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Salesforce Platform Administrator

What I will learn?

  • By the end of this course, students will be able to:
  • Understand Salesforce CRM and its importance in modern businesses
  • Navigate and use Salesforce objects, records, and fields
  • Differentiate between standard, custom, and external objects
  • Automate business processes using tools like Workflow Rules and Process Builder
  • Write basic SOQL queries
  • Understand data security through user roles and sharing rules
  • Use AppExchange to extend Salesforce functionality
  • Grasp the fundamentals of Apex for custom logic

Course Curriculum

What is Salesforce primarily known for?
This course introduces learners to Salesforce, the world’s leading cloud-based CRM platform. Through hands-on learning, conceptual modules, and a final quiz, students will gain a solid foundation in Salesforce’s core components, data structure, automation tools, and customization capabilities.

  • Salesforce Essentials: CRM Foundations and Automation

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Material Includes

  • Module 1: Introduction to Salesforce CRM
  • What is CRM?
  • Salesforce overview and ecosystem
  • Use cases and business value
  • Module 2: Understanding Salesforce Data Model
  • Standard vs Custom Objects
  • Fields, records, and relationships
  • External Objects overview
  • Module 3: Salesforce Automation Tools
  • Workflow Rules
  • Process Builder
  • Introduction to Flow
  • Module 4: AppExchange and Extending Functionality
  • What is AppExchange
  • Installing and configuring apps
  • Module 5: Introduction to Apex & SOQL
  • Overview of Apex
  • Writing basic SOQL queries
  • When to use code vs declarative tools
  • Module 6: Data Security and Access Control
  • Profiles, Roles, and Permission Sets
  • Org-wide defaults and Sharing Rules
  • Field-level security

Requirements

  • – Covers all modules and tests practical and conceptual understanding
  • – Format: Multiple Choice
  • – Passing Score: 70%

Tags

Target Audience

  • Beginners with no prior Salesforce experience
  • Business analysts
  • CRM administrators
  • Developers new to Salesforce
  • Students preparing for the Salesforce Admin certification