Salesforce Administrator Training in Vizag
Learn to configure, secure, automate and maintain Salesforce using Object Manager, Lightning App Builder, reports, dashboards, Flow, Agentforce administration fundamentals and practical CRM projects.
Syllabus reviewed and updated: 3 September 2026
Learn the current Salesforce Administrator workflow
A Salesforce Administrator translates business needs into reliable platform configuration. This course focuses on choosing appropriate standard features, protecting data through least-privilege access, maintaining data quality, automating repeatable work, reporting useful outcomes and managing change safely.
Configure the platform
Set up users, objects, fields, relationships, record types, Lightning pages and business processes without custom code.
Protect access and data
Apply permission sets, groups, roles, organization-wide defaults and sharing rules, then test access with realistic users.
Automate and analyse
Build and debug flows, maintain approvals, manage clean data, and turn operational records into reports and dashboards.
Operate and improve
Monitor org health, document configuration, evaluate releases, test changes and understand current Agentforce administration use cases.
Salesforce Administrator course syllabus
The curriculum follows a practical sequence from platform setup and access management through data, applications, automation, AI-assisted administration and capstone delivery.
Salesforce Platform, CRM and org setup
- CRM concepts, Salesforce products and platform services
- Setup navigation, company information and fiscal settings
- Multitenancy, metadata, licences and release awareness
User administration and identity basics
- User creation, activation, freezing and deactivation
- Licences, login access, password policies and session controls
- Identity, single sign-on and multi-factor authentication concepts
Permissions and least-privilege access
- Profiles as baseline access and permission-set-first design
- Permission sets, permission set groups and muting
- Object, field, app, tab and system permissions
Record access and sharing
- Organization-wide defaults and role hierarchy
- Sharing rules, teams, manual sharing and queues
- Access testing, troubleshooting and user access summaries
Object Manager and data modelling
- Standard and custom objects, fields and field types
- Lookup, master-detail and junction relationships
- Schema design, external IDs and business requirements
Lightning App Builder and user experience
- Lightning apps, record pages, home pages and app pages
- Page layouts, compact layouts, record types and business processes
- Dynamic Forms, component visibility and mobile considerations
Formulas, validation and data quality
- Formula fields, cross-object formulas and common functions
- Validation rules, required data and lookup filters
- Matching rules, duplicate rules and data-quality monitoring
Sales Cloud administration
- Leads, conversion, accounts, contacts and opportunities
- Sales processes, stages, Path, activities and products
- Campaigns, assignment concepts and pipeline visibility
Service Cloud administration
- Cases, queues, assignment, escalation and auto-response
- Service Console, email-to-case and web-to-case concepts
- Knowledge, entitlements and support-process fundamentals
Productivity, collaboration and extensions
- Activities, calendars, Chatter and notification settings
- List views, global actions and Lightning productivity features
- Evaluating AppExchange and AgentExchange solutions
Data import, export and maintenance
- Data Import Wizard, Data Loader and export choices
- Mapping, external IDs, upsert, ownership and failed rows
- Backups, cleanup, mass operations and reconciliation
Reports and report types
- Tabular, summary, matrix and joined report use cases
- Filters, groupings, buckets, formulas and cross filters
- Custom report types, folders, subscriptions and access
Dashboards and analytics
- Dashboard components, filters and running users
- Dynamic dashboards, folder sharing and subscriptions
- KPI design, data interpretation and stakeholder reporting
Flow Builder foundations
- Record-triggered, screen, autolaunched and scheduled flows
- Resources, decisions, assignments, loops and data elements
- Entry criteria, execution context and choosing the right flow
Advanced Flow, approvals and troubleshooting
- Subflows, fault paths, rollback and reusable automation
- Approvals, notifications, tasks and orchestration awareness
- Debugging, tests, version comparison and flow access controls
Org health, monitoring and audit
- Setup Audit Trail, login history and field history tracking
- Storage, licences, critical updates and health checks
- Flow monitoring, scheduled jobs and operational support
Sandboxes and change management
- Sandbox types, change planning and test environments
- Change sets, deployment awareness and dependency checks
- Regression testing, release notes and change documentation
Agentforce administration fundamentals
- Agentforce use cases, agents, subagents and actions
- Agentforce Builder, access, testing and deployment awareness
- Grounding, guardrails, responsible AI and human escalation
Setup with Agentforce and Data 360 awareness
- AI-assisted Setup navigation, configuration and troubleshooting
- Reviewing generated changes before applying them
- Data 360 concepts, permissions and trusted grounding basics
Capstone and Platform Administrator exam review
- Configure a secure sales or service solution end to end
- Test automation, access, reports and business outcomes
- Portfolio walkthrough, interview scenarios and exam-domain review
Availability note: Agentforce, Data 360, advanced Service Cloud and some environment features depend on Salesforce edition, licences and org provisioning. Where a feature is unavailable in a practice org, the course uses guided demonstrations or configuration-planning exercises.
Hands-on administration projects
Learners create evidence that shows configuration choices, access tests and measurable business outcomes.
Sales Operations App
Configure objects, fields, record types, validation, permissions and a lead-to-opportunity process for a sales team.
Service Automation
Build and test a case-routing or service-request flow with notifications, fault handling and user access controls.
Management Dashboard
Prepare clean source data, reports and a secured dashboard that answers defined operational questions.
Trusted by Softenant Technologies Students
Read Our Google ReviewsSkills you should be able to demonstrate
- Translate a business process into suitable standard or custom Salesforce configuration.
- Set up users and verify least-privilege access across objects, fields, records, apps and flows.
- Maintain data quality through validation, duplicate controls, imports, exports and reconciliation.
- Build reports and dashboards that answer clear stakeholder questions.
- Automate repeatable work with Flow and diagnose failed or unexpected outcomes.
- Document, test and release configuration changes through controlled environments.
- Explain foundational Agentforce administration, grounding, permissions and responsible-use concepts.
Who this course is for
Good fit
Students, graduates, CRM users, operations professionals, business analysts, support staff and professionals moving into Salesforce administration.
Recommended prerequisites
No programming background is required. Basic familiarity with business processes, spreadsheets or CRM data is helpful.
Learning tools
Salesforce Trailhead Playground or Developer Edition, Trailhead, Data Import Wizard, report and dashboard builders, Flow Builder and setup monitoring tools.
Learning format
Concept explanation, trainer demonstration, guided configuration, independent task, access testing, troubleshooting and capstone milestones.
Platform Administrator certification preparation
The syllabus covers the current exam domains published by Salesforce. Topic review, scenario discussion and practical configuration support exam readiness.
Salesforce controls the exam, registration, fees, policies and credential award. Candidates should confirm the latest official exam guide before booking; training does not guarantee a passing result.
Frequently asked questions
Is this Salesforce Administrator course suitable for beginners?
Yes. It begins with CRM, navigation and org setup before progressing to security, data, applications, reporting and automation. No programming experience is required.
Does the course include Salesforce Flow?
Yes. Flow coverage includes record-triggered, screen, autolaunched and scheduled flows, plus debugging, fault paths, access controls, testing and approval-related scenarios.
Does the syllabus include Agentforce?
Yes. It includes administrator-level Agentforce concepts, Builder awareness, actions, grounding, access, testing and responsible-use principles. Practical availability depends on the training org and licences.
Will I work on Salesforce projects?
Yes. Guided builds and a capstone combine data modelling, security, automation, reporting, testing and change documentation.
Does the training prepare me for the Platform Administrator certification?
It supports preparation through coverage of the current official exam domains and practical scenarios. Candidates should also use the latest Salesforce exam guide and Trailhead resources.
Is Salesforce Developer content included?
This course focuses on point-and-click administration. Apex and Lightning Web Components belong to the separate Salesforce Developer learning path.
Ask about Salesforce Administrator training in Vizag
Contact Softenant Technologies for the current batch schedule, training mode, duration and fee details.
Softenant Technologies
Address: Geetha Mansion 2, opposite Union Bank of India, Akkayapalem, Visakhapatnam
Phone: +91 9393969628
Email: info@softenant.com