Course Title: Salesforce Administration Essentials
Instructor: Gaurav Sharma
Course Duration: 5 months
Course Level: Beginner to Intermediate
Prerequisites: None (Basic understanding of CRM systems is helpful)
Course Overview:
This course is designed to provide aspiring Salesforce Administrators with the skills
needed to effectively configure, manage, and customize Salesforce. The course covers
core concepts such as data management, security, automation, reporting, and user
management. Through hands-on exercises and real-world examples, students will gain
the knowledge required to excel as Salesforce Administrators and prepare for the
Salesforce Administrator Certification Exam.
Course Objectives:
By the end of this course, students will be able to:
CO1 Understanding fundamentals of Salesforce platform
CO2 Comprehending customization of Salesforce platform
CO3 Analyzes different security features by learning how to secure
organization’s data and how users can work together to keep data safe.
CO4 Learn about the power of Sales Cloud and Service Cloud in Salesforce.
CO5 Explore Reports and Dashboards which visualize key business metrics in
real-time and create eye catching Dashboards to display key business
information.
Instructor Contact Information:
● Email: [Link]@[Link]
● Office Hours: 8:00-2:30
Additional Resources:
● Salesforce Trailhead: [Link]
● Salesforce Community: [Link]
● Salesforce Documentation: [Link]/docs
Course Content:
UNIT 1: Basics of the Salesforce Platform
● Trailhead Basics, Trailhead Playground Management, Salesforce Platform
Basics,
● Salesforce User Basics, User Engagement, Salesforce CRM, Prepare Your
Salesforce Org for Users
● Trailblazer Community Groups
UNIT 2: Customizing Salesforce
● Lightning Experience Basics ,Data Modeling, Formulas & Validations, Picklist
Administration,
● AppExchange Basics, Data Management, Customize a Salesforce Object
UNIT 3: Data security and Safety
● Lightning Experience Customization, Salesforce Mobile App Basics, Identity
Basics
● User Management, Security Basics Data Security,
● Salesforce Mobile App Customization, Accounts & Contacts for Lightning
Experience
UNIT 4: Sales Cloud and Service Cloud in Salesforce
● Leads & Opportunities for Lightning Experience, Service Cloud for Lightning
Experience
● Entitlement Management, Set Up Case Escalation and Entitlements, Chatter for
Lightning Experience
● Salesforce Einstein Basics
● Sales Cloud Basics, Marketing Cloud Basics, Experience cloud Basics, Products,
Quotes, & Contracts
UNIT 5: Reports and Dashboards
● Reports & Dashboards for Lightning Experience, Quick Start: Lightening App
builder
● Create Reports andDashboards for Sales and Marketing Managers, Customize
an Org to Support a New Business Unit, Data Quality
● Lightning Experience Reports & Dashboards Specialist, Business Administration
Specialist
Course Materials:
1. Salesforce Trailhead: Online tutorials and guided learning paths.
2. Salesforce Administrator's Guide: Official Salesforce documentation for
reference.
3. Textbooks (Optional):
○ Salesforce For Dummies by Liz Kao and Jon Paz
○ Practical Salesforce Development Without Code by Philip Weinmeister
4. Salesforce Developer Org: Free access to a Salesforce org for hands-on
practice.
Evaluation Criteria:
● Assignments : Weekly hands-on exercises to reinforce learning.
● Quizzes : Periodic quizzes on key topics such as security, automation, and data
management.
● Final Project : A comprehensive project where students configure a Salesforce
org from scratch and implement business processes.
● Final Exam : A written exam assessing the theoretical understanding of
Salesforce Administration.
Suggested Study and Participation Guidelines:
1. Complete Weekly Assignments: Engage in hands-on exercises to gain
practical experience.
2. Review Salesforce Documentation: Use Salesforce’s extensive help
documentation and knowledge base for deeper understanding.
3. Use Salesforce Trailhead: Supplement the course with interactive modules on
Trailhead.
4. Participate in Class Discussions: Share experiences and ask questions during
class to deepen understanding.
