Salesforce Administrator Basics Training
Munich, remote
3.500 €
4 Tage
English, German
With certificate
Why choose this course?
Although Salesforce is the central system for many business processes, its potential often remains untapped without sound administration.
This basic training course will teach you how Salesforce is structured, both technically and functionally, and how to manage the platform securely.
This course is particularly suitable for: Salesforce beginners, aspiring administrators, Power users and employees who will be responsible for maintaining or expanding Salesforce in the future
Learning Content
We start with an overview of the fundamentals of Salesforce and its user interface.
- The Salesforce platform: Learn about its comprehensive features and how to use them strategically for business processes.
- Navigation and customisation: Discover how to optimise your daily workflows through personalised configuration.
- Salesforce terminology: Grasp the essential terminology and concepts required to work effectively with Salesforce.
In the afternoon, we will provide an in-depth overview of how to organise and manage data in Salesforce. You will acquire the skills needed to develop customised solutions using user-defined objects and fields, and learn how to use complex data structures efficiently.
- Data structure: Learn the fundamentals of organising and managing data in Salesforce, which forms the backbone of your CRM activities.
- Custom objects and fields: Develop bespoke solutions by creating and customising custom objects and fields.
- Data relationships: Learn how to establish and manage relationships between data records to efficiently utilise complex data structures.
By the end of the course, you will have a solid understanding of the Salesforce platform and be able to navigate it quickly and easily.
On the second day of the training course, we will work together to enhance your knowledge of the Salesforce data structure, teaching you how to design an optimal user experience.
Continue your training with a focused session on the Salesforce data structure.
- Record types: Learn how to create and use record types to control data processing and viewing.
- Page templates: Design page layouts for targeted data presentation and user guidance.
- Multilingualism: Implement different language options to serve global teams and markets.
In the afternoon, you will focus on improving the user experience. You will work hands-on with:- Lightning Pages: Develop customisable Lightning Pages to improve workflow.
- Applications: Create and manage applications to enable efficient navigation and task completion.
- Dynamic Forms: Use dynamic forms to enable interactive, user-oriented data entry.
These in-depth units equip you with the knowledge and tools necessary for the effective, personalised design of the Salesforce environment.
On the third day of the Salesforce Admin Fundamentals training course, we will focus on core topics such as data access, permission management, reporting and data quality.
The morning session will cover aspects of data sharing and access rights in Salesforce.
- Roles and permissions: Defining user profiles to set access rights to objects and data fields.
- Permissions: Determine and extend who can access which functions.
- Data usage basics: Learn how to share data and manage access rights intelligently.
The afternoon session will focus on data analysis and preparation.
- Validation rules and required fields: Ensure data integrity by creating validation rules and required fields.
- Reports: Create meaningful reports to visualise data and gain insights.
- Report filtering: Use report filters to segment relevant data and perform targeted analyses.
The aim of this day is to provide you with the tools and knowledge you need to master data access control and optimise data quality through smart validation and reporting functions.
On the fourth day of the Salesforce Admin Fundamentals training course, participants will focus on advanced reporting techniques and effective data management.
The morning begins with an in-depth look at creating and optimising reports and dashboards.
- Conditional formatting: Use conditional formatting to make reports clearer and more meaningful.
- Dashboard creation: Create interactive dashboards that visually represent critical business data.
- Best practices: Learn the most effective methods for creating reports and dashboards to ensure your data is communicated clearly.
The afternoon session focuses on data management, with an emphasis on maintenance and quality assurance.
- Duplicate rules: Implement duplicate rules to maintain data integrity and ensure the quality of your Salesforce database.
This training course will equip you with the skills to manage data efficiently, providing a solid foundation for making informed business decisions.
Upon completion of the fundamentals training, you will have a thorough understanding of the Salesforce platform and be well on your way to achieving digital excellence in your organisation.
Individual training programmes
Can’t find the right Salesforce training course? Or would you like to organise customised training for your entire team? Feel free to contact us. We also offer tailor-made training concepts for your individual requirements.
Requirements
What you should bring with you
This training course is aimed at beginners and sales staff who want to actively use Salesforce in their everyday work. No prior knowledge is required, as basic computer skills are sufficient. To participate successfully, you should:
- Have access to a PC with an internet connection
- Have basic knowledge of Microsoft Teams
- Have German language skills at C1 level or English language skills at A2 level or above
Tip: If you have an education voucher or are eligible for funding, we will be happy to assist you with the application process.
In demand among companies: your certificate
Once you have completed your training, you will receive a personalised certificate from the Salesfive Academy, which will serve as official proof of your newly acquired Salesforce skills.
This certificate confirms your learning success and demonstrates that you have gained practical knowledge directly from certified Salesforce experts, which will be a real asset to your career and your company!
Advantages
What makes Salesfive Academy so special
Experts from the field
Learn from certified Salesforce consultants who share their knowledge from over 500 customer projects – with direct relevance to your daily work.
Practical content
Our training courses combine theory and practice: you will work in real Salesforce environments and practise using specific use cases from sales, marketing or service.
For every level of knowledge
Whether you are a beginner, administrator or power user, our trainers tailor each training course to your individual level and goals.
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FAQ
You have the questions – we have the answers
Here you will find answers to the most frequently asked questions about our Salesforce training courses.
Depending on the course selected, Salesfive Academy training courses take place online via Microsoft Teams or at our Salesfive Academy location in Munich.
We are also happy to conduct training courses for your entire team at your premises upon request.
After your training request, we will send you a detailed offer. Payment will be made in accordance with the terms of payment specified in the offer.
Yes, upon completion of the training, you will receive a Salesfive certificate that officially confirms your newly acquired skills.
Yes, you also have the option of choosing an individual date for your training course. To do so, simply click on “Individual date” in the form on the respective training page and we will work with you to find a training date that suits you.