Free Salesforce Course
Salesforce Essentials
Salesforce Administration is a free online Salesforce admin course for beginners who want to learn CRM data, users, security, automation, reports, dashboards, and org setup basics.
What you'll learn
About this course
Salesforce Administration helps beginners understand how a CRM is organized and how admins keep teams working with clean, secure data. Learners start with Salesforce and CRM basics, then move through navigation, objects, records, fields, accounts, contacts, leads, and opportunities. The course then explains users, profiles, permission sets, roles, defaults, sharing rules, custom objects, fields, page layouts, validation rules, Flow automation, reports, dashboards, and setup planning. This course is built for learners who want admin clarity before certification prep or deeper Trailhead practice. Competitor programs offer large learning paths, exam prep, or tutorial libraries. This course turns the same intent into a focused route that explains what an admin does and why setup choices matter. A case study shows how a sales team tracks deals, automates work, and views pipeline data. The final modules guide learners toward free practice, certification planning, and AI-driven admin work.
Course outline
What Salesforce Is and Why Businesses Use It
In this module, you'll learn what a CRM is, how Salesforce works as cloud software, and the admin's daily role.
Finding Your Way Around the Salesforce Interface
In this module, you'll learn the home screen, Classic vs Lightning Experience, and navigating with tabs and global search.
Objects, Records, and Fields, and How Core Sales Objects Connect
In this module, you'll learn objects, records, and fields, and how Accounts, Contacts, Leads, and Opportunities connect.
Creating Users and Setting Permissions with Profiles and Permission Sets
In this module, you'll learn user account creation, profiles, and how permission sets extend access without changing profiles.
Controlling Which Records Users Can See with Roles, Defaults, and Sharing Rules
In this module, you'll learn role hierarchy, org-wide defaults, and sharing rules that control record visibility.
Customizing Objects, Fields, Page Layouts, and Data Quality Rules
In this module, you'll learn custom objects and fields, picklists, page layouts, and validation rules for data quality.
Automating Work with Flows and Reporting with Reports and Dashboards
In this module, you'll learn building Flows for automation, creating reports, and building dashboards to visualize data.
Case Study — How a Small Sales Team Set Up Salesforce to Track Their Deals
In this module, you'll learn how a real sales team configured objects, permissions, automation, and dashboards to manage their pipeline.
Planning and Building Your First Salesforce Setup Step by Step
In this module, you'll learn gathering business needs, sequencing setup decisions, and adding security, automation, and reports.
Growing Your Skills and the Future of Salesforce Administration
In this module, you'll learn practicing with Trailhead, the Certified Administrator path, and how AI is changing admin work.
Get access to the complete curriculum once you enroll in the course
This course is ideal for
- Beginners wanting to learn Salesforce and CRM basics.
- Students and job seekers exploring Salesforce admin roles.
- Working professionals who manage CRM records and sales data.
- Learners who need a Salesforce admin certificate.
Frequently Asked Questions
Will I receive a certificate upon completing this free course?
Is this course free?
What will I learn in this free Salesforce admin course?
You will learn CRM basics, Salesforce navigation, objects, records, fields, accounts, contacts, leads, opportunities, users, profiles, permission sets, roles, sharing rules, Flow automation, reports, dashboards, and setup planning.
Is this Salesforce Administration online course for beginners?
Yes. It is designed for learners with no Salesforce background. The course starts with CRM and workspace basics before moving into data structure, security, customization, automation, and reporting.
Does the course explain Salesforce objects, records, and fields?
Yes. Learners see how Salesforce stores business data through objects, records, and fields, and how accounts, contacts, leads, and opportunities connect in sales workflows.
Will I learn user management and Salesforce security basics?
Yes. The course covers creating users, profiles, permission sets, roles, org-wide defaults, sharing rules, and record visibility so learners understand how access is controlled.
Does this Salesforce admin training cover Flow automation?
Yes. It introduces Flow automation as part of admin work, along with validation rules, custom fields, page layouts, reports, dashboards, and process improvement.
How does the course help with reports and dashboards?
Learners see how Salesforce reporting turns CRM records into pipeline visibility, activity tracking, and performance insights that sales teams can use for decisions.
Is this course enough before Salesforce admin certification prep?
It gives a practical foundation before deeper exam preparation. Learners can use it to understand the admin role, then continue with Trailhead, hands-on practice, and certification-focused study.
Who should take this introduction to Salesforce Administration?
It is useful for CRM beginners, sales operations learners, business analysts, support teams, career switchers, and anyone exploring Salesforce admin responsibilities.
Does the course include a real-world Salesforce admin case study?
Yes. The case study shows how a sales team can set up Salesforce to track deals, automate work, improve visibility, and manage pipeline data more clearly.
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