Salesforce Administrator (ADM 201)

Module 1: Salesforce Platform Overview & Navigation

• What is Salesforce and the Salesforce ecosystem overview
• Salesforce editions: Essentials, Professional, Enterprise, Unlimited
• Navigating Lightning Experience: App Launcher, navigation bar, and home page
• Salesforce org structure: multi-tenant architecture explained
• Trailhead and Salesforce certifications pathway
• ADM 201 exam structure: 60 questions, domains, and pass mark

Module 2: User Management & Security

• Creating and managing users: profiles, roles, and login access
• Profiles vs permission sets: when to use each
• Role hierarchy and record access model
• Sharing rules: criteria-based and owner-based sharing
• OWD (Organisation-Wide Defaults): private, public read, public read/write
• Field-level security and page layout assignments

Module 3: Standard & Custom Objects

• Standard objects: Accounts, Contacts, Leads, Opportunities, Cases
• Creating custom objects, fields, and relationships
• Object relationships: lookup, master-detail, and many-to-many
• Record types: multiple business processes on one object
• Schema Builder for visual data model design
• Field dependencies and validation rules

Module 4: Sales & Service Cloud Fundamentals

• Lead management: lead sources, lead conversion, and lead assignment rules
• Opportunity stages, sales processes, and opportunity teams
• Account and contact hierarchy management
• Cases: case creation, assignment rules, escalation rules, and queues
• Email-to-Case and Web-to-Case setup
• Service console: omni-channel routing and productivity tools

Module 5: Automation & Process Management

• Workflow rules: criteria, immediate actions, and time-dependent actions
• Process Builder: process creation and action types
• Flow Builder: screen flows, auto-launched flows, and record-triggered flows
• Approval processes: approval steps, approvers, and actions
• Assignment rules: lead and case automatic routing
• Validation rules: formula-based data quality enforcement

Module 6: Reports & Dashboards

• Report types: tabular, summary, matrix, and joined reports
• Report filters: standard, cross-filters, and row-limit filters
• Groupings, subtotals, and conditional highlighting
• Dashboard components: charts, metrics, gauges, and tables
• Dashboard filters and dynamic dashboards
• Scheduling reports and subscribing to dashboards

Module 7: Data Management

• Data import tools: Data Import Wizard and Data Loader
• Data export: export data and export backup
• Duplicate management: matching rules and duplicate rules
• Field history tracking and data auditing
• Recycle Bin and data recovery options
• Data quality best practices and field mapping

Module 8: AppExchange, Change Management & Exam Prep

• AppExchange: finding, evaluating, and installing apps
• Sandbox environments: types and refresh schedules
• Change sets: deploying configuration between orgs
• Release management best practices for admins
• ADM 201 mock exam: 60 questions with detailed explanations
• Common admin scenarios: troubleshooting and best practices

Salesforce Certified Administrators & Trailhead Rangers Our Salesforce Administrator instructors hold multiple Salesforce certifications including Admin, Advanced Admin, and Platform App Builder, and are active Trailhead Rangers with deep hands-on experience administering Salesforce orgs across sales, service, and marketing teams.

Real Salesforce Admin Experience Trainers have worked as Salesforce Admins and Business Analysts at companies ranging from fast-growth startups to enterprise organisations with 10,000+ Salesforce users. They bring real-world admin scenarios — from troubleshooting sharing rule issues to building complex approval processes — into every lesson.

Exam-First, Job-Ready Approach Our instructors have helped thousands of learners pass the ADM 201 exam, using a structured exam-focused curriculum combined with practical Salesforce skills that make graduates immediately effective on the job. Pass rates consistently exceed industry averages.

Lightning Experience & Modern Salesforce Every aspect of this course is taught in Salesforce Lightning Experience, the current interface. Instructors are current with the latest Salesforce releases (three per year), ensuring learners are trained on up-to-date features and functionality.

Salesforce Community Contributors Our trainers are active in the Salesforce Ohana community — speaking at Salesforce World Tour and Dreamforce events, writing Trailhead content, and mentoring aspiring admins through community groups and user groups worldwide.