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Cloud Ready Salesforce Administrator Course - Learnees

Cloud Ready Salesforce Administrator Course

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Cloud Ready Salesforce Administrator Course

A structured, industry-focused program designed to build strong expertise in Salesforce administration, CRM fundamentals, automation tools, and cloud workflows. This course prepares learners to confidently manage Salesforce environments and excel in real-world admin roles.

Trainer

LiveOnline

Course started on:

Upto First 3 Sessions - 100% Refund Guarantee

1. Introduction to Salesforce & Cloud Administration

Topics:

Understanding Cloud Computing Basics
Salesforce Ecosystem Overview
Introduction to Salesforce Data Model
User Management & Security Basics
Introduction to Automation Tools
Navigation & Core Features of Salesforce UI
User Interface Basics

Hands-on:

Explore the Salesforce Lightning interface create sample records and navigate core apps to build real platform familiarity.

Skills You Will Learn:

Understanding cloud computing concepts
Navigating the Salesforce Lightning interface
Exploring core CRM features like Leads Accounts and Contacts
Working with standard objects fields and records

2. Salesforce Organization Setup

Topics:

Company Information Setup
Company Profile Setup
Fiscal Year & Business Hours
Setting Up Users and Profiles
Security & Access Controls
Company Settings Customization

Hands-on:

Set up a new Salesforce org configure company settings and customize basic preferences to match a real business scenario.

Skills You Will Learn:

System Permissions Setup
Org Setup & Configuration
Login Access & Security Controls
Password Policy Configuration
Profile & Role Assignment

3. User Management & Security Controls

Topics:

Profiles and Permission Sets
Roles and Role Hierarchy
Sharing Rules and Record-Level Security
Login Access Policies
Password Policies & IP Restrictions

Hands-on:

Create a new user assign a profile add extra access using a permission set and verify their login and data visibility.

Skills You Will Learn:

Creating and managing users
Assigning permission sets
Implementing MFA
Troubleshooting access issues
Designing role hierarchies
Building sharing rules

4. Data Management in Salesforce

Topics:

Data Import Wizard & Data Loader
Data Export & Backup
Data Validation Rules
Duplicate Management
Record Types & Picklists
Data Quality Best Practices

Hands-on:

Import sample customer records using Data Loader and clean duplicates using matching and duplicate rules.

Skills You Will Learn:

Managing Salesforce data
Ensuring data accuracy and consistency
Using Data Loader effectively
Data Quality Analysis
Troubleshooting Data Errors

5. Automation Tools in Salesforce

Topics:

Workflow Rules & Process Builder
Approval Processes
Email Alerts & Field Updates
Flow Builder Overview
Scheduled Automation
Automation Best Practices

Hands-on:

Build workflow automation and process builder tasks with practice

Skills You Will Learn:

Flow Builder mastery
Strong logic thinking
Error handling and debugging
Basic Apex awareness
Testing skills

6. Reports & Dashboards

Topics:

Creating Custom Reports
Report Types & Filters
Summarizing Data with Groupings
Dashboard Creation
Dynamic Dashboards
Report Scheduling

Hands-on:

Build a custom report using filters groups formulas and then convert it into a dashboard with interactive components and user-level access.

Skills You Will Learn:

Basic Salesforce Navigation
Data Filtering Skills
Formula & Bucket Field Basics
Dashboard Design Sense

7. Salesforce Objects & Fields

Topics:

Standard vs Custom Objects
Field Types & Relationships
Lookup & Master-Detail Relationships
Junction Objects
Schema Builder Overview

Hands-on:

Make a lookup relationship between two objects.

Skills You Will Learn:

Understanding of Salesforce Data Model
Basic Salesforce Navigation Skills
Security & Access Awareness
Requirement Analysis
Documentation Skills

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What You'll Learn in Cloud Ready Salesforce Administrator Course

Master the essential skills and industry-leading tools that will prepare you for real-world challenges and career success

Salesforce CRM fundamentals

Understanding of cloud architecture and SaaS concepts

Communication and stakeholder support

App customization and page layouts

Problem solving and troubleshooting

Curriculum Designed by Industry Experts

Master the skills employers are looking for with our comprehensive, hands-on curriculum

Introduction to Salesforce & Cloud Administration

7 Topics

Salesforce Organization Setup

6 Topics

User Management & Security Controls

5 Topics

Data Management in Salesforce

6 Topics

Automation Tools in Salesforce

6 Topics

Free Career Counselling

We're happy to help you 24/7

1. Introduction to Salesforce & Cloud Administration

Topics:

Understanding Cloud Computing Basics
Salesforce Ecosystem Overview
Introduction to Salesforce Data Model
User Management & Security Basics
Introduction to Automation Tools
Navigation & Core Features of Salesforce UI
User Interface Basics

Hands-on:

Explore the Salesforce Lightning interface create sample records and navigate core apps to build real platform familiarity.

Skills You Will Learn:

Understanding cloud computing concepts
Navigating the Salesforce Lightning interface
Exploring core CRM features like Leads Accounts and Contacts
Working with standard objects fields and records

2. Salesforce Organization Setup

Topics:

Company Information Setup
Company Profile Setup
Fiscal Year & Business Hours
Setting Up Users and Profiles
Security & Access Controls
Company Settings Customization

Hands-on:

Set up a new Salesforce org configure company settings and customize basic preferences to match a real business scenario.

Skills You Will Learn:

System Permissions Setup
Org Setup & Configuration
Login Access & Security Controls
Password Policy Configuration
Profile & Role Assignment

3. User Management & Security Controls

Topics:

Profiles and Permission Sets
Roles and Role Hierarchy
Sharing Rules and Record-Level Security
Login Access Policies
Password Policies & IP Restrictions

Hands-on:

Create a new user assign a profile add extra access using a permission set and verify their login and data visibility.

Skills You Will Learn:

Creating and managing users
Assigning permission sets
Implementing MFA
Troubleshooting access issues
Designing role hierarchies
Building sharing rules

4. Data Management in Salesforce

Topics:

Data Import Wizard & Data Loader
Data Export & Backup
Data Validation Rules
Duplicate Management
Record Types & Picklists
Data Quality Best Practices

Hands-on:

Import sample customer records using Data Loader and clean duplicates using matching and duplicate rules.

Skills You Will Learn:

Managing Salesforce data
Ensuring data accuracy and consistency
Using Data Loader effectively
Data Quality Analysis
Troubleshooting Data Errors

5. Automation Tools in Salesforce

Topics:

Workflow Rules & Process Builder
Approval Processes
Email Alerts & Field Updates
Flow Builder Overview
Scheduled Automation
Automation Best Practices

Hands-on:

Build workflow automation and process builder tasks with practice

Skills You Will Learn:

Flow Builder mastery
Strong logic thinking
Error handling and debugging
Basic Apex awareness
Testing skills

6. Reports & Dashboards

Topics:

Creating Custom Reports
Report Types & Filters
Summarizing Data with Groupings
Dashboard Creation
Dynamic Dashboards
Report Scheduling

Hands-on:

Build a custom report using filters groups formulas and then convert it into a dashboard with interactive components and user-level access.

Skills You Will Learn:

Basic Salesforce Navigation
Data Filtering Skills
Formula & Bucket Field Basics
Dashboard Design Sense

7. Salesforce Objects & Fields

Topics:

Standard vs Custom Objects
Field Types & Relationships
Lookup & Master-Detail Relationships
Junction Objects
Schema Builder Overview

Hands-on:

Make a lookup relationship between two objects.

Skills You Will Learn:

Understanding of Salesforce Data Model
Basic Salesforce Navigation Skills
Security & Access Awareness
Requirement Analysis
Documentation Skills

Why Choose Samyak

Discover the unique advantages that make our learning platform stand out

24x7 Support

One-On-One Learning Assistance
Help Desk Support
Resolve Doubts in Real-time

Hands-On Project Based Learning

Industry-Relevant Projects
Course Demo Dataset & Files
Quizzes & Assignments

Industry Recognised Certification

Learnees Training Certificate
Graded Performance Certificate
Certificate of Completion

Cloud Ready Salesforce Administrator Course Certification

Master Skills & Earn Your Professional Certificate

Industry-recognized certificate by Learnees Institute

Learn from certified trainers with hands-on sessions

Receive career support and placement guidance

Globally recognized certification for career growth

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Career Opportunities

Job roles are being prepared for this course. Please check back later.

Why enroll for Cloud Ready Salesforce Administrator Course Certification?

Unlock your potential in with Cloud Ready Salesforce Administrator Course certification

Most Popular Certification

Cloud Ready Salesforce Administrator Course certification is rated as one of the most popular and lucrative cloud certifications in IT globally.

Growing Market

The global Cloud Ready Salesforce Administrator Course market size is expected to grow at a CAGR of 21.2% from 2024 to 2030.

High Salary Potential

The estimated total pay for an Cloud Ready Salesforce Administrator Course is ₹7,09,000 per year, with an average salary of ₹6,09,000 per year - Glassdoor.

Course Overview: Cloud Ready Salesforce Administrator Course

Essential details: objectives, prerequisites, schedule, and outcomes

The Cloud Ready Salesforce Administrator Course equips learners with the essential skills to manage and optimize Salesforce environments in a modern cloud ecosystem. By the end of the program, participants will understand core Salesforce features, user and security management, data handling, automation tools, and reporting capabilities. They will also gain the ability to configure org settings, streamline workflows, support business processes, and maintain platform efficiency while following industry best practices for cloud-based administration.