This training focuses on the activities that people tasked with setting up or administrating a Salesforce Sales-, or Service cloud org need to perform. All topics relevant for setup and day-to-day operations are covered from initial setup, creating users, making customizations to data and processes, and reporting and dashboards. This in-person training covers theoretical knowledge and practical insights provided by an experienced Salesforce professional.

The focus is on practical application and getting a good understanding of Salesforce Sales-, and Service Cloud. If your team is tasked with setting up Salesforce for your organization or you need project members in a Salesforce team to get a broad understanding of the platform this is the perfect training. We will tailor the training to your needs and business case for maximum impact. Please also consider taking Salesforce platform overview training for business and IT management.

Attendee profile

  • Administrators for new Salesforce Sales- or Service cloud deployments
  • Business analysts working on Salesforce projects
  • Project members and power users involved in Salesforce projects

All groups will benefit from the knowledge and understanding of the Salesforce platform. It will ensure more efficient implementation, prevent costly mistakes, and establish a common team vocabulary that ensures your teams function effectively.

Training overview

  • 3-day training course
  • Preparation: Self-study – Trailhead + additional resources
  • Location: your office or any EU location
  • Attendees need to bring a laptop for practice exercises
  • Language: English (We can arrange for native speakers depending on location)
  • Some additional self-study in Trailhead and hands-on experience is advised before doing certifications.
  • Exam fee for ADX-201/ADM-201 not included

Training topics / schedule

Day 1

This day is focused on the initial setup of a Salesforce instance, including users, security, UI customization, and modification of the standard data model to suit specific business needs.
We will cover these specific exam topics:

  • Sales & marketing applications
  • Service and support applications
  • Configuration and setup

We end the day with a case or assignment, and we will practice some certification exam questions.

Day 2

This day is focused on the specific functionalities that come with Salesforce Service Cloud and Salesforce Sales Cloud. Next we cover functionality that helps users work efficiently and collaboration options. We will cover these specific exam topics:

  • Object manager and lightning app builder
  • Productivity and collaboration

We end the day with a case or assignment, and we will practice some certification exam questions.

Day 3

This day is focused on working with the data Salesforce users generate using reporting and dashboarding. We will also cover several features Salesforce offers to automate processes, like flow and process builder.

We will cover these specific exam topics:

  • Data & Analytics
  • Process automation

We end the day with a case or assignment, and we will practice some certification exam questions.

Request a quote for the in-company Salesforce Administrator training

Please share the number of people, date, and location(s) you want us to train your colleagues and we will schedule an intake. Based on your input we will share a more detailed training set-up and pricing quote. Please send your inquiry to

Frequently asked questions

Does this Salesforce Administrator training prepare for the Salesforce Administrator certification?

Yes, this 3-day training prepares for the Salesforce Administrator certification (ADX-201/ADM-201) but some additional self study is needed.

Do attendees need to have Salesforce experience?

No they don’t but some experience can be beneficial especially for those who intend to get certified.

How many people can attend the training?

We aim for a maximum of 12 people per training as this ensures attendees can ask their questions freely.

Can we host trainings in multiple countries?

We focus on countries within the European Union but can also organize in other countries.