Salesforce Admin Course: “The Modern Administrator”
Course Overview
Goal: Master Salesforce configuration, data management, and AI operations.
Target: Beginners, career changers, or junior IT professionals..
Key Outcome: Preparation for the Salesforce Certified Platform Administrator exam.
Course Curriculum :
Module 1: Salesforce Ecosystem & Navigation
The Big Picture: What is CRM? Cloud Computing (SaaS, PaaS, IaaS).
Architecture: Multi-tenancy, Metadata-driven architecture, and Trust.
The Interface: Mastering Lightning Experience, Search settings, and Global Actions.
Org Setup: Company Information, Fiscal Years, Business Hours, and Currency Management.
Module 2: Security & Access (The "Gatekeeper" Skills)
Who can see what? Understanding the Layered Security Model.
The Foundation: Organization-Wide Defaults (OWD).
User Management: Profiles vs. Permission Sets (the move toward Permission Set-led security).
Record Access: Role Hierarchy, Sharing Rules, and Manual Sharing.
Health Check: Multi-Factor Authentication (MFA) and Session Settings.
Module 3: Object Manager & Data Modeling
Standard vs. Custom: Accounts, Contacts, Leads, and Opportunities.
Relationships: Master-Detail (tight) vs. Lookup (loose).
Fields & UI: Customizing Page Layouts, Record Types, and Dynamic Forms.
Schema Builder: Visualizing the database architecture.
Module 4: Business Process Automation (The "Flow" Era)
Salesforce Flow: The primary tool for admins. Creating Screen Flows, Record-Triggered Flows, and Scheduled Flows.
Validation Rules: Ensuring "clean" data enters the system.
Legacy Tools: Quick overview of Workflow Rules and Process Builder (and why you should migrate them).
Approvals: Setting up multi-step Approval Processes.
Module 5: Data & Analytics Management (17% of Exam)
Data Tools: Data Import Wizard (low volume) vs. Data Loader (high volume).
Reports: Tabular, Summary, Matrix, and Joined reports.
Dashboards: Creating visual insights and Dynamic Dashboards.
Data Hygiene: Duplicate Management and Matching Rules.
Module 6: Agentforce & AI Operations (New for 2026)
Agentforce Fundamentals: Understanding how AI Agents interact with CRM data.
Agent Builder: Creating and testing "Instructions" for AI Agents.
Prompts: Introduction to Prompt Builder and how to ground AI in your data.
Trust Layer: How Salesforce keeps AI data secure.
Module 7: Sales, Service, & The AppExchange
Sales Cloud: Lead Conversion, Opportunity stages, and Price Books.
Service Cloud: Case Management, Email-to-Case, and Escalation Rules.
Extending Salesforce: Finding and installing apps from the AppExchange.