By the end of this course, learners will be able to configure Salesforce organizations, manage users and security, customize objects and fields, design record layouts, and apply validation rules to ensure data quality. Learners will also gain the ability to control record visibility, create relationships between objects, and enhance productivity using list views, formulas, and page actions.
This beginner-friendly course is designed to help learners build a strong foundation in Salesforce Administration through structured modules, hands-on concepts, and real-world configuration examples. Each module progressively develops core administrative skills, starting from Salesforce fundamentals and user setup, and advancing toward security management, object customization, and automation techniques.
What makes this course unique is its step-by-step, practical approach that mirrors real Salesforce admin tasks without requiring prior coding experience. The course emphasizes best practices, system understanding, and decision-making skills essential for entry-level Salesforce Administrators. Upon completion, learners will be well-prepared to support business processes, maintain data integrity, and confidently navigate Salesforce administration roles in professional environments.
This module introduces the Salesforce platform and the role of a Salesforce Administrator, focusing on core concepts, cloud-based CRM features, and initial organization and user setup required to support business operations.
What's included
6 videos4 assignments
Show info about module content
6 videos•Total 60 minutes
Introduction to Salesforce Administration•8 minutes
Features of Salesforce•11 minutes
Organization Setup•10 minutes
User Set up•10 minutes
User Set up Continues•12 minutes
Editing and Setup of My Profile•8 minutes
4 assignments•Total 60 minutes
Salesforce Overview•10 minutes
Organization Setup•10 minutes
User Setup Continuation•10 minutes
Graded - Salesforce Fundamentals•30 minutes
User Interface & Personalization
Module 2•2 hours to complete
Module details
This module explores Salesforce user interface customization, focusing on display settings, navigation, collaboration tools, and home page personalization to improve usability and user productivity.
What's included
6 videos4 assignments
Show info about module content
6 videos•Total 56 minutes
Changing Display and Layout•8 minutes
About Email Chatter and Desktop Addons•10 minutes
Introduction to Global User Interface•9 minutes
Home Page Components•9 minutes
Home Page Layout•10 minutes
Search Settings•10 minutes
4 assignments•Total 60 minutes
Display & Layout Customization•10 minutes
Global Interface & Navigation•10 minutes
Home Page Design•10 minutes
Graded - User Interface & Personalization•30 minutes
Activities & Data Customization
Module 3•2 hours to complete
Module details
This module covers activity management and data customization, enabling administrators to track tasks and events, create custom fields, configure settings, and apply basic login security controls.
What's included
6 videos4 assignments
Show info about module content
6 videos•Total 59 minutes
TASKS Activities•11 minutes
Events Activities•9 minutes
Custom Fields Activities•9 minutes
Settings Activities•12 minutes
SECURITY Login IP•11 minutes
SECURITY Level Profile•7 minutes
4 assignments•Total 60 minutes
Tasks & Events•10 minutes
Custom Fields & Settings•10 minutes
Login & Profile Security Basics•10 minutes
Graded - Activities & Data Customization•30 minutes
Profile & Permission Security
Module 4•2 hours to complete
Module details
This module focuses on Salesforce security fundamentals, including profiles, permission sets, field-level security, and permission levels to ensure controlled and secure user access.
What's included
6 videos4 assignments
Show info about module content
6 videos•Total 51 minutes
SECURITY Level Profile Continue•9 minutes
Other Profile Setting in Security•10 minutes
SECURITY Level Permission Set•11 minutes
Field Level Profile Security•7 minutes
Permission Level Security•8 minutes
Security Roles Security•8 minutes
4 assignments•Total 60 minutes
Profile Security Continuation•10 minutes
Permission Sets & Field Security•10 minutes
Permission Levels•10 minutes
Graded - Profile & Permission Security•30 minutes
Roles, Hierarchy & Sharing
Module 5•2 hours to complete
Module details
This module explains record-level security using roles, role hierarchy, organization-wide defaults, and sharing rules to manage data visibility across the organization.
What's included
6 videos4 assignments
Show info about module content
6 videos•Total 60 minutes
Introduction to Roles and Subordinate•11 minutes
Role Hierarchy and CIO Role•11 minutes
Security OWD•11 minutes
Sharing Setting OWD•12 minutes
Standard Object•6 minutes
Building Custom Object•9 minutes
4 assignments•Total 60 minutes
Roles & Subordinates•10 minutes
Organization-Wide Defaults•10 minutes
Standard & Custom Objects•10 minutes
Graded - Roles, Hierarchy & Sharing•30 minutes
System Overview & Custom Objects
Module 6•2 hours to complete
Module details
This module provides a system-level understanding of Salesforce architecture and guides learners through creating and managing custom objects and their relationships.
What's included
6 videos4 assignments
Show info about module content
6 videos•Total 45 minutes
System Overview•9 minutes
System Overview Continues•10 minutes
Creating a Custom Object•7 minutes
Object Classification and Deployment Status•6 minutes
Custom Object Position•8 minutes
New Relationship Custom Object•5 minutes
4 assignments•Total 60 minutes
System Architecture•10 minutes
Creating Custom Objects•10 minutes
Object Position & Relationships•10 minutes
Graded - System Overview & Custom Objects•30 minutes
Fields, Relationships & Tabs
Module 7•2 hours to complete
Module details
This module covers field management, object relationships, and tab configuration to enhance data structure, navigation, and reporting capabilities.
What's included
7 videos4 assignments
Show info about module content
7 videos•Total 61 minutes
Editing the Standard Fields•6 minutes
Editing the Standard Fields Continues•8 minutes
Custom Fields and Relationship•11 minutes
New Custom Object•10 minutes
More on New Custom Object•11 minutes
Relationship Objects in Salesforce•8 minutes
Example of Relationship Object•7 minutes
4 assignments•Total 60 minutes
Editing Standard Fields•10 minutes
Custom Fields & Objects•10 minutes
Relationships & Tabs•10 minutes
Graded - Fields, Relationships & Tabs•30 minutes
Relationship Examples & Record Design
Module 8•2 hours to complete
Module details
This module demonstrates practical examples of object relationships and focuses on record design using page layouts and record types to support multiple business processes.
What's included
7 videos4 assignments
Show info about module content
7 videos•Total 56 minutes
Object Tabs in Salesforces•8 minutes
Example of Relationship Salesforce•9 minutes
Example of Relationship Salesforce Continues•4 minutes
Field history Tracking in Salesforce•11 minutes
Page Layout and Related List Salesforce•10 minutes
Salesforce Record Types•7 minutes
Example of Record Types•7 minutes
4 assignments•Total 60 minutes
Relationship Examples•10 minutes
Relationship Continuation•10 minutes
Page Layouts & Record Types•10 minutes
Graded - Relationship Examples & Record Design•30 minutes
Views, Validation & Advanced Fields
Module 9•3 hours to complete
Module details
This module emphasizes data quality and productivity through list views, search layouts, validation rules, formula fields, and page actions.
What's included
13 videos4 assignments
Show info about module content
13 videos•Total 110 minutes
Listview Salesforce•12 minutes
Search Layout in Salesforce•7 minutes
More on Search Layout•9 minutes
Standard Validation Rules in SalesForce•7 minutes
Example of Standard Validation Rules•7 minutes
Custom Validation Rules in Salesforce•11 minutes
Example of Custom Validation Rules•8 minutes
Example of Custom Validation Rules Continues•5 minutes
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