EDUCBA

Salesforce Administration Fundamentals Specialization

EDUCBA

Salesforce Administration Fundamentals Specialization

Build Practical Salesforce Administration Skills.

Configure Salesforce users, security, objects, records, and data quality without coding.

EDUCBA

Instructor: EDUCBA

What you'll learn

  • Configure Salesforce organization settings, users, activities, profiles, permissions, and security controls.

  • Design Salesforce data structures using custom fields, objects, relationships, roles, and sharing settings.

  • Build effective record experiences using layouts, record types, validation rules, formulas, and views.

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Taught in English
Recently updated!

September 2026

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Specialization - 4 course series

CRM Fundamentals and User Experience

CRM Fundamentals and User Experience

Course 1, 5 hours

What you'll learn

  • Explain Salesforce CRM fundamentals and how its features support daily business activities.

  • Configure basic Salesforce organization settings, user profiles, and access options.

  • Use navigation, email, Chatter, search, layouts, and home pages to improve usability and support users.

Apply CRM Activity and Access Security

Apply CRM Activity and Access Security

Course 2, 5 hours

What you'll learn

  • Manage Salesforce tasks and events to support accurate activity tracking and customer interactions.

  • Create custom fields and configure system settings to capture organization-specific business data.

  • Apply profile, permission set, login, field-level security, and permission controls to protect data.

Configure CRM Roles, Sharing, and Objects

Configure CRM Roles, Sharing, and Objects

Course 3, 5 hours

What you'll learn

  • Configure Salesforce roles and role hierarchies to manage record visibility across organizational levels.

  • Apply organization-wide defaults and sharing settings to establish secure record access.

  • Explain Salesforce architecture and create custom objects and relationships for business data needs.

Design CRM Records and Validate Data

Design CRM Records and Validate Data

Course 4, 8 hours

What you'll learn

  • Create and modify Salesforce fields, objects, relationships, and tabs to organize business data.

  • Design record experiences using page layouts, record types, list views, and search layouts.

  • Apply validation rules, formula fields, and page actions to improve data quality and productivity.

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Instructor

EDUCBA
EDUCBA
1,733 Courses439,472 learners

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EDUCBA

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