Salesforce Admin Training & Certification (GTR Academy)

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About The Course

Salesforce Administrator Training & Certification

Learn to configure, manage, and optimize Salesforce CRM – the world’s leading cloud platform. This course covers everything from CRM basics to advanced admin tasks, preparing you to become a certified Salesforce Administrator.

Key Benefits

Automate business processes and workflows
Seamless Salesforce Lightning Experience interface
Boost user productivity and data accuracy
Improve customer management and engagement
Enable real-time reporting and dashboards
Ensure data security and org-wide compliance

GTR Academy Training & Development

(Enterprise of ROOTBIX INFOTECH Pvt. Ltd.)

World-Class Employee Training Solutions

Pave Your Road to Salesforce Admin Excellence, Lead in Salesforce Admin

Program
Highlights

Other Benefits

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Step into the world of high-paying Salesforce careers!

Students Trained

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Facilitated Placements

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Hours of Training

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Years Operations

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We're Widely Accredited

Know your Mentor

Certified Salesforce Admin
Real-World Case Studies and Projects
Compliance & Streamlining
8+ Years Of Experience
Trained 3500+ Students
Simplifies Complex Concepts

Salesforce Admin Course Curriculum

Module 1:Overview

1.Cloud Computing Overview

- Introduction to Cloud Computing
- Introduction to IAAS, PAAS, SAAS
- Deployment Models
- Introduction to CRM
- How can CRM help
- Evolution of CRM
- Advantages of CRM
- A view of available of CRM Products

2.Introduction to Salesforce CRM

- What is Salesforce.com
- Salesforce CRM Overview
- Why Salesforce
- Understanding Salesforce Architecture
- Services Provided by Salesforce
- Salesforce Vs Other Cloud
- Market Demand for Salesforce CRM.
- Job Market and growth in CMR industry.
- Salesforce Editions, Licenses and Pricing
- Salesforce Sandboxes (Dev, QA, Full, Prod.)
- Creating First SFDC Dev Account
- Salesforce.com CRM Editions
- Salesforce.com Navigation Overview
- Creating Salesforce Developer Account

3.Salesforce Applications

- Sales Cloud, Service Cloud, Custom Cloud
- Rapid application Development, Cost Reduction & Quality Products

4.Salesforce Certifications

- Certified Administration (201)
- Certified Advanced Administration (211)
- Salesforce certified platform developer 1 (PD1: 401)
- Salesforce certified platform developer 2 (PD2: 501)

5.Organization Setup

- Salesforce Quick Navigation Walk Through
- Popular Std. Objects and their purpose
- Set up Menu Intro (Various OOB and Dev Options
- Popular in different other objects
- Organization profile, Currency etc.
- Salesforce User Interface Overview

Module 2: Data Configuration

1.Objects in Salesforce

- Types of objects available in salesforce
- Standard Objects
- Custom Objects
- Use of Standard Objects and Custom Objects in Salesforce
- Difference between standard and custom object
- Limitations of Standard Objects

2.Tabs in Salesforce

- Introduction to tab
- Assigning tab to object
- Types of Tab – Custom Object Tabs, Visualforce, Web tab, Lightning Page tabs

3.Intro on various Data Types/Fields

- Various data type fields creation
- Standard Data types
- Read only Data types
- Relational Data types
- Roll-Up Summary Fields and its features.
- Limitations of Roll-up Summary Fields
- Required, External Id, Default Value and Unique fields

4.Object Relationships

- Introduction to Relationships
- Need of Relationships in salesforce
- Brief on Types of relationship
- Master-Details, Lookup, Self-relationship, External lookup relationship, Indirect lookup relationship, Many-to-many relationships (Junction object), Hierarchical relationship
- Deep in to Junction object
- Use of Junction object.
- Difference between master-detail and lookup relationship How to convert lookup to master details and vice Versa.

Module 3: Workflow in Salesforce

Defining Workflows
Workflow Rules
Types of evaluation criteria in Workflow rules
Introduction to Approval Process
Understanding Approval steps, Approval actions, Rejection actions
Introduction to process builder and its action
What is the difference between workflow and process builder
Workflow Actions
- Email Alert
- Task Create
- Field Update
- Outbound Message
Difference between Evaluation Criteria and Rule Criteria
Workflow Vs Trigger
Email Templates Overview
Email Templates for Email Notifications
Sending Email Templates
- Sending Single emails
- Sending Mass emails.
Types of Templates
- HTML (Using Letter Head)
- Custom HTML (without using letter head)
- Visual force Email Templates

Module 4: Formula Fields and validation rules

Understanding of formula fields
Purpose of formula field
Types of formula field in salesforce
Text/Logic/Math/Date functions & Other popular functions
Introduction to cross object formula
What is the need for object formula
Introduction to validation rule, Need, and Various popular functions
What is the difference between the formula field and Rollup summary in Salesforce

Module 5: Record Types / Page Layouts

Page Layouts
- Defining Page layouts
- Field order changes
- Adding custom buttons and links
- Defining required and read only fields
- Adding related list
- Adding Sections in Detail page
Record Types
- To create and maintain record types for your organization.
- Display different page layouts and picklist values based on record types.
- Uses of Record Types
Field Dependencies
- Controlling field/Dependent field
- Making dependent pick list fields
- Limitations

Module 6: AWS-SFDC Security Model

Introduction to User Management, User Object
Different types of user licenses available – Salesforce, Salesforce Platform
Roles and Profiles
Creating Users
Permission Sets
Profile Vs Permissions Sets
Password Policy
IP Address security
Login hours & Session settings
OWD -Public Read/Write, Public Read, private only
Manage record access with the role hierarchy
Sharing record-Manual and owner based
Manage field-level security

Module 7:Data management

Introduction to Data migration
Overview to Data loader and its installation process Data Loader Action-Insert, Update, Delete, hard delete
Configure the Data Loader via command line
Attachment upload with Data loader
Data Loader Vs Other Third Party ETL Tools
Introduction to salesforce import wizard
Mass Transfer Records and Delete of Records
Difference between Data loader and import wizard
Mass Transfer Records and Delete of Records
Back up data with a weekly export

Module 8:Reports & Dashboard

Introduction to Data Visualization-Reports and Dashboard
Introducing Reports and Custom Reports
Types of report-Tabular, summary, Matrix, and joint report
Understanding the formula field and bucket field.
Add a chart and a few other features like highlighting
Understanding -Reporting Snapshots, Report types
Overview to the dashboard and its types
What is a dynamic dashboard
Adding Dashboard Snapshots to Home Page
Understanding Sharing & Security of Reports-Dashboards

Module 9:App Design

What is AppExchange
Installation of an App
Uninstall an App
Create a custom app
Service Cloud Console

Module 9:Flows

Create flows
Screen Flows
Scheduled Trigger Flows
Auto Launched Flows
Record Triggered Flows

Module 10:Chatter

Create Chatter Group
Adding User to Chatter Group
Post Message to Chatter

Who is This Course For ?

Aspiring Salesforce Administrators seeking a practical, hands-on introduction to the Salesforce platform.
Students and career changers who want a comprehensive, engaging, and beginner-friendly approach to learning Salesforce.
Professionals from non-technical backgrounds (arts, commerce, business, etc.) looking to break into the IT or CRM industry.
Job seekers aiming for roles such as Salesforce Admin, Salesforce Analyst, or Business Systems Analyst.
Customer support, sales, or marketing professionals who want to upskill and manage Salesforce in their current organizations.

Training Delivery

Discovery call

A call to evaluate training requirements and adjust course and delivery accordingly.

Tech call with the Certified Instructor

A call with the Certified Instructor to address specific queries and requirements.

Design of Customized Curriculum

Tailored curriculum to meet specific learning objectives and organizational needs.

Training and Access to LMS

Commencement of training sessions along with access to the Learning Management System.

Live training

Live training sessions conducted in real time to facilitate interactive learning experiences.

Hands on Role Based training with Labs

Interactive training featuring hands on exercises and specialized labs tailored to specific skillset

Course Materials Access using LMS

Access course materials conveniently through the Learning Management System.

Student Progress Metrics

Monitor student progress through comprehensive metrics and analytics.

Final Quiz in Gamification style

Concluding the training with a gamified final quiz to engage learners and reinforce key concepts.

Certificate of Completion (Verifiable)

Participants provided with a verifiable Certificate of Completion upon successfully finishing the training.

Student Video Testimonial

Watch heartfelt testimonials from our students, sharing their firsthand experiences and
success stories about their transformative learning journeys at our institution.

Hear from our students

Explore firsthand accounts of student experiences. Hear their stories, triumphs, and insights that make our community exceptional. Real voices, real impact.

Prashanth K

TCS: 15.6 LPA

Thanks GTR Academy

If you are willing to start your career in SAP or if you are already an SAP professional and want to enhance your knowledge for better career growth , Then GTR Academy is one stop solution for all of us . As the mentor is extremely professional and has a wide experience in multiple MNCs , The depth knowledge and level of teaching.

7 Days Ago

Sourabh Rao

TCS: 18 LPA

GTR Academy is best

If you are aspiring to build your career in SAP consulting, GTR Academy is the best platform. I like to thank GTR Academy and GTR Academy especially for the consistent guidance and motivation. I recommend you GTR Academy 100% to get trained and enhance your knowledge on different SAP modules.

10 Days Ago

Harish

MYTILINEOS (UK) : 60 LPA

Best Training Academy

GTR Academy is platform which not only gives us a knowledge but also provide a chance to develop skills & show case our talent. This platform is helping to many job aspirants like me. Special thanks to GTR Academy for always supporting.This was possible only through GTR Academy continuous support and guidance.

10 Days Ago

Lakshmi

Accenture: 72 LPA

Experienced trainers to guide

I've started preparing in SAP in Feb 2021, I posted a document on LinkedIn to present my skill and fortunately GTR Academy saw my post and suggest me take it as challenge for 21 days and present your skills.
and after completion of 21 days I started getting to many calls and got offer from top 3 MNC's and finally choose NTT Data.

10 Days Ago

~~₹60,000~~
₹29,500

INR 29,500 now and INR 30,000 post placement of 3 months

~~₹30,000~~
₹14,999

Salesforce Admin classes with unlimited mocks, a comprehensive question bank, and personalized doubt solving.

Welcome to GTR Academy, your ultimate destination for top-notch online training and education. Since 2021, we have empowered 10,000+ students and facilitated 9200 placements, helping you step up, learn today, and lead tomorrow!

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(Enterprise of ROOTBIX INFOTECH Pvt. Ltd.)