Salesforce Administrator training : the essentials

Salesforce: the fundamentals

Training objectives

The aim is to provide you with the fundamental skills to effectively manage and administer a Salesforce organization. You’ll learn how to configure basic settings, manage users, profiles and permissions, and customize objects and fields to meet your company’s specific needs.

On completion of this course, you’ll be able to create and maintain reports, dashboards and workflows, while ensuring data security and an optimal user experience.

You’ll have the keys you need to administer Salesforce independently and efficiently, while ensuring optimum use of the platform.

I learn Salesforce

The training program

Administering Salesforce: mastering the basics

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)
Process of qualifying leads and converting them into opportunities
Manage accounts and contacts linked to opportunities

Setting up sales cycle stages and pipelines
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
Introduction to flows for automating recurring tasks

Setting sales forecasts and monitoring the pipeline
Create customized and cross-referenced reports
Dynamic dashboards for managers and salespeople
Set up key performance indicators (KPIs) to monitor business activity
Secure export and sharing of analytical data
Access rights management: profiles, authorization sets and hierarchies
Data visibility settings
Best practices for security and user adoption

Next sessions

Join the next session to understand the Salesforce environment

June 1 - 3

Location :

Paris

Modality :

Presential

Duration :

3 days full-time
Monday to Wednesday
9h00 - 17h30

Sign up

November 16 - 18

Location :

Paris, Lille, Lyon, Bordeaux, Marseille

Modality :

Face-to-face / Distance learning

Duration :

3 days full-time
Monday to Wednesday
9h00 - 17h30

Sign up

Teaching methods and materials

The 3-day training course is run either remotely or face-to-face by a Salesforce expert 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.

Contact

Customer relationship management at the heart of sales strategies

Training in Salesforce administration means acquiring skills that are highly sought-after on the job market.

You’ll be able to adapt the tool to any organization, improve the efficiency of sales and marketing teams, and ensure data quality.

Focus on Salesforce

Salesforce is a cloud-based Customer Relationship Management (CRM) platform.

More than just a CRM tool, Salesforce offers a complete ecosystem of scalable solutions that can be adapted to different industries and business needs. Whether it’s tracking a sales pipeline, launching a targeted marketing campaign or providing responsive customer service, Salesforce unifies actions and puts the customer at the center of strategy.

With Salesforce, teams can collaborate more effectively, automate repetitive tasks and make decisions based on reliable, real-time data.

image source: salesforce.com

Salesforce Administrator

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.

Financing

Questions about Salesforce Administrator training?

Read our FAQ to find out more.

This course is designed for beginners wishing to professionalize their Salesforce skills. No technical background in development (code) is required. Comfort with digital tools and a basic understanding of sales or customer service processes are a plus.

Exactly! The course begins with an acculturation to the Salesforce ecosystem and a familiarization with the Lightning interface, to ensure that everyone starts off on the same footing.

We offer both face-to-face sessions on our premises and remote sessions (virtual classroom) with a live trainer. Content and interactivity remain identical to guarantee the same quality of learning.

We also offer a 10-day 100% visio Bootcamp course to master Salesforce administration.

No, this program does not prepare you for certification. Unfortunately, 3 days is not enough.

Our Bootcamp format is the only way to build your Salesforce administration skills and prepare for Administrator certification.

The natural next step is Salesforce Administrator. It’s also an essential foundation for progressing to CRM Consultant, Business Analyst or Salesforce Project Manager roles.

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.