Administration Essentials for New Admins Professional Edition

This comprehensive hands-on course is a must for all administrators of Salesforce Professional Edition. Administration Essentials 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

Getting Your Organization Ready for Users

  • Setting Up the Company Profile

  • Setting Up Currencies

  • Configuring the User Interface

  • Configuring Search Settings

Setting Up and Managing Users

  • Understanding User Profiles

  • Managing Users

  • Troubleshooting Login Issues

  • Computer Activation

Security and Data Access

  • Setting Up Record Access

  • Creating a Role Hierarchy

  • Dealing with Record Access Exceptions

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 with Validation Rules

Managing Data

  • Import Wizards

  • 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


  • Automating Leads and Cases

  • Creating Queues and Assignment Rules

  • Creating Auto-Response Rules and Web Forms


  • Using Chatter

  • Email Administration and Email Templates

  • Tracking Tasks and Events


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