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Salesforce Admin

  • Course Content
  • Overview

Configures Salesforce, manages users, data, and security.

What is a Salesforce Admin?

A Salesforce Administrator (Admin) is the backbone of any Salesforce environment. Admins are responsible for managing users, customizing the platform, setting up security, building reports and dashboards, and automating business processes. They ensure that Salesforce works effectively for sales, service, marketing, and other teams within an organization. In short, Salesforce Admins bridge the gap between business requirements and technology by making Salesforce run smoothly without needing to write complex code.

Who Can Learn Salesforce Admin?

The Salesforce Admin role is ideal for beginners, business analysts, support professionals, sales or marketing executives, and anyone looking to switch to an IT/cloud career. You don’t need a programming background to start learning. As long as you understand basic business processes and have problem-solving skills, you can learn and excel as a Salesforce Admin. Many professionals from non-technical fields like HR, sales, and operations have successfully transitioned into Salesforce careers by starting with the Admin track.

Do We Need Coding?

One of the biggest advantages of becoming a Salesforce Admin is that coding is not required. The platform provides a “clicks, not code” approach, meaning most tasks like creating objects, fields, validation rules, workflows, flows, and dashboards can be done through configuration. While Admins don’t need to code, having some basic understanding of how developers extend Salesforce can be helpful when working in larger teams. If you’re interested, you can later expand into Salesforce Development (which involves coding with Apex, LWC, APIs).

Where Is It Used in the Real World?

Salesforce Admins are in demand across industries like IT, healthcare, finance, e-commerce, and manufacturing. For example, in a sales team, an Admin might set up lead assignment rules so new leads are automatically routed to the right salesperson. In customer support, an Admin can configure case escalation rules to ensure urgent issues are handled quickly. Marketing teams rely on Admins to build campaign reports and track ROI. Essentially, anywhere Salesforce is used — whether it’s for sales growth, customer service, or marketing automation — Salesforce Admins play a crucial role in tailoring the system to business needs.

Why It’s Important

In today’s digital world, businesses need cloud experts to manage customer data efficiently. Salesforce Admins provide that expertise, making them one of the most in-demand roles in the CRM ecosystem. With career opportunities ranging from Admin to Consultant, Business Analyst, or even Architect, learning Salesforce Admin opens doors to both technical and leadership roles in the future.

Salesforce Admin

  • 33 sessions
  • Admin Session - 01

    Salesforce Setup

    • Introduction to Salesforce Production Org
    • Overview of Salesforce Sandbox Environment
    • Creation of Developer Edition Account
    • Creating and Using a Trailhead Account
    • Exploring Salesforce AppExchange
    • Navigating the Salesforce Help Portal
    • Getting Started with the Trailblazer Community
    • About IdeaExchange
  • Admin Session - 02

    Salesforce History with AI History

    • Salesforce growth since 1999
    • Key milestones: AppExchange, Slack, Tableau
    • Einstein AI launched in 2016
    • Core features: Bots, Predictions, Recommendations
    • Einstein GPT & Copilot for AI content/code
    • AI use cases for Admins, Devs, Users
  • Admin Session - 03

    Introduction to Salesforce

    • What is CRM
    • What is Salesforce
    • Introduction to Standard and Custom Apps
    • Difference between Classic and Lightning Apps
    • Overview of Salesforce Objects
    • Standard vs Custom Objects
    • Introduction to Salesforce Tabs
  • Admin Session - 04

    Object Creation with Different Ways

    • Create object via Object Manager
    • Use Schema Builder for object creation
    • Deploy object using Change Set
    • Create object via spreadsheet
    • Manually clone existing object setup
    • Add object to app via Tabs
  • Admin Session - 05

    Introduction to Salesforce Fields

    • Intro to Standard and Custom Fields
    • Create common field types
    • Set field dependencies (controlling/dependent)
    • Enable and view field history tracking
    • Create and customize list view
  • Admin Session - 06

    Introduction to User Management

    • Intro to formula fields and use cases
    • Create simple and advanced formula fields
    • Create new users in Salesforce
    • Freeze a user – when and how
    • Deactivate a user – steps and best practices
  • Admin Session - 07

    Introduction to Profiles

    • Intro to profiles – standard vs custom
    • Control app, tab & object access via profiles
    • Set field-level security & page layouts
    • Manage password, timeout, login hours, IP ranges
    • Grant access to Apex & Visualforce
    • Follow best practices for profile permissions
  • Admin Session - 08

    Introduction to Permission Sets

    • Intro to permission sets and their purpose
    • Profiles vs permission sets – key difference
    • Create and assign permission sets to users
    • Control object, field, and record-level access
    • Intro to permission set groups and when to use
    • Grant access to Apex, Visualforce, and apps
  • Admin Session - 09

    Layout Management in Salesforce

    • Introduction to page layouts and purpose
    • Creating and assigning page layouts
    • Lightning record pages vs Classic
    • Introduction to record types and use
    • Creating record types with layouts
    • Assigning layouts by type and profile
  • Admin Session - 10

    Introduction to Object Relationships

    • Intro to object relationships in Salesforce
    • Lookup vs master-detail explained
    • Create and manage relationship fields
    • Roll-up summary fields in master-detail
    • Convert lookup to master-detail
    • Convert master-detail to lookup
  • Admin Session - 11

    Data Management in Salesforce

    • Introduction to data management
    • Import data using Data Import Wizard
    • Export data with Salesforce Data Export
    • Insert, update, delete via UI
    • Perform DML operations using Apex
  • Admin Session - 12

    Data Management in Salesforce

    • Intro to Data Loader and use cases
    • Install and set up Data Loader
    • Perform insert, update, upsert, delete, export
    • Use CSV files for field mapping
    • Configure batch size, view logs
    • Follow best practices and note limitations
  • Admin Session - 13

    Data Management in Salesforce

    • Overview of DataLoader.io
    • Importing & Exporting Data with DataLoader.io
    • Overview of Salesforce Inspector
    • Quick Data Access & SOQL with Salesforce Inspector
    • Overview of Workbench
    • Data Operations via Workbench
  • Admin Session - 14

    Validation Rules

    • Introduction to Validation Rules
    • Use Cases for Enforcing Data Accuracy
    • Understanding System vs Custom Validation Rules
    • Creating Validation Rules via Object Manager
    • Writing Basic Validation Formulas
    • Displaying Custom Error Messages to Users
  • Admin Session - 15

    Validation Rules

    • Using Functions in Validation Rules
    • ISBLANK, AND, OR, REGEX, etc.
    • Role-Based Validation Rules
    • Profile-Based Validation Rules
    • Best Practices for Validation Rules
  • Admin Session - 16

    Organization-Wide Defaults (OWD)

    • Introduction to OWD and record access
    • OWD settings: Private, Read Only, Read/Write
    • Set OWD for standard and custom objects
    • Impact of OWD on roles and sharing
    • Best practices for OWD configuration
  • Admin Session - 17

    Manual Sharing

    • What is manual sharing in Salesforce
    • How to share records manually via UI
    • Who can perform manual sharing
    • Manage and revoke shared access
    • Limitations and when to use it
  • Admin Session - 18

    Sharing Rules

    • What are sharing rules and why used
    • Types: owner-based vs criteria-based
    • Create and manage sharing rules in setup
    • Share with roles, groups
    • Use cases and best practices
  • Admin Session - 19

    Approval Process

    • Introduction to approval process and purpose
    • Key components: entry, steps, actions
    • Create a single-step approval process
    • Set up multi-step or parallel approvals
    • Best practices and troubleshooting tips
  • Admin Session - 20

    Basics of Flows

    • Intro to Flow and automation tools
    • Types of flows: screen, record, schedule, auto-launched
    • Flow Builder overview and interface
    • Create a simple flow example
    • Activate and test the flow
  • Admin Session - 21

    Screen Flow

    • Intro to screen flows and use cases
    • Create a screen flow in Flow Builder
    • Add input components (text, picklist, checkbox)
    • Use variables, assignments, and decisions
    • Activate and embed in Lightning pages
  • Admin Session - 22

    Basics of Record-Triggered Flow

    • What is a Record-Triggered Flow?
    • When to use it over Workflow or Process Builder
    • Triggering Conditions: Create, Update, Delete
    • Entry Criteria and Condition Logic
    • Flow Builder Interface for Record Flows
  • Admin Session - 23

    Building and Configuring the Flow

    • Configuring the Object and Trigger Condition
    • Before vs After Save Flow – Key Differences
    • Using Elements: Get, Update, Create Records
    • Using Decision, Assignment, and Loop
    • Handling Recursive Flows and Limits
  • Admin Session - 24

    Record-Triggered Flow

    • Testing Record-Triggered Flow with Sample Records
    • Debugging and Troubleshooting Tips
    • Activating and Deactivating Flow Versions
    • Error Handling and Fault Paths
    • Best Practices
  • Admin Session - 25

    Scheduled Trigger Flow

    • Intro to scheduled flows and use cases
    • Set start date, frequency, and filters
    • Use flow elements: get, assign, update
    • Common use cases: updates, reminders, cleanups
    • Best practices: limits, performance, errors
  • Admin Session - 26

    Platform Event Trigger Flow

    • Intro to Platform Events in Salesforce
    • Create and publish a platform event
    • Build a flow triggered by the event
    • Use flow elements to process event data
    • Best practices and real-time use cases
  • Admin Session - 27

    Auto-Launched Flow (No Trigger)

    • Intro to auto-launched flows (no trigger)
    • When and why to use them
    • Create and design flow in Flow Builder
    • Use elements: get, update, assign
    • Call flow from Apex, Process Builder, or Screen Flow
  • Admin Session - 28

    Deployment – Change Set

    • Intro to inbound and outbound change sets
    • Create and upload change set from sandbox
    • Validate and deploy in production org
    • Check permissions and deployment readiness
    • Follow best practices and handle errors
  • Admin Session - 29

    Gearset

    • Intro to Gearset and its deployment features
    • Connect Salesforce orgs to Gearset
    • Compare metadata and select components
    • Deploy with version control and validation
    • Monitor, rollback, and track deployment history
  • Admin Session - 30

    Workbench

    • Intro to Workbench and deployment use
    • Prepare .zip with package.xml & metadata
    • Use Migration → Deploy to upload
    • Monitor status and view error logs
    • Follow best practices for deployment
  • Admin Session - 31

    Salesforce Standard Objects

    • Account
    • Contact
    • Lead
    • Etc.
  • Admin Session - 32

    Salesforce Clouds

    • Intro to Salesforce Clouds
    • Sales Cloud – Lead to Opportunity
    • Service Cloud – Case Management
    • Marketing Cloud – Campaigns & Journeys
    • Key differences and use cases
    • Use cases, differences, and when to use each cloud
  • Admin Session - 33

    Reports and Dashboards in Salesforce

    • Introducing Reports and Custom Reports
    • Creating Custom Report Types
    • Create a Tabular Report
    • Create a Summary Report
    • Adding Summary Fields
    • Adding Columns and Filters
    • Create a Matrix Report
    • Exporting Reports
    • Dashboards
    • Creating and Editing Dashboards