Course Overview
The Advanced Salesforce training takes you beyond the fundamentals and into high-level platform configuration, automation, security, and data management. This course is tailored for users looking to elevate their Salesforce expertise to deliver scalable and efficient CRM solutions for their organization.
You’ll explore advanced admin features, learn how to manage complex business processes, and utilize powerful tools to maintain a well-architected Salesforce instance.
Who Should Attend
- Certified Salesforce Admins or power users
- Consultants and Business Analysts
- Developers transitioning to configuration roles
Training Modules
- Advanced Object Relationships and Schema Management
- Custom Metadata, Custom Settings, and Dynamic Forms
- Security Architecture: Roles, Profiles, Sharing Rules
- Advanced Reporting, Dashboards, and Analytics
- Data Loader, SOQL, and Data Management Best Practices
- Cross-functional Automation with Process Builder & Flow
Course Requirements
- Completion of “Introduction to Salesforce” or equivalent experience
- Access to a Salesforce Developer Org
- Commitment to hands-on practice and project simulation