Modern Salesforce Administration (Instructor-Led)
Become a next-generation Salesforce Administrator. This instructor-led course teaches you how to design, secure, automate, and scale a real Salesforce org using modern best practices, not theory.
Last Updated: May 2026
Why take this course
- Many Salesforce orgs fail quietly. When permissions become too broad, data quality degrades, manual work replaces automation, and Admins react rather than design. This course is built to fix that.
- Instead of teaching isolated features, Modern Salesforce Administration trains you to think and operate like a real Salesforce Admin responsible for a production system, real users, and executive stakeholders.
- You do not just learn how Salesforce works. You learn why decisions matter, and how to scale them safely.
Meet Peggy Schael, a K2 University Instructor
Meet Peggy Schael
Peggy is one of K2 University's Salesforce instructors. She is a former Salesforce Trailhead Academy Trainer and a Salesforce professional with more than 10 Salesforce certifications. She has trained hundreds of Salesforce professionals and brings a practical, real-world teaching approach to the course.
A real business scenario, end-to-end
You step into the role of Salesforce Administrator for Cosmic Shoes, a US retailer expanding through the acquisition of Core Kinetics. Every configuration decision is tied to real operational challenges, from user access and record visibility to automation and executive reporting.
Instructor-led, not self-paced
This is not a collection of videos. You learn directly from expert instructors through live demonstrations, guided practice, and hands-on labs, with the ability to ask questions and pressure-test decisions as you go.
Built for modern Salesforce orgs
The curriculum reflects how Salesforce is actually used today, including Flow-first automation, governance best practices, and Agentforce foundations.
What you will be able to do
- Navigate Salesforce architecture and manage multiple environments and sandboxes
- Design secure access models at the org, object, field, and record levels
- Customize apps, Lightning pages, record types, and business processes
- Maintain data integrity using validation rules, imports, backups, and cleansing tools
- Replace manual processes with sophisticated no-code automation using Flow
- Deploy Agentforce components to improve service productivity
- Build reports and dashboards that executives actually trust
How will you learn
- Watch me: Instructor-led demonstrations of complex configurations
- Join me: Guided, follow-along exercises
- Your turn: Hands-on labs in a dedicated Salesforce training org
- Scenario-based learning: Solve real problems created by business change
- Knowledge checks: Short quizzes mapped to exam-critical topics
Course content
13 sectionsOverview and Introduction 1 topic
- Training Resources
Core Salesforce Basics
- Core Salesforce Basics
Platform Essentials for All Users
- Platform Essentials for All Users
Access Controls for Features & Objects
- Access Controls for Features & Objects
Understanding and Managing Record Access
- Understanding and Managing Record Access
Customizing Standard Salesforce Features
- Customizing Standard Salesforce Features
Personalizing the User Interface
- Personalizing the User Interface
Data Management Essentials
- Data Management Essentials
No-Code Automation Tools
- No-Code Automation Tools
Advanced Automation with Flow
- Advanced Automation with Flow
Reporting & Dashboards
- Reporting & Dashboards
Agentforce Essentials
- Agentforce Essentials
Course Recap
- Course Recap
Frequently Asked Questions
The most common questions we hear about Modern Salesforce Administration. Anything else you need to know? Get in touch with our team.
What is Modern Salesforce Administration?
Modern Salesforce Administration is an instructor-led training course that teaches how to manage, secure, automate, and scale a Salesforce organisation using current best practices. The course focuses on real-world administration, including security models, data governance, Flow automation, reporting, and Agentforce foundations, rather than isolated features or theory.
How does this course differ from the official Salesforce ADX201 “Essentials for New Admins” training?
Our Modern Salesforce Administration course and Salesforce’s official ADX201: Administrative Essentials for New Admins in Lightning Experience both aim to build foundational admin skills, but they differ in scope, teaching approach, and real-world application:
Scenario-based vs standard curriculum: Salesforce’s ADX201 covers core admin fundamentals in a 5-day framework with a traditional lesson structure. Our course uses a continuous, real business scenario to teach skills in context, which helps learners understand why decisions matter, not just what settings do.
Modern automation emphasis: ADX201 includes automation topics like validation rules and basic Flow overview. Our course is explicitly designed around Flow-first automation, governance strategies, and Agentforce foundations, reflecting how Salesforce is managed in production today.
Certification alignment and exam readiness: While ADX201 can help prepare for the Salesforce Certified Administrator exam, our course is mapped directly to current exam objectives, including areas that are often under-emphasised in basic admin classes.
Live instructor experience: Both can be delivered live, but our course maximises hands-on labs and guided exercises tied to realistic business problems rather than slide-based modules alone.
In short, ADX201 is a great baseline, especially if delivered by Salesforce partners, but Modern Salesforce Administration is designed for deeper practical skills, real-world admin confidence, and stronger exam readiness
Who should take this Salesforce Administrator course?
This course is designed for new Salesforce Administrators, career changers entering the Salesforce ecosystem, power users, business analysts, and learners preparing for the Salesforce Certified Administrator exam. No prior Salesforce setup experience is required, making it suitable for beginners who want job-ready admin skills.
Is this course suitable for beginners with no Salesforce experience?
Yes. This course is suitable for beginners and learners at a foundational level. It starts with Salesforce architecture and core concepts before progressing into security, data management, automation, and reporting. Familiarity with basic business processes such as sales and customer service is helpful but not required.
Does this course prepare you for the Salesforce Certified Administrator exam?
Yes. The curriculum is explicitly aligned to the Salesforce Certified Administrator exam guide. The course covers exam-critical topics such as record sharing, permission models, data management, and Flow automation, with hands-on practice designed to reinforce both practical skills and certification readiness.
How is this course different from self-paced Salesforce training?
Unlike self-paced courses, this training is delivered live by experienced instructors and uses a continuous real-world business scenario. Learners work through a simulated corporate acquisition, which helps explain why administrative decisions matter and how Salesforce should be configured in production environments.
What Salesforce automation tools are covered in this course?
The course focuses on modern, no-code automation tools including validation rules, assignment rules, approval processes, and Flow Builder. Learners progress from basic automation to more advanced Flow design and deployment, reflecting how automation is built and maintained in real Salesforce organisations.
Does the course include Agentforce training?
Yes. The course includes an introduction to Agentforce, covering core concepts, setup, permissions, and how Agentforce integrates with Salesforce service processes. This ensures learners understand how AI-driven service tools fit into modern Salesforce administration.
Is this course suitable for corporate or group training?
Yes. In addition to public virtual cohorts, this course can be delivered as private group training or onsite for organisations. Group delivery is ideal for companies onboarding new administrators or standardising Salesforce governance and automation practices across teams.
Ready to become a modern Salesforce Admin?
Whether you are building a Salesforce career or are responsible for running a growing org, this course gives you the skills, structure, and confidence to administer Salesforce properly from day one.
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