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Salesforce: Cloud Administration Essentials


If you have been a system administrator or have been managing Salesforce for some time, you understand that a large part of the job is working on requests from management or other salesforce Users to modify the system to meet the needs of the users and the company.  It is the nature of Salesforece to make sure taht there is always several ways to accomplish these types of modifications.

In this five-day course, you will identify the needed information for five native business processes that every company can manage using Salesforce, regardless of the edition. while takeing the couse, you will gain insight into each of the functional groups of users and establish patterns of crticial thining that anhelp you to ensure that you are taking the right approach and providing the needed support for each of the requests you have received. 

By course completion you will learn: 

  • How to describe basic concepts related to Salesforce Administration
  • Set up and organization
  • Manage user accounts 
  • Implement security controls
  • Configure the Salesforce Classic user interface
  • Support the Lightning Experience user interface
  • Customize pages
  • Manage Opportunities
  • Implement additional Opportunity features 
  • Implement data validation and workflows
  • Manage Leads
  • Manage Accounts
  • Manage Contacts
  • Manage Campaigns
  • Manage Cases
  • Manage custom objects
  • Manage data
  • Configure views, reports, and dashboards
  • Integrate and extend Salesforce

This course is intended for individuals who: 

  • Need to manage instances of Salesforce Sales Cloud at varies times
  • Have Sales Cloud user skills and are exisiting Sales, Administrative, or Operations support employees
  • IT employees who are given the additional responsibilities of the Salesforce system administration
  • External consultants who have been engeged to provide adminitrative support for an organization



It is recommened that for the most succesful outcome after taking this course, the student has:

  • Working knowledge of how Salesforce is being used in their organization and general familiarity with Salesforce Lightning Experience user interface. 
  • Experience with using Salesforce1 mobile app on IOS or Android devices, is helpful but not required. 


Lesson 1: Introduction to Salesforce Administration

  • The Salesforce Data Model
  • SMART Administration Principles

Lesson 2: Setting Up and Organization

  • Manage the Company Profile
  • Configure Organizational Settings

Lesson 3: Managing User Accounts

  • Create User Accounts
  • Manage Users

Lesson 4: Implementing Security Controls

  • Salesforce Secuirty Essentials
  • Configure Profiles
  • Establish Organization-Wide Sharing Defaults
  • Configure Roles 
  • Create Sharing Rules 
  • Perform a Health Check 

Lesson 5: Configuring the Salesforce Classic User Interface 

  • Configure User Interface Settings
  • Customize the Home Page in Salesforce Classic 
  • Configure Search in Salesforce Classic 

Lesson 6: Supporting the Lightning Experience User Interface 

  • Implement Lightning Experience 
  • Customize Lightning Experience Home Pages

Lesson 7: Customizing Pages

  • Create Page Layouts in Salesforce Classic
  • Customize Record Pages in Lightning Experience 

Lesson 8: Introduction to Opportunity Management

  • Opportunity Management Essentials 
  • Design and Implement Opportunity Fields
  • Design and Implement Opportunity Stages
  • Design and Implement Opportunity Contact Roles
  • Design and Create Opportunity Record Types

Lesson 9: Implementing Additional Opportunity Features

  • Implement and Maintain Opportunity Products and Price Books 
  • Implement the Similar Opportunities Function
  • Implement Opportunity Teams
  • Creat a Big Deal Alert 

Lesson 10: Implementing Data Validation and Workflows

  • Create and Test Validation Rules
  • Creat and Test Workflows

Lesson 11: Managing Leads

  • Lead Management Essentials 
  • Design and Implement Lead Fields
  • Design and Implement Lead Fields
  • Design and Implement Custom Lead Sources
  • Design and Implement Web-to-Lead Forms 
  • Design and Implement Lead Assignment Rules

Lesson 12: Managing Accounts

  • Design and Account Management Model
  • Implement an Account Management Model

Lesson 13: Managing Contacts

  • Design a Contact Management Strategy
  • Implement a Contact Management Strategy

Lesson 14: Managing Campaigns

  • Prepare for Campaign Management 
  • Administer a Campaign Management Strategy

Lesson 15: Manageing Cases 

  • Case Management Essentials 
  • Design and IMplement Case Fields
  • Design and Implement Case Origins 
  • Automate Case Management

Lesson 16: Providing Apps and Custom Objects 

  • Supply Apps in Salesforce Classic
  • Supply Apps in Lightning Experience 

Lesson 17: Managing Data 

  • Data Management Essentials 
  • Import and Update Data 
  • Back Up and Restore Data 

Lesson 18: Configuring Views, Reports, and Dashboards

  • Create Views 
  • Create and Manage Reports 
  • Create and Manage Dashboards

Lesson 19: Integrating and Extending Salesforce 

  • Integrate Salesforce and Outlook
  • Implement Salesforce1
  • Implement SalesforceA


What's included?

  • Authorized Courseware
  • Intensive Hands on Skills Development with an Experienced Subject Matter Expert
  • Hands on practice on real Servers and extended lab support 1.800.482.3172
  • Examination Vouchers  & Onsite Certification Testing- (excluding 1-day Adobe, 1-day MS Office and PMP Boot Camps) 
  • Academy Code of Honor: Test Pass Guarantee
  • Optional: Package for Hotel Accommodations, Lunch and Transportation

Training Formats

With several convenient training delivery methods offered, The Academy makes getting the training you need easy. Whether you prefer to learn in a classroom or an online live learning virtual environment, training videos hosted online, and private group classes hosted at your site. We offer expert instruction to individuals, government agencies, non-profits, and corporations. Our live classes, on-sites, and online training videos all feature certified instructors who teach a detailed curriculum and share their expertise and insights with trainees. No matter how you prefer to receive the training, you can count on The Academy for an engaging and effective learning experience.


Instructor Led (the best training format we offer)
Live Online Classroom – Online Instructor Led
Self-Paced Video

Speak to an Admissions Representative for complete details

By far the most competitve price we found, which included exam vouchers, hands on labs, practice test and a true Master of Cyber Security concepts as our Instructor. Franklin Mesa was the best trainer I have ever had and i walked out certified on the last day of my CompTIA Security+ certification bootcamp. 

Marc Alfonso - CompTIA Security + Student


The Academy is one of the best educational values for today's job market.  I studied hard and got certified (A+ and N+).  Even though I had no prior IT experience, I now have a good job replacing obsolete computers in hospitals throughout the country.  At my job interview, I just slid my test scores and certification across the table to the interviewer, who is now my boss.  I was hired the next day.  

Not bad for a 65 year old.

John Arnett- Student 

"I congratulate The Academy for a great facility and good lab computers. The Academy is great and I will definitely be taking more courses and utilizing the services available. Omer Palo is an excellent instructor that truly knows his material. I never felt bored in his class which is a first for me. Thank You."

IT Director, Burger King Corporation

"The instructor Frank Martinez is excellent – he covered so much material in 2 weeks that was unbelievable! He definitely knows what he does and it shows in the way that he conducts each lecture. He is the greatest!"
"Thanks Academy for allowing me to experience the MCSA / MCSE + Security Boot camp."

IT Professional, Florida International University



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