Salesforce Administrator Bootcamp
Boost your career in 2 weeks: master Salesforce and open the doors to the most sought-after CRM professions. Practical, hands-on, accelerated training to become a certified Salesforce Administrator, up and running by the end of the Bootcamp.
-
10 days -
Online -
10 participants max. per session -
Beginner -
On request
Bootcamp administrator Salesforce
Training objectives
The Administrator Bootcamp course is designed to enable participants to master the administration of the Salesforce platform.
This course equips participants with immediately applicable operational expertise.
At the end of this Bootcamp, you will be able to :
- Design, configure and administer a complete Salesforce organization (Lightning)
- Manage users, profiles, security, roles and shares
- Create and customize objects, fields, layouts, interfaces, validations
- Implement business processes via automation (Flow, assignment rules)
- Build reports, dashboards and analyze data
- Master best practices to guarantee performance, safety and adoption
- Understand the fundamentals of AI, learn about prompting and understand the challenges within Salesforce
- Preparing for Salesforce Administrator certification
- Implement realistic business case studies in context
Target audience
- People retraining for careers in CRM or customer relations
- Future Salesforce administrators
- Anyone wishing to gain initial experience on the platform
- Salesforce users wishing to upgrade their skills
Prerequisites
- No prior tool knowledge required
- Fluency with digital/office automation tools is recommended
- Curiosity, analytical and problem-solving skills
- Complete the Trailhead course sent by 2PACE Academy, before the start of training
We've trained them in Salesforce administration
The training program
10 days to set up Salesforce.
- Discovering the Salesforce interface and navigating the Lightning environment
- Create and customize standard applications, tabs and objects
- User management: profiles, roles and hierarchies
- Introduction to standard objects (Accounts, Contacts, Leads, Opportunities)
- Home page and screen customization to enhance user experience
- Dynamic page layout and Lightning
- Quick actions, Lightning components and custom pages
- Adapting the interface to business profiles and needs
- Case study: Customizing a Salesforce application
- Process of qualifying leads and converting them into opportunities
- Setting up sales cycle stages and pipelines
- Manage accounts and contacts linked to opportunities
- Simple lead management automation (assignment rules, notifications)
- Tracking and updating opportunities in CRM
- Creation and management of product catalogs
- Preparing and tracking quotations in Salesforce
- Introduction to validation rules and approval flows
- Tips for optimizing data entry and consistency
- Access rights management: profiles, roles and authorization sets
- Sharing models: sharing rules, public groups, hierarchies
- Access control at object, field and record level
- Data visibility settings
- Best practices for security and user adoption
- Setting sales forecasts and monitoring the pipeline
- Create customized and cross-referenced reports
- Dynamic dashboard design
- Set up key performance indicators (KPIs) to monitor business activity
- Secure export and sharing of analytical data
- Create Flow to automate recurring tasks
- Multi-step automation and conditional logic
- Approval rules
- Best practices for optimizing automation performance
- Practical workshop: complete automation of a business process
- Data quality management and control
- Setting up validation and cleaning rules
- Duplicate management and deduplication strategies
- Massive import/export and update with Data Loader and Import Wizard
- Best practices in data governance and compliance
- Deployment and migration strategies
- Salesforce environment management and release cycles
- Good governance and ongoing maintenance
- Understanding the fundamentals of AI and introduction to prompting
- Explore the world of Agentforce
- Review, Q&A and preparation for Salesforce Administrator certification
Next session
20/07 - 31/07
Monday to Friday
9.00 am – 5.30 pm
Teaching methods and materials
The 10-day training course is delivered remotely by an expert Salesforce trainer.
The trainer delivers comprehensive technical training tailored to the participants’ profiles.
This is an active and participatory course, designed to enable learners to take an active role in their own learning. It combines theoretical elements with practical exercises and real-life scenarios.
Customer relationship management, an essential strategic lever
Training in Salesforce administration means developing some of the most sought-after skills on the current job market.
You will learn how to configure and customise the platform to meet the specific needs of any organisation, optimise the performance of sales and marketing teams, and ensure data reliability and quality.
Focus on Salesforce
Salesforce, the world’s leading CRM
A leading provider of customer relationship management (CRM) solutions, Salesforce helps businesses centralise their data, boost sales, improve service quality and deliver personalised customer experiences.
A comprehensive and innovative ecosystem
Beyond CRM, Salesforce offers a suite of powerful tools that incorporate artificial intelligence, automation and advanced analytics. These solutions enable organisations to better understand their customers and improve their performance at every stage of the customer journey.
A flexible, cross-sector solution
Thanks to its modular design and wide range of specialised ‘Clouds’, Salesforce can be tailored to the needs of all sectors. Whether in retail, services, manufacturing or the non-profit sector, the platform addresses the specific challenges faced by each organisation.
image source: salesforce.com
The Salesforce Administrator job
A key player in Salesforce management
The Salesforce Administrator plays a central role in the implementation, configuration and development of the platform. They understand business requirements, adapt Salesforce to internal processes and ensure that the tool effectively meets the organisation’s objectives.
Technical and operational responsibilities
On a day-to-day basis, the administrator manages users, sets access rights, customises objects and fields, automates processes, and designs reports and dashboards. They also provide training and support to teams to facilitate the adoption of the solution.
A profession in high demand
With Salesforce continuing to expand across all sectors, certified administrators are increasingly in demand. This role provides an excellent gateway to other CRM careers, such as business analyst, project manager or Salesforce architect.
How to finance 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 the Salesforce Administrator bootcamp?
Read our FAQ to find out more.
Absolutely! The Salesforce Administrator certification is included in the course price.
- Course Slides
- Salesforce Administrator certification review help
- Exercise / sandbox files configured
- Training Trailhead
- Community access
The course lasts 10 days; Monday to Friday, 09:00 to 17:30.
This training course is aimed at anyone wishing to improve their skills in Salesforce CRM and master the administration of the platform.
There are no pre-requisites for joining the bootcamp.
To register for the bootcamp, simply complete the registration form.
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...
RCA – Beginner level
Master the fundamentals of Revenue Cloud Advanced and optimise your sales and invoicing processes.
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.