Salesforce Administration Fundamentals Training in United States of America

  • Learn via: Online Instructor-Led / Classroom Based / Onsite
  • Duration: 5 Days
  • Level: Fundamentals
  • Price: Please contact for booking options
  • Upcoming Date:
  • UK Based Global Training Provider

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!

HAVELSAN
ASELSAN
PepsiCo Türkiye
JTI TÜTÜN ÜRÜNLERİ SANAYİ A.Ş.
ING Bank
DHL
MASTERCARD
Huawei
TotalEnergies
Mercedes-Benz Türk A.Ş.
Goodyear
FORD OTOMOTIV SANAYI A.S.
3M COMPANY
Schneider Electric
Central Bank of Azerbaijan
BP Petrolleri
Procter & Gamble (P&G)
Qatar Foundation
Bank Of China
GlaxoSmithKline (GSK)
MORGAN STANLEY & CO Inc
Novo Nordisk
DEUTSCHE BANK
Azerbaycan Cumhuriyeti Emek ve Ahalinin Sosyal Güvenliği Bakanlığı
ACCENTURE

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 in United States of America 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 from United States of America and worldwide, with flexible planning options for individual and corporate training needs.

Experience Salesforce Administration Fundamentals in a focused classroom environment in United States of America. 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 in United States of America 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.
Contact us for more detail about our trainings and for all other enquiries!

Salesforce Administration Fundamentals Training Course in United States of America Schedule

Join our public courses in our United States of America facilities. Private class trainings will be organized at the location of your preference, according to your schedule.

We can organize this training at your preferred date and location.
03 July 2026 (5 Days)
New York, San Francisco, Austin, Seattle, Chicago
10 July 2026 (5 Days)
New York, San Francisco, Austin, Seattle, Chicago
19 July 2026 (5 Days)
New York, San Francisco, Austin, Seattle, Chicago
05 August 2026 (5 Days)
New York, San Francisco, Austin, Seattle, Chicago
09 August 2026 (5 Days)
New York, San Francisco, Austin, Seattle, Chicago
22 August 2026 (5 Days)
New York, San Francisco, Austin, Seattle, Chicago
06 September 2026 (5 Days)
New York, San Francisco, Austin, Seattle, Chicago
21 September 2026 (5 Days)
New York, San Francisco, Austin, Seattle, Chicago

The United States continues to define the global frontier of technology and innovation, serving as the home to the world's most influential tech titans. From the legendary Silicon Valley and San Francisco Bay Area to emerging hubs like Austin, Seattle, and the Silicon Alley in New York, the US ecosystem remains unparalleled. Top-tier institutions such as MIT, Stanford, and Carnegie Mellon provide the research backbone for breakthroughs in Artificial Intelligence, Quantum Computing, and Cybersecurity. Our training programs are meticulously aligned with these industry-leading standards, ensuring that professionals can navigate the complexities of the modern digital landscape. We bridge the gap between academic theory and high-stakes corporate execution in the most competitive tech market on Earth.

Bilginç IT Academy All Rights Reserved

By using this website you agree to let us use cookies. For further information about our use of cookies, check out our Cookie Policy.