ADMINISTRATION ESSENTIALS FOR NEW ADMINS
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
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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
Download Course Brochure
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