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Salesforce.com: Sales Cloud Administration Essentials

$2695 | 5-Day Course

Prepare for the Salesforce Certified Administrator exam with hands-on learning

Course Overview

The Salesforce.com: Sales Cloud Administration Essentials course provides students with the skills and knowledge needed to manage and configure Salesforce Sales Cloud® effectively.

The class will cover the following topics:
  • Understanding Salesforce® core administration concepts
  • Setting up organizations and managing company profiles
  • Managing user accounts, roles, and security controls
  • Supporting Salesforce Classic and Lightning Experience interfaces
  • Configuring pages, opportunities, leads, and accounts
  • Managing campaigns, cases, data, reports, and dashboards
  • Implementing workflows, validation rules, and custom objects
  • Integrating and extending Salesforce® functionality

This course is ideal for individuals responsible for administering Salesforce Sales Cloud®, as well as those preparing for the Salesforce Certified Administrator exam.

Salesforce Training

TARGETED FOR: Sales Cloud user | Cloud support professional |

Learn from Professional Instructors and move forward in your field with industry-aligned Salesforce training.

+ Full Course Details
Overview
  • The Salesforce.com: Sales Cloud Administration Essentials course equips students with the essential skills to manage and customize Salesforce Sales Cloud®.
  • Students will learn how to configure system settings, manage users, set security policies, and design workflows and reports.
  • The course also provides preparation guidance for the Salesforce Certified Administrator exam.
Objective
  • Describe basic concepts related to Salesforce® administration
  • Set up organizations and manage company profiles
  • Manage user accounts, roles, and security
  • Configure and customize Salesforce Classic and Lightning Experience interfaces
  • Manage leads, accounts, contacts, opportunities, campaigns, and cases
  • Create validation rules, workflows, custom objects, reports, and dashboards
  • Integrate Salesforce® with external applications
Target Student
  • Individuals responsible for managing Salesforce Sales Cloud® instances
  • Sales, administrative, and operations support employees
  • IT professionals with added Salesforce administration responsibilities
  • External consultants providing Salesforce® support
  • Students preparing for the Salesforce Certified Administrator exam
+ Course Delivery Format
Virtual Instructor-Led

All of our Public Classes are taught by a virtual live instructor. How it works is a live instructor conducts the class from a remote location regardless if you attend at one of the local training centers or if you attend remotely.

For of Private Group Training classes we can arrange to have the instructor conduct the class live at your location. Need Group Training?

+ What's Included

  • Professional Instructor Delivery - You will learn with our expert trainers with over 15 years of experience.
  • Free Course Materials - You will receive free reference materials for your class.
  • Small Class Sizes - Our classes are limited to 12 students, so you have plently of opportunity to ask questions and get feedback from the instructor.
  • Free Repeat - If you need a refresher your are able to retake the class free of charge within one year of your original class date.
  • Hands-On Training - Our classes are designed for you work hands on during the session so can stay engaged and really learn the material.
  • Certificate of Completion - Each student will receive a certificate of completion after completing the course.

+ Course Outline
  • Lesson 1: Introduction to Salesforce Administration
    • The Salesforce Data Model
    • SMART Administration Principles
  • Lesson 2: Setting Up an Organization
    • Manage the Company Profile
    • Configure Organizational Settings
  • Lesson 3: Managing User Accounts
    • Create User Accounts
    • Manage Users
  • Lesson 4: Implementing Security Controls
    • Salesforce Security Essentials
    • Configure Profiles
    • Establish Organization–Wide Sharing Defaults
    • Configure Roles
    • Create Sharing Rules
    • Perform a Health Check
  • Lesson 5: Configuring the Salesforce Classic User Interface
    • Configure User Interface Settings
    • Customize the Home Page in Salesforce Classic
    • Configure Search in Salesforce Classic
  • Lesson 6: Supporting the Lightning Experience User Interface
    • Implement Lightning Experience
    • Customize Lightning Experience Home Pages
  • Lesson 7: Customizing Pages
    • Create Page Layouts in Salesforce Classic
    • Customize Record Pages in Lightning Experience
  • Lesson 8: Introduction to Opportunity Management
    • Opportunity Management Essentials
    • Design and Implement Opportunity Fields
    • Design and Implement Opportunity Stages
    • Design and Implement Opportunity Contact Roles
    • Design and Create Opportunity Record Types
  • Lesson 9: Implementing Additional Opportunity Features
    • Implement and Maintain Opportunity Products and Price Books
    • Implement the Similar Opportunities Function
    • Implement Opportunity Teams
    • Create a Big Deal Alert
  • Lesson 10: Implementing Data Validation and Workflows
    • Create and Test Validation Rules
    • Create and Test Workflows
  • Lesson 11: Managing Leads
    • Lead Management Essentials
    • Design and Implement Lead Fields
    • Design and Implement Custom Lead Sources
    • Design and Implement Web–to–Lead Forms
    • Design and Implement Lead Assignment Rules
  • Lesson 12: Managing Accounts
    • Design an Account Management Model
    • Implement an Account Management Model
  • Lesson 13: Managing Contacts
    • Design a Contact Management Strategy
    • Implement a Contact Management Strategy
  • Lesson 14: Managing Campaigns
    • Prepare for Campaign Management
    • Administer a Campaign Management Strategy
  • Lesson 15: Managing Cases
    • Case Management Essentials
    • Design and Implement Case Fields
    • Design and Implement Case Origins
    • Automate Case Management
  • Lesson 16: Providing Apps and Custom Objects
    • Supply Apps in Salesforce Classic
    • Supply Apps in Lightning Experience
  • Lesson 17: Managing Data
    • Data Management Essentials
    • Import and Update Data
    • Back Up and Restore Data
  • Lesson 18: Configuring Views, Reports, and Dashboards
    • Create Views
    • Create and Manage Reports
    • Create and Manage Dashboards
  • Lesson 19: Integrating and Extending Salesforce
    • Integrate Salesforce and Outlook
    • Implement Salesforce1
    • Implement SalesforceA
+ Prerequisites

  • Working knowledge of how Salesforce® is used within the organization
  • Familiarity with the Salesforce Lightning Experience interface
  • Experience with the Salesforce1 mobile app on iOS® or Android™ devices is helpful but not required

+ Related Courses

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Click Class Title for Dates and Details Days Course Fee
Salesforce.com: Sales Cloud for Sales Representatives1$395

As part of our commitment to supporting learners at every stage, we’re working to develop a library of free Salesforce tutorials designed to help you tackle common tasks and workflows. We understand that not every situation calls for a full course, so these resources offer quick, practical guidance to help you get the job done efficiently.

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Course Benefits

Certified Instructor Delivery

Learn with experienced professionally certified trainers that are subject matter experts.

Free Repeat

You have the option to retake this class one time within a year of your original class date.

Hands-On Training

Our courses are all designed for the students to have hands-on interaction throughout the course.

Local and Remote Options

Learn a local training center, or as a Remote Attendee from your home or office.

Offical Training Materials/Labs

We use Official Training Materials and Labs when available to ensure you have the most up to date training.

Convenient Scheduling

You are busy, we get it. Our classes are regularly scheduled to give you a number of convenience training options.

Financing Available

We offer affordable financing options for all of our courses to make sure cost is not a barrier to your progress.

Group Training Options

Have a team to train? We offer On-Site, Blended and Online Private Group Training services.

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Benefits of Virtual Live-Instructor Training Include:

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Get a Free Consultation

Salesforce.com: Sales Cloud Administration Essentials

SAVE 10% FOR A LIMITED TIME

$2695 / 5 Day Course



  • Professional Instructors
  • Official Course Materials
  • Small Class Sizes
  • Free Repeat

Course Schedule

Course Title Dates Times Location Fee
Salesforce.com: Sales Cloud Administration Essentials 11/10/2025 – 11/14/2025 10:00AM-4:45PM EST Local/Remote $2,695.00
Salesforce.com: Sales Cloud Administration Essentials 12/15/2025 – 12/19/2025 10:00AM-4:45PM EST Local/Remote $2,695.00
Salesforce.com: Sales Cloud Administration Essentials 1/5/2026 – 1/9/2026 10:00AM-4:45PM EST Local/Remote $2,695.00
Salesforce.com: Sales Cloud Administration Essentials 2/2/2026 – 2/6/2026 10:00AM-4:45PM EST Local/Remote $2,695.00
Salesforce.com: Sales Cloud Administration Essentials 3/2/2026 – 3/6/2026 10:00AM-4:45PM EST Local/Remote $2,695.00
Salesforce.com: Sales Cloud Administration Essentials 3/30/2026 – 4/3/2026 10:00AM-4:45PM EST Local/Remote $2,695.00

Related Salesforce Instructor-Led Courses

Click Class Title for Dates and Details Days Course Fee
Salesforce.com: Sales Cloud for Sales Representatives1$395

As part of our commitment to supporting learners at every stage, we’re working to develop a library of free Salesforce tutorials designed to help you tackle common tasks and workflows. We understand that not every situation calls for a full course, so these resources offer quick, practical guidance to help you get the job done efficiently.

Available Salesforce On-Demand Courses

Course Title (Click For Details) Course Fee
No courses available
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Salesforce certifications are a powerful way to validate your Salesforce skills, and gain recognition as a trusted expert in the field. Whether you're an individual looking to boost your career or an organization investing in team development, our courses are designed to help you earn these industry-recognized credentials.

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This certification equips students with the skills required to install, configure, secure, and troubleshoot today’s devices and operating systems in business environments.

Topics Include:

  • PC hardware installation & configuration
  • Wired/Wireless networking fundamentals & SOHO setup
  • Operating systems – Windows, macOS, Linux & mobile OS basics
  • Security best practices for endpoints & small networks
  • Virtualization & cloud computing concepts
  • Mobile devices, peripherals & printing
  • Troubleshooting methodology for hardware, OS, and networks
  • Operational procedures, safety, documentation & professionalism

This certification is ideal for individuals starting an IT career path or transitioning from another field into technical support and help desk roles.

learn more →
CompTIA A+ (Core 1 & Core 2) – V15

This certification equips students with the skills required to install, configure, secure, and troubleshoot today’s devices and operating systems in business environments.

Topics Include:

  • PC hardware installation & configuration
  • Wired/Wireless networking fundamentals & SOHO setup
  • Operating systems – Windows, macOS, Linux & mobile OS basics
  • Security best practices for endpoints & small networks
  • Virtualization & cloud computing concepts
  • Mobile devices, peripherals & printing
  • Troubleshooting methodology for hardware, OS, and networks
  • Operational procedures, safety, documentation & professionalism

This certification is ideal for individuals starting an IT career path or transitioning from another field into technical support and help desk roles.

learn more →
Autodesk Certified Professional (ACP) – AutoCAD

This certification is aimed at professionals who have advanced skills in AutoCAD and have experience working on more complex projects. It is typically recommended for those with around 400 hours of real-world experience.

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These certifications help individuals and professionals stand out in the job market by proving their expertise in AutoCAD to employers. Autodesk often updates its certification paths, so it’s always a good idea to check their official site or authorized training centers for the most current information.

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Flexible Salesforce Training Formats

Choose the training experience that fits your schedule, learning style, and professional goals. We offer flexible options for individuals and teams—whether you prefer virtual live instruction, on-demand access, or private group training.

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Attend scheduled classes taught by expert instructors in real time. You can join remotely or from one of 250+ training center locations—for engaging, skill-based instruction with real-time support.

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Client Reviews

Here’s what professionals and teams across the country are saying about their experience with Business Computer Skills

★★★★★
Rating 5.0 / 5.0

This was the class I needed. The instructor Jeff took his time and made sure we understood each topic before moving to the next. He answered all of our questions, and I don’t know about the rest of the students, but was very pleased with this experience.

Amanda T.,
Yale New Haven Hospital

★★★★★
5 / 5