Outcome
Admin job-readiness and Salesforce Certified Administrator exam readiness.
Best for
Career-changers, ops/support pros, recent grads. No tech background required.
You'll cover
Configuration, security, Flow automation, Sales Cloud, Service Cloud, reporting, and Agentforce basics.
Taught live by Salesforce Certified Administrator instructors.
No recorded courses to passively watch. You sit in real classes with a real instructor who holds the exact credential you're working toward — and a small cohort of peers chasing the same goal.
- Instructors hold the credential you are prepping for
- Small live cohorts (cap of 24 students)
- Live screen-share demos and code reviews
- Weekly 1:1 mentor hour for every student
- Same-day recordings if you can not make a session
- Direct Slack access to your instructor
Instructors for this course
Lena Martinez
Lead Instructor · Admin Track
Sara Patel
Instructor · Consultant Track
Tom Reeves
Instructor · Automation & AI
Learning roadmap
Seven phases. Six to ten weeks.
A clear arc from "what is a CRM?" to "I just passed the cert."
-
1
Phase 1 — Foundation
Salesforce + CRM basics, org navigation, apps, objects, records, metadata.
-
2
Phase 2 — Configuration
Company setup, Object Manager, fields, page layouts, record types, Lightning App Builder, validation rules.
-
3
Phase 3 — Access & Security
Users, profiles, permission sets, role hierarchy, OWD, sharing rules, queues, field-level security.
-
4
Phase 4 — Business Applications
Sales Cloud, Service Cloud, activities, collaboration, mobile, AppExchange basics.
-
5
Phase 5 — Data & Analytics
Data import/export, duplicate management, reports, dashboards, folders, subscriptions.
-
6
Phase 6 — Automation
Flow Builder, approval processes, assignment + escalation rules, troubleshooting.
-
7
Phase 7 — AI & Governance
Agentforce basics, responsible AI, release management, sandbox, deployment, Health Check.
Modules
15 modules in this course.
Click to expand any module.
01
Salesforce introduction & CRM basics
Salesforce introduction & CRM basics
- •What is Salesforce and CRM
- •Cloud, SaaS, and the Salesforce ecosystem
- •Sales/Service/Experience/Marketing Cloud overview
- •Setup, App Launcher, Lightning Experience
- •Architecture: org, app, object, field, record, metadata
- •Developer Org & Trailhead Playground
02
Company setup & org configuration
Company setup & org configuration
- •Company info, fiscal year, business hours
- •Locale, language, time zone, currency
- •Multi-currency and dated exchange rates
- •Search settings, list views, UI settings
- •Themes, branding, utility bar, navigation
- •Lightning home pages
03
User management
User management
- •Create, freeze, deactivate users
- •User licenses and feature licenses
- •Profiles, permission sets, permission set groups
- •Muting permission sets
- •Role hierarchy and record visibility
- •Public groups, queues, login hours, IP restrictions
04
Security & access model
Security & access model
- •Password policies, session settings, trusted IPs
- •Object-level security
- •Field-level security and read-only
- •Record-level: OWD, sharing rules, manual sharing
- •Owner-based and criteria-based sharing
- •Queues, teams, restriction rules
05
Object Manager & data model
Object Manager & data model
- •Standard objects: Account, Contact, Lead, Opportunity, Case, Campaign
- •Custom objects, custom tabs, naming conventions
- •Field types and relationships (lookup, master-detail)
- •Junction objects and many-to-many
- •Page layouts, compact layouts, record types
- •Formula fields, roll-up summaries, validation/matching/duplicate rules
06
Lightning App Builder & UI customization
Lightning App Builder & UI customization
- •App page, home page, record page configuration
- •Dynamic Forms & Dynamic Actions
- •Component visibility by user/profile/record/field
- •Global and object-specific quick actions
- •Custom buttons, list views, search layouts
- •Mobile optimization
07
Data management
Data management
- •Data quality controls and governance
- •Data Import Wizard and Data Loader
- •Insert, update, upsert, delete, export
- •External ID and upsert strategy
- •Mass transfer, mass delete, Recycle Bin
- •Data storage, file storage, ownership skew
08
Sales Cloud administration
Sales Cloud administration
- •Lead management, status, process, assignment rules
- •Web-to-Lead and lead conversion
- •Business and person accounts
- •Opportunity stages, sales process, Path
- •Products, price books, quotes
- •Campaigns and forecasting overview
09
Service Cloud administration
Service Cloud administration
- •Case object, status, priority, support process
- •Assignment, auto-response, escalation rules
- •Email-to-Case and Web-to-Case
- •Case teams and collaborative handling
- •Knowledge articles and lifecycle
- •Entitlements and Experience Cloud self-service
10
Productivity & collaboration
Productivity & collaboration
- •Activities: tasks, events, calendar
- •Email integration for Gmail and Outlook
- •Chatter feeds, groups, collaboration security
- •Salesforce mobile app basics
- •Files, notes, ContentDocument
- •AppExchange installs and in-app guidance
11
Reports & dashboards
Reports & dashboards
- •Tabular, summary, matrix, joined report formats
- •Filters, columns, grouping, sorting
- •Standard and custom report types
- •Cross filters, row-level formulas, bucket fields
- •Charts, tables, metrics, gauges
- •Dynamic dashboards, filters, subscriptions
12
Automation (Flow Builder + more)
Automation (Flow Builder + more)
- •Flow, approval, assignment, escalation overview
- •Flow elements, resources, variables, formulas
- •Screen, record-triggered, scheduled, autolaunched flows
- •Before-save vs after-save record-triggered
- •Flow Trigger Explorer and flow order
- •Fault paths, naming, bulkification mindset
13
Agentforce & AI for admins
Agentforce & AI for admins
- •Agentforce basics and admin responsibilities
- •Prompt basics, grounding, instructions
- •Agent Builder and agent testing
- •Permissions and data access for AI
- •Use cases: sales/service/internal-help
- •Responsible AI, governance, monitoring
14
Change management & deployment
Change management & deployment
- •Sandbox types: Developer, Pro, Partial, Full
- •Change sets: outbound and inbound
- •Metadata dependencies and deployment planning
- •Pre- and post-deployment checklists
- •Release updates and release readiness
- •Managed/unmanaged packages basics
15
Admin maintenance & troubleshooting
Admin maintenance & troubleshooting
- •Health Check and Salesforce Optimizer
- •Login History and access troubleshooting
- •Setup Audit Trail
- •Debug logs for admins
- •Email deliverability and email logs
- •Access checklist: profile → permission set → FLS → role → OWD → sharing
Hands-on projects
15 hands-on projects in the cohort.
Each project ships to your portfolio.
Custom app with utility bar
Build a custom app with custom navigation and utility bar.
Custom objects & rules
Create custom objects, fields, tabs, layouts, and validation rules.
Users, profiles, permissions
Configure users, profiles, permission sets, groups, and roles.
Record access design
Design with OWD, role hierarchy, sharing rules, queues, manual sharing.
Bulk data import
Import and update records using Data Import Wizard + Data Loader.
Duplicate management
Configure duplicate + matching rules for Accounts and Contacts.
Lead management process
Build a lead process with assignment rules and Web-to-Lead.
Opportunity sales process
Build a sales process with stages, Path, products, and quotes.
Case management process
Build a case process with assignment, auto-response, escalation, Knowledge.
Screen Flow
Create a screen flow for guided record creation.
Record-triggered Flow
Auto field updates and related record creation.
Approval process
Approval with email alerts and final approval/rejection actions.
Reports & dashboards
Custom report types, dynamic dashboards, subscriptions.
Lightning record page
Dynamic Forms, Dynamic Actions, and component visibility.
Sandbox deployment
Deployment plan and shipping changes via change sets.
Certification readiness
How this course maps to the exam.
Each module is tagged to one or more weighted areas of the official Salesforce credential blueprint.
| Exam area | Weight | What we cover for it |
|---|---|---|
| Configuration & Setup |
15%
|
Company settings, UI, locale, currency, users, security, sharing, list views. |
| Object Manager & Lightning App Builder |
15%
|
Object architecture, relationships, page layouts, record types, business processes. |
| Sales & Marketing Applications |
10%
|
Leads, opportunities, sales processes, products, price books, campaigns, forecasting. |
| Service & Support Applications |
10%
|
Cases, support processes, assignment, auto-response, escalation, Knowledge. |
| Productivity & Collaboration |
10%
|
Activities, Chatter, mobile, AppExchange, files, email integration, adoption. |
| Data & Analytics Management |
17%
|
Import/export, duplicate management, validation, reports, dashboards, folder sharing. |
| Automation |
15%
|
Flow, approval process, assignment + escalation rules, troubleshooting. |
| Agentforce |
8%
|
Agentforce basics, AI configuration, data access, governance, testing. |
Always validate the latest blueprint on the official Salesforce credential page before booking.
Suggested study plan
8 weeks. Adjust to your pace.
Most students follow this exact rhythm; part-time students stretch each "week" across two.
Salesforce basics, CRM, org navigation, company setup, apps, UI
Object Manager, fields, relationships, page layouts, record types
Users, profiles, permission sets, roles, OWD, sharing, security troubleshooting
Data import/export, validation rules, duplicates, Sales Cloud, lead + opp processes
Service Cloud, cases, Knowledge, entitlements, activities, Chatter, mobile
Reports, dashboards, custom report types, subscriptions, folder sharing
Flow Builder, approval process, automation troubleshooting
Agentforce, deployment, maintenance, mock tests, revision
Tuition & enrollment
Competitive pricing. Pay once, or in monthly installments.
Standalone course price below. If you want this course plus the rest of a career path, the bundle saves more.
Standalone course
$1,800
6-10 weeks live cohort
- Full live curriculum + recordings
- 1:1 mentor hour weekly
- Capstone projects in your portfolio
- First exam voucher included*
- Placement support after graduation
Career bundle
$3,800
Includes this course + 3-5 more, in the right order for hiring.
Admin & BA Program →
- Bundled courses + soft skills
- Multiple certifications
- End-to-end placement support
- Save $1,700 vs courses bought separately
Payment plan
$600/mo
Split into 3 monthly payments at no extra cost.
- 3 monthly payments
- No finance charges or fees
- Set up during your enrollment call
- Same content, same instructors
No agency middleman
You pay one transparent price for instruction, mentorship, and placement support.
Refund window
Full refund through end of week 2 — see our Refund Policy.
Pricing is indicative
Final pricing confirmed at enrollment. Prices in USD, exclusive of any applicable sales tax, VAT, or GST.
* Voucher eligibility: complete the course, score 80%+ on a final mock exam, and sit your certification within 90 days of completion. Retake voucher provided under the same conditions if you don’t pass on the first attempt. Full policy on the Certifications page.
Next steps
Ready when you are.
- Enroll in the next cohort — applications take 60 seconds
- Download the full syllabus to review offline or share with your manager
- Book a 15-minute call with an advisor — no pressure
Next cohort
Your Salesforce career starts on a Monday.
June 17, 2026. 7 seats left. Apply in 60 seconds — we'll set up a 15-minute call to see if it's a fit.