Salesforce Administrator Courses

Pick and choose which session fits your needs! Or for an in-depth understanding of what it takes to be a Salesforce Administrator, we recommend taking all three stages.

Power User

STAGE 1
2 Day Course
10 AM - 5 PM ET
$1200 USD

Beginning your Salesforce Administrator journey? Or looking to become a Power User in your department? The Sales Cloud Power User course is a full 2-day course designed to help you learn the basic concepts of being a Salesforce Administrator.

The course follows a hands-on approach, where each topic is explained, discussed, and put into practice through different exercises showing how to get the most out of Salesforce.

Junior Admin

STAGE 2
2 Day Course
10 AM - 5 PM ET
$1800 USD

Delve deeper into the role of a Salesforce Administrator. In this 2 day session, build on the concepts you learned during the Power User session and explore important Salesforce admin functions like managing users, setting up security access, customizations and more!

The course follows a hands-on approach, where each topic is explained, discussed, and put into practice through different exercises showing how to get the most out of Salesforce.

Exam Prep

STAGE 3
1 Day Course
10 AM - 5 PM ET
$900 USD

This full day session is geared towards those looking to write the Salesforce Administrator Exam. HTT’s Exam Prep offers and in-depth review of the topics covered in our Power User & Junior Admin sessions, an extended Q&A session and three diverse practice exams to set you up for success!

This Course is Ideal for:

  • New Salesforce Admins
  • Department power users
  • Those looking for a refresher
  • Those who want an in-depth understanding of Sales Cloud
  • Those looking to write the Salesforce Certified Admin exam (Exam Prep additionally recommended)

This Course is Ideal for:

  • Individuals that completed HTT’s Power User course
  • New Salesforce Admins
  • Those looking for a refresher
  • Those who want an in-depth understanding of Sales Cloud
  • Those looking to write the Salesforce Certified Admin exam (HTT’s Exam Prep additionally recommended)

This Course is Ideal for:

  • New Salesforce Admins
  • Those looking for a refresher
  • Those looking to write the Salesforce Certified Admin exam

Course Agenda:

Day 1

Module 1: Introduction to Salesforce
Learn how to navigate Salesforce efficiently and understand the architecture and terminology of a Salesforce.

Module 2: Object Customizations
This module focuses on customization. You will learn how to change, adjust and create different objects. As well as create different types of fields such as formulas and roll-ups.

Day 2

Module 3: Managing Data
You will learn how to import, export, mass transfer and bulk delete data using different tools available in your org.

Module 4: Reports & Dashboards
You will learn how to create, share and display (dashboards) different custom reports to help with all aspects of Sales, Marketing and Service.

Course Agenda:

Day 1

Module 1: Setting Up Salesforce & Users
Learn how to set up the basic functions of your Salesforce Instance and configure your User interface.

Module 2: Managing Users
This module focuses on how to customize your UI and manage all of the users within your organization. Learn how to manage user profiles and users, chatter groups and troubleshoot login issues.

Module 3: Security & Access
In the first half of this module you’ll learn about the security access model and how to restrict/ open data access for Salesforce users through the use of org level security, profiles and permission sets.

Day 2

Module 3: Security & Access
In the second half of this module you’ll learn about Object level Access, Record Access, and Field Level Security.

Module 4: Object Customizations
This module focuses on customization. You will learn how to change Payge Layouts, the purpose of Record Types, and how to implement business processes for multiple objects.

Module 5: Automation
You will learn to take your company’s current in-house processes and display them within Salesforce, while saving time by automating repetitive tasks. This module focuses on Email Templates, Workflow Rules, Process Builder and Lead Automation.