HOP International

HOP – Passport to Prosperity

Sales force Administration

In Sales Force Administration, a company’s Sales Force platform is managed and optimized to enhance sales processes and drive business growth. A range of tasks are involved, including user management, data maintenance, workflow automation, and system customization to align with organizational goals. The sales force administrator configures user permissions, creates dashboards, reports, and workflows, and ensures that the data is accurate, secure, and accessible.They collaborate with sales teams to streamline processes, resolve technical issues, and provide training to maximize the efficiency of the platform. In order to improve sales performance and achieve business success, Sales Force Administrators refine configurations and integrate new features continually, enabling sales teams to manage leads, opportunities, and customer relationships more effectively.

Module 1: Introduction to Salesforce and CRM

  • Overview of CRM and its Importance
  • Introduction to Salesforce
  • Key Features and Benefits of Salesforce


Module 2: Salesforce Basics and Navigation

  • Navigating the Salesforce Interface
  • Understanding Records and Objects
  • Introduction to Tabs, Apps, and Home Page Components


Module 3: Salesforce Data Model

  • Understanding Objects, Fields, and Records
  • Relationships in Salesforce: Lookup, Master-Detail
  • Data Types and Field Properties


Module 4: Salesforce Security

  • User Authentication and Authorization
  • Role Hierarchy and Sharing Rules
  • Profiles and Permission Sets


Module 5: Salesforce Automation

  • Workflow Rules and Process Builder
  • Approval Processes
  • Introduction to Flow


Module 6: Data Management in Salesforce

  • Importing and Exporting Data
  • Data Deduplication and Data Quality
  • Data Archiving and Cleanup Strategies


Module 7: Reports and Dashboards

  • Creating and Customizing Reports
  • Building Dashboards for Data Visualization
  • Schedule and Email Reports


Module 8: Salesforce AppExchange

  • Overview of AppExchange
  • Installing and Managing Apps
  • Evaluating and Choosing AppExchange Solutions


Module 9: Salesforce Mobile App

  • Overview of Salesforce Mobile
  • Configuration and Customization for Mobile
  • Best Practices for Mobile Administration


Module 10: Salesforce Lightning Experience

  • Introduction to Lightning Experience
  • Transitioning from Classic to Lightning
  • Customizing Lightning Pages


Module 11: Best Practices and Troubleshooting

  • Admin Best Practices
  • Troubleshooting Common Issues
  • Resources for Ongoing Learning and Support
  1. Who Should Attend
  2. Sales Force Administrators
  3. Sales Operations Managers
  4. Sales Managers and Team Leads
  5. System Administrators
  6. Business Analysts
  7. IT Professionals
  8. Sales Representatives
  • Data Analysts and Business Analysts
  • Business Intelligence Professionals
  • Data Scientists and Data Engineers
  • IT Professionals
  • Financial Analysts
  • Marketing and Sales Professionals
  • Project Managers
  • Executives and Decision-Makers
  • Educators and Researchers
  • Entrepreneurs and Small Business Owners
  • Anyone Interested in Data Analysis

Flexible options to attend the training programs are available. You may participate in the following manner:

  • Interactive Lectures
  • Hands-on Exercises and Labs
  • Assignments and Projects
  • Discussion Forums and Q&A Sessions
  • Certification Preparation
  • Continuous Assessment and Feedback
  • Practical Application and Real-world Scenarios

For any further information and registration, you may contact on the following:

Enquire Us