• No prior Salesforce knowledge required. • A free Trailhead account and Trailhead Playground (or Developer Edition org). Sessions Details Module Module Title Sessions / Hours M0 Orientation & Platform Foundations 1 M1 Configuration & Setup 4 M2 Object Manager & Lightning App Builder 3 M3 Sales & Marketing Applications 2 M4 Service & Support Applications 2 M5 Productivity & Collaboration 2 M6 Data & Analytics Management 4 M7 Automation 4 M8 Agentforce 2 M9 AI in Salesforce & Claudeforce (Claude + Salesforce) 2 M10 Revision & Exam Readiness 2 Total 28

4 hours | Exam weight 15% Objectives • Identify the appropriate automation solution for a scenario • Describe Flow types and configuration and the order of execution • Describe approval process configuration Session Topics Covered Demo in Trailhead Org Session 19 Choosing an Automation Tool: Escalation Rules, Assignment Rules, Default Automation User, Flow, Approvals, AI; Flow Types and Flow Builder Basics Tour of Flow Builder; Create a Simple Flow Session 20 Record-Triggered Flows: Before and After Save, Entry Conditions, Order of Execution Build a Record-Triggered Flow Session 21 Screen Flows and Autolaunched Flows: Screens, Decisions, Loops, Record Actions, Subflows Build a Screen Flow Session 22 Approval Processes: Entry Criteria, Approvers, Rejections, Approvals; Flow Debugging and Fault Handling Create an Approval Process; Use the Flow Debug Tool

2 hours | Exam weight 8% Objectives • Describe Agentforce capabilities and use cases, and when AI is appropriate • Explain Agent Builder prompts and instructions, and light testing Session Topics Covered Demo in Trailhead Org Session 23 Agentforce Concepts: Agents, Topics, Instructions, Actions, Channels; When to Use AI; Security; Einstein Trust Layer; Agent Permissions Explore Agentforce Overview in Setup (Subject to Availability in the Org) Session 24 Agent Builder: Maintaining and Updating Instructions; Prompts; Conversation Preview; Troubleshooting Agent Permissions Explore Agent Builder and Conversation Preview Where Agentforce Is Enabled; Otherwise, Explain Concepts

SALESFORCE PLATFORM ADMINISTRATOR

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4.5 (2346 Ratings)

The Salesforce Certified Platform Administrator Training is a practical, beginner-friendly course designed to help you build a strong foundation in Salesforce administration and prepare for the Salesforce Certified Platform Administrator exam. You’ll learn through hands-on practice using a Trailhead Playground or Developer Edition org, covering key Salesforce features, administration tasks, and the role of AI in Salesforce, including the Salesforce–Anthropic collaboration. No prior Salesforce experience is required, making this course suitable for beginners, aspiring Salesforce Administrators, CRM professionals, and IT professionals.

Duration of Training : 28 Hours
Batch type : Weekdays/Weekends
Mode of Training : Classroom/Online/Corporate Training
Detailed Syllabus • Hands-on Labs • Assignments • Support-Focused • Implementation

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Overview

The Syllabus

Curriculum Designed by Experts

1. Course Overview

This course follows the Salesforce Certified Platform Administrator exam outline. Sessions are 1 hour each and all topics are demonstrated in a Trailhead Playground or Developer Edition org. A dedicated section covers how AI helps in Salesforce and the Claude force collaboration between Salesforce and Anthropic.

2. Prerequisites

• No prior Salesforce knowledge required.
• A free Trailhead account and Trailhead Playground (or Developer Edition org).

Sessions Details

Module	Module Title	Sessions / Hours
M0	Orientation & Platform Foundations	1
M1	Configuration & Setup	4
M2	Object Manager & Lightning App Builder	3
M3	Sales & Marketing Applications	2
M4	Service & Support Applications	2
M5	Productivity & Collaboration	2
M6	Data & Analytics Management	4
M7	Automation	4
M8	Agentforce	2
M9	AI in Salesforce & Claudeforce (Claude + Salesforce)	2
M10	Revision & Exam Readiness	2
Total		28

Detailed syllabus

Module 0: Orientation & Platform Foundations

1 hour | Not weighted

Objectives
• Understand what Salesforce is and where an Admin fits
• Know the exam format and how this course maps to it

Session	Topics Covered	Demo in Trailhead Org
Session 1	Salesforce Platform and Clouds; Multitenancy; Release Cycle; Salesforce Admin Role; Exam Format, Blueprint and Weightings	Trailhead Playground Login; Setup Tour; App Launcher; Object Manager

Module 1: Configuration & Setup

4 hours | Exam weight 15%

Objectives
• Explain company settings: fiscal year, business hours, currency management, defaults
• Set up and maintain users, licences and login methods
• Explain org security controls and apply the sharing model
• Choose between profiles, permission sets, permission set groups and muting

Session	Topics Covered	Demo in Trailhead Org
Session 2	Company settings: Fiscal Year, Business Hours, Currency Management, Default Settings; Declarative UI: App Menu, List Views, Global Actions	Configure Fiscal Year and Business Hours; Create a List View; Add a Global Action
Session 3	User Management: Unique Username, Locale, Working Hours, Licence Types, Feature Licences, Freeze vs Deactivate, Users with Different Login Methods	Create a User; Assign Licence; Freeze vs Deactivate User
Session 4	Org Security Controls: Identity Verification, Setup Audit Trail, Login Hours, Session Settings; Sharing Basics: Org-Wide Defaults, Role Hierarchy	Set Login Hours; View Audit Trail; Change OWD; Build a Role Hierarchy
Session 5	Sharing Rules, Teams, Public Groups, Folder Sharing; Profiles vs Permission Sets; Permission Set Groups; Muting	Create a Sharing Rule and Public Group; Create a Permission Set Group with Muting; Use Login As to Verify Access

Module 2: Object Manager & Lightning App Builder

3 hours | Exam weight 15%

Objectives
• Describe standard object architecture and relationship types
• Create, customise and delete fields, knowing the implications
• Assign page layouts, record types and business processes; use quick and global actions
• Build Lightning pages with visibility rules

Session	Topics Covered	Demo in Trailhead Org
Session 6	Standard Object Architecture; Parent/Child Relationships; Lookup, Master-Detail, Junction and Hierarchical Relationships; Schema Builder	Create Custom Objects and Relationships; View Them in Schema Builder
Session 7	Custom Fields; Roll-Up Summaries; Cross-Object Formulas; Picklist Dependencies; Implications of Deleting Fields; Page Layouts; Record Types; Business Processes	Create Fields; Attempt to Delete a Field with Dependencies; Assign Record Types and Page Layouts
Session 8	Lightning App Builder: Record, App and Home Pages; Dynamic Forms; Component Visibility; Quick Actions and Global Actions	Build a Record Page and Custom App; Create a Quick Action

Module 3: Sales & Marketing Applications

2 hours | Exam weight 10%

Objectives
• Explain the lead and opportunity lifecycle
• Use lead automation tools and manage campaigns
• Describe sales productivity features

Session	Topics Covered	Demo in Trailhead Org
Session 9	Leads: Statuses, Web-to-Lead, Lead Assignment Rules, Lead Conversion; Campaigns and Campaign Members	Create a Web-to-Lead Form; Configure an Assignment Rule; Convert a Lead; Add Campaign Members
Session 10	Opportunities: Sales Process, Stages, Path; Sales Productivity: Dashboards, Forecasting; Lead and Opportunity Scoring; Einstein for Sales; Territory Management (Overview, Depends on Org Availability)	Configure Path; Demonstrate Forecasting and Dashboard Features Where Enabled in the Org

Module 4: Service & Support Applications

2 hours | Exam weight 10%

Objectives
• Describe case management, queues and assignment rules
• Identify how to automate case management

Session	Topics Covered	Demo in Trailhead Org
Session 11	Case Management: Case Lifecycle, Web-to-Case and Email-to-Case (Concept), Queues, Case Assignment Rules	Create a Queue and Case Assignment Rule; Create a Web-to-Case Form
Session 12	Support Process, Case Auto-Response Rules, Escalation Rules, Einstein for Service (Overview)	Create an Auto-Response Rule and Escalation Rule; Omni-Channel (Optional – Overview Only)

Module 5: Productivity & Collaboration

2 hours | Exam weight 10%

Objectives
• Describe activity management and Chatter
• Describe the mobile app configuration and AppExchange use cases

Session	Topics Covered	Demo in Trailhead Org
Session 13	Activity Management: Tasks and Events; Chatter: Groups, Group Access, Internal and External Users	Create Tasks and Events; Create a Chatter Group
Session 14	Salesforce Mobile App: Mobile-Ready Lightning Pages, Navigation Menu, Branding, Launchpad; AppExchange and AgentExchange: Managed vs Unmanaged Packages, Who Can Publish	Adjust the Mobile Navigation Menu; Browse AppExchange; Installing an App (Optional)

Module 6: Data & Analytics Management

4 hours | Exam weight 17%

Objectives
• Choose the right tool to import, update, export, transfer, delete and back up data
• Explain data validation tools
• Create and customise reports and dashboards, and describe the impact of the sharing model

Session	Topics Covered	Demo in Trailhead Org
Session 15	Importing, Updating, Exporting, Transferring, Mass Deleting and Backing Up Data; Data Archival; Import Wizard vs Data Loader	Import Wizard Demo; Export Data; Data Loader (Optional – Requires Desktop Installation)
Session 16	Data Quality: Duplicate Rules, Matching Rules, Validation Rules	Create a Validation Rule; Create Duplicate and Matching Rules
Session 17	Reports and Report Types: Custom Report Types, Joins With or Without Records, Renaming Fields, Buckets, Formulas, Joined Reports, Charts, Hide Details, Grouping Totals; Impact of Sharing Model on Reports and Folders	Create a Custom Report Type; Build a Bucket and Formula Report; Create a Joined Report
Session 18	Dashboards: Widgets, Data Sources, Chart Types and Settings, Subscribe, Dynamic Dashboards, View As, Refresh, Filters, Org Limits; Report and Dashboard Troubleshooting (High Level)	Build a Dashboard; Compare Running User vs Dynamic Dashboard

Module 7: Automation

4 hours | Exam weight 15%

Objectives
• Identify the appropriate automation solution for a scenario
• Describe Flow types and configuration and the order of execution
• Describe approval process configuration

Session	Topics Covered	Demo in Trailhead Org
Session 19	Choosing an Automation Tool: Escalation Rules, Assignment Rules, Default Automation User, Flow, Approvals, AI; Flow Types and Flow Builder Basics	Tour of Flow Builder; Create a Simple Flow
Session 20	Record-Triggered Flows: Before and After Save, Entry Conditions, Order of Execution	Build a Record-Triggered Flow
Session 21	Screen Flows and Autolaunched Flows: Screens, Decisions, Loops, Record Actions, Subflows	Build a Screen Flow
Session 22	Approval Processes: Entry Criteria, Approvers, Rejections, Approvals; Flow Debugging and Fault Handling	Create an Approval Process; Use the Flow Debug Tool

Module 8: Agentforce

2 hours | Exam weight 8%

Objectives
• Describe Agentforce capabilities and use cases, and when AI is appropriate
• Explain Agent Builder prompts and instructions, and light testing

Session	Topics Covered	Demo in Trailhead Org
Session 23	Agentforce Concepts: Agents, Topics, Instructions, Actions, Channels; When to Use AI; Security; Einstein Trust Layer; Agent Permissions	Explore Agentforce Overview in Setup (Subject to Availability in the Org)
Session 24	Agent Builder: Maintaining and Updating Instructions; Prompts; Conversation Preview; Troubleshooting Agent Permissions	Explore Agent Builder and Conversation Preview Where Agentforce Is Enabled; Otherwise, Explain Concepts

Module 9: AI in Salesforce & Claudeforce (Claude + Salesforce)

2 hours | Added section

Objectives
• Explain how AI helps in Salesforce for admins, developers, sales and service teams
• Describe the Salesforce and Anthropic Claudeforce collaboration

Session	Topics Covered	Demo in Trailhead Org
Session 25	AI in Salesforce: Predictive, Generative and Agentic AI; How AI Helps Admins, Sales, Service and Marketing Users; Einstein Trust Layer; Data Quality and Permissions; Responsible AI Use	Discussion; Demonstrate Einstein Features Where Enabled in the Org
Session 26	Claudeforce (Announced August 26, 2026): Claude Available in Agentforce as a Reasoning Model, Including Agent Builder; Salesforce in Claude for Sales Teams; Claude in Slack; Salesforce and Anthropic as Customers of Each Other	Concept Session; Live Demos of Claude Features Where Access Is Available

Module 10: Revision & Exam Readiness

2 hours | Exam readiness

Objectives
• Revise all exam domains and practise exam-style questions

Session	Topics Covered	Demo in Trailhead Org
Session 27	Revision of Modules 1 to 6 by Exam Domain	Quick Recap in the Org
Session 28	Revision of Modules 7 to 9; Practice Questions and Exam-Day Tips	Discussion

Applicable to all topics
• Real-time business scenarios will be discussed alongside each topic.
• A few hands-on labs and AI-assisted examples (for example, using Claude to explain or draft configuration) can be covered where time permits. These are optional and not mandatory.
• All demos are done in a Trailhead Playground or Developer Edition org. Features that are not enabled in that org (for example Einstein features, territory management, some Agentforce, Claude or Claudeforce capabilities, and the mobile app) will be explained conceptually and are good to have rather than guaranteed as live demos.
• Exam objectives change between releases, so the outline should be checked against the latest official exam guide.

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Salesforce Platform Administrator Course Certification With Training In Bangalore

Q: Module 0: Orientation & Platform Foundations

1 hour | Not weighted Objectives • Understand what Salesforce is and where an Admin fits • Know the exam format and how this course maps to it Session Topics Covered Demo in Trailhead Org Session 1 Salesforce Platform and Clouds; Multitenancy; Release Cycle; Salesforce Admin Role; Exam Format, Blueprint and Weightings Trailhead Playground Login; Setup Tour; App Launcher; Object Manager

Q: Module 1: Configuration & Setup

4 hours | Exam weight 15% Objectives • Explain company settings: fiscal year, business hours, currency management, defaults • Set up and maintain users, licences and login methods • Explain org security controls and apply the sharing model • Choose between profiles, permission sets, permission set groups and muting Session Topics Covered Demo in Trailhead Org Session 2 Company settings: Fiscal Year, Business Hours, Currency Management, Default Settings; Declarative UI: App Menu, List Views, Global Actions Configure Fiscal Year and Business Hours; Create a List View; Add a Global Action Session 3 User Management: Unique Username, Locale, Working Hours, Licence Types, Feature Licences, Freeze vs Deactivate, Users with Different Login Methods Create a User; Assign Licence; Freeze vs Deactivate User Session 4 Org Security Controls: Identity Verification, Setup Audit Trail, Login Hours, Session Settings; Sharing Basics: Org-Wide Defaults, Role Hierarchy Set Login Hours; View Audit Trail; Change OWD; Build a Role Hierarchy Session 5 Sharing Rules, Teams, Public Groups, Folder Sharing; Profiles vs Permission Sets; Permission Set Groups; Muting Create a Sharing Rule and Public Group; Create a Permission Set Group with Muting; Use Login As to Verify Access

Q: Module 2: Object Manager & Lightning App Builder

3 hours | Exam weight 15% Objectives • Describe standard object architecture and relationship types • Create, customise and delete fields, knowing the implications • Assign page layouts, record types and business processes; use quick and global actions • Build Lightning pages with visibility rules Session Topics Covered Demo in Trailhead Org Session 6 Standard Object Architecture; Parent/Child Relationships; Lookup, Master-Detail, Junction and Hierarchical Relationships; Schema Builder Create Custom Objects and Relationships; View Them in Schema Builder Session 7 Custom Fields; Roll-Up Summaries; Cross-Object Formulas; Picklist Dependencies; Implications of Deleting Fields; Page Layouts; Record Types; Business Processes Create Fields; Attempt to Delete a Field with Dependencies; Assign Record Types and Page Layouts Session 8 Lightning App Builder: Record, App and Home Pages; Dynamic Forms; Component Visibility; Quick Actions and Global Actions Build a Record Page and Custom App; Create a Quick Action

Q: Module 3: Sales & Marketing Applications

2 hours | Exam weight 10% Objectives • Explain the lead and opportunity lifecycle • Use lead automation tools and manage campaigns • Describe sales productivity features Session Topics Covered Demo in Trailhead Org Session 9 Leads: Statuses, Web-to-Lead, Lead Assignment Rules, Lead Conversion; Campaigns and Campaign Members Create a Web-to-Lead Form; Configure an Assignment Rule; Convert a Lead; Add Campaign Members Session 10 Opportunities: Sales Process, Stages, Path; Sales Productivity: Dashboards, Forecasting; Lead and Opportunity Scoring; Einstein for Sales; Territory Management (Overview, Depends on Org Availability) Configure Path; Demonstrate Forecasting and Dashboard Features Where Enabled in the Org

Q: Module 4: Service & Support Applications

2 hours | Exam weight 10% Objectives • Describe case management, queues and assignment rules • Identify how to automate case management Session Topics Covered Demo in Trailhead Org Session 11 Case Management: Case Lifecycle, Web-to-Case and Email-to-Case (Concept), Queues, Case Assignment Rules Create a Queue and Case Assignment Rule; Create a Web-to-Case Form Session 12 Support Process, Case Auto-Response Rules, Escalation Rules, Einstein for Service (Overview) Create an Auto-Response Rule and Escalation Rule; Omni-Channel (Optional – Overview Only)

Q: Module 5: Productivity & Collaboration

2 hours | Exam weight 10% Objectives • Describe activity management and Chatter • Describe the mobile app configuration and AppExchange use cases Session Topics Covered Demo in Trailhead Org Session 13 Activity Management: Tasks and Events; Chatter: Groups, Group Access, Internal and External Users Create Tasks and Events; Create a Chatter Group Session 14 Salesforce Mobile App: Mobile-Ready Lightning Pages, Navigation Menu, Branding, Launchpad; AppExchange and AgentExchange: Managed vs Unmanaged Packages, Who Can Publish Adjust the Mobile Navigation Menu; Browse AppExchange; Installing an App (Optional)

Q: Module 6: Data & Analytics Management

4 hours | Exam weight 17% Objectives • Choose the right tool to import, update, export, transfer, delete and back up data • Explain data validation tools • Create and customise reports and dashboards, and describe the impact of the sharing model Session Topics Covered Demo in Trailhead Org Session 15 Importing, Updating, Exporting, Transferring, Mass Deleting and Backing Up Data; Data Archival; Import Wizard vs Data Loader Import Wizard Demo; Export Data; Data Loader (Optional – Requires Desktop Installation) Session 16 Data Quality: Duplicate Rules, Matching Rules, Validation Rules Create a Validation Rule; Create Duplicate and Matching Rules Session 17 Reports and Report Types: Custom Report Types, Joins With or Without Records, Renaming Fields, Buckets, Formulas, Joined Reports, Charts, Hide Details, Grouping Totals; Impact of Sharing Model on Reports and Folders Create a Custom Report Type; Build a Bucket and Formula Report; Create a Joined Report Session 18 Dashboards: Widgets, Data Sources, Chart Types and Settings, Subscribe, Dynamic Dashboards, View As, Refresh, Filters, Org Limits; Report and Dashboard Troubleshooting (High Level) Build a Dashboard; Compare Running User vs Dynamic Dashboard

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