Salesforce Training · factory42 Academy
Salesforce AdminTraining
For the perfect start in the Salesforce universe
Salesforce administrators, with their wide-ranging responsibilities at the interface between business and technology, play a major part in keeping the Salesforce instance running smoothly so that the sales team can concentrate fully on winning new customers and nurturing existing ones. At the same time, the Salesforce admin role lays the foundation for a career in the Salesforce universe with almost endless opportunities.
Our training designed specifically for Salesforce administrators gives you exactly the fundamentals and the know-how for the latest Salesforce features that you need for day-to-day work in the Sales Cloud – and that make your admin routine considerably easier. Seize the opportunity and take the next step towards a career in the Salesforce world!
made with AI
3
days online
approx. 16
hours of training
8
sessions
€1,750
plus VAT
Sessions
The boost for your Salesforce career: our Salesforce Admin Training
We go beyond the basics and give you a deeper insight into what Salesforce can do. All of it hands-on, directly in a live system, and reinforced with clear, practical exercises. The training is delivered online by our certified trainers.
Session 01
Objects & fields: object relationships
Session 02
Objects & fields: formulas
Session 03
Page layouts
Session 04
Power user
Session 05
Visibility and permissions
Session 06
Data management
Session 07
Data migration
Session 08
Automation in Salesforce
Session 09
Approval process
Agenda
10:00–12:00
Data modelling in Salesforce, part 1
Get to know the Salesforce object model and its fields. You gain an overview of the relationships between different objects and of how formulas can help your organisation present data in a simple way.
- Objects & record types
- Field type overview & creating custom fields
- Master-detail vs. lookup
- Using lookup filters
- Junction objects in Salesforce
- Schema Builder as a helpful tool
- Closing exercise: creating objects & fields
13:00–15:00
Data modelling in Salesforce, part 2
- Overview & best practices for formula fields
- Formula fields with visual formatting
- Plugin: Better Formula-Builder
- Default values in Salesforce
- Auto-number & roll-ups as automation
- Pros/cons – changing the field type
- Closing exercise: creating formula fields
15:30–17:30
Quick adjustments to your Salesforce user interface
Get to know how page layouts are designed in Salesforce. From arranging individual fields to designing more complex components in Lightning, we show you the options available to you.
- Detail page layout & related lists
- Compact layout
- Search layout
- Lightning layout
- Lightning home page
- Layout assignment
- Best practices – layouts that make work easier in Salesforce
- Record types
- An efficient working environment with Path
- Apps
- Closing exercise
10:00–11:00
Advanced customisation of your Salesforce user interface
Get to know the options of the Salesforce user interface and lists. By designing list views, you can filter and display your data quickly and easily to get an overview.
- Customising the user interface
- Using global search
- Favourites & interface
- Creating targeted list views
- Kanban view in Salesforce
- Closing exercise – creating a list view together
13:00–15:00
Data security & visibility within your Salesforce organisation
Get to know the Salesforce permissions model. Control what your colleagues can see and edit in the system. Salesforce offers a wide range of options at different levels, and you will get to know them.
- The power of user profiles
- Permission sets & permission set groups
- Field-level security
- Sharing settings
- Role hierarchies
- Using sharing rules
- Manual sharing in Salesforce
- Account, opportunity & case teams
- Login-as functionality (logging in as another user)
15:30–17:00
Data management – improving data quality in Salesforce
Get to know data management in Salesforce. Improve your data quality with validation & duplicate rules to limit incorrect entries.
- Mass transfer
- Data validation
- Duplicate management
- Deleting data
10:00–11:30
Successful data migration with Salesforce
Get to know mass data management and how to get data into and out of your system. Whether for one-off imports and exports or recurring use – learn about the tools you need.
- Data Import Wizard
- DataLoader
- Data quality
- Data migration
- Populating a sandbox with test data
- Data backup
13:00–15:00
Efficient & fast with automation in Salesforce
True to the motto "Clicks not Code", we show you how you can automate your business processes within Salesforce through configuration.
- Order of execution
- Introduction to Flows
- Automation tools compared
15:30–17:30
Setting up an automated approval process in Salesforce
Make sure your data receives the necessary sign-off through approval processes. Define criteria and route approvals automatically to the right people. We show you how.
- Approval process
- Designing email templates
Audience
- Aspiring Salesforce administrators
Prerequisites
- Basic knowledge of using salesforce.com
Total price
€1,750 (plus VAT)
- Approx. 16 hours of training, split into thematically separate online sessions.
- Our trainings are first and foremost practice-oriented and therefore only partially suited as preparation for a Salesforce certification.
Dates
Upcoming dates for this training. The indicator shows availability.
No dates are scheduled right now – ask for one.
Your trainers
Maximilian Mayrhofer
Senior Consultant
Sven Sauder
Consultant
Benjamin Bertenbreiter
Senior Consultant
What participants say
„In a very short time, the expert trainers convey a wealth of valuable, highly practice-oriented knowledge. Highly recommended!“
We answer your questions about our trainings