Setup and configuration
Company settings, users, profiles, permission sets, roles, org settings, app setup and user access.
Build practical Salesforce administration skills by configuring users, data, security, automation, and reporting. Learn how an administrator keeps a Salesforce org organised, helps business users work efficiently, and maintains reliable CRM data.
The Administrator pathway is a practical starting point for learners interested in CRM operations and declarative platform configuration. Lessons connect setup concepts to business scenarios and guided exercises.
Freshers, CRM operations teams, support professionals, and aspiring Salesforce administrators. The learning path can be adjusted to the learner’s starting level after an initial discussion with the training team.
CRM fundamentals are recommended. No programming background is required for the core administrator pathway.
Duration is a recommended planning estimate. Final hours and lab access should be confirmed for the selected cohort.
Study the learning sequence below. Module delivery order may be adjusted to the cohort’s background and the available Salesforce training environment.
Company settings, users, profiles, permission sets, roles, org settings, app setup and user access.
Standard/custom objects, fields, relationships, page layouts, record types, Lightning App Builder, compact layouts.
Import Wizard, Data Loader concepts, duplicate management, validation rules, formulas, data quality and export.
Org-wide defaults, role hierarchy, sharing rules, record access, field-level security and least privilege.
Lead, account, contact, opportunity, campaign and case fundamentals; activities and productivity tools.
Flow Builder, record-triggered and screen flows, approvals concepts, scheduled paths, validation and troubleshooting.
Report formats, cross filters, dashboard components, folders, subscriptions and KPI design.
Sandbox concepts, change management, release notes, troubleshooting, scenario questions and practical revision.
Configure a sales pipeline CRM with user access, sharing rules, data import, record-triggered automation, reports, and dashboards.
The following are example role directions aligned with the skills taught. Hiring requirements differ by employer, experience, communication skills, and hands-on ability.
Coding is not a core prerequisite for this administrator track. The focus is on configuration, security, automation, and reporting.
The curriculum can support certification-aligned study. The current official exam guide, registration, and exam fees should be checked separately.
Practical activities use Trailhead Playground or another authorised training environment, subject to account and feature availability.
The course may include certification-aligned preparation, but it does not issue an official Salesforce credential. Check the current official exam guide, registration process, prerequisites, and fees separately.
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