Salesforce Admin Course
Our Salesforce training course is designed to provide a comprehensive understanding of the Salesforce platform, suitable for both beginners and those looking to enhance their existing skills. You will learn essential concepts, including navigation, data management, security, and automation. The course covers Salesforce Lightning Experience, user management, custom fields, reports, dashboards, and process automation, ensuring you have the knowledge to effectively manage and optimize Salesforce for your organization. Whether you're starting your Salesforce journey or seeking to expand your expertise, this course offers the tools and resources you need for success.
What the course covers and cost:
We offer the flexibility to either screen share and set up your company's Salesforce instance or use Salesforce Trailhead for hands-on practice. Whether you're starting your Salesforce journey or seeking to expand your expertise, this course offers the tools and resources you need for success.
Price: $1,500
Session 1
Introduction to Salesforce & Basic Navigation
Salesforce Data Structure
Overview of Salesforce Lightning
Set Up Company Settings
Navigating the Lightning User Interface
User Creation & Management
Setting Login Controls
3 Day Course Breakdown
Session 2
Managing Leads, Contacts, Accounts, and Opportunities
Creation and Utilizing Custom and Standard Fields
Working with Salesforce Objects
Fundamentals of Data Access & Security
Best practice for Data Management and Hygiene
Using Data Loader and Data Import Wizard
Session 3
Creating Salesforce Reports
Creating & Using Dashboards
Creating Email Templates and Email Alerts
Introduction to Salesforce Flow
Open Session with Instructor for Q&A