Salesforce Administration Fundamentals

EDUCBA via Coursera Specialization

Go to class Write review

Details

Go to class

Provider

Coursera Specialization
Pricing

Paid Course
Languages

English
Certificate

Certificate Available
Effort

4 weeks, 10 hours a week
Sessions

Self-Paced
Level

Beginner

Found in

Overview

Google, IBM & Meta Certificates – 40% Off

One Coursera Plus subscription covers most Professional Certificates on Coursera.

Unlock All Certificates

Build practical Salesforce administration skills and learn how to configure users, security, objects, records, and data without coding. Develop job-relevant Salesforce CRM capabilities through progressive, hands-on administrative scenarios designed for beginners. This Specialization provides a structured pathway from Salesforce fundamentals to practical system configuration and data management. You will learn to navigate Salesforce, configure organization and user settings, customize interface components, and manage activities such as tasks and events. As you progress, you will configure profiles, permission sets, login controls, field-level security, roles, role hierarchies, organization-wide defaults, and sharing settings. You will also create custom fields and objects, establish relationships, and organize Salesforce data around business requirements. The final stage focuses on designing effective record experiences using page layouts, record types, tabs, list views, and search layouts. You will create validation rules and formula fields to improve data accuracy and user productivity. By the end, you will be able to perform foundational Salesforce administration tasks and support common CRM configuration, access, record-management, and data-quality requirements.

Syllabus

Course 1: CRM Fundamentals and User Experience
Course 2: Apply CRM Activity and Access Security
Course 3: Configure CRM Roles, Sharing, and Objects
Course 4: Design CRM Records and Validate Data

Courses

0 reviews

View details

By the end of this course, learners will be able to manage Salesforce tasks and events, create custom fields, configure system settings, and apply profile, permission set, login, and field-level security controls. They will also be able to assign suitable permission levels to protect organizational information while supporting user responsibilities. This course helps aspiring Salesforce Administrators develop practical skills for managing user activities, customizing business data, and controlling system access. Learners examine how tasks and events support customer interactions, how custom fields capture organization-specific information, and how security settings determine what users can view or modify. Completing the course will help learners maintain secure access, protect sensitive fields, and support accurate activity tracking. The course is unique because it connects data customization with access management in one progressive learning experience. Practical configuration examples demonstrate how security decisions affect everyday Salesforce usage. No programming experience is required, making the course suitable for beginners preparing to handle foundational administrative and security responsibilities.
0 reviews

View details

By the end of this course, learners will be able to explain Salesforce CRM fundamentals, configure basic organization and user settings, navigate the global interface, and customize displays, layouts, and home pages. They will also understand how Salesforce collaboration tools and interface components support daily business activities. This beginner-friendly course helps learners build the essential knowledge required to begin working with Salesforce confidently. Through structured lessons and practical demonstrations, learners explore Salesforce features, organization setup, user profiles, navigation options, email and Chatter tools, home page components, and search settings. Completing the course will enable learners to improve system usability, personalize the Salesforce experience, and support users with basic administrative tasks. What makes this course unique is its progressive, task-oriented approach that introduces administration concepts without requiring coding or previous Salesforce experience. Each lesson reflects common activities performed by entry-level Salesforce Administrators, helping learners connect platform concepts with practical workplace applications.
0 reviews

View details

By the end of this course, learners will be able to configure Salesforce roles, role hierarchies, organization-wide defaults, and sharing settings to control record visibility. They will also be able to differentiate standard and custom objects, explain Salesforce system architecture, create custom objects, and establish relationships that support business data requirements. This course enables learners to understand how Salesforce organizes information and distributes access across teams and management levels. Through practical examples, learners explore subordinate access, CIO-level roles, baseline sharing controls, object classifications, deployment status, custom object positioning, and relationship creation. Completing the course will help learners design organized data structures and apply record-level security that reflects real organizational responsibilities. What makes this course unique is its combined focus on data visibility and system design. Rather than studying security and objects separately, learners see how roles, sharing rules, architecture, and custom objects work together. The step-by-step approach requires no coding experience and prepares beginners for common Salesforce Administrator configuration tasks.
0 reviews

View details

By the end of this course, learners will be able to modify standard fields, create custom fields and objects, configure object relationships and tabs, and design records using page layouts and record types. They will also be able to build list views, customize search layouts, implement validation rules, create formula fields, and configure detail page actions. This course helps learners develop advanced beginner-level Salesforce customization skills for improving data organization, accessibility, accuracy, and user productivity. Practical examples demonstrate relationship behavior, field history tracking, record-type configurations, validation scenarios, formula calculations, and page buttons. Completing the course will enable learners to support multiple business processes, reduce data-entry errors, and present relevant information to different users. The course is unique because it brings together data modeling, record design, data quality, and productivity tools in one structured learning path. Learners move from individual fields and relationships to complete record experiences and validation solutions. The practical, no-code approach mirrors real Salesforce Administrator tasks and supports preparation for entry-level administrative responsibilities.