Administration Essentials for New Administrators

This comprehensive hands-on course is a must for new Salesforce administrators. Administration Essentials for New Admins is the core training that ensures your success with Salesforce. For maximum benefit, we recommend administrators take this course before starting a Salesforce deployment or when taking over an existing deployment.

Course Outline

Getting Around the App

  • Data Model and Navigation

  • Help & Training


Setting Up the User Interface

  • Setting Up the UI and Search Options


Setting Up and Managing Users

  • Managing User Profiles

  • Managing Users

  • Troubleshooting Login Issues


Security and Data Access

  • Restricting Logins

  • Determining Object Access

  • Setting Up Record Access

  • Creating a Role Hierarchy

  • Dealing with Record Access Exceptions

  • Managing field-level security


Customization: Fields

  • Administrating Standard Fields

  • Creating New Custom Fields

  • Creating Selection Fields: Picklists and Lookups

  • Creating Formula Fields

  • Working with Page Layouts

  • Working with Record Types and Business Processes

  • Maintaining data quality


Managing Data

  • Import Wizards

  • Data Loader

  • Mass Transfer

  • Backing Up Data

  • Mass Delete and the Recycle Bin


Reports and Dashboards

  • Running and Modifying Reports

  • Creating New Reports with the Report Builder

  • Working with Report Filters

  • Summarizing with Formulas and Visual Summaries

  • Printing, Exporting, and Emailing Reports

  • Building Dashboards


Automation

  • Workflow Rules

  • Lead and Case Automation


Collaboration

  • Chatter and Chatter Free

  • Email Administration and Email Templates

  • Tracking Tasks and Events


Service Cloud

  • Automating Support

  • Understanding the Service Cloud Console

  • Collaborating in the Service Cloud

  • Analyzing Support Data: Support Reports and Dashboards

Audience

Administration Essentials for New Admins is designed for new system administrators responsible for the setup, configuration, and maintenance of their organizations’ Salesforce applications. Other groups that benefit from this course include power users, sales operations, and IT managers. Note that administrators of Salesforce Professional Edition should take Administration Essentials (Professional Edition).

The prerequisites include a solid understanding of basic Salesforce concepts and functionality and completion of the following online courses:

  • Getting Started: Navigating Salesforce

  • Getting Started: Using the Sales Cloud

Available Course Dates

08/21/2017 9:00 am - 08/25/2017 3:00 pm
10/30/2017 9:00 am - 11/03/2017 3:00 pm
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