SalesForce Administration

Salesforce Administrator Training

Salesforce Administration is a crucial skill for managing and optimizing customer relationship management (CRM) systems. In the Salesforce Administrator course at Prolytics, you will learn the fundamentals of Salesforce, including user management, security settings, automation, and reporting. This course will equip you with the skills to configure and maintain Salesforce environments efficiently.

The course covers essential topics such as managing users and permissions, workflow automation, data security, and generating reports and dashboards. Whether you're new to Salesforce or looking to enhance your administrative skills, this course will help you become a proficient Salesforce Administrator.

What will you learn
  • Introduction to Salesforce

    Understand the fundamentals of Salesforce CRM, its architecture, and core functionalities.

  • User Management and Security

    Learn how to create and manage users, roles, profiles, and permission sets to ensure data security.

  • Workflow Automation

    Explore automation tools like Workflow Rules, Process Builder, and Flows to streamline business processes.

  • Data Management and Validation

    Master techniques for managing data, importing/exporting records, and implementing validation rules.

  • Reports and Dashboards

    Understand how to generate, customize, and analyze reports and dashboards to support decision-making.


By completing this course, you will develop expertise in the following areas:

  • Understanding Salesforce CRM architecture and functionality
  • Managing users, roles, and security settings
  • Automating business processes using Salesforce tools
  • Implementing data validation and maintaining data integrity
  • Generating insightful reports and dashboards
  • Configuring and customizing Salesforce environments
  • Handling data imports, exports, and deduplication
  • Managing object relationships and page layouts
  • Understanding Salesforce security best practices
  • Preparing for Salesforce Administrator certification

Learning Modules

Course Prompt Library and Many Important Resources as You Start Your Journey!
Logging Into Salesforce & User Interface Tour
Company Settings Fiscal Year
Switching Between Lightning and Classic Interface
Using ChatGPT to Analyze the Company Settings Learning Objective
Business Hours
Currency Management
Default Settings
Using ChatGPT to Analyze the User Interface Settings Learning Objective
User Interface Settings Explored
App Menu
GPT 3.5 VS. 4 and Error Detection
List Views
Global Actions - Logging a Call
Creating a New Global Action and Publisher Layout
Creating a Single Page App with the Lightning App Builder
Deactivating and Creating User Accounts
Maintaining and Logging In as Other Users
Freezing Users
Setup Audit Trail
Login Hours
Enabling the Enhanced Profile User Interface
Session Settings
Salesforce Sharing Model Overview - Guide to Sharing Architecture
Profiles
Permission Sets
Org-Wide Defaults
Role Hierarchy
Sharing Rules
Manual Sharing
Team Access
Overriding User Customizations
Creating a Lightning User Permission Set
Reports and Dashboard Folder Security
Restriction Rules
Profiles vs. Permission Sets
Permission Set Groups
Dissecting and Analyzing the Configuration and Setup Knowledge Area with ChatGPT
Creating Configuration and Setup Study Guide with ChatGPT
Dissecting and Analyzing Trailhead Trailmixes with ChatGPT
Dissecting and Analyzing Trailhead Trails with ChatGPT
Creating Configuration and Setup Practice Test Questions with ChatGPT
Dissecting and Analyzing Trailhead Superbadges with ChatGPT
Using ChatGPT to Analyze Object Manager and Lightning App Builder Learning Objec
Object Manager Tour
Salesforce Standard Object Architecture and Relationship Model
Using ChatGPT to Generate Custom Object Ideas
Creating a Custom Object for Warranty Management of Assets
Creating a Custom Field - Lookup Relationships
Creating Asset Records and Adding Warranties
Introducing the Schema Builder
Reviewing Custom Page Layouts and Field Visibility
Creating Additional Custom Fields
Creating Date Fields
Creating Picklist Fields
Converting a Lookup Field to a Master-Detail Relationship
Adding Related Lists to Page Layouts
Using ChatGPT for Junction Object Ideas
Assignment: Creating a Junction Object
Review: Reviewing our Custom Object
Deleting Fields and Implications
Record Types and ChatGPT Examples
Renaming Page Layouts for Page Layout Assignments
Creating Lookup Filters By Record Type
Using ChatGPT to Create Formula Fields
Editing Page Layouts by Record Type
Using ChatGPT for Mass Assigning Account Record Types
Page Layout Assignments Review
Creating Rollup Summary Fields
Mass Updating Accounts Using a Rollup Summary Field
Account Type Field vs. Account Record Types
Lightning App Builder
Using the App Manager for Navigation Items and Home Tab
Analyzing the Object Manager and Lightning App Builder Knowledge Area w/ ChatGPT
Creating an Object Manager and Lightning App Builder Study Guide with ChatGPT
Using ChatGPT for the Object Manager and Lightning App Builder Section of the Ex
Using ChatGPT for the Object Manager and Lightning App Builder Trail Key Topics
Creating a Custom Business Process in Salesforce
Creating a Path for Our Custom Business Process
Adding a Path to a Page Layout
Using ChatGPT to Create Object Manager and Lightning App Builder Test Questions
Sales and Marketing Applications Introduction
Core Marketing Components of Salesforce
Leads Creation Overview
Creating a Web to Lead Form
Using ChatGPT to Format Our Web-to-Lead Form
Lead Settings
Converting Leads
Custom to Custom Field Mapping to Prevent Data Loss During Conversion
Creating Custom Fields for Additional Lead Conversion Field Mapping
Setting Lead Source for Web to Lead Forms
Creating Queues for Leads
Creating Lead Assignment Rules
Creating Lead Processes
Creating Lead Record Types
Lead Status Field - Adding Values and Displaying Them Based on Lead Process
Lead Picklist Values Available for Editing
Adding Picklist Values to the Product Interest Picklist Field
Renaming and Aligning Lead Page Layouts with Record Types
Mass Updating Legacy Lead Records without Record Types
Avoiding Multiselect Picklists for Multiple Product Interest Leads
Creating a Second Picklist Field for Product Interest
Updating our Lead Page Layouts and List Views
Updating our Custom to Custom Field Mapping for Multiple Product Interests
Products and Pricing on Lead or Opportunity
Lead Scoring Options
Testing Lead Scores
Adding Lead Score to List Views
Lead Auto-Response Rules
Account Overview and Creating an Account Hierarchy
Associating Contacts to Multiple Accounts
Account Contact Relationship and Page Layout Adjustments
Opportunity Overview
Creating Sales Processes
Adjusting Stage Probabilities and Adding Stage Values to the Sales Processes
Home Page Assistant
Record Type Considerations and the Lead Conversion Process
Products and Pricebooks
Primary Service Components of Salesforce Applications
Support Settings - Show Closed Status
Creating Support Processes and Case Record Types
Mass Updating Open Cases to Add Record Types
Editing Case Page Layouts and Assignments
Creating a Case Path
Displaying Our Case Path on a Lightning Page
Showing and Hiding Components Conditionally with the Lightning App Builder
Creating Dynamic Forms with the Lightning App Builder
Creating Console Applications by Cloning a Custom Non-Console Application
Service Setup Menu and Service Setup Assistant
Service Setup Assistant Results
Email-to-Case
Case Hierarchy and Related Cases
Case Queues
Web-to-Case
Using ChatGPT to Style Our Web-to-Case Form
Case Auto-Response Rules
Case Assignment Rules
Omni Channel for Advanced Case Routing
Case Escalation Rules
Case Escalation Rule Queue for Monitoring
Case Teams
Creating Predefined Case Teams
Enabling Salesforce Knowledge
Knowledge Record Types and Page Layouts
Adding Knowledge Sidebar to the Service Console
Experience Cloud Overview - Enabling a Digital Experience
Productivity and Collaboration Introduction
Activity Management Overview
Logging Calls
Creating Tasks and Marking Them Complete
Creating Events
Setting Email Deliverability and Sending Emails
Record Page Settings for Activity Timeline or Related Lists
Activity Settings
Creating a Chatter Post
Enabling and Disabling Chatter in Your Org
Chatter App and Important Features
Chatter Streams
Chatter Groups, Announcements and Engagement
Chatter Feeds Tracking and Adding the Chatter Tab, Publisher and Feed to a Page
Slack - The Future of Collaboration in Salesforce
Salesforce Mobile App Introduction
Salesforce Mobile App Configuration
Salesforce Offline
Salesforce Settings
AppExchange
Data and Analytics Management Introduction
Data vs. Metadata
Data Export
Downloading and Installing Data Loader
Data Import Wizard
DataLoader.io
Mass Deleting Acquired Accounts Records
Mass Deleting Future Tasks Greater than One Year From Now
Restoring Records from the Recycle Bin
Using ChatGPT to Generate Sample Data
Using ChatGPT to Create a Python Fake Data Generator
Creating a Batch Apex Class to Mass Generate Contact Records
Estimating Your Organization's Code Coverage
Creating a Validation Rule to Enforce Positive Numeric Values Only
Making a Field Required Via a Validation Rule
Using ChatGPT to Generate Validation Rules
Duplicate Management And Duplicate Rules
Testing Your Duplicate Rule
Potential Duplicates Lightning Component - Standard Objects Only
Merging Duplicates
Duplicate Record Sets
Reporting on Duplicate Record Sets
Analytics - Reports and Dashboards Introduction
Creating a Tabular Report
Creating a Summary Report
Creating a Matrix Report
Creating a Joined Report
Creating a History Report
Subscribing to Reports
Creating a Dashboard
Subscribing to Dashboards
Dashboard Filters
Dynamic Dashboards and Running Users
Helpful ChatGPT Prompts for Reports and Dashboards
Workflow and Process Automation Introduction
Automation Home Page
Process Automation Settings
Workflow Rules, Actions and Retirement
Process Builder Actions and Retirement
Migrate to Flow
Flow Builder
Testing Our Flow
Types of Flows and Flow Templates
Flow Trigger Explorer
Which Automation Tool Do I Use?
Creating an Approval Process
Editing our Approval Process
Activating our Approval Process
Submitting a Record for Approval
Creating a Custom Hierarchical Relationship
Course Introduction and Getting Started
Signing Up for a Free Salesforce Account
General Housekeeping Items as We Get Started
Salesforce Administrator Exam Guide
Logging in to Salesforce
Switching Between Lightning and Classic User Interfaces
Accessing and Understanding the Salesforce Certified Administrator Exam Guide
Accessing Salesforce Help and Glossary
Setup Menu Tour
Salesforce from the Front-End - App Launcher
Understanding Record Details Page Layouts
Global Search - Performing Searches for Individual Records in Salesforce
Setup Screen Search Options
Configuration and Setup Introduction
Company Information Page
Setting an Organization’s Fiscal Year
Setting an Organization’s Business Hours
Setting Holidays for an Organization's Business Hours
Organization Currency Management
Activating Multiple Currencies in Your Organization
Enabling Advanced Currency Management
Managing Currencies and Dated Exchange Rates
Setting a Currency on an Opportunity
Organization Default Settings
User Interface Settings
App Menu and App Launcher
Search Settings
Creating and Filtering List Views
Kanban and Split List Views
Customizing a Home Page Layout
Themes and Branding
User Setup Introduction
Deactivating a User
Creating a New User
Creating Multiple Users and Assigning Licenses
Resetting a User Password
Resolving Locked User Accounts
Control Login Access Policies to Enable Logging In as Another User
Freezing a User
User Management Settings and GDPR
SalesforceA Mobile App for User Administration
Security and Access Introduction
Organization-Level Security and Access Overview
Organization Password Security Controls
Network Access and Setting Trusted IP Ranges
Device Activation - Formerly Identity Verification and History
Session Settings
User-Level Security & Access Overview - Security for the Individual
Profiles Introduction
Profile Settings in the Original Profile Interface
Enabling the Enhanced Profile User Interface
Login IP Ranges
Setup Audit Trail
Login Hours - What happens at 5:01 PM?
Profile Object Settings
Profile Tab Settings - On, Off and Hidden
Creating a Custom Profile
Custom vs. Standard Profiles
Permission Sets Introduction
Creating a Permission Set
Permission Set Groups
Setting Organization Wide Defaults
Roles and the Role Hierarchy
Adding and Editing Roles in the Role Hierarchy
Sharing Rules
Manual Sharing
Team Access
Adding the Case Team Related List to a Page Layout
Field Level Security from the Field Level
Field Level Security from the Profile Level
Viewing Field Accessibility
Where is this Used?
Public Groups
Delegated Administration
Folder Security
What are Restriction Rules and How Do They Work?
Object Manager and Lightning App Builder Introduction
Object Manager Overview
Schema Builder Introduction
Granting Access Using Hierarchies
Master-Detail Relationships
Lookup Relationships
Creating Custom Fields - Date, Currency and Long Text Area
Creating a Custom Object Record and Testing Our Custom Fields
Customizing Page Layouts - Enhanced Page Layout Editor
Disabling Caching in Lightning
Enabling Field History Tracking and Tracking Field Changes
Creating Picklist Fields
Setting Field Dependencies
Testing Field Dependencies
Creating an Auto-Number Field
Creating a Formula Field
Editing the Display Format of a Formula Field
Creating a Geolocation Field
Creating a Percentage Field
Creating a Checkbox Field
Creating a Multi-Select Picklist
Creating a Field Dependency with a Checkbox & Multi-Select Picklist
Creating a URL Field
Changing Data Types on Fields and Data Loss
Deleting and Restoring Fields
Creating and Customizing Page Layouts
Field Level Security at the Page Level vs. Field Level
Creating an Advanced Formula Field
Validation Rule for Percentage Field
Editing Related Lists
Record Page Settings - Grouped View and Full View
Default Activities View - Activity Timeline and Related Lists - Page Settings
Enhanced Related Lists and the List View Action Bar
Standard and Tile Related Lists
Business Processes for Standard Objects
Creating Record Types for Processes - Lead Record Types
Picklists Available for Editing by Record Type - Where is Status?
Page Layout Assignments by Record Type
Business Processes for Custom Objects Overview
Creating Record Types for Custom Objects
Lead Conversion Process Customization to Support Business Processes
Creating a Path on a Custom Object to Support Business Processes
Adding a Path to a Lightning Page
Relating a Standard Object (Case) to a Custom Object (Project)
Creating a Child Object
Upgrading to Dynamic forms
Junction Objects - Many-to-Many Relationships
Sales and Marketing Applications Introduction
Salesforce Sales Cloud Data Model and ERD Diagram
Primary Marketing Components of Salesforce Applications
Leads Overview - Creating a New Lead Record
Adding Campaign Members to a Campaign
Web-to-Lead
Lead Assignment Rules
Revisiting the Salesforce Leads Process and Creating New Status Options
Lead Conversion Process
Lead Conversion Field Mapping - Custom to Custom
Lead Conversion Impact on Campaign Members
Campaign Hierarchy
Primary Sales Components of Salesforce Applications
The Sales Process, Opportunity Stages and Record Types
Adding Additional Opportunity Stages
Opportunity Record Type and Page Layout Assignments
Products and Pricebooks Overview
Creating a Pricebook
Relationships Between Products, Pricebooks and Opportunities
Product Scheduling - Revenue and Quantity
Adding Scheduling Fields to the Product Page Layout
Adding a Scheduled Product to an Opportunity
Enabling Collaborative Forecasting
Viewing Forecasts, Setting Forecast Range and Changing Forecast Currency
Forecast Impact
Setting Product Families
Customizable Campaign Influence
Adding Campaign Influence Related Lists to Campaign and Opportunity Page Layouts
Creating a Lightning App
Adjusting Utility and Navigation Items in an App
Contact Roles on Opportunities
Big Deal Alerts
Opportunity Settings, Splits and Teams
Similar Opportunities
Einstein Lead Scoring and Opportunity Scoring
Home Page Assistant
Primary Service Components of Salesforce Applications
Support Settings - Show Closed Status
Support Processes
Case Record Types and Picklists Available for Editing
Editing Case Page Layouts and Assignments
Adding a Path to Cases
Service Console Customization
Service Setup Menu
Parent Case and Case Hierarchy
Case Assignment Rules
Case Queues
Web-to-Case
Case Auto-Response Rules
Case Escalation Rules
Monitor the Case Escalation Rule Queue
Enabling Surveys
Enabling Digital Experience (formerly Community, formerly Portal)
Creating a Site for Your Digital Experience
Email to Case
Case Teams
Case Closure Configuration
Creating a Close Case Quick Action
Salesforce Solution Management
Enabling Salesforce Knowledge
Setting Up Lightning Knowledge with a Guided Setup Flow
Creating Knowledge Articles
Knowledge Record Types and Page Layouts
Adding Knowledge to the Service Console
Using Knowledge Articles While Working Cases
Omni Channel
Chat with Customers
Productivity and Collaboration Introduction
Default Activities View - Related Lists vs. Activity Timeline
Activity Settings
Creating Tasks and Marking Them as Complete
Tasks Page Layout Customizations and Recurring Tasks
Event Management in Salesforce
Public Calendars, Sharing and Resources
Logging Calls in Activity Management and Creating Quick Text
Sending Email
Contact Activity Rolling Up to Primary Account
Creating a Chatter Post
Chatter App and Important Features
Chatter Feeds Tracking and Adding the Chatter Tab, Publisher and Feed to a Page
Chatter Publisher Actions
Chatter Security
Chatter Groups, Announcements and Engagement
Chatter Streams
Chatter Topics
Slack - The Future of Collaboration in Salesforce
Slack for Salesforce - Integrating Slack with Salesforce
Salesforce Mobile App Introduction
Mobile Quick Start Wizard
Update Your Lightning Apps for Mobile
Update Your Pages for Mobile
Salesforce Mobile App for Tablet
Mobile Navigation Menu
Mobile Branding
Mobile Notification Options
Salesforce Offline
Salesforce Settings
Creating a Custom Launchpad for the Salesforce Mobile App
Object Specific Quick Actions
Global Actions
Salesforce Lightning for Outlook Installation and Synchronization
AppExchange Introduction
AppExchange Tour
Installed Packages
Data and Analytics Management Introduction
Data Export
Downloading and Installing Data Loader
Resetting Your Security Token and Logging into the Data Loader
Backing Up Data Using Data Loader
Restoring Records from the Recycle Bin
What Are the Buttons on the Data Loader?
Mass Updating Records and Field Mapping Using Salesforce Record IDs
Upserting Records Using the Data Loader and External ID Fields
Data Import Wizard - Upload Contacts via Fortune 500 CSV File
DataLoader.io
Mass Deleting Records
Mass Deleting Acquired Accounts Records
Ensuring Data Quality via Validation Rules
Data vs. Metadata
Duplicate Management
Testing Your Duplicate Rule
Potential Duplicates Lightning Component
Merging Duplicates
Duplicate Record Sets
Reporting on Duplicate Record Sets
Duplicate Rule Allow and Alert and Mass Inserts / Updates
Universal Picklists
Data.com Retirement and Lightning Data
Workbench and SOQL Queries
Analytics - Reports and Dashboards Introduction
Creating a Tabular Report
Creating a Summary Report
Adding a Chart to a Summary Report
Creating a Matrix Report
Creating a Joined Report
Installing Reports via the AppExchange
Summary Formulas and Row-Level Formulas in Reports
Adding a Bucket Column to a Report
Field History Report and Deleting Field History Change
Creating Cross-Filters
Changing a Report Format and What Happens
Creating Custom Report Types
Subscribing to Reports
Historical Trend Reporting
Reporting Snapshots
Sharing Model Impact on Reports
Creating a Dashboard
Joined Report Charts for Dashboard Components
Modifying Dashboards
Subscribing to Dashboards
Dynamic Dashboards and Running Users
Setting Decimal Precision in Dashboards
Dashboard Filters
Conditional Highlighting in Reports and Dashboards
Creating a Custom Home Page to a Lightning App
Tableau CRM Analytics Studio
Workflow / Process Automation Introduction
Automation Home Page
Creating Workflow Rules
Creating Immediate Workflow Actions
Testing Your Workflow Rule
Process Automation Settings
Creating Time-Based Workflow Actions
Time-Based Workflow Queue
Creating Email Alerts
Creating Classic Email Templates
Creating Lightning Email Templates
Creating Outbound Messages
Approval Processes
Submitting a Record for Approval
Approvals via Chatter
Introduction to Processes and the Process Builder
Creating Flows with the Flow Builder
Converting Workflow Rules to Flows
Installing Flows via the AppExchange
Webassessor Registration and Scheduling an Exam
Taking the Exam – Online vs On-Site
Grow Where You Are Planted
Volunteer for a Non-Profit
Salesforce Administrator Certification Exam Guide Sample Question #1
Salesforce Administrator Certification Exam Guide Sample Question #2
Salesforce Administrator Certification Exam Guide Sample Question #3
Salesforce Administrator Certification Exam Guide Sample Question #4
Practice Test
Bonus Lesson

You Can Trust with Global Certification

At Prolytics Institute, our certifications are globally recognized, ensuring that your skills are validated by a trusted authority. Whether you're advancing in your current role or exploring new career opportunities, our credentials give you a competitive edge in today’s global job market.

Our certification programs are designed to meet international standards while catering to local industry needs. This ensures that your expertise is not only widely accepted but also practically applicable wherever you go.

  • 100% Jobs Placements

Committed to preparing you for successful career placement and acing job interviews.

  • Advanced Curriculum

Our curriculum is thoughtfully crafted by senior angular specialists with extensive industry experience.

  • Latest Technologies

The course prioritizes cutting-edge technologies that are in high demand among top web design firms and global corporations.

  • Confidence Development

A Personality Development program that enhances skills in professional communication, email writing, and effective interview techniques.

  • Work on Real Projects

Engaging hands-on practice and real-world projects form a key part of the learning experience.

  • Top IT Professionals

Learn directly from professionals who are currently active as developer in top IT companies.

certification

FAQs

General frequently asked questions for students.

Our instructors are experienced professionals actively working in the IT industry. They bring real-world insights, practical knowledge, and expertise to the classroom, enhancing the learning experience.

Yes, we offer dedicated job placement support to our graduates. This includes resume workshops, mock interviews, and direct connections with our industry partners to help students transition smoothly into their careers.

Prolytics provides both in-person and online classes to cater to various learning preferences. Our online classes are live and interactive, allowing students to engage directly with instructors and peers.

Absolutely! We prioritize hands-on learning through practical projects and assignments based on real-world scenarios. These projects help students gain practical experience and build a portfolio to showcase to potential employers.

Yes, upon successfully completing a course, students receive a certificate from Prolytics, recognized by industry partners and highly valued in the job market.

Prolytics has a flexible refund policy. Students who need to withdraw may be eligible for a partial refund, depending on the timing and course structure. Please contact our support team for detailed information on refunds.

To enroll, visit our website and register the enrollment form for your desired course. You can also reach out to our admissions team for guidance on course selection and the enrollment process.

Students Reviews


Darpan Jain – 05-Nov-18:

Having the desire to learn about Salesforce, the best CRM software, my quest ended at Prolytics. Their lecturers taught me how this software works and even offered additional study materials!

Priyanka Modanwal – 19-Oct-18:

I’m overall very happy with the Prolytics Salesforce admin course. The tests at the end of the course are very helpful and the extra resources provide in-depth knowledge of this software.

Rajesh Upadhyay – 26-Sep-18:

Oh my god, this course on Salesforce is so good, it’s hard to believe it’s actually this affordable! If you want a future-proof career, try this course from Prolytics.