Salesforce Administrator Certification Trainingin Houston

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 Houston, United States.