Salesforce CRM Administrator & App Builder
The Salesforce CRM Administrator & App Builder program is a comprehensive, career-focused training course designed to equip learners with the skills required to administer, customize, automate, an...
The Salesforce CRM Administrator & App Builder program is a comprehensive, career-focused training course designed to equip learners with the skills required to administer, customize, automate, and optimize customer relationship management (CRM) solutions using Salesforce. This program provides hands-on experience in managing Salesforce environments, configuring business processes, creating custom applications, implementing security controls, and supporting organizational CRM operations.
Students will learn how to configure and maintain Salesforce organizations, manage users and data, automate workflows, create reports and dashboards, and build custom applications using declarative tools without extensive coding. The course covers Salesforce administration, data management, security, automation, Lightning Experience, object relationships, app development, approval processes, business analytics, and platform customization.
Through practical exercises, real-world business scenarios, and project-based learning, participants will gain the expertise needed to support CRM implementations, improve business processes, and develop custom Salesforce solutions. By the end of the program, learners will be prepared for roles such as Salesforce Administrator, Salesforce App Builder, CRM Analyst, Business Systems Administrator, Salesforce Consultant, and CRM Operations Specialist.
- Understand the fundamentals of Customer Relationship Management (CRM) and the Salesforce ecosystem
- Navigate and configure Salesforce Lightning Experience environments
- Manage Salesforce users, profiles, roles, permissions, and security settings
- Configure organization settings and maintain Salesforce environments
- Create and customize standard and custom objects
- Design fields, page layouts, record types, and validation rules
- Build and manage relationships between objects using lookup and master-detail relationships
- Import, export, cleanse, and manage Salesforce data efficiently
- Implement data quality, duplicate management, and data governance practices
- Create workflow rules, approval processes, and business automation solutions
- Build automated processes using Flow Builder and process automation tools
- Configure email templates, notifications, and automated alerts
- Develop custom applications using declarative Salesforce tools
- Design user-friendly interfaces using Lightning App Builder
- Create reports, dashboards, and business performance analytics
- Implement role-based security and data-sharing models
- Manage sales, service, and customer support processes within Salesforce
- Configure business processes for leads, opportunities, accounts, and cases
- Understand Salesforce mobile application capabilities and customization options
- Integrate Salesforce with external systems and third-party applications
- Apply best practices for Salesforce governance, maintenance, and optimization
- Troubleshoot common Salesforce administration and configuration issues
- Gain hands-on experience through real-world CRM implementation projects
- Prepare for Salesforce Administrator and Platform App Builder certification pathways
- Develop skills required for careers in Salesforce administration, CRM consulting, and business application development
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