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Salesforce Administrator Training

30 Hours
Online Instructor-led Training
USD 2800
Salesforce Administrator Training course and certification
151 Learners

About this Course
The Salesforce Administrators are referred to system administrators who excel in salesforce package of products. The Salesforce Administrator online course intention is to collaborate with the project stakeholders to gather requirements for updated processes, resolve inefficiencies and implement productivity in software firm QA company.

is highly scalable and flexible CRM structure, delivered through the cloud or Software as a Service (SaaS). Many cloud-based products like Sales Cloud, Service Cloud, Force.com are offered by Salesforce.com. Salesforce is responsible for collaborating community, service, sales and marketing, analytics using its cloud platform. Salesforce enables sales representatives to get more leads, close more deals, expedite productivity and make insightful decisions that matter most to grow their business. Salesforce introduced Salesforce Lightning to help enterprises that are looking forward to engage potential leads using multiple channels. Initially Salesforce Lightning was designed for mobile devices, after the establishment of the design framework and completion of mobile application, the desktop version was also brought under its range.
In today's business application ecosystem, Salesforce platform is the fifth fastest growing skill in the IT domain. Despite the fact, several CRM software products competing in the market, Salesforce remains as the topmost leader among the cloud-based solution vendors.

Uplatz offers comprehensive training on Salesforce system administration. The objective of this Salesforce training is to provide the necessary skills on the core concepts such as SFDC Data Model, SFDC Security Model, Salesforce1, Lightning Appbuilder, Apex and Visualforce. Get trained and become App builder and Developer certified Salesforce professional. This Salesforce administratation course by Uplatz provides in-depth explanation of Salesforce structure and terminology, setting up and managing users, login security, troubleshooting, setting up object access, setting up record access, customizing standard fields, creating custom fields, using Page Layouts, using Record Types, using Business Processes, importing data, backing up data, mass transferring data, and creating Reports and Dashboards.
This Salesforce training course teaches students essential system administrator skills and how to customize Salesforce, create custom objects and report types, use sandboxes, and leverage all the automation tools in Salesforce. Uplatz Salesforce Administrator training includes a final project giving students a real-world design and customization scenario.


Objectives of Salesforce Administrator Training

·       Navigate in Salesforce
·       Use help and training
·       Understand Salesforce terminology
·       Understand the Salesforce data model and object schema
·       Configure global settings – company profile, UI, calendar, and activity settings
·       Demonstrate login troubleshooting
·       Restrict logins
·       Configure profiles
·       Configure new users
·       Understand object access
·       Understand record access
·       Understand role hierarchy
·       Configure sharing rules
·       Manage field-level security
·       Create and configure a data access model
·       Configure custom fields and understand field level security
·       Create and configure custom objects and custom fields
·       Maintain data integrity
·       Understand page layouts, record types, and business processes
·       Import/export data
·       Create reports and dashboards
·       Use Salesforce automation
·       Understand and configure object relationships
·       Understand and use lookup and master-detail fields
·       Understand and use rollup summary fields
·       Create Custom Report Types
·       Use Custom Summary Formulas and Bucket Fields
·       Create Workflows
·       Create Processes
·       Use Approval Processes
·       Use Flow
·       Create Queues, Assignment Rules, Auto-Response Rules, Escalation Rules
·       Configure Web to Case and Email to Case
·       Configure and Customize a full business scenario
·       Understand Sandboxes
·       Understand metadata and Change Sets
·       Use the AppExchange
·       Know when to code
·       Study for Salesforce System Admin Certification


Course Objective

The Salesforce administrator training is intended for the individuals who have prior experience in salesforce and continue to contribute their support to companies with the help of sales administration. The dedicated mentors make sure the learners to cover all topics under Salesforce administration course curriculum which will be useful for their career growth. Uplatz offers comprehensive salesforce administration training to become a skilled salesforce administrator.


Course Description

Salesforce Administrator course program will let the participants gain complete proficiency in providing administrative support to the sales team and manage the salesforce.com database and reporting.

The Salesforce Administrator online course is ideally developed for administrator consultants who seek to build a lucrative career in the sales and administration domain. 

In the Salesforce administration online course, Uplatz provides an in-depth training for the  learners that the salesforce administrator job role will perform administrative support roles such as sales report generation, manage overall activities related to sales, marketing and training. The Salesforce technology assures to offer real-time platform especially for sales related activities. The salesforce technology is completely personalized suite which collaborates with sales, marketing and training activities and increase productivity. 

The salesforce technology integrates with sales and marketing cloud to ensure the business runs seamlessly.

With the help of salesforce administrator online course, the learners can:

  • Access and manage salesforce security roles which includes profile creation, sharing rules, workflows and groups.

  • Maintain and personalize sales cloud and service cloud applications.

  • Create custom reports, dashboards and workflows.

  • Deal with all sales related technical data and migrate data into salesforce.

  • Stay up to date with the latest release of salesforce for the functional efficiency.

Salesforce Administrator online training by uplatz ensure the learners to gain experience in the sales administration related activities which is performed through salesforce platform. 


Uplatz provides an in-depth training to the learners to accelerate their knowledge and skill set required for salesforce Administrator job.


Target Audience

The Salesforce administrator course is intended for the below mentioned target audience, still if you are a newbie and want to expand your career in sales and administration then salesforce administration course is the best option.

  • System Admin

  • Security analyst

  • Professionals who want to build their career in administration domain.



Salesforce Administrator Training

Course Details & Curriculum

Lesson 1: Introduction

Lesson 2: Navigating in Salesforce

·       Logging into Salesforce
·       Using search
·       Parent-child object relationships
·       Configuring personal settings
·       Understanding apps and tabs
·       Using the schema builder


Lesson 3: Understand and Configure Global Settings

·       Company profile
·       UI
·       Calendar
·       Chatter
·       Setting up activities
·       Using list views

Lesson 5: Security and Data Access

·       Setting object access
·       Setting record access
·       Creating a role hierarchy
·       Record access exceptions
·       Managing field level security
·       Design and configure a data access model


Lesson 6: Standard and Custom Object Customizations

·       Customize standard objects and fields
·       Creating custom objects and custom fields
·       Creating formula fields
·       Page layouts
·       Record types
·       Business processes
·       Design and configure a business scenario


Lesson 7: Maintaining Data Integrity

·       Required fields
·       Matching and duplicate rules
·       Validation rules
·       History tracking


Lesson 8: Data importing and Exporting

·       Import using the data import wizard
·       Import using dataloader.io


Lesson 9: Reports and Dashboards

·       Folders and security
·       Create reports using standard report types
·       Create reports using custom report types
·       Create dashboards


Lesson 10: Emailing from Salesforce

·       Sending emails with tracking code
·       Mass emailing
·       Workflow
·       Process Builder


Lesson 11: Chatter

·       Understand Chatter
·       Understand use cases for Chatter
·       Configure Chatter invites


Lesson 12: Salesforce Mobile

·       Understand the capabilities
·       Know how to configure
·       Understand SalesforceA
·       Use Quick Actions


Lesson 13: Object Relationships

·       Recognizing the need to create a custom object
·       Lookup or master-detail?
·       Rollup summary fields


Lesson 14: Advanced Reporting

·       Custom Report Types
·       Custom Summary Formulas
·       Bucket Fields


Lesson 15: Salesforce Automation

·       Workflow
·       Process Builder
·       Approval Processes
·       Flow


Lesson 16: Support Processes

·       Queues
·       Assignment Rules
·       Auto-Response Rules
·       Escalation Rules
·       Web to Case
·       Email to Case
·       Support Settings


Lesson 17: Final Project

·       Design, configure, and customize a full business scenario in Salesforce
·       Review student solutions


Lesson 18: Sandboxes

·       Types of Sandboxes
·       Creating and Refreshing Sandboxes
·       Metadata vs. Data
·       Change Sets


Lesson 19: Using the AppExchange

·       Using the AppExchange
·       How to assess apps
·       Unmanaged and Managed Apps


Lesson 20: Know When to Code

·       Understanding declarative limits
·       Evaluate customization priorities
·       Typical coding scenarios


Lesson 21: System Administrator Certification Discussion

·       Requirements
·       Exam study Resources
·       Preparation 


Lesson 22: Conclusion


Salesforce Certified Administrator, Salesforce Certified Advanced Administrator

The salesforce administrator certification exam ADM 201 conducted by Salesforce validates that the participants possess the basic knowledge towards salesforce technology and become a point of contact to answer any queries on salesforce suite. Uplatz online training ensures to impart the subject knowledge and equip the participants to successfully go through the salesforce administrator certification exam. 

Below mentioned are other details about marketing cloud social specialist certification exam:

  • Exam Mode: Online

  • Total Number of Questions: 60 multiple-choice questions

  • Time duration to complete the exam: 105 minutes

  • Graduating score: 65%

  • Prerequisite: None; course attendance is highly recommended


Please note that no hard-copy or other online materials should be referenced during the exam.

Salesforce certifies both the Developer and Administrator professions. Earn Salesforce credential to reveal the impact you make every day while aiming for a competitive edge that leads towards new opportunities.

Salesforce Developer and Admin Certification Types

Salesforce is one of the leading companies providing CRM solutions. It conducts exam and offers following certifications for the professionals.

  1. Salesforce Certified Platform Developer I
  2. Salesforce Certified Platform Developer II
  3. Salesforce Certified Administrator
  4. Salesforce Certified Advanced Administrator


Salesforce Certified Platform Developer I


There are no prerequisites to take up Certified Platform Developer I certification


Exam Details

  • Exam Pattern - Multiple choice questions
  • Number of Questions - 60
  • Exam Time Duration - 105 minutes
  • Passing Score - 68%
  • Registration Fee - $200
  • Retake Fee - $100


Salesforce Certified Platform Developer II


A certified Force.com Developer can take up Salesforce Certified Platform Developer II certification

Exam Details

  • Exam Pattern - Multiple choice questions
  • Number of Questions - 69
  • Exam Time Duration - 120 minutes
  • Passing Score - 73%
  • Registration Fee - $400
  • Retake Fee - $200


Salesforce Certified Administrator


There are no such pre-requisites to take up Salesforce Certified Administrator certification

Exam Details

  • Exam Pattern - Multiple choice questions
  • Number of Questions - 60
  • Exam Time Duration - 90 minutes
  • Passing Score - 65%
  • Registration Fee - $200
  • Retake Fee - $100


Salesforce Certified Advanced Administrator


A certified Administrator can take up Salesforce Certified Advanced Administrator certification

Exam Details

  • Exam Pattern - Multiple choice questions
  • Number of Questions - 60
  • Exam Time Duration - 90 minutes
  • Passing Score - 65%
  • Registration Fee - $200
  • Retake Fee - $100


Salesforce Certified Platform App Builder


There are no such prerequisites to take up Salesforce Certified Platform App Builder certification

Exam Details

  • Exam Pattern - Multiple choice questions
  • Number of Questions - 60
  • Exam Time Duration - 90 minutes
  • Passing Score - 63%
  • Registration Fee - $200


Salesforce Sales Cloud Consultant


Candidate should have experience in designing solution experience working with sales and marketing organization

Exam Details

  • Exam Pattern - Multiple choice questions
  • Number of Questions - 60
  • Exam Time Duration - 105 minutes
  • Passing Score - 68%
  • Registration Fee - $200


Salesforce Service Cloud Consultant


To take this exam candidate should be Salesforce Certified Administrator

Exam Details

  • Exam Pattern - Multiple choice questions
  • Number of Questions - 60
  • Exam Time Duration - 105 minutes
  • Passing Score - 68%
  • Registration Fee - $200


Career Path

The salesforce administrator certification course with the help of expert professionals training is recognized across the globe. Because of the increased adoption of the salesforce technology in various business organizations the participants are able to find the job opportunity easily. The leading companies hire salesforce administrator to derive the best management practices and perform administrative roles using salesforce platform. The Salesforce administrators can pursue a wide range of career paths.

The following are the job titles:

  • System Administrator

  • System Admin

  • Administration specialist


Job Prospects

The salesforce administrator draws an average salary of $88,301 per year depending on the knowledge and hands-on experience. The salesforce administrator job roles are in high demand and make a rewarding career.


Interview Questions

  1. Explain CRM?

CRM stands for customer relationship management which is used to automate marketing operations. With the help of CRM software, companies can increase their profit and revenue. The key concept of CRM software is the customer relationship.

  1.  Mention the CRM initiatiives?

The four CRM initiatives are:

  • Customer acquisition

  • Customer retention

  • Customer churn

  • Customer win-back

  1. Explain salesforce.com?

Salesforce.com is helpful in building CRM-functionality based applications. 

  1. List out the available portals in salesforce?

There are three types of portals in salesforce such as:

  • Customer portal

  • Partner portal

  • Self-service portal

  1. Explain customer portal?

Customer portal enables the user to make use of the web capabilities as a channel to deliver greater self-service.

  1. Explain partner portal?

The partner portal is intended for partners who can view their details by logging into salesforce.

  1. Explain self-service portal?

The self-service portal is intended for customers who wants to browse details about the company using salesforce.

  1. Explain the usage of tab in salesforce?

Tabs are used to access object data.

  1. List out the types of tabs?

There are three types of tabs:

  • Custom tab

  • Visualforce tab

  • Web tab

  1. Define profile?

Profile is very much alike to settings and permission access in salesforce. It is used to carry out different functions defined by users.

  1. Mention the types of profiles?

There are two different types of profiles:

Standard Profile: Profile created through force.com

Custom profiles: Profiles created through users.

  1. Can we delete a user profile in salesforce.com?

It is not possible to delete a user in salesforce.com, but can temporarily deactivate the user through Freeze option.

  1. List out various ways to store images, files and documents in salesforce.com?

The user can save the images, files, documents, and other files in below given formats:

  • Attachments

  • Documents

  • Google Drive

  • Libraries

  • Chatter files

Demo Sessions
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