Salesforce Administrator — CRM Foundation
A five-day course for aspiring and practicing Salesforce administrators — configuration, user management, automation, and reporting, including an introduction to Agentforce (AI in Salesforce) — an area of growing demand (+40% growth in 2026).
The foundation the entire Salesforce ecosystem stands on
Before an organization rolls out advanced capabilities like CPQ or custom Apex code, it needs a solidly configured platform — objects, fields, roles, and a data security model. The course builds this foundational Salesforce administrator competency from the ground up, with no assumed prior experience with the platform.
No-code automation as daily practice
Flow Builder lets administrators build complex business process automation — from data validation to task escalation — without writing code. The workshop walks through migrating from legacy tools (Process Builder, Workflow Rules) to modern Flow, reflecting the platform’s current standard.
Growing demand driven by AI
Salesforce is seeing over 40% growth in demand for administrators in 2026, partly thanks to the platform’s expansion with Agentforce — a layer of AI agents that requires administrator configuration and oversight. The final module introduces these fundamentals alongside preparation for the official Salesforce Certified Administrator certification.
Benefits
- Configure the Salesforce environment: objects, fields, layouts, list views
- Manage users, profiles, roles, and the data security model
- Build business process automation with Flow Builder
- Create reports and dashboards supporting sales and management decisions
Who is this training for?
Prerequisites
- Basic knowledge of sales processes or customer service
- User-level familiarity with web applications
Training program
Configuring Salesforce fundamentals
- Standard and custom objects, fields, and their relationships
- Page layouts, list views, and application configuration
- The Salesforce data model: leads, opportunities, accounts, contacts
- Data management: import, export, deduplicating records
User and security management
- Profiles, permission sets, and role hierarchies
- Sharing rules and record visibility
- License management and adding new users
- Security auditing and compliance with organizational policies
Process automation with Flow Builder
- Building no-code automation: Screen Flow, Record-Triggered Flow
- Validation rules and automatic record assignment
- Notifications and escalations for business processes
- Migrating from legacy Process Builder/Workflow Rules to Flow
Reporting, dashboards, and an introduction to Agentforce
- Building reports: report types, filters, grouping, formulas
- Management dashboards and sharing them with teams
- An introduction to Agentforce — AI agents built into Salesforce
- Preparation for the Salesforce Certified Administrator certification
Delivery Methods
Online
- Convenience of participating from anywhere
- Interactive live sessions with trainer
- Materials available for 30 days
- No travel costs
On-site
- Direct contact with trainer and group
- Intensive hands-on workshops
- Networking with other participants
- Full focus on learning
Frequently asked questions
How is this different from Salesforce CPQ for Administrators, Salesforce for End Users, Salesforce Lightning, and Salesforce Programming in our catalog?
Those four courses cover specialized areas: CPQ configuration, working from an end-user perspective, building Lightning interfaces, and programming (Apex, Lightning Web Components). This course covers the foundational Salesforce administrator role — full system configuration, user and security management, no-code automation, and reporting — the competencies needed to independently manage a Salesforce org from the ground up, which none of the other four courses cover in full.
Does this course require programming skills?
No. The Salesforce administrator role is built on no-code configuration and automation (Flow Builder, declarative tools) — the course does not cover Apex or Lightning Web Components, which are the subject of a separate programming course in our catalog.
Why is demand for Salesforce administrators growing in 2026?
Salesforce is seeing over 40% growth in demand for administration skills in 2026, driven by the platform's expansion with AI capabilities (Agentforce) and a growing number of organizations migrating sales processes to CRM. Salesforce administrators remain one of the most sought-after roles in the CRM ecosystem.
What is Agentforce and why is it part of an administrator course?
Agentforce is a layer of AI agents built directly into Salesforce, automating tasks such as lead qualification or handling customer inquiries. The administrator is responsible for configuring and overseeing these agents, so the course introduces Agentforce fundamentals as part of the administrator skill set, not as a separate, narrow topic.
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