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Program overview
Online
On-site
Hybrid
Salesforce Fundamentals
Build a strong foundation in Salesforce administration by learning how to configure applications, objects, security, and automation. Learn how to customize data models, manage users and permissions, design workflows and approvals, and use App Builder to support scalable business operations.
Duration:
3 days
Level:
Beginner
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1500+ users onboarded
Who will Benefit from this Training?
- Salesforce Administrators
- Salesforce Business Analysts
- Customer Service Representatives
- Marketing Professionals
Training Objectives
- Understand cloud services and set up Salesforce developer accounts.
- Configure Salesforce apps, objects, and tabs.
- Learn how to customize fields, design page layouts, and manage record types.
- Implement validation rules, permission sets, roles, and data management.
- Create email templates, and workflows, and manage approval processes.
- Get acquainted with Salesforce’s App Builder.
- Learn the intricacies of Salesforce administration settings.
Build a high-performing, job-ready tech team.
Personalise your team’s upskilling roadmap and design a befitting, hands-on training program with Uptut
Key training modules
Comprehensive, hands-on modules designed to take you from basics to advanced concepts
- Setting Up and Managing Developer Accounts
- This module covers the foundational skills needed to start working with Salesforce. Participants will learn how to set up and manage developer accounts, which includes creating and managing apps within Salesforce. They will also get an introduction to the Salesforce development environment.
- Object Creation and Management
- In this module, participants will define & configure custom objects and set up tabs for easy navigation, and work with different data structures. It also includes object creation, tab configuration, and managing object relationships.
- Customizing Fields, Layouts, and Data Management
- This module covers the customization of various elements within Salesforce for specific business needs. Participants will learn how to customize fields and layouts, manage record types, and set up validation rules to ensure data accuracy.
- Roles, Permissions, and Security
- This module discusses the configuration of roles and permissions to ensure the right people have access to the right data. It covers topics like setting up multiple roles, configuring permission sets, and managing user access to maintain a secure environment. Other areas of focus include role hierarchy and security best practices.
- Workflow Automation and Data Management
- In the final module, participants will explore automation within Salesforce. They will design and implement workflows to automate routine business tasks to reduce manual effort, create approval processes as well as manage relationship fields to maintain accurate and interconnected data. They will also learn how to automate communication by setting up classic email templates.
- Introduction to Salesforce App Builder
- This module will cover the role of Salesforce’s App Builder in creating custom applications. Learners will explore object relationships, development models, and data modeling techniques. By the end, learners will understand how to design applications that meet business requirements without extensive coding.
- Administration Essentials
- This module introduces the basics of Salesforce administration, covering key tasks like managing roles, profiles, and data security. It also explores automating processes using tools like Workflows and Process Builder. Additionally, learners will get hands-on experience in user management, including creating users, setting up role hierarchies, and configuring permissions to control data access and security within Salesforce.
Hands-on Experience with Tools
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Training Delivery Format
Flexible, comprehensive training designed to fit your schedule and learning preferences
Opt-in Certifications
AWS, Scrum.org, DASA & more
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100% Live
on-site/online training
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Hands-on
Labs and capstone projects
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Lifetime Access
to training material and sessions
Skill-Gap Assessment
Analysing skill gap and assessing business requirements to craft a unique program
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Personalisation
Customising curriculum and projects to prepare your team for challenges within your industry
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Implementation
Supplementing training with consulting support to ensure implementation in real projects
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Why do you need Salesforce for your business?
- Better Customer Relationships: Training your teams in Salesforce fundamentals helps them manage customer interactions more effectively and transparently. This fosters stronger relationships and increases customer loyalty in the long run.
- Increased Workforce Productivity: Salesforce is known for its efficient workflow and process automation.
- Training your team in its fundamentals will empower them to reduce redundancy in repetitive tasks and manage workflows more efficiently, significantly enhancing their productivity while lowering operational costs.
- Optimized Sales Processes: With Salesforce skills, your teams can streamline sales operations, track leads efficiently, and close deals faster. This has an overall positive impact on your sales strategy, and hence, performance.
- Data-driven Decision-making: Salesforce is known for improving data management and handling, allowing users to uncover deeper business insights. A workforce proficient in utilizing Salesforce for customer data management will be able to create more targeted marketing strategies, personalize customer experiences, and ultimately improve your ROI.
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Frequently Asked Questions
2. Will my team get any practical experience with this training?
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With our focus on experiential learning, we have made the training as hands-on as possible with assignments, quizzes and capstone projects, and a lab where trainees will learn by doing tasks live.
3. What is your mode of delivery - online or on-site?
We conduct both online and on-site training sessions. You can choose any according to the convenience of your team.
4. Will trainees get certified?
Yes, all trainees will get certificates issued by Uptut under the guidance of industry experts.
5. What do we do if we need further support after the training?
We have an incredible team of mentors that are available for consultations in case your team needs further assistance. Our experienced team of mentors is ready to guide your team and resolve their queries to utilize the training in the best possible way. Just book a consultation to get support.