Salesforce CRM Administrator Corporate Training Program for Employees

Edstellar's Salesforce CRM Administrator instructor-led training course builds a disciplined admin operating model for managing requests, triaging issues, and documenting changes. The course equips employees with playbooks that cut support tickets, reduce rework, and keep CRM updates predictable.

Duration

12 - 24 hrs

Delivery Type

Instructor-led Group Training
(Virtual / On-site / Off-site)

Training Available in

10 Languages

Multiple Locations

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About Learning Outcomes Key Benefits Course Outline Target Audience Training Modes Certificate Trainers Request a Training Quote

Drive Team Excellence with Salesforce CRM Administrator Corporate Training

Empower your teams with expert-led on-site, off-site, and virtual Salesforce CRM Administrator Training through Edstellar, a premier corporate training provider for organizations globally. Designed to meet your specific training needs, this group training program ensures your team is primed to drive your business goals. Help your employees build lasting capabilities that translate into real performance gains.

A Salesforce CRM Administrator configures and optimizes Salesforce platforms to match business processes, improve data quality, and drive user adoption. They translate requirements into clean configuration using objects, layouts, validation rules, and secure access controls like profiles, permission sets, and sharing rules. Salesforce CRM Administrator training standardizes how admins build automation with Flow, manage releases with sandboxes, and govern AppExchange installs to keep the org stable and scalable.

The Salesforce CRM Administrator instructor-led training course provided by Edstellar can be customized to meet team requirements. The virtual/onsite Salesforce CRM Administrator training course, led by expert trainers, ensures professionals can confidently configure, secure, automate, and maintain admin best practices to meet real operational needs.

Get Customized Expert-led Training for Your Teams

Customized Training Delivery

Scale Your Training: Small to Large Teams

In-person Onsite, Live Virtual or Hybrid Training Modes

Plan from 2000+ Industry-ready Training Programs

Experience Hands-On Learning from Industry Experts

Delivery Capability Across 100+ Countries & 10+ Languages

Key Skills Employees Gain from instructor-led Salesforce CRM Administrator Training

Salesforce CRM Administrator skills corporate training will enable teams to effectively apply their learnings at work.

Org configuration
Data modeling
Access control
UI customization
Reporting
Dashboarding
Release management
User adoption

Key Learning Outcomes of Salesforce CRM Administrator Training Workshop for Employees

Upon completing Edstellar’s Salesforce CRM Administrator workshop, employees will gain valuable, job-relevant insights and develop the confidence to apply their learning effectively in the professional environment.

Explain how CRM processes map to Salesforce objects, relationships, and admin responsibilities in a real org
Configure users, licenses, roles, and baseline access models to support controlled onboarding and daily operations
Customize page layouts, lightning pages, and record types to support different processes and user experiences
Implement object, field, and record-level security using profiles, permission sets, and sharing rules for governed access
Create flows and approvals that automate routine steps while enforcing decision controls and exception handling
Develop reports and dashboards that track operational performance and role-based visibility for leadership and teams
Apply sandbox-based testing, AppExchange management, and release practices to deploy changes safely and reduce disruption

Key Benefits of the Salesforce CRM Administrator Group Training

Attending our Salesforce CRM Administrator group training classes provides your team with a powerful opportunity to build skills, boost confidence, and develop a deeper understanding of the concepts that matter most. The collaborative learning environment fosters knowledge sharing and enables employees to translate insights into actionable work outcomes.

Equips the team with the techniques to translate sales and service processes into Salesforce CRM structure and admin actions
Empower employees with the skills to set up org basics and manage users, licenses, and onboarding with role-based access standards
Develop required skills in employees to configure objects, fields, and relationships that support accurate CRM data capture
Equips the team with the techniques to implement least-privilege security using profiles, permission sets, and sharing models
Empower employees with the skills to automate approvals and workflow steps using Flow for faster, controlled execution
Develop required skills in employees to deliver operational visibility through reports and dashboards aligned to stakeholder needs
Cultivate ideas in teams to run stable Salesforce operations using sandbox testing, AppExchange governance, and release discipline

Topics and Outline of Salesforce CRM Administrator Training

Our virtual and on-premise Salesforce CRM Administrator training curriculum is structured into focused modules developed by industry experts. This training for organizations provides an interactive learning experience that addresses the evolving demands of the workplace, making it both relevant and practical.

Salesforce and CRM Fundamentals

Cloud and CRM Basics for Admins
- How CRM supports sales and service processes
- Common CRM data objects and relationships
- Admin responsibilities vs end-user activities
Salesforce Navigation and User Experience
- Setup vs App Launcher vs Object Manager
- Lightning Experience and Classic differences
- Basic user settings and preferences
Core Platform Concepts
- Org structure, editions, and licenses
- High-level Salesforce data model
- Configuration vs development boundaries

Org Setup and User Management

Org Configuration Essentials
- Company settings and business hours
- Profiles, permission sets, and login policies
- Baseline access for common roles
User Lifecycle Management
- User creation and license assignment
- Role hierarchy and team setup
- Standard onboarding configurations
Data Visibility Foundations
- Org-wide defaults for data access
- Sharing rules for controlled visibility
- Public groups and role-based sharing

Data Model and Customization

Objects, Fields, and Relationships
- Custom objects and key field creation
- Lookup and master-detail relationships
- Field-level help and data requirements
Page Layouts and User Experience Configuration
- Page layouts by profile and role
- Compact layouts and Lightning pages
- Reducing clutter with relevant fields
Record Types and Validation Rules
- Record types for process variations
- Picklist values by record type
- Validation rules for data quality

Security, Access, and Controls

Access Control Design
- Profiles vs permission sets
- Object, field, and record security
- Permission set groups for scale
Sharing Model Implementation
- Role hierarchy and sharing rules
- Manual sharing and account teams
- Criteria-based sharing scenarios
Audit, Compliance, and Admin Controls
- Tracking setup changes and audits
- Least-privilege access patterns
- Ongoing access reviews and governance

Automation with Flow and Approvals

Flow Fundamentals for Admins
- Record-triggered flows
- Screen flows for guided actions
- Decisions, loops, and assignments
Approvals and Exception Handling
- Approval process configuration
- Error handling and fallbacks
- Notifications and task automation
Modernizing Legacy Automation
- Workflow rules and Process Builder review
- Migration planning to Flow
- Reducing automation conflicts

Data Management, Reports, and Dashboards

Data Quality and Imports/Exports
- Import tools for core objects
- De-duplication and updates
- Export practices for backup
Reporting and Analytics Basics
- Tabular, summary, and matrix reports
- Filters, groupings, and formulas
- Exporting and sharing insights
Dashboards for Stakeholders
- Role-based dashboard design
- Components, charts, and filters
- Refresh scheduling and access

Deployment, Apps, and Admin Operations

Sandbox and Release Practices
- Testing changes in sandboxes
- Dev-test-prod promotion basics
- Validation checklists and reviews
AppExchange and Package Management
- App evaluation for security and fit
- Managed package installation
- Upgrades and dependency impacts
Admin Maintenance and Adoption Support
- Performance monitoring and issue resolution
- Admin documentation and user enablement
- Continuous improvement backlog

Who Can Take the Salesforce CRM Administrator Training Course

The Salesforce CRM Administrator training program can also be taken by professionals at various levels in the organization.

Salesforce Administrators
CRM Analysts
Sales Operations Specialists
CRM Platform Managers
Sales Enablement Managers

Prerequisites for Salesforce CRM Administrator Training

There are no specific prerequisites for Salesforce CRM Administrator training. However, it is beneficial to have a basic understanding of CRM concepts.

Request a Quote for your Corporate Training Requirements

Delivering Training for Organizations across 100 Countries and 10+ Languages

Corporate Group Training Delivery Modes
for Salesforce CRM Administrator Training

At Edstellar, we understand the importance of impactful and engaging training for employees. As a leading Salesforce CRM Administrator training provider, we ensure the training is more interactive by offering Face-to-Face onsite/in-house or virtual/online sessions for companies. This approach has proven to be effective, outcome-oriented, and produces a well-rounded training experience for your teams.

Edstellar's Salesforce CRM Administrator virtual/online training sessions bring expert-led, high-quality training to your teams anywhere, ensuring consistency and seamless integration into their schedules.

With global reach, your employees can get trained from various locations

The consistent training quality ensures uniform learning outcomes

Participants can attend training in their own space without the need for traveling

Organizations can scale learning by accommodating large groups of participants

Interactive tools can be used to enhance learning engagement

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Edstellar's Salesforce CRM Administrator inhouse training delivers immersive and insightful learning experiences right in the comfort of your office.

Higher engagement and better learning experience through face-to-face interaction

Workplace environment can be tailored to learning requirements

Team collaboration and knowledge sharing improves training effectiveness

Demonstration of processes for hands-on learning and better understanding

Participants can get their doubts clarified and gain valuable insights through direct interaction

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Edstellar's Salesforce CRM Administrator offsite group training offer a unique opportunity for teams to immerse themselves in focused and dynamic learning environments away from their usual workplace distractions.

Distraction-free environment improves learning engagement

Team bonding can be improved through activities

Dedicated schedule for training away from office set up can improve learning effectiveness

Boosts employee morale and reflects organization's commitment to employee development

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Edstellar: Your Go-to Salesforce CRM Administrator Training Company

Experienced Trainers

Our trainers bring years of industry expertise to ensure the training is practical and impactful.

Quality Training

With a strong track record of delivering training worldwide, Edstellar maintains its reputation for its quality and training engagement.

Industry-Relevant Curriculum

Our course is designed by experts and is tailored to meet the demands of the current industry.

Customizable Training

Our course can be customized to meet the unique needs and goals of your organization.

Comprehensive Support

We provide pre and post training support to your organization to ensure a complete learning experience.

Multilingual Training Capabilities

We offer training in multiple languages to cater to diverse and global teams.

Testimonials

What Our Clients Say

We pride ourselves on delivering exceptional training solutions. Here's what our clients have to say about their experiences with Edstellar.

“Edstellar’s IT & Technical training programs have been instrumental in strengthening our engineering teams and building future-ready capabilities. The hands-on approach, practical cloud scenarios, and expert guidance helped our teams improve technical depth, problem-solving skills, and execution across multiple projects. We’re excited to extend more of these impactful programs to other business units.”

Aditi Rao

L&D Head,

A Global Technology Company

Get Your Team Members Recognized with Edstellar’s Course Certificate

Upon successful completion of the training course offered by Edstellar, employees receive a course completion certificate, symbolizing their dedication to ongoing learning and professional development.

This certificate validates the employee's acquired skills and is a powerful motivator, inspiring them to enhance their expertise further and contribute effectively to organizational success.

We have Expert Trainers to Meet Your Salesforce CRM Administrator Training Needs

The instructor-led training is conducted by certified trainers with extensive expertise in the field. Participants will benefit from the instructor's vast knowledge, gaining valuable insights and practical skills essential for success in Access practices.

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Edstellar is a one-stop instructor-led corporate training and coaching solution that addresses organizational upskilling and talent transformation needs globally. Edstellar offers 2000+ tailored programs across disciplines that include Technical, Behavioral, Management, Compliance, Leadership and Social Impact.

Salesforce CRM Administrator Corporate Training Program for Employees

Drive Team Excellence with Salesforce CRM Administrator Corporate Training

Key Skills Employees Gain from instructor-led Salesforce CRM Administrator Training

Key Learning Outcomes of Salesforce CRM Administrator Training Workshop for Employees

Key Benefits of the Salesforce CRM Administrator Group Training

Topics and Outline of Salesforce CRM Administrator Training

Salesforce and CRM Fundamentals

Org Setup and User Management

Data Model and Customization

Security, Access, and Controls

Automation with Flow and Approvals

Data Management, Reports, and Dashboards

Deployment, Apps, and Admin Operations

Who Can Take the Salesforce CRM Administrator Training Course

Prerequisites for Salesforce CRM Administrator Training

Corporate Group Training Delivery Modes for Salesforce CRM Administrator Training

Explore Our Customized Pricing Package forSalesforce CRM Administrator Corporate Training

Edstellar: Your Go-to Salesforce CRM Administrator Training Company

Experienced Trainers

Quality Training

Industry-Relevant Curriculum

Customizable Training

Comprehensive Support

Multilingual Training Capabilities

What Our Clients Say

Get Your Team Members Recognized with Edstellar’s Course Certificate

We have Expert Trainers to Meet Your Salesforce CRM Administrator Training Needs

Other Related Corporate Training Courses

Explore More Courses

Corporate Group Training Delivery Modes
for Salesforce CRM Administrator Training

Explore Our Customized Pricing Package for
Salesforce CRM Administrator Corporate Training