About this Training
The Salesforce Administration Training by Ephrable CRM Consultancy is designed to equip professionals with the essential skills needed to manage and optimize Salesforce. This hands-on training will help participants understand Salesforce’s core features, customize the platform to meet business needs, automate workflows, and manage data efficiently. Whether you are an aspiring administrator, a business analyst, or an IT professional, this course will provide you with the expertise to handle Salesforce effectively and prepare you for the Salesforce Certified Administrator exam.
What You Will Learn
- Understanding Salesforce architecture and core functionalities
- User management: roles, profiles, and permissions
- Customizing Salesforce: objects, fields, and page layouts
- Automating business processes with workflows, process builder, and flows
- Data management: importing, exporting, and deduplication
- Creating reports and dashboards for data visualization
- Managing security settings: sharing rules and field-level security
- AppExchange and third-party integrations
Requirements
- No prior Salesforce experience required (basic CRM knowledge is a plus)
- A computer with internet access
- A free Salesforce Developer account (we will guide you on setting it up)
- Willingness to learn and explore Salesforce features
Course Curriculum
8 Lessions
Introduction to Salesforce
- Overview of Salesforce and CRM
- Understanding the Salesforce ecosystem
- Setting up your Salesforce account
User and Security Management
- No prior Salesforce experience required (basic CRM knowledge is a plus)
- A computer with internet access
- A free Salesforce Developer account (we will guide you on setting it up)
- Willingness to learn and explore Salesforce features
Customizing Salesforce
- No prior Salesforce experience required (basic CRM knowledge is a plus)
- A computer with internet access
- A free Salesforce Developer account (we will guide you on setting it up)
- Willingness to learn and explore Salesforce features
Data Management
- No prior Salesforce experience required (basic CRM knowledge is a plus)
- A computer with internet access
- A free Salesforce Developer account (we will guide you on setting it up)
- Willingness to learn and explore Salesforce features
Automating Processes
- No prior Salesforce experience required (basic CRM knowledge is a plus)
- A computer with internet access
- A free Salesforce Developer account (we will guide you on setting it up)
- Willingness to learn and explore Salesforce features
Reports and Dashboards
- No prior Salesforce experience required (basic CRM knowledge is a plus)
- A computer with internet access
- A free Salesforce Developer account (we will guide you on setting it up)
- Willingness to learn and explore Salesforce features
AppExchange and Integrations
- No prior Salesforce experience required (basic CRM knowledge is a plus)
- A computer with internet access
- A free Salesforce Developer account (we will guide you on setting it up)
- Willingness to learn and explore Salesforce features
Best Practices & Certification Preparation
- No prior Salesforce experience required (basic CRM knowledge is a plus)
- A computer with internet access
- A free Salesforce Developer account (we will guide you on setting it up)
- Willingness to learn and explore Salesforce features
This Training Contains
- 25 Videos
- Certificate Upon Completion
- Certificate Upon Completion
About The Trainers
Abel Ermiyas
Lorem ipsum dolor sit amet, consectetur adipiscing elit.
Abel Ermiyas
Lorem ipsum dolor sit amet, consectetur adipiscing elit.