Admin’s First Steps in Salesforce: Understanding the Clouds
As a new Salesforce Admin, one of the first things you’ll explore is the variety of “clouds” Salesforce offers—each designed to address different business needs. From Sales Cloud for managing leads and opportunities, to Service Cloud for customer support, and Marketing Cloud for campaigns and engagement, understanding these solutions help
About this event
🔑 Key Takeaways / Agenda
1. Understand the Purpose & Key Features
Dive into the core functionalities of Sales Cloud, Service Cloud, and Experience Cloud.
Learn how each cloud supports business goals through CRM, customer support, and digital engagement.
2. Explore the Salesforce Ecosystem
See how these clouds integrate with each other and the broader Salesforce platform.
Understand key concepts like objects, data models, automation, and user experience across clouds.
3. Start with Confidence as a New Admin
Discover how to assess business needs to prioritize which cloud(s) to focus on first.
Identify quick wins and high-impact areas for early success.
4. Master Core Admin Tools & Configurations
Get hands-on with essential tools like Setup, Object Manager, App Builder, and Flow.
Learn best practices for user management, security, data modeling, and automation.
5. Build Skills & Prepare for Certification
Gain actionable tips for growing your Salesforce knowledge.
Learn how to approach Admin certification with confidence, using free resources and structured learning paths.
