Salesforce System Administrator Training

Instructor-Led Training Parameters

Course Highlights

  • Instructor-led Online Training
  • Project Based Learning
  • Certified & Experienced Trainers
  • Course Completion Certificate
  • Lifetime e-Learning Access
  • 24x7 After Training Support

Salesforce System Administrator Training Course Overview

The Salesforce System Administrator Training offered by Multisoft Systems is designed to equip professionals with the critical skills required to efficiently manage and configure Salesforce environments. This course delves deep into the essential aspects of Salesforce administration, including the comprehensive management of user roles, security settings, and customization of the Salesforce platform to meet the specific needs of the organization. Participants will learn how to handle data and security management, workflow automation, and the nuances of user interface customization. The training also covers the setup of reports and dashboards that are vital for tracking organizational performance and making data-driven decisions. Furthermore, it provides insights into the effective management of Salesforce applications across various devices to ensure accessibility and consistency across platforms.

This training is ideal for individuals aiming to advance their careers as Salesforce Administrators, offering them the knowledge to support and train new users, manage system changes with minimal disruption, and ensure that the Salesforce system aligns with the evolving business requirements. By the end of the course, participants will have a firm foundation in managing daily operations, performing routine updates, and contributing to the overall strategic goals of their organizations using Salesforce technology.

Instructor-led Training Live Online Classes

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Salesforce System Administrator Training Course curriculum

Curriculum Designed by Experts

The Salesforce System Administrator Training offered by Multisoft Systems is designed to equip professionals with the critical skills required to efficiently manage and configure Salesforce environments. This course delves deep into the essential aspects of Salesforce administration, including the comprehensive management of user roles, security settings, and customization of the Salesforce platform to meet the specific needs of the organization. Participants will learn how to handle data and security management, workflow automation, and the nuances of user interface customization. The training also covers the setup of reports and dashboards that are vital for tracking organizational performance and making data-driven decisions. Furthermore, it provides insights into the effective management of Salesforce applications across various devices to ensure accessibility and consistency across platforms.

This training is ideal for individuals aiming to advance their careers as Salesforce Administrators, offering them the knowledge to support and train new users, manage system changes with minimal disruption, and ensure that the Salesforce system aligns with the evolving business requirements. By the end of the course, participants will have a firm foundation in managing daily operations, performing routine updates, and contributing to the overall strategic goals of their organizations using Salesforce technology.

  • Gain a thorough understanding of the Salesforce environment and its components.
  • Learn to efficiently manage users, profiles, and roles to ensure data security and appropriate access controls.
  • Acquire skills to customize and configure the Salesforce platform according to organizational needs, including custom fields, page layouts, and workflow rules.
  • Master data import, export, and data quality techniques to maintain the integrity and accuracy of Salesforce data.
  • Implement automation with workflows, process builders, and flow to streamline business processes and improve efficiency.
  • Develop competency in creating and managing reports and dashboards that provide actionable insights to business users.
  • Learn to manage various Salesforce applications across different devices to ensure functionality and user engagement.

Course Prerequisite

  • Familiarity with the Salesforce platform and its basic functionalities.
  • A foundational understanding of IT systems and software applications.

Course Target Audience

  • Aspiring Salesforce Administrators
  • IT Managers
  • Systems Administrators
  • CRM Managers
  • Technical Support Personnel
  • Operations Managers
  • Salesforce Consultants

Course Content

  • Understand the data model and navigation
  • Find answers in Help & Training

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  • Set up the company profile
  • Configure the user interface
  • Set up activities and calendars
  • Configure search settings
  • Set up Chatter
  • Understand Salesforce1 settings

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  • Manage user profiles
  • Create and manage users
  • Troubleshoot user login issues
  • Understand Salesforce capabilities
  • Set up Chatter Free and Chatter external users

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  • Restrict logins
  • Determine object access
  • Set up record access
  • Manage record access with the role hierarchy
  • Deal with record access exceptions
  • Control access to events
  • Manage field-level security

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  • Administer standard fields
  • Create new custom fields
  • Create selection fields: picklists and lookups
  • Create formula fields
  • Work with page layouts
  • Work with record types and business processes
  • Maintain data quality

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  • Import new records using import wizards
  • Update existing records with the data loader
  • Keep records up to date with Data.com and social accounts and contacts
  • Mass transfer records between users
  • Back up data with a weekly export
  • Mass delete records

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  • Run and modify reports
  • Create new reports with the report builder
  • Filter reports
  • Summarize report data with formulas and visual summaries
  • Print, export, and email reports
  • Build dashboards

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  • Manage email administration
  • Set up workflow rules
  • Automate leads and cases
  • Managing the Support Process
  • Automate the support process
  • Understand the Service Cloud console
  • Enable collaboration in the Service Cloud
  • Analyze support data with reports and dashboards

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assessment_img

Salesforce System Administrator Training (MCQ) Assessment

This assessment tests understanding of course content through MCQ and short answers, analytical thinking, problem-solving abilities, and effective communication of ideas. Some Multisoft Assessment Features :

  • User-friendly interface for easy navigation
  • Secure login and authentication measures to protect data
  • Automated scoring and grading to save time
  • Time limits and countdown timers to manage duration.
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Hands-on Salesforce System Administrator Projects

Our Salesforce System Administrator Training course is designed to provide a strong foundation in key concepts with a hands-on learning approach. By working on real-world projects and industry-relevant scenarios, learners gain practical experience and build the confidence to apply best practices in live environments.

Salesforce System Administrator Corporate Training

Employee training and development programs are essential to the success of businesses worldwide. With our best-in-class corporate trainings you can enhance employee productivity and increase efficiency of your organization. Created by global subject matter experts, we offer highest quality content that are tailored to match your company’s learning goals and budget.


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Customized Training

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Mentors

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360º Learning Solution

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Learning Assessment

Be it schedule, duration or course material, you can entirely customize the trainings depending on the learning requirements

Certification Training Achievements: Recognizing Professional Expertise

Multisoft Systems is the “one-top learning platform” for everyone. Get trained with certified industry experts and receive a globally-recognized training certificate. Some Multisoft Training Certificate Features :

  • Globally recognized certificate
  • Course ID & Course Name
  • Certificate with Date of Issuance
  • Name and Digital Signature of the Awardee
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Salesforce System Administrator Training FAQ's

You will learn how to configure, manage, and optimize Salesforce environments, including user and data management, security settings, customization, and automation of business processes.

This training is ideal for aspiring Salesforce administrators, IT & CRM managers, systems administrators, & technical support personnel who wish to enhance skills in managing Salesforce environments.

Yes, participants should have a basic understanding of Salesforce, general IT knowledge, and good analytical and communication skills. Prior experience with CRM systems is helpful but not required.

Yes, participants will receive a certificate from Multisoft Systems upon successfully completing the training, which can enhance their professional credentials.

To contact Multisoft Systems you can mail us on info@multisoftsystems.com or can call for course enquiry on this number +91 9810306956

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