LEARN LATEST SALESFORCE ADMINISTRATION TRAINING

Troubleshoot Record Access and Field Visibility

• Troubleshooting Record Access
• Understanding the Impact of Territory Management on the Sharing Model
• Managing Field Visibility

Change Management

• Managing Changes in a Sandbox
• Deploying Changes Using Change Sets

Extend Salesforce with Custom Objects and Apps

• Building Custom Objects, Tabs, and Apps
• Creating Relationships between Objects
• Using Apps from the AppExchange

Extend Analytics

• Creating Custom Report Types
• Building Exception Reports with Cross Filters
• Categorizing Report Data with Bucketing
• Extending Summaries in Reports and Dashboards
• Displaying Multiple Views of Data Using Joined Reports
• Analyzing Data Over Time with Analytic Snapshots

Improve Data Quality

• Assessing, Cleansing, and Maintaining Data Quality
• Merging Duplicate Records
• Cleaning and Enriching Data with Data.com

Automate Complex Business Processes

• Creating Formulas and Workflow Rules to Enforce
• Business Processes
• Troubleshooting Business Process Execution Issues
• Understanding When Business Process Automation
• Must Be Extended Using Programmatic Means

Streamline Requests with Approval Processes

• Managing Approval Processes
• Troubleshooting Approval Processes

Increase Productivity with Visual Workflow

• Understanding Use Cases for Visual Workflow
• Building and Deploying a Flow

Administration Essentials for New Admins (Enterprise Edition/Unlimited Edition)

Getting Around the App

• Data Model and Navigation
• Help & Training

Setting up the User Interface

• Setting Up the UI and Search Options

Getting Your Organization Ready for Users

• Setting Up the Company Profile
• Configuring the UI
• Configuring Search Settings

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

Administration Essentials Professional Edition

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

Automation

• Automating Leads and Cases
• Creating Queues and Assignment Rules
• Creating Auto-Response Rules and Web Forms

Collaboration

• Using Chatter
• Email Administration and Email Templates
• Tracking Tasks and Events

Industry Interface Program

Projects

• Modular Assignments
• Mini Projects

Domains / Industry

• Retail Industry
• Banking & Finance
• Service
• E-Commerce
• Manufacturing & Production
• Web Application Development
• Research & Analytics
• HR & Consultancy
• FMCG
• Consumer Electronics
• Event Management Industry
• Telecom