Course Overview

This hands-on course, Salesforce Essentials for Administrators: Master Salesforce Administration, walks you through the core concepts and platform tools every Salesforce Administrator needs. You’ll learn how to set up users and security, model data, build business automation, create reports & dashboards, and manage releases — all using real-world examples and guided labs.

Who Should Enroll

Learning Outcomes

By the end of this course you will be able to:

• Configure Salesforce orgs, users, roles, profiles, and permission sets for secure access control.
• Design and manage the data model using objects, fields, relationships, and validation rules.
• Automate business processes using Workflow Rules, Process Builder, Flow Builder, and approval processes.
• Create meaningful reports and dashboards that inform decision-making and track KPIs.
• Manage data (import, export, deduplicate) and maintain data quality.
• Prepare and study for the Salesforce Administrator certification exam (ADM-201 / current equivalent).

Course Modules (Detailed)

1. Introduction & Platform Basics — Salesforce architecture, navigation, licenses, and Trailhead basics.
2. Security & Access — Users, roles, profiles, permission sets, sharing rules, and organization-wide defaults.
3. Data Modeling & Management — Standard vs custom objects, relationships, field types, data import/export, and duplication management.
4. Business Process Automation — Workflow, Process Builder fundamentals, building Flows for complex automation.
5. Reports & Dashboards — Building, customizing, and scheduling reports; dashboard components and best practices.
6. App Configuration & Customization — Page layouts, record types, compact layouts, quick actions, and Lightning App Builder.
7. Maintenance & Release Management — Sandboxes, change sets, metadata basics, and release-cycle best practices.
8. Certification Prep & Practical Labs — Exam-style questions, timed practice tests, and hands-on projects.

Prerequisites

Basic familiarity with business processes (sales/service/support) and general computer literacy. No prior Salesforce experience is required — beginners are welcome.

Course Format & Duration

Self-paced video lessons + downloadable resources, guided hands-on labs in a training Salesforce org, and a final practical project. Estimated study time: 25–40 hours depending on your pace. Includes lifetime access to course materials and updates.

Assessment & Certification

Assessments include module quizzes, hands-on lab submissions, and a final capstone project. The course includes a structured study plan for the official Salesforce Administrator certification exam (details and official exam link provided in resources).

Benefits & Career Path

Completing this course prepares you for roles such as Salesforce Administrator, CRM Manager, Business Systems Analyst, and opens pathways to advanced Salesforce certifications and developer/admin hybrid roles.

What’s Included

• Video lessons and downloadable cheat-sheets
• Lifetime access and course updates
• Hands-on practice orgs & guided labs
• Sample interview questions and resume tips for Salesforce admin roles

Explore These Valuable Resources.

• Salesforce Trailhead — Official free learning platform
• Salesforce Administrator Certification — Official certification info
• Salesforce Help & Training — Documentation and release notes

Explore Related Courses

Enhance your learning path by exploring these tag-based course collections on our site:

• Explore Related Courses — Salesforce Admin collection
• Explore Related Courses — CRM & business processes
• Explore Related Courses — Salesforce Developer tracks
• Explore Related Courses — Cloud platforms & integrations
• Explore Related Courses — Certification preparation bundles

Frequently Asked Questions (FAQ)

Do I need to buy Salesforce?

No — the course provides access to training orgs and shows how to set up a free Developer edition.

Will this course help me pass the Salesforce Admin exam?

Yes — the curriculum maps to the official exam objectives and includes practice tests and study plans.