Who this is for
Designed for people doing the work.
Salesforce admins, operations teams, and business process owners who need a shared foundation they can apply immediately in their org.
Admin TrackFoundationalPrivate team format
Admin Fundamentals
Build capability your team can use in the work.
Give an operations team a shared Salesforce foundation that reduces configuration drift and makes everyday work easier to support.
Tell us which capability matters most and we’ll shape the right format for your team.
What your team will work through
A curriculum built around decisions, practice, and results.
Each session connects a practical business objective to a Salesforce scenario. Your team sees the pattern, builds it in a guided org, and leaves with a way to apply it together.
- 01
Org setup and operating standards
Translate org setup and operating standards into a practical operating change for your team’s admin fundamentals work, with clear ownership and a maintainable Salesforce pattern.
Hands-on practice: Apply org setup and operating standards to a live team scenario, identify the efficiency gain, and document the next adoption step.
- 02
Objects, fields, and data quality
Translate objects, fields, and data quality into a practical operating change for your team’s admin fundamentals work, with clear ownership and a maintainable Salesforce pattern.
Hands-on practice: Apply objects, fields, and data quality to a live team scenario, identify the efficiency gain, and document the next adoption step.
- 03
Access, permissions, and safe sharing
Translate access, permissions, and safe sharing into a practical operating change for your team’s admin fundamentals work, with clear ownership and a maintainable Salesforce pattern.
Hands-on practice: Apply access, permissions, and safe sharing to a live team scenario, identify the efficiency gain, and document the next adoption step.
- 04
Validation and Flow foundations
Translate validation and flow foundations into a practical operating change for your team’s admin fundamentals work, with clear ownership and a maintainable Salesforce pattern.
Hands-on practice: Apply validation and flow foundations to a live team scenario, identify the efficiency gain, and document the next adoption step.
- 05
Reports, adoption, and ownership
Translate reports, adoption, and ownership into a practical operating change for your team’s admin fundamentals work, with clear ownership and a maintainable Salesforce pattern.
Hands-on practice: Apply reports, adoption, and ownership to a live team scenario, identify the efficiency gain, and document the next adoption step.
Before you join
Prerequisites
No formal certification is required. Participants should have Salesforce access and bring one real process their team wants to improve.
Next team cohort
Ready to make this your team’s next capability?
Join the waiting list for Admin Fundamentals, or tell us how you want to adapt the workshop to your goals.