Administration Essentials for New Admins TRAINING

Comprehensive and hands-on, Administration Essentials for New Admins is the core training that ensures your success with Salesforce. It's a must for new administrators. You can take this course in person or in a virtual classroom. Participants can save travel expenses by taking the class virtually.

Who should take this course?

  • Administration Essentials for New Admins is designed for:
  • organization's Salesforce applications

Prerequisites

  • Getting Started: Navigating Salesforce
  • Getting Started: Using the Sales Cloud

What you will learn

  • Customize your application, including page layouts, fields, tabs, and business processes
  • Create a secure Salesforce environment
  • Maintain and import clean data
  • Create high-value reports and dashboards
  • Set up workflow automation

MODULES & TOPICS

Getting Around the App

  • Understand the data model and navigation
  • Find answers in Help & Training

Getting Your Organization Ready for Users

  • Set up the company profile
  • Configure the user interface
  • Set up activities and calendars
  • Configure search settings
  • Set up Chatter
  • <

Setting Up and Managing Users

  • Manage user profiles
  • Create and manage users
  • Troubleshoot user login issues
  • Understand Salesforce capabilities
  • Set up Chatter Free

Security and Data Access

  • Restrict logins
  • Determine object access
  • Profile
  • Permission set
  • Manage field-level security
  • Profile
  • Permission set
  • Manage record access
  • OWD
  • Manual Sharing
  • Criteria based sharing
  • Role hierarchy

Customization: Fields

  • Administer standard fields
  • Create new custom fields
  • Create selection fields: picklists and lookups
  • Create formula fields
  • Work with page layouts
  • Work with record types and business processes
  • Maintain data quality

Managing Data

  • Import new records using import wizards
  • Update existing records with the data loader
  • Mass transfer records between users
  • Back up data with a weekly export
  • Mass delete records
  • Workbench

Reports and Dashboards

  • Run and modify reports
  • Create new reports with the report builder
  • Filter reports
  • Summarize report data with formulas and visual summaries
  • Print, export, and email reports
  • Build dashboards

Automation

  • Manage email administration
  • Set up workflow rules and Process Builder
  • Automate leads and cases

Managing the Support Process*

  • For virtual classroom attendees, this content is delivered as an online module.
  • Automate the support process
  • Understand the the Salesforce Console
  • Enable collaboration in the Service Cloud
  • Analyze support data with reports and dashboards
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