Master Salesforce administration: Become the in-house reference
An intensive training course inspired by the ADX-201 program, focused on real-life corporate practice. Go from understanding the concepts to advanced configuration of your instance.
-
5 days -
Face-to-face or distance learning -
8 participants max. per session -
Intermediate -
3 500€
Next session
Contact our team to see the full schedule.
March 8–12
Monday to Friday
9h00 - 17h30
21 au 25 Juin
Monday to Friday
9h00 - 17h30
Mastering Salesforce administration
Training Objectives
The aim of this course is to enable you to configure, administer and optimize a Salesforce Lightning instance on your own.
At the end of these 5 intensive days, you’ll know :
- Configure the base environment and data architecture for a Salesforce Lightning organization
- Manage security for a Salesforce organization by configuring users, profiles, permission sets, roles, and sharing rules
- Set up the sales cycle and segment business processes by configuring distinct record types and view pages
- Ensure the integrity and consistency of the database by implementing validation rules and mandatory data entry criteria
- Design consolidated analytical activity reports and create dynamic dashboards to monitor sales performance
- Set up simple automations using Salesforce Flow
Target audience
- Salesforce users wishing to upgrade their skills
- Teams migrating to Salesforce
- Beginning Salesforce administrators wishing to upgrade their skills
- Key Users or Sales Managers managing the tool
- Consultants wishing to consolidate their technical skills
- IT project managers
Prerequisites
- Ease with computer tools
- Complete the Trailhead course sent by 2PACE Academy, before the start of training
We've trained them in Salesforce administration
The training program
Salesforce: mastering platform administration
- Configure General Settings for a Salesforce Organization
- Manage users and their access rights
- Configure the platform’s security settings
- Implement Best Practices for Governing a Salesforce Organization
- Structuring the Salesforce Data Model
- Create and configure objects, fields, and relationships
- Customize the User Experience Using Record Types and Layouts
- Tailoring Lightning Applications to Business Needs
- Ensuring data quality and consistency
- Configure validation and validation rules
- Import, export, and maintain the organization’s data
- Optimize the Use of Productivity Features
- Identify processes that can be automated
- Set Up Automations with Salesforce Flow
- Test and adjust the automations that have been implemented
- Implement best practices for automation
- Create reports tailored to your analysis needs
- Building Management Dashboards
- Analyze performance metrics
- Assess the skills you have acquired toward Salesforce Certified Administrator certification
Teaching methods and materials
The 5-day training course is run face-to-face by an expert Salesforce trainer.
The trainer provides comprehensive technical training that is also adapted to the customer’s reality and the participants’ business requirements.
This is an active and participative training program, designed to enable learners to play an active role in their own training. It combines theory with practical exercises and role-playing exercises directly applied to their company and context.
Salesforce administration, the cornerstone of your operational performance
Training to master Salesforce administration means acquiring strategic, highly-valued technical expertise.
You’ll be able to structure the tool for each business line, automate complex processes to boost team productivity, and guarantee the integrity of a platform at the service of growth.
Take control of your CRM
From basic configuration to technical mastery
Break new ground with complete technical mastery. In just 5 days, learn how to structure a healthy environment: set up profiles, roles and permissions with precision to offer your users a fluid interface, modeled on their business processes.
A business approach that’s far from academic
Far from MCQ theory, 2PACE Academy focuses on operational efficiency. We transform the requirements of the ADX-201 into concrete solutions for your business issues, immediately applicable to your organization.
Hands-on immersion and advanced automation
Master the Flow Builder to automate without code, and secure your deployments via Sandboxes. Use advanced reports and dashboards to turn your data into decision-making levers and guarantee the performance of your ecosystem.
How can you fund your training?
Depending on your status – employee, self-employed or jobseeker – there are a number of different financing solutions available. These solutions can cover all or part of your training costs.
Our training organization is Qualiopi certified, giving you access to a wide range of funding schemes.
Questions about Salesforce Administrator training?
Check out the FAQ to learn more.
This course is ideal for novice Salesforce system administrators, as well as Trailblazers looking to improve their skills in configuring, maintaining and automating a Salesforce organization.
This is an intermediate-level course. At the time of registration, a needs analysis enables us to ascertain the trainee’s prerequisites and level of knowledge, and to check that the training objectives meet the expressed need.
This course is not open to learners with no previous knowledge of Salesforce. We recommend that you start with our Salesforce Administration Fundamentals course.
This is not a certification course. We focus on practice rather than on reviewing the Salesforce Administrator certification.
If you’d like to get hands-on training and pass the ADX-201 certification, we recommend the 10-day 100% visio Bootcamp.
The complete list of prerequisites for certification is provided by Salesforce in the exam guide.
As 2PACE Academy is a Qualiopi-certified organization, our training courses are eligible for OPCO funding. For the CPF, training courses cannot be financed in this way.
You can consult the session calendar directly on this page, or contact us via the form to receive a quote and reserve your place.
Our other Salesforce training courses
AI & Salesforce
Master Artificial Intelligence, Prompting and Agentforce with Salesforce.
Become Salesforce Consultant
Learn the Salesforce consulting profession through an intensive 12-week training programme.
Consultant’s posture
Develop the attitude that builds customer loyalty and lends credibility to your interventions.
CPQ
Master Salesforce CPQ, from product configuration and pricing rules to sales process automation.
CRM Analytics (TCRM)
Understand and harness the power of Salesforce's data analysis and visualization tools to make strategic decisions.
Flow – Advanced level
Take automation a step further!
Flow – Beginner level
Flow Salesforce fundamentals to automate your business processes efficiently.
Mulesoft IDP
Understand the use and master the different functionalities of the Mulesoft IDP tool to enable its optimal use in the...
Revenue Cloud Advanced
Master the fundamentals of Revenue Cloud Advanced and optimise your sales and invoicing processes.
Revenue Cloud Billing
Master the art of turning quotes into revenue; automate, secure, and maximize your billing cycle.
Salesforce Administrator
Master Salesforce administration features, configure and manage the platform effectively.
A training project?
Let’s create the training you need!
Get in touch with our team.