Salesforce Certified Administrator Training (Jan 2025) Course Syllabus

Overview: This comprehensive Salesforce Certified Administrator training course is designed for beginners aiming to master Salesforce configuration and earn the ADM 201 certification. The curriculum spans hands-on configuration, automation, data management, and reporting, aligned with the official exam blueprint. With approximately 9 hours of on-demand content, learners engage in real-org exercises, practical demonstrations, and exam-focused review to build both technical proficiency and test-taking confidence.

Module 1: Salesforce Fundamentals & Setup

Estimated time: 1 hour

• Navigate the Lightning Experience interface and key setup pages
• Understand org configuration, company profile, and user management basics
• Configure locale, business hours, and currency settings

Module 2: User Management & Security

Estimated time: 1 hour

• Create and manage users, roles, profiles, and permission sets
• Set up role hierarchy, sharing rules, and manual sharing
• Implement field- and object-level security to protect sensitive data

Module 3: Standard & Custom Objects

Estimated time: 1.5 hours

• Explore standard objects (Accounts, Contacts, Leads, Opportunities)
• Create custom objects, fields, and relationships (lookup vs. master-detail)
• Configure page layouts, compact layouts, and record types

Module 4: Sales & Service Automation

Estimated time: 1.5 hours

• Automate lead conversion, opportunity management, and case assignment
• Build workflow rules, email alerts, and time-based actions
• Use Process Builder for more complex, multi-step automations

Module 5: Data Management & Quality

Estimated time: 1 hour

• Import and export data with Data Loader and Data Import Wizard
• Configure validation rules and duplicate management settings
• Perform mass updates and learn data backup best practices

Module 6: Reports & Dashboards

Estimated time: 1.5 hours

• Create tabular, summary, matrix, and joined reports
• Use report filters, cross-filters, buckets, and custom report types
• Design dynamic dashboards with components, gauges, charts, and tables

Module 7: Process Automation & Approval Processes

Estimated time: 1 hour

• Build multi-step approval processes with assigned approvers and email notifications
• Use Flow Builder for declarative flows and complex logic
• Debug and troubleshoot automation with error logs and debug logs

Module 8: Mobile & AppExchange

Estimated time: 0.75 hours

• Customize Salesforce Mobile App navigation and actions
• Install and configure AppExchange packages for extended functionality
• Understand considerations for mobile-first design

Module 9: Exam Strategy & Mock Questions

Estimated time: 0.75 hours

• Review the ADM 201 exam guide and weighting of topics
• Practice with sample questions and detailed explanations
• Learn test-taking tips, time-management, and question analysis techniques

Prerequisites

• Familiarity with basic CRM concepts
• No prior Salesforce experience required
• Access to a Salesforce Developer Edition org for hands-on practice

What You'll Be Able to Do After

• Configure Salesforce orgs to align with business process requirements
• Manage users, security settings, and data access effectively using declarative tools
• Customize objects, fields, page layouts, and record types to extend CRM functionality
• Automate business processes using workflow rules, Process Builder, and approval workflows
• Generate actionable insights through reports, dashboards, and analytics