Salesforce administration training can be taken by prospective, aspiring and current Salesforce CRM administrators, developers and consultants. Anyone with a basic understanding of this CRM application, CRM concepts and functionality can undergo this training. Although there are no pre-requisites, it is always good to be acquainted with the navigation and Sales application functionality of this application. Administration activities are extensive, and encompass customization, configuration, and deployment activities.
What are the activities of a Salesforce administrator?
A Salesforce administrator’s job responsibilities could vary according to the organization and sector. The general activities performed are customizing page layouts, fields, tabs, and business processes. Data management activities involve importing and maintaining data. There could be periodic requests to create reports and dashboards. This professional should be able to deploy and utilize features of the Sales, Marketing, Service, Admin Console, and AppExchange modules of the CRM suite.
What should a Salesforce administration training focus on?
The following is a snapshot of the course outline desirable in a Salesforce training program that focuses on administration essentials. The first task that any administrator should learn is to activate Salesforce.com CRM on the computer. Then comes the task of setting up administration options and user interface. Project-based tasks include creating custom profiles, fields, defining dependent picklists, configuring field level security, defining workflows, setting up sharing models and so on.
Difference between a Salesforce administrator and developer
Often, Salesforce professionals are confused over the differences between both roles. A developer’s job is to write apex code such as Salesforce triggers, creating Visualforce pages, and use Salesforce APIs to access/integrate information and processes. Administrators and developers can work together, although it is not a requirement. Often, even administrators may conduct user testing of implemented customizations. A common responsibility of both roles is in the area of deployment and documentation, where one role will need to communicate with the other on this activity. A Salesforce administration training will provide the skills required for all of the aforementioned activities.