By the end of this course, learners will be able to configure Salesforce organizations, manage users and security, customize objects and fields, design record layouts, and apply validation rules to ensure data quality. Learners will also gain the ability to control record visibility, create relationships between objects, and enhance productivity using list views, formulas, and page actions.

Apply Salesforce Administration Fundamentals for Beginners

Apply Salesforce Administration Fundamentals for Beginners

Instructor: EDUCBA
Access provided by Xavier School of Management, XLRI
Recommended experience
What you'll learn
Configure users, roles, and security settings in Salesforce.
Customize objects, fields, layouts, and validation rules.
Manage record visibility and enhance productivity with formulas.
Skills you'll gain
- Data Validation
- User Accounts
- Object-Relational Mapping
- Workflow Management
- Role-Based Access Control (RBAC)
- Data Integrity
- Data Sharing
- Customer Relationship Management (CRM) Software
- System Configuration
- Data Quality
- Productivity Software
- Administration
- Salesforce
- Security Controls
- Skills section collapsed. Showing 8 of 14 skills.
Details to know

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36 assignments
February 2026
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There are 9 modules in this course
This module introduces the Salesforce platform and the role of a Salesforce Administrator, focusing on core concepts, cloud-based CRM features, and initial organization and user setup required to support business operations.
What's included
6 videos4 assignments
This module explores Salesforce user interface customization, focusing on display settings, navigation, collaboration tools, and home page personalization to improve usability and user productivity.
What's included
6 videos4 assignments
This module covers activity management and data customization, enabling administrators to track tasks and events, create custom fields, configure settings, and apply basic login security controls.
What's included
6 videos4 assignments
This module focuses on Salesforce security fundamentals, including profiles, permission sets, field-level security, and permission levels to ensure controlled and secure user access.
What's included
6 videos4 assignments
This module explains record-level security using roles, role hierarchy, organization-wide defaults, and sharing rules to manage data visibility across the organization.
What's included
6 videos4 assignments
This module provides a system-level understanding of Salesforce architecture and guides learners through creating and managing custom objects and their relationships.
What's included
6 videos4 assignments
This module covers field management, object relationships, and tab configuration to enhance data structure, navigation, and reporting capabilities.
What's included
7 videos4 assignments
This module demonstrates practical examples of object relationships and focuses on record design using page layouts and record types to support multiple business processes.
What's included
7 videos4 assignments
This module emphasizes data quality and productivity through list views, search layouts, validation rules, formula fields, and page actions.
What's included
13 videos4 assignments
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