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Salesforce Certified Administrator Certification Training Course

Course Overview

The Salesforce Certified Administrator Certification Training Course with Accumentum is designed to equip professionals with essential skills in managing and optimizing Salesforce environments, focusing on administration, configuration, and user support. This course is tailored for aspiring Salesforce administrators, IT specialists, or business professionals looking to deepen their expertise in streamlining CRM operations and supporting organizational goals within the Salesforce ecosystem. Participants will gain comprehensive knowledge of key concepts such as user management, security settings, data management, and basic automation workflows using Salesforce tools. The course emphasizes hands-on, practical training through labs and real-world scenarios, enabling learners to configure Salesforce instances, customize applications, and ensure efficient system performance to meet business needs. This training is crucial for professionals aiming to excel in Salesforce administration or advance their careers in CRM management, providing them with the skills to enhance organizational productivity and user adoption. It prepares candidates to confidently pass the Salesforce Certified Administrator exam, empowering them to tackle complex administrative challenges with proficiency and leverage Salesforce solutions to drive operational success.
Accumentum® | Expert IT Certification Training for Career Growth Accumentum® | Expert IT Certification Training for Career Growth

Course Objectives

  • Master the fundamentals of Salesforce administration, including user setup, role hierarchy, permission sets, and security controls to ensure a secure and efficient CRM environment.
  • Develop hands-on skills in configuring and customizing Salesforce applications, such as creating custom objects, fields, workflows, and reports to meet specific business requirements.
  • Learn to manage data effectively through import/export tools, data validation rules, and deduplication processes to maintain data integrity and support organizational decision-making.
  • Prepare for the Salesforce Certified Administrator exam by practicing real-world scenarios and mastering key concepts like automation, dashboards, and user adoption strategies to optimize system performance and productivity.

Who Should Attend

  • Aspiring Salesforce administrators seeking to build foundational skills and earn the Salesforce Certified Administrator credential to launch or advance their CRM careers.
  • IT professionals or system administrators transitioning to Salesforce who want to master platform configuration, user management, and data handling for organizational success.
  • Business analysts or team leads responsible for overseeing Salesforce implementations, aiming to enhance their ability to customize and optimize the platform to meet business needs.
  • Professionals with limited Salesforce experience looking to gain practical, hands-on expertise in administration to improve user adoption and operational efficiency within their organizations.

Prerequisites

  • Basic familiarity with Salesforce navigation and terminology, such as objects, fields, and records, ideally gained through Trailhead’s free “Salesforce Platform Basics” module or equivalent exposure.
  • General understanding of business processes and CRM concepts, enabling participants to align Salesforce functionality with organizational workflows and goals.
  • Comfort with foundational IT skills, including data management and user administration, though no prior Salesforce-specific experience is required.
  • Access to a Salesforce Developer Edition org (free via Salesforce) or a sandbox environment to practice hands-on exercises during the course.

Course Content

Salesforce Platform Overview
  • Explore the core components of the Salesforce ecosystem, including Sales Cloud, Service Cloud, and the AppExchange.
  • Understand the role of the administrator in managing and supporting the Salesforce platform.
  • Navigate the Salesforce interface, including Setup menu, object manager, and Lightning Experience features.
  • Identify key terminology such as objects, fields, records, and apps to build foundational knowledge.
User Management
  • Create and manage user accounts, including profiles, roles, and permission sets for secure access control.
  • Configure role hierarchies to align with organizational reporting structures and data visibility needs.
  • Implement single sign-on (SSO) and multi-factor authentication (MFA) to enhance security.
  • Deactivate users and transfer ownership of records to maintain system integrity during staff changes.
Security and Access Control
  • Define organization-wide defaults (OWD) to establish baseline data-sharing settings across the platform.
  • Set up sharing rules and manual sharing to grant exceptions for specific user groups or records.
  • Configure field-level security and page layouts to restrict visibility and editability of sensitive data.
  • Audit login history and monitor access attempts to ensure compliance and troubleshoot security issues.
Data Management
  • Use Data Import Wizard and Data Loader to upload, update, and export records efficiently.
  • Apply data validation rules to enforce data quality and consistency during entry and updates.
  • Manage duplicate records with duplicate rules and matching rules to maintain a clean database.
  • Back up data using weekly export services and understand restoration options for recovery.
Customization Basics
  • Create custom objects and fields to tailor Salesforce to unique business processes and requirements.
  • Design page layouts and record types to present relevant data and streamline user workflows.
  • Build formula fields and roll-up summary fields to automate calculations and aggregate data.
  • Modify picklists and lookup relationships to enhance usability and data connections across objects.
Automation Tools
  • Configure workflow rules to automate field updates, email alerts, and task assignments based on triggers.
  • Design approval processes to streamline multi-step decision-making for records like opportunities or cases.
  • Utilize Process Builder to create more complex automation flows with multiple conditions and actions.
  • Explore Flow Builder basics for advanced automation scenarios beyond standard tools.
Reports and Dashboards
  • Build custom reports using report types, filters, and grouping to analyze business performance.
  • Create dashboards with charts, tables, and metrics to visualize key data for stakeholders.
  • Schedule report and dashboard refreshes to deliver timely insights to teams and leadership.
  • Share reports and dashboards with specific users or groups while controlling access levels.
App Configuration
  • Customize standard apps like Sales and Service to align with organizational workflows and branding.
  • Develop Lightning App Builder pages with components like rich text, buttons, and related lists.
  • Enable mobile access and optimize layouts for the Salesforce mobile app to support remote users.
  • Integrate AppExchange solutions to extend functionality and address niche business needs.
User Adoption and Support
  • Train users on Salesforce features and best practices to drive adoption and minimize resistance.
  • Create custom help content and in-app guidance using prompts and walkthroughs for self-service learning.
  • Manage Chatter settings to facilitate collaboration and communication within the platform.
  • Troubleshoot common user issues, such as login problems or permission errors, with effective solutions.
Exam Preparation and Best Practices
  • Review key exam topics, including security, data management, and automation, with practice scenarios.
  • Master time management and question analysis techniques for the 60-question, 105-minute exam format.
  • Apply Salesforce best practices for scalability, such as avoiding over-customization and optimizing performance.
  • Access mock exams and study resources to build confidence and ensure readiness for certification.

Course Features

Interactive Learning

Engage with expert instructors and peers through training sessions, discussions, and practical exercises.

Comprehensive Study Materials

Access extensive resources, including e-books, video lectures, and practice exams.

Real-World Applications

Work on real-life case studies and scenarios to apply Salesforce Administrator concepts.

Certification Preparation

Receive guidance and tips to successfully pass the Salesforce Certified Administrator certification exam.

Certification Exam

Upon completing the Salesforce Certified Administrator Certification Training Course with Accumentum, you will be fully prepared to pass the Salesforce Certified Administrator Certification Exam. Earning this certification demonstrates your expertise in managing, configuring, and optimizing Salesforce environments to support business objectives. This achievement will significantly boost your career as a skilled Salesforce professional, unlocking opportunities for roles in CRM administration, system management, and business process optimization.

Enrollment

Enroll in the Salesforce Certified Administrator Certification Training Course at Accumentum to kickstart your path to becoming a certified Salesforce expert in CRM administration and system optimization. For more details and to register, visit Accumentum’s registration page linked below.

Registration

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