Salesforce Administration Fundamentals

Overview

Discover the world of a Salesforce Administrator by working first hand to configure and customize a Salesforce org. In this 5-day class designed for new admins, our experts guide you through the important tasks and features that Salesforce Administrators encounter daily. Learn about Salesforce’s architecture, how to manage users, and how to keep your org secure. Dive into best practices surrounding customization, set up automations to improve efficiency, and create reports and dashboards for data analysis.

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Prerequisites

Learners should have completed or have knowledge to the level of the Trailhead course Essentials for New Lightning Experience Administrators Prework

Target Audience

This class is ideal for new and beginner Salesforce System Administrators, as well as Trailblazers looking to increase their skills around the configuration, maintenance, and automation of a Salesforce org.

Objectives

By the end of this course, learners will be able to:

• Understand Salesforce fundamentals, user interface navigation, and core setup concepts.
• Configure key business settings including licensing, security controls, user management, and audit capabilities.
• Apply Salesforce security principles through profiles, permission sets, record access models, and sharing mechanisms.
• Customise objects, fields, page layouts, apps, and automation tools to support business processes.
• Manage data, build flows, and create actionable reports and dashboards to support organisational insight and efficiency.

Outline

Module 1 – Salesforce Basics

• What is Salesforce?
• Salesforce terminology
• The Salesforce user interface
• Introduction to Salesforce Setup.
• Getting help
• Development approaches

Module 2 – Business Settings

• Company Information
• Introduction to licensing
• Default settings
• Advanced Currency Management
• Fiscal year
• Business hours
• User management
• Login history
• User personal settings
• Support options
• Setup audit trail

Module 3 – Org, Object, and Field Security

• Security overview
• Login controls
• Profiles
• Permission sets
• Permission set groups
• Muting permissions
• Field security

Module 4 – Record Access

• Security overview
• Record ownership
• Organization-wide defaults
• Role hierarchy
• Sharing rules
• Team sharing and manual sharing
• Restriction rules
• Object and record access: summary

Module 5 – Object and Field Customization

• Customization approaches
• Object overview
• Standard and custom fields
• Custom fields
• Picklist fields
• Relationship fields
• Formula fields

Module 6 – User Interface Customization

• Apps
• App customization
• Home page customization
• List views
• Page layouts
• Lightning App Builder, Dynamic Forms, and Dynamic Actions
• Record types
• Business processes and paths

Module 7 – Custom objects

• Creating a custom object
• Custom object tabs
• Overview of migration approaches

Module 8 – Data management

• Backing up data
• Import, export, and update data
• Mass delete and mass transfer
• Field history tracking

Module 9 – Automation

• Overview of automation tools
• Validation rules
• Lead and case automation
• Queues
• Assignment rules
• Auto response rules
• Lead field mapping
• Web to lead and web to case
• Legacy automation tools overview

Module 10 – Introduction to Flow

• Flow overview
• Flow types
• Record triggered flows
• Logical branching in flows
• Screen flows

Module 11 – Reports and Dashboards

• Report folders
• Report formats
• Creating reports
• Groupings
• Report filters
• Summary formulas and row-level summary formulas
• Conditional formatting and charts
• Exports and subscriptions
• Dashboards

Exams and Assessments

There are no specific certifications or exams associated with this course.

Hands-On Learning

This course is delivered through a mixture of presentations, demonstrations and hands on labs. There are 47 individual labs.