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Program overview
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Salesforce Admin
Salesforce Admin
Master admin-level skills with our certified Salesforce Admin training program. This live expert-led course will equip your teams to optimize your CRM processes. Enroll today!
Program Overview
Did you know that over 52% of companies saw an increase in lead volume when they started using Salesforce? This game-changing CRM platform has driven significant business growth for thousands! To help your organization tap into this potential, Uptut offers a comprehensive Salesforce Admin Training program, officially certified by Salesforce itself.
Our 100% live, instructor-led training program covers everything from setting up Salesforce developer accounts and managing objects and fields to creating workflows and generating reports. Participants will also learn to build and manage Salesforce applications with no prior programming knowledge required.
This program will benefit people with all skill levels, including developers migrating to Salesforce and those preparing for the Salesforce Admin certification. By the end of the course, participants will be well-equipped to use Salesforce for improved business efficiency and productivity. Contact us to know more details about the program.
Personalised training curriculum
100% Live Sessions
Lifetime access to recordings and material
Hands-on labs and assignments included
Consulting Support
Delivered by industry experts
Why do you need Salesforce for your business?
- Improved Customer Segmentation: Salesforce admin-level skills will enable your teams to effectively segment customers using its advanced filtering and reporting tools. This helps you create more targeted marketing campaigns and personalized service strategies, improving overall customer engagement.
- Enhanced Data Accuracy: Well-trained teams can accurately input and manage data in Salesforce CRM by using its validation rules and error-checking functionalities. This ensures that the data entered is consistent and error-free, leading to more reliable information use.
- Faster Onboarding: With Salesforce training, new hires can quickly set up their accounts and get familiar with standardized processes and tools. Moreover, with its intuitive interface and documentation, your admins can reduce the time it takes for new employees to start being productive.
- Streamlined Compliance: With people adept in Salesforce’s compliance-centric features such as field history tracking and data encryption, your business can automatically meet all regulatory requirements. This reduces the risk of legal issues and potential fines as they maintain proper documentation and keep your sensitive information secure.
Make Your Team Proficient
Training Objectives
- Build custom apps on Salesforce using declarative syntax.
- Translate high-level requirements into Salesforce applications.
- Design data models with objects, fields, and relationships.
- Create user interfaces with record types, page layouts, tabs, and apps.
- Manage user access and security with profiles, permission sets, and organization-wide defaults.
Hands-on Experience with Tools
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Core Training Modules
- Introduction
- The course begins with setting up a free Salesforce developer account and understanding its architecture. Participants will create their own accounts and explore the core structure and components of Salesforce, building a solid foundation for the rest of the course.
- Objects and Fields
- Essential Salesforce skills including objects and fields, standard and custom objects and fields. Participants will also learn to create fields in Salesforce Lightning, build custom apps like a recruiting application, and use Object Manager and Schema Builder for adding fields.
- Reports and Dashboards
- This module teaches how to create and customize reports in Salesforce, including filtering and summarizing data. It also covers building dashboards for real-time insights into business performance. Participants will also learn best practices for sharing and scheduling reports to keep stakeholders informed.
- Custom Fields and Relationships
- Creating and managing custom fields in Salesforce for specific data capture. It also covers setting up relationships between objects, such as lookup and master-detail relationships, to ensure data is connected and accessible across the platform. Participants will also work on diverse data structures that can support business processes and enhance reporting capabilities. It ends with a quiz to test their understanding.
- Page Layouts
- Customize page layouts in Salesforce to display fields, buttons, and related lists on record pages. Participants will learn how to create and assign different layouts to users based on their roles, ensuring that each user sees the most relevant information for their tasks. This module also includes best practices for optimizing page layouts to improve user experience.
- Role Hierarchy and Sharing Rules
- This module covers configuring and managing roles and sharing rules in Salesforce. You’ll learn to set up role hierarchies to control data access across your organization and create sharing rules to determine how records are shared among users based on ownership, record type, or specific conditions.
- Security Settings
- An in-depth exploration of Salesforce security settings. It covers essential topics like configuring user profiles, setting up permission sets, and managing field-level security to control who can view or edit specific data. The module also addresses the creation and management of login IP restrictions, session settings, and two-factor authentication.
- Formula Fields
- Creating formula fields in Salesforce to automate calculations. Participants will learn using formulas that pull data from related records, perform arithmetic operations, and apply logical functions. The module also includes examples of using the IMAGE and Hyperlink functions in formula fields.
- Different Types of Relationships
- Object relationships in Salesforce, including one-to-many, lookup, and master-detail relationships. Participants will create custom objects for a recruiting application, set up various relationships, and understand the differences between lookup and master-detail relationships. The module also includes creating a Review Object and its fields and establishing master-detail relationships.
- Quiz
- Test your knowledge of Salesforce Schema Builder, Custom Objects, and Data Fields and Management with comprehensive quizzes.
How does personalized training work?
01
Analyzing skill gap and assessing business requirements
02
Customising curriculum with core and additional modules to fit objectives
03
Supporting learning implementation with consulting
Who will benefit from this training?
- Developers and consultants migrating to Salesforce
- Aspiring Salesforce professionals
- Anyone, in general, preparing for the Salesforce Admin certification
Is this training right for your team?
Frequently Asked Questions- Answered!
1. What are the pre-requisites for this training?
2. Will my team get any practical experience with this training?
3. What is your mode of delivery - online or on-sight?
4. Will trainees get certified?
5. What do we do if we need further support after the training?
Upskill My Team
- Personalised training curriculum
- 100% Live Sessions
- Lifetime access to recordings and material
- Hands-on labs and assignments included
- Consulting Support
- Delivered by industry experts
Accelerate Business Returns with In-Demand Technology and High-Performing Teams
Discover the power of digital transformation with train-to-deliver programs from Uptut's expert trainers and consultants trusted by 50,000+ professionals across the world's leading tech innovators.
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