Salesforce Admin Training

Master Salesforce Administration with our comprehensive training. Learn to optimise CRM systems, enhance organisational performance, and drive impactful business outcomes.

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Online self paced
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Online Video-Based Learning
Flexible Schedule
Expert Trainers with Industry Experience
High Pass Rates
24/7 Personalised Support
Interactive Learning Materials

Live Online Classes
Expert Trainers with Industry Experience
Live Assessment and Feedback
Interactive Learning Materials
Networking Opportunities
High Pass Rates

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Overview

The Salesforce Admin Training equips professionals with the skills to effectively manage Salesforce’s robust CRM platform, enabling seamless business operations and customer relationship management. This training adheres to industry best practices and focuses on strategies that improve operational efficiency, customer satisfaction, and organisational success.

Proficiency in Salesforce administration is essential for professionals aiming to maximise the platform’s capabilities by streamlining workflows, managing data, and enabling better decision-making. Salesforce administrators, business analysts, IT professionals, and team leaders will find this training particularly valuable. It empowers learners to align CRM strategies with business goals and achieve significant results.

This 4-day Salesforce Admin Training by MPES is designed to provide learners with a deep understanding of Salesforce’s features, preparing them to optimise business processes, enhance user adoption, and deliver measurable outcomes.

Course Objectives

To understand and effectively utilise Salesforce CRM features and tools.
To manage and customise Salesforce settings and workflows.
To analyse and optimise customer interactions and business processes.
To develop data management and reporting skills using Salesforce.
To enhance team collaboration and stakeholder engagement.
To apply advanced automation techniques for improved efficiency.
To lead successful Salesforce implementations and upgrades.
To align Salesforce goals with organisational objectives.

Upon completing the course, learners will receive a certificate validating their expertise in Salesforce administration, showcasing their ability to apply best practices within their organisations.

Average completion time

4 Month

with unlimited support

100% online

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Study At Your Own Pace

Course Includes

Course Details

Develop your understanding of essential financial, business and management accounting techniques with ACCA Applied Knowledge. You'll learn basic business and management principles and the skills required of an accountant working in business.

Entry Requirements

Professional Experience: Learners should have at least 1 year of experience in sales, marketing, customer service, or IT to apply the skills and concepts effectively.
Educational Background: No specific qualifications are required; however, familiarity with CRM systems or database management is recommended.
Language Proficiency: A strong command of English is necessary, as all course materials, discussions, and assessments are conducted in English.

Learning Outcomes

Salesforce Expertise: Gain an in-depth understanding of Salesforce administration and its core functionalities.
Customisation and Configuration: Learn to customise Salesforce settings to align with organisational requirements.
Data Management: Develop skills in managing customer data, creating dashboards, and generating actionable insights.
Process Optimisation: Understand how to streamline processes to improve operational efficiency.
Automation Implementation: Apply Salesforce automation tools to reduce manual work and enhance productivity.
User Adoption and Training: Learn strategies to increase user engagement and system adoption within the organisation.
Strategic Impact: Align Salesforce capabilities with broader business goals to achieve measurable results.
Professional Certification: Earn a certificate demonstrating your Salesforce administration proficiency, enhancing your professional credentials.

Target Audience

The Salesforce Admin Training is ideal for professionals aiming to enhance their expertise in CRM systems, including:

Salesforce Administrators
IT Professionals
Business Analysts
Customer Service Managers
Sales and Marketing Professionals
Team Leaders
Business Owners

Course content

Module 1: Salesforce Overview

What is Salesforce?
Why Salesforce?
Salesforce Architecture
Features of Salesforce
Salesforce Products
Difference Between Traditional CRM vs Salesforce CRM
How are Companies Using Salesforce?
How to Access Salesforce?
What is APEX?

Module 2: Quote Templates

Set Up Quote templates
Manage Quote
Create Quotes Pdf
Things to Learn About

Module 3: Data Types, Field Types, and Components

Different Data Types in Salesforce
Different Salesforce Field Types
Salesforce Components

Module 4: Custom Buttons and Links

Override Standard Buttons and Tab Home Pages
Custom Button and Link Samples
Override Standard Buttons and Tab Home Pages
Custom Button and Link Considerations

Module 5: Process Builder

Process Limits and Considerations
Setting Values in the Process Builder
Setting Advanced Options in the Process Builder
Create a Process
Troubleshoot Processes

Module 6: Validation Rule Considerations

Require Field Input to Ensure Data Quality
Field Sets
Roll-Up
Lookup Filters

Module 7: Controlling Access Using Hierarchies

Create a User Role
Assign Users to Roles
Viewing and Editing Roles
Success with Roles
Role Fields
Role and Territory Sharing Groups
Managers in the Role Hierarchy

Module 8: Salesforce Data Security Model

Basics
Scenario
Types of Record-Level Security

Module 9: Profiles

Standard Profiles
Manage Profile Lists
Work in the Enhanced Profile User Interface Page
Work in the Original Profile Interface
View and Edit Password Policies in Profiles

Module 10: Reports and Dashboards

Analytics Tab
Reports
Dashboards
Report and Dashboard Folders
Report and Dashboard Limits, Limitations, Allocations, and Technical Requirements

Module 11: Manage Salesforce Data

Move Tracking Data
Reports
Tracking Workspace
Triggered Sends Tracking
Enable Email Tracking
Update Job Links Overview
View Tracking History
Field History Tracking
View Tracking Results for an Email Send
Link Tracking
Understand Timing and Tracking

Module 12: AppExchange

What Is AppExchange?
Business Plans for AppExchange Listings
Accessing AppExchange
How Does AppExchange Search Work?
Email Notifications
Collect AppExchange Leads

Module 13: Deploy a Change Set

Create an Outbound Message
When Change Sets Become Unavailable

MPES Support That Helps You Succeed

At MPES, we offer comprehensive support to help you succeed in your studies. With expert guidance and valuable resources, we help you stay on track throughout your course.

MPES Learning offers dedicated support to help you succeed in Accounting and Finance courses.
Get expert guidance from tutors available online to assist with your studies.
Check your eligibility for exemptions with the relevant professional body before starting.
Our supportive team is here to offer study advice and support throughout your course.
Access a range of materials to help enhance your learning experience. These resources include practice exercises and additional reading to support your progress.

Career Growth Stories

MPES Learning offers globally recognised courses in accounting,

Arvy Pasanting

As a qualified accountant, studying with MPES has been very rewarding experience. Its team of passionate and dedicated mentors gave me the confidence and knowledge I needed to not just at excel in my current role as an auditor, but also inspired me to expand my horizons. I am very grateful of the support I was given where the skills I gained extended beyond just passing exams and learning about accounting principles - it allowed me to take on roles that benefit the wider community.

Arvy Pasanting

Audit Senior (incoming Reconciliations Manager)

David Ford

I was recommended MPES after searching for a way to pursue a career in the accounting profession, I have studied with them throughout my journey utilising both their “in class” and online learning opportunities that fit around the needs of my employer, I have found them to be consummate professionals delivering first class accounting courses with support always available.

David Ford

Accountant

Aaron Allcote

As a finance officer, MPES has been a huge help in understanding the process of recording and processing transactions from all different perspectives. The courses are very easy to follow, and the training they provide can be applied to real-life scenarios. The courses have been a huge help for me, and I would highly recommend them.

Aaron Allcote

Finance Officer

Bob Beaumont

I completed all of my ACA studies with MPES and I think you would struggle to find a better training provider anywhere in the British Isles. MPES' tutors are excellent both at delivering training and giving individualised feedback and coaching. the supporting materials and the out of class support are also great.

Bob Beaumont

Senior Accountant

George Evans

The Financial Risk Management Course at MPES was invaluable in deepening my understanding of risk assessment and mitigation strategies. The hands-on learning approach allowed me to apply new concepts directly to my work. I highly recommend it for professionals in finance.

George Evans

Risk Manager

James Robinson

As a financial consultant, I am always seeking ways to enhance my expertise. The Investment Analysis Course at MPES exceeded my expectations, offering practical skills and knowledge that I can apply immediately in my consulting work. It's an outstanding choice for professionals in finance.

James Robinson

Financial Consultant

Laura Bennett

The Corporate Finance Course I attended at MPES was transformative. The depth of knowledge shared by the instructors and the relevance of the topics covered have directly impacted on our financial strategy. I strongly endorse this program for anyone in a leadership position in finance.

Laura Bennett

Chief Financial Officer

Emma Johnson

The Financial Modeling and Valuation Course at MPES was incredibly insightful. The practical applications and real-world examples helped solidify my understanding of complex concepts. I highly recommend this course to anyone looking to enhance their financial acumen.

Emma Johnson

Financial Analyst

Need help with your ACCA course?

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Have Questions? We’ve Got You

If you have any questions, we’re here to help. Find the answers you need in the MPES detailed FAQ section.

Q. What is Salesforce Admin Training?

Salesforce Admin Training equips professionals with the knowledge and skills to manage Salesforce CRM effectively, streamlining workflows, enhancing user adoption, and driving business outcomes.

Q. Who should take this training?

Salesforce administrators, IT professionals, business analysts, and team leaders will benefit from this training to optimise Salesforce operations and performance.

Q. What key skills will I learn from this training?

Learners will gain expertise in Salesforce customisation, automation, data analysis, and system administration to meet organisational needs.

Q. How long is the Salesforce Admin Training?

The Salesforce Admin Training is a 4-day course, providing a thorough understanding of Salesforce features, tools, and strategies for CRM excellence.

Q. How does this course support organisational growth?

This training enables professionals to drive organisational growth by improving CRM processes, increasing efficiency, and fostering a data-driven decision-making culture.

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Course Schedule

£5995