Introduction to Salesforce Administration and Configuration

Global Institute of Technology (GIT) Services developed this class to teach students the basics of Salesforce and help students prepare for both the Salesforce Certified Administrator exam and the Certified Platform App Builder exam.  This class is an alternative to both the Administration Essentials for New Admins (ADM 201), and the portions of the Building Applications with and Visualforce (DEV401) included in the Certified Platform App Builder exam.


A student in this class will learn how to administer Salesforce, configure Salesforce and develop new applications utilizing the platform.

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This class is delivered by a senior instructor with many years of real world Salesforce experience and is specifically designed to prepare consultants to pass BOTH the Salesforce Certified Administrator Exam and the Certified Platform App Builder exam.  The instructor will cover all the basic administration concepts within Salesforce in addition to sharing real world experiences and best practices.


The class presents a broad range of topics covering just about everything on which a student will be tested.  These topics include but are not limited to: basic administration, the architecture, configuration, customization and data management.  There is in depth coverage of system security topics such as: Users, Licenses, Profiles, Field Level Security, Permission Sets, Record Security, Organization Wide Defaults, Role Hierarchy & Roles, Sharing Rules, Account Teams, Sales Teams, and Queues.  The object model related to sales force automation, marketing automation and service is thoroughly covered as well with sections on: Accounts, Contacts, Opportunities, Products & Price Books, Quotes, Leads, Campaigns, Cases, Solutions, Knowledge, Ideas and Answers.  The automation of processes within Salesforce including the use of Workflow Rules, Approval Processes, and the Process Builder will be discussed and used in scenario driven exercises. Students will also learn to develop new applications on the platform using the declarative interface.  Analytics, including reports, dashboards, and list views will be covered in detail as well. Students will be introduced to Lightning Experience, Lightning Connect, Lightning Components, Lightning Pages, Lightning Community Builder and Actions.


As a participant in the class, each student will be given a practice learning environment to use during hands-on exercises during the class.  The student will be able to use this learning environment indefinitely after the class without any additional fee.


Class Type:

  • Instructor-led
  • Virtual
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