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
31/08 - 04/09
Monday to Friday
9h00 - 17h30
Admin training in figures...
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 :
- Architecture: Mastering Salesforce’s structure and technical lexicon
- Deployment: Set up a Sandbox to test and transfer your evolutions securely
- Security: fine-tune access to data and functions according to profile
- Customize applications to suit your business needs
- Data Quality: guarantee data reliability with advanced validation and import rules
- Reporting: Turn your KPIs into strategic, actionable dashboards
- Automation: Industrialize your business processes without a single line of code.
- Scalability: Leverage the Salesforce ecosystem to maintain and grow your instance
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
- Advanced level of reading comprehension in English
We've trained them in Salesforce administration
The training program
Salesforce: mastering platform administration
- Introduction to the ecosystem: Navigation, terminology and Lightning interface
- Company configuration: Regional settings, fiscal years and currencies
- User management: create accounts, reset passwords and resolve login problems
- Security and access: role hierarchy, profiles and authorizations (Permission Sets), organization-wide data sharing (OWD)
- Data architecture: Standard objects vs. custom objects
- Custom fields: Data types, picklists and simple formulas
- Page Layouts : Customize display for different profiles
- Lightning App Builder: Create dynamic home and registration pages
- Data quality: validation rules and duplicate management
- Import/export tools: Using the Data Import Wizard and Data Loader
- Productivity: configure activities (tasks, events), e-mail templates and Outlook/Gmail integration
- Create a simple flow containing resources + elements
- Best practices: bypass, naming rules, branches, healthy loops
- Browse flow parameters: versioning, run, debug, advanced
- Reports: Create customized reports. Using filters and report formulas
- Dashboards: design and implementation of key performance indicators (KPIs) for business management, and data visualization
- AppExchange: extending Salesforce functionality with third-party applications
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 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 Salesforce Administrator training?
Read our FAQ to find out 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.
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