Salesforce Platform Configuration and Administration Essentials Course

Join OpFocus for 5 days of in-depth learning about Salesforce administration and configuration! We have extensive experience in Salesforce system implementations, architecture and best practices, and have worked with hundreds of executives and administrators to help them get the most out of their Salesforce instances. Beyond the how, we are able to share the why that is so integral to ramping up on the technology.

In this course, we will guide you through Salesforce Certified Administrator exam topics and share the best practices expected of consultants at OpFocus. An emphasis is on helping companies think through adoption of Lightning and take advantage of new features. Course materials are updated for each new Salesforce release.

Agenda

  • Day 1: Salesforce Overview; Organizational Setup; Sales and Marketing Applications
  • Day 2: Standard and Custom Objects (Configuration); Data Management;
  • Day 3: Workflow/Process Automation; User Setup; Security and Access
  • Day 4: Service and Support Applications; Data Validation; Desktop and Mobile Administration; Activity Management and Collaboration
  • Day 5: Analytics- Reports & Dashboards; AppExchange

The course will consist of lecture, demonstrations, and individual exercises. OpFocus will provide each class participant with a workbook containing the agenda, course slides, and exercise guide. Upon registration, we will send each participant a list of suggested Salesforce Trailhead badges to work on prior to the course.

For class participants interested in taking the Salesforce Certified System Administrator Exam, prior to the end of class we will schedule one 1hr group study session to review the study guide together and discuss exam preparations. This will be done via web conference within 1 month after the end of the class. As desired, we are willing to meet with students before each class to talk about their ramp up, to ensure they arrive in class with confidence.

Interested in a deep dive of Reporting? Check out our 2-day Salesforce Hands-On Reporting & Analytics workshop.

Dates and Times

June 22-26, 2020
10:00am – 4:30pm ET daily

OpFocus’ next class offered will be in October 2020 (immediately after Winter ’21 release.)

Training Logistics

Training will be held over video conference. Manuals will be shipped to each registrant’s preferred mailing address. In addition to the daily class sessions, we will conduct two “office hours” during the week, and also offer the followup 1hr group study session for the Salesforce Admin Certification within 1 month of the class.

Registration

$3,750 per Student

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