Module 1: Introduction to Salesforce Administration
- Overview of Salesforce CRM and cloud computing.
- Salesforce platform architecture and administrator responsibilities.
- Navigating the Salesforce interface, Setup, and App Launcher.
Module 2: Salesforce Objects and Data Modelling
- Standard objects, custom objects, fields, and records.
- Lookup and master-detail relationships.
- Page layouts, record types, and schema fundamentals.
Module 3: User Management and Access Control
- Creating and managing Salesforce users.
- Profiles, permission sets, roles, and public groups.
- Organisation-wide defaults, sharing rules, and record access.
Module 4: Salesforce Security Configuration
- Object-level, field-level, and record-level security.
- Login policies, password settings, and session management.
- Applying least-privilege access principles to CRM environments.
Module 5: Data Management and Quality
- Importing, exporting, and updating Salesforce records.
- Data Import Wizard and Data Loader concepts.
- Duplicate management, validation rules, and data quality practices.
Module 6: Salesforce Sales Cloud Fundamentals
- Leads, accounts, contacts, and opportunities.
- Sales processes, lead conversion, and opportunity tracking.
- Products, price books, and sales pipeline management.
Module 7: Salesforce Service Cloud Fundamentals
- Cases, queues, assignment rules, and escalation rules.
- Email-to-Case and customer service workflow concepts.
- Supporting service teams through CRM configuration.
Module 8: Workflow Automation with Salesforce Flow
- Introduction to Salesforce Flow Builder.
- Record-triggered flows, screen flows, and scheduled flows.
- Approval processes, validation rules, and automation troubleshooting.
Module 9: Salesforce Reports and Dashboards
- Creating tabular, summary, and matrix reports.
- Filters, charts, report types, and report organisation.
- Building dashboards to monitor sales and service performance.
Module 10: Salesforce App Customisation
- Custom applications, tabs, navigation, and page layouts.
- Lightning App Builder and Lightning record pages.
- List views, compact layouts, and user experience configuration.
Module 11: Salesforce Collaboration and Productivity
- Chatter and collaboration features.
- Tasks, events, activities, and productivity tools.
- Supporting communication and coordination across CRM teams.
Module 12: Troubleshooting and Maintenance
- Diagnosing configuration and user access issues.
- Monitoring automation errors and resolving common problems.
- Reviewing data quality, system usage, and administrative settings.
Module 13: Change Management and Deployment
- Sandboxes and configuration testing.
- Change sets and metadata deployment fundamentals.
- Planning, validating, and documenting Salesforce configuration changes.
Module 14: Practical Salesforce Administration Project
- Analyse a sample organisation's CRM requirements.
- Configure users, security, objects, automation, reports, and dashboards.
- Test the environment and document the completed configuration.
Module 15: Certification Preparation and Career Development
- Review the current Salesforce Administrator certification objectives.
- Practise scenario-based questions and platform configuration exercises.
- Prepare for administrator interviews, practical demonstrations, and CRM career opportunities in Abu Dhabi, United Arab Emirates.