Live Online Training - Admin Training

Based on " Certified Administrator" (ADM 201) Certification Exam Curriculum

Gartner it its Magic Quadrant of Sales Force Automation has ranked as no. 1, leaving behind the likes of Microsoft Dynamics, Oracle Siebel, SAP CRM, SugarCRM and others. (Please Click here to read the report)

Any company using needs to have a strong Administrator to ensure success with with Salesforce. As an Administrator with broad knowledge of Salesforce applications, you configure and manage Sales and Service Cloud applications and suggest ways for your company to get even more from additional features and capabilities.

Based on the course outline defined in " Certified Administrator Study Guide", this training will not only give you all the required foundation and skills to administer but will also prepare you to take the certification exam.

We heard somewhere - "when you hear you forget, when you see you remember but it is when you do you understand". And while designing our training program we kept this in mind. There are exhaustive hands-on lab exercises with each topic. Follow these lab exercises to prepare yourself to administer with confidence.

If you are looking to learn how to administer, you have come to the right place. We conduct training on because we love the product and with our 100% Money Back Guarantee, it is in our interest to ensure that we do an excellent job in imparting the training.

Here is what you'll learn in this training.

Course Contents

  • Admin Basics
    • Setting up Company Profile
    • Setting up Users
    • Setting up User Interface Features
  • Under the hood - Security Settings
    • Understanding Various Organization Security Options
    • Understanding Organization Wide Defaults
    • Understanding Sharing Rules
    • Understanding Profiles
  • Working with Objects & Fields
    • Standard Objects & Standard Fields
    • Custom Objects & Custom Fields
    • Defining Formula Fields
    • Understanding Record Types
    • Setting up Page Layouts
  • Sales Cloud
    • Understanding & defining sales process
    • Understanding products & price books
    • Setting up Lead Management
    • Setting up Campaign Management
    • Understanding Accounts, Contacts & Opportunities
  • Service Cloud
    • Setting up and automating Case Management
    • Using Solution Management
    • Understanding capabilities of portals
    • Understanding Ideas & Answers on Community
    • Using Salesforce Knowledge
  • Achieving Automation with Workflow & Approval Process
    • Understanding Workflows
    • Defining Workflow Rules & Actions
    • Understanding & Using Approval Processes
  • Activity Management
    • Understanding the capabilities of Activity Management with Tasks, Events, Calls & Email
  • Chatter
    • Understanding Chatter
  • Data Management
    • Importing, Exporting, Updating, Transferring, Deleting Data
    • Using Data Validation Tools
    • Backing up Data
  • Reports and Dashboards
    • Understand Reporting on Platform
    • Creating Reports (Standard, Summary, Matrix)
    • When to use Custom Report Types
    • Understanding Dashboards
    • Creating a Dashboard Component
  • Miscellaneous
    • Features & Capabilities of Salesforce Content
    • Using Folders to organize and secure email templates, dashboards, reports & documents
    • Using Salesforce Classic Lite on Mobile
    • Using Salesforce for Outlook
    • When to use AppExchange


An excellent course for anyone who wants to understand the nitty-gritty of administering and is looking to become a certified Administrator (ADM-201)


Following are the suggested pre-requisites for this course.

  • Basic IT Knowledge
  • Basic understanding of a database

If you are not sure whether this is the course to meet your requirements, please contact us and we will schedule a one-on-one discussion with you to understand what exactly you are looking for and advice accordingly.

Instructor's profile

Our instructor for this course has exhaustive experience and knowledge on His profile includes the following certifications on

  • Certified Sale Cloud Consultant
  • Certified Service Cloud Consultant
  • Certified Advanced Developer
  • Certified Advanced Administrator
  • Certified Developer
  • Certified Administrator Certification Logo


The total training duration for this course is approximately 15 hours, which excludes the time that you will be spending on doing the lab exercises.

At the end of each theory session, you are expected to finish all the lab exercises before next session. You will need another one to two hours per day to finish all the lab exercises.

There will be a maximum of only 5-7 participants per batch.

Lab Environment

For the lab exercises, all participants will need to register for a developer account with which is provided free of cost by Salesforce. The instructor will walk you through the process of creating developer account on the first day of training


Click here to view the schedule, course fee & to register for this live online training.