0
Login
system logo
Login Sign Up
Course

Salesforce Administrator & CRM Fundamentals

Learn Salesforce from scratch and build a strong foundation in CRM, Salesforce Administration, Data Management, Security, Reports, Dashboards, and Automation. This course is ideal for beginners, students, job seekers, and professionals looking to start a career in Salesforce.
View curriculum
Live Training Hours 0.00 hours
Salesforce Administrator & CRM Fundamentals

Course Overview

Salesforce is the world's leading Customer Relationship Management (CRM) platform used by businesses to manage customers, sales, marketing, and support processes. This course provides a step-by-step introduction to Salesforce, covering navigation, data management, security, reports, dashboards, workflow automation, and administration concepts. By the end of the course, learners will be able to confidently navigate Salesforce, manage data, create reports, automate business processes, and prepare for Salesforce Administrator roles.

Course curriculum

  • Lesson 1: What is Salesforce?

  • Lesson 2: Cloud Computing Fundamentals

  • Lesson 3: CRM Concepts and Benefits

  • Lesson 4: Salesforce Ecosystem Overview

  • Lesson 5: Salesforce Editions and Licenses

  • Lesson 1: Company Settings

  • Lesson 2: User Management

  • Lesson 3: Custom Objects

  • Lesson 4: Custom Fields

  • Lesson 5: Page Layouts

  • Lesson 1: Introduction to AppExchange

  • Lesson 2: Installing Applications

  • Lesson 3: Integration Basics

  • Lesson 1: Salesforce Login and Setup

  • Lesson 2: Lightning Experience Overview

  • Lesson 3: App Launcher

  • Lesson 4: Tabs and Navigation

  • Lesson 5: Global Search

  • Lesson 6: User Settings and Personalization

  • Lesson 1: Introduction to Objects

  • Lesson 2: Accounts

  • Lesson 3: Contacts

  • Lesson 4: Leads

  • Lesson 5: Opportunities

  • Lesson 6: Cases

  • Lesson 7: Products and Price Books

  • Lesson 1: Data Import Wizard

  • Lesson 2: Data Loader

  • Lesson 3: Data Export

  • Lesson 4: Data Validation

  • Lesson 5: Duplicate Management

  • Lesson 6: Data Quality Best Practices

  • Lesson 1: Users and Profiles

  • Lesson 2: Roles and Role Hierarchy

  • Lesson 3: Permission Sets

  • Lesson 4: Organization-Wide Defaults

  • Lesson 5: Sharing Rules

  • Lesson 6: Field-Level Security

  • Lesson 1: Creating Reports

  • Lesson 2: Report Types

  • Lesson 3: Filters and Grouping

  • Lesson 4: Dashboard Components

  • Lesson 5: Dashboard Creation

  • Lesson 6: Dashboard Scheduling

  • Lesson 1: Workflow Rules

  • Lesson 2: Process Builder Overview

  • Lesson 3: Salesforce Flow Introduction

  • Lesson 4: Approval Processes

  • Lesson 5: Email Alerts

  • Lesson 6: Automation Best Practices

Pre-Requisites

  • Basic computer and internet navigation skills
  • No prior Pega experience is required
  • A laptop or desktop computer with internet access
  • Willingness to learn business process management concepts
  • Access to a Pega training environment (provided during the course)
  • Basic understanding of business applications is helpful but not mandatory

Course Outcomes

  • Understand Pega Platform architecture and core concepts
  • Build and manage end-to-end case management applications
  • Design responsive user interfaces using Pega UI tools
  • Configure business rules, decision strategies, and workflows
  • Integrate Pega applications with external systems and APIs

FAQ

Yes. This course starts with Pega fundamentals, platform architecture, and low-code concepts before moving to advanced topics such as case management, integrations, decision management, and security. No prior Pega experience is required.

Yes. A course completion certificate will be awarded after successfully completing all lessons, quizzes, and assessments.

No. Salesforce Administration primarily focuses on configuration and customization using low-code and no-code tools. Programming knowledge is not required for this course.

Yes. The course covers key topics required for the Salesforce Administrator Certification exam and includes practical exercises to strengthen your understanding.

$150.00 $200.00

 ... Buy Now Enquiry

  • Course Type

     Modular
  • ...

    Expiry period

     12 Months
  • ...

    Certificate

     yes
Share :
Whatsapp icon
courses profile wishlist history

Try scrolling the rest of the page to see this option in action.