Institute of Chartered Management Professionals

Salesforce Administrator

IT Skills

This in-depth Salesforce Administrator course is designed to provide learners with a thorough understanding of the Salesforce platform’s administrative features. Covering everything from basic navigation and configuration to advanced features and customization capabilities. Through a mix of theoretical knowledge and practical exercises, participants will learn how to effectively manage Salesforce organizations, ensuring user productivity and maximizing the platform’s value.

1: Introduction to Salesforce Administration

  • Overview of Salesforce & CRM
  • Navigating Salesforce
  • Understanding the Salesforce architecture

2: User Management

  • Creating users and managing profiles
  • Setting permissions and roles
  • Password policies and user authentication

3: Data Management

  • Data quality, validation rules, and data security
  • Importing and exporting data
  • Using Data Loader for bulk operations

4: Customization: Fields and Objects

  • Custom objects and fields
  • Relationship types and their configurations
  • Page layouts and record types

5: Customization: Workflow and Automation

  • Workflow rules and actions
  • Process Builder and Flow
  • Introduction to Apex and Visualforce basics

6: Security and Access

  • Organization-wide defaults (OWD)
  • Role hierarchies and sharing rules
  • Field-level security and record access

7: Reports and Dashboards

  • Creating and customizing reports
  • Building dashboards and dashboard components
  • Report and dashboard sharing

8: Sales and Service Cloud Configuration

  • Lead and opportunity management
  • Case management
  • Campaign and marketing management

9: Salesforce Lightning Experience

  • Transitioning from Salesforce Classic to Lightning
  • Lightning App Builder and Components
  • Customizing the Lightning Experience

Before you apply for registration, please make sure that you are meeting any one of the below-mentioned criteria of eligibility:

  • Graduate or 14 years of Education or
  • 12 years of Education with 02 years of experience in the relevant field

Please note that the Target Audience for this course includes the following:

  • Marketing professionals seeking to deepen their digital skills
  • Students with Basic computer literacy and internet navigation skills
  • No prior marketing experience is required, although a basic understanding of marketing principles is beneficial
 

Flexible options to learn and prepare yourself for the course. Candidate may attend the Instructor-Led program by ICMP in a live classroom or a virtual classroom as per its availability and also have the option of Self-study from the recommended study material by ICMP.

Assessment will be based on quizzes, module-end projects, and the capstone project. Upon successful completion of the course, participants will receive a certificate of completion.

If you’re interested in joining this program, please send us an email at communication@icmpglobal.com. We’re looking forward to hearing from you!

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