in Ireland. Engage directly with expert trainers in a virtual environment that mirrors the energy and schedule of a physical classroom.

Live Sessions: Join scheduled classes with a live instructor and other delegates in real-time.
Interactive Experience: Engage in group activities, hands-on labs, and direct Q&A sessions with your trainer and peers.
Global Expert Trainers: Learn from a handpicked global pool of expert trainers with deep industry experience.
Proven Expertise: Benefit from over 30 years of quality training experience, equipping you with lasting skills for success.
Scalable Delivery: Accessible worldwide, including Ireland, with flexible scheduling to meet your professional needs.

Immerse yourself in our most sought-after learning style for Salesforce Administration Fundamentals Training in Ireland. Our hand-picked classroom venues in Ireland offer an invaluable human touch, providing a focused and interactive environment for professional growth.

Highly Experienced Trainers: Boost your skills with trainers boasting 10-20+ years of real-world experience.
State-of-the-Art Venues: Learn in high-standard facilities designed to ensure a comfortable and distraction-free experience.
Small Class Sizes: Our limited class sizes foster meaningful discussions and a personalized learning journey.
Best Value: Achieve your certification with high-quality training and competitive pricing.

Streamline your organization's training requirements with Bilginç IT Academy’s Onsite Salesforce Administration Fundamentals Training in Ireland. Experience expert-led learning at your own business premises, tailored to your corporate goals.

Tailored Learning Experience: Customize the training content to fit your unique business projects or specific technical needs.
Maximize Training Budget: Eliminate travel and accommodation costs, focusing your entire budget on the training itself.
Team Building Opportunity: Enhance team bonding and collaboration through shared learning experiences in your workspace.
Progress Monitoring: Track and evaluate your employees' progression and performance with relative ease and direct oversight.

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 in Ireland