Course Duration
5 Days
SalesForce
Authorized Training
IT
Course cost:
was £3,250
£3,225
IT Certification Overview
Discover the world of a Salesforce Administrator by working first hand to configure and customize a Salesforce org. In this 5-day class designed for new admins, our experts guide you through the important tasks and features that Salesforce Administrators encounter daily. Learn about Salesforce’s architecture, how to manage users, and how to keep your org secure. Dive into best practices surrounding customization, set up automations to improve efficiency, and create reports and dashboards for data analysis.
v
Newto Training Reviews
What Our Happy Alumni Say About Us
I had absolutely no experience in this field, but Newto Training recognised my potential and supported me every step of the way. The real-life scenarios were invaluable in making me job-ready.
The tutors at Newto are consistently patient, clear and more than willing to help. I couldn't have asked for a better learning environment.
From day one I felt welcomed and supported. The live sessions were interactive and the resources well thought-out. I passed my exam on the first attempt thanks to them.
I was nervous about switching careers but the practical approach and continual 1-to-1 support gave me the confidence I needed to succeed."
The training material was excellent, and the instructors really brought the subject to life with hands-on lab work. I feel fully prepared for the workplace."
What impressed me most was the flexibility and responsiveness of the support team. Whenever I had a question, they were there even outside of normal hours.
The course structure was superb. A great mix of theory and practice delivered at a pace that made sense even for beginners. Highly recommended.
Switching into IT felt overwhelming, but Newto Training made the journey manageable and quite enjoyable. Their coaching style is top class.
I particularly appreciated the way complex topics were broken down into manageable chunks, and the tutor actively encouraged questions at every stage.
The live-taught interactive classes set Newto apart from other providers. It wasn't just video-based learning and the real engagement made all the difference.
The cyber course exceeded my expectations. They've been on hand for everything and are constantly in touch with me
The resources provided were spot on and the teaching style made everything easy to understand. I particularly appreciated the extra help offered when needed.
Enrolling with Newto was one of the best decisions I've made. The job-readiness focus, strong teaching and excellent support all stood out.
I completed my SQL course and now feel confident in my skills. The real-world examples and supportive tutors made it all click.
I've just passed my AZ-900 exam thanks to the support received from Ken in the boot camp and his exam preparation sessions.
I've gained a qualification and the confidence to use it in real-world scenarios.
Their commitment to student success is obvious from the personalised guidance to the quality of delivery. I'd recommend them without hesitation.
Every tutor I encountered was professional, encouraging and keen to see me succeed. That personal touch made a big difference.
I'm now in a role I once thought was out of reach, thank you to the all the team
The bootcamps were excellent, we were given practical projects to complete and I feel so much more confident with my coding skills
I had absolutely no experience in this field, but Newto Training recognised my potential and supported me every step of the way. The real-life scenarios were invaluable in making me job-ready.
The tutors at Newto are consistently patient, clear and more than willing to help. I couldn't have asked for a better learning environment.
From day one I felt welcomed and supported. The live sessions were interactive and the resources well thought-out. I passed my exam on the first attempt thanks to them.
I was nervous about switching careers but the practical approach and continual 1-to-1 support gave me the confidence I needed to succeed."
The training material was excellent, and the instructors really brought the subject to life with hands-on lab work. I feel fully prepared for the workplace."
What impressed me most was the flexibility and responsiveness of the support team. Whenever I had a question, they were there even outside of normal hours.
The course structure was superb. A great mix of theory and practice delivered at a pace that made sense even for beginners. Highly recommended.
Switching into IT felt overwhelming, but Newto Training made the journey manageable and quite enjoyable. Their coaching style is top class.
I particularly appreciated the way complex topics were broken down into manageable chunks, and the tutor actively encouraged questions at every stage.
The live-taught interactive classes set Newto apart from other providers. It wasn't just video-based learning and the real engagement made all the difference.
I had absolutely no experience in this field, but Newto Training recognised my potential and supported me every step of the way. The real-life scenarios were invaluable in making me job-ready.
The tutors at Newto are consistently patient, clear and more than willing to help. I couldn't have asked for a better learning environment.
From day one I felt welcomed and supported. The live sessions were interactive and the resources well thought-out. I passed my exam on the first attempt thanks to them.
I was nervous about switching careers but the practical approach and continual 1-to-1 support gave me the confidence I needed to succeed."
The training material was excellent, and the instructors really brought the subject to life with hands-on lab work. I feel fully prepared for the workplace."
What impressed me most was the flexibility and responsiveness of the support team. Whenever I had a question, they were there even outside of normal hours.
The course structure was superb. A great mix of theory and practice delivered at a pace that made sense even for beginners. Highly recommended.
Switching into IT felt overwhelming, but Newto Training made the journey manageable and quite enjoyable. Their coaching style is top class.
I particularly appreciated the way complex topics were broken down into manageable chunks, and the tutor actively encouraged questions at every stage.
The live-taught interactive classes set Newto apart from other providers. It wasn't just video-based learning and the real engagement made all the difference.
The cyber course exceeded my expectations. They've been on hand for everything and are constantly in touch with me
The resources provided were spot on and the teaching style made everything easy to understand. I particularly appreciated the extra help offered when needed.
Enrolling with Newto was one of the best decisions I've made. The job-readiness focus, strong teaching and excellent support all stood out.
I completed my SQL course and now feel confident in my skills. The real-world examples and supportive tutors made it all click.
I've just passed my AZ-900 exam thanks to the support received from Ken in the boot camp and his exam preparation sessions.
I've gained a qualification and the confidence to use it in real-world scenarios.
Their commitment to student success is obvious from the personalised guidance to the quality of delivery. I'd recommend them without hesitation.
Every tutor I encountered was professional, encouraging and keen to see me succeed. That personal touch made a big difference.
I'm now in a role I once thought was out of reach, thank you to the all the team
The bootcamps were excellent, we were given practical projects to complete and I feel so much more confident with my coding skills
The cyber course exceeded my expectations. They've been on hand for everything and are constantly in touch with me
The resources provided were spot on and the teaching style made everything easy to understand. I particularly appreciated the extra help offered when needed.
Enrolling with Newto was one of the best decisions I've made. The job-readiness focus, strong teaching and excellent support all stood out.
I completed my SQL course and now feel confident in my skills. The real-world examples and supportive tutors made it all click.
I've just passed my AZ-900 exam thanks to the support received from Ken in the boot camp and his exam preparation sessions.
I've gained a qualification and the confidence to use it in real-world scenarios.
Their commitment to student success is obvious from the personalised guidance to the quality of delivery. I'd recommend them without hesitation.
Every tutor I encountered was professional, encouraging and keen to see me succeed. That personal touch made a big difference.
I'm now in a role I once thought was out of reach, thank you to the all the team
The bootcamps were excellent, we were given practical projects to complete and I feel so much more confident with my coding skills
Prerequisites
Learners should have completed or have knowledge to the level of the Trailhead course Essentials for New Lightning Experience Administrators Prework
Target Audience
This class is ideal for new and beginner Salesforce System Administrators, as well as Trailblazers looking to increase their skills around the configuration, maintenance, and automation of a Salesforce org.
Learning Objectives
By the end of this course, learners will be able to:
- Understand Salesforce fundamentals, user interface navigation, and core setup concepts.
- Configure key business settings including licensing, security controls, user management, and audit capabilities.
- Apply Salesforce security principles through profiles, permission sets, record access models, and sharing mechanisms.
- Customise objects, fields, page layouts, apps, and automation tools to support business processes.
- Manage data, build flows, and create actionable reports and dashboards to support organisational insight and efficiency.
Salesforce Administration Fundamentals Course Content
Module 1 – Salesforce Basics
- What is Salesforce?
- Salesforce terminology
- The Salesforce user interface
- Introduction to Salesforce Setup.
- Getting help
- Development approaches
Module 2 – Business Settings
- Company Information
- Introduction to licensing
- Default settings
- Advanced Currency Management
- Fiscal year
- Business hours
- User management
- Login history
- User personal settings
- Support options
- Setup audit trail
Module 3 – Org, Object, and Field Security
- Security overview
- Login controls
- Profiles
- Permission sets
- Permission set groups
- Muting permissions
- Field security
Module 4 – Record Access
- Security overview
- Record ownership
- Organization-wide defaults
- Role hierarchy
- Sharing rules
- Team sharing and manual sharing
- Restriction rules
- Object and record access: summary
Module 5 – Object and Field Customization
- Customization approaches
- Object overview
- Standard and custom fields
- Custom fields
- Picklist fields
- Relationship fields
- Formula fields
Module 6 – User Interface Customization
- Apps
- App customization
- Home page customization
- List views
- Page layouts
- Lightning App Builder, Dynamic Forms, and Dynamic Actions
- Record types
- Business processes and paths
Module 7 – Custom objects
- Creating a custom object
- Custom object tabs
- Overview of migration approaches
Module 8 – Data management
- Backing up data
- Import, export, and update data
- Mass delete and mass transfer
- Field history tracking
Module 9 – Automation
- Overview of automation tools
- Validation rules
- Lead and case automation
- Queues
- Assignment rules
- Auto response rules
- Lead field mapping
- Web to lead and web to case
- Legacy automation tools overview
Module 10 – Introduction to Flow
- Flow overview
- Flow types
- Record triggered flows
- Logical branching in flows
- Screen flows
Module 11 – Reports and Dashboards
- Report folders
- Report formats
- Creating reports
- Groupings
- Report filters
- Summary formulas and row-level summary formulas
- Conditional formatting and charts
- Exports and subscriptions
- Dashboards
Exams and Assessments
There are no specific certifications or exams associated with this course.
Hands-On Learning
This course is delivered through a mixture of presentations, demonstrations and hands on labs. There are 47 individual labs.
Salesforce Administration Fundamentals Dates
Next 2 available training dates for this course
Advance Your Career with Salesforce Administration Fundamentals
Gain the skills you need to succeed. Enrol in Salesforce Administration Fundamentals with Newto Training today.
