Salesforce: Administration Essentials For New Admins

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. We recommend administrators take this course before

starting a Salesforce deployment or when taking over an existing deployment.

At the end of course , you will be able to

•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

Audience 

Administration Essentials for New Admins is designed for:

•New system administrators responsible for the setup, configuration, and maintenance of their organization’s Salesforce applications

•Other groups that would benefit from deepening their knowledge of Salesforce, including power users, sales operations, and IT managers


Getting Around the App

•Understand the data model and navigation

•Explore the Lightning Experience

•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

•Enable mobile access with Salesforce1


Setting Up and Managing Users

•Manage user profiles

•Create and manage users

•Troubleshoot user login issues

•Understand SalesforceA capabilities

•Set up Chatter Free Users and Invites


Security and Data Access

•Restrict logins

•Determine object access

•Set up record access

•Manage record access with the role hierarchy

•Deal with record access exceptions

•Control access to events

•Manage field-level security


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

•Keep records up to date with Data.com

•Mass transfer records between users

•Back up data with a weekly export

•Mass delete records


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

•Email Templates

•Set up workflow rules and Process Builder

•Automate leads and cases

The prerequisites include a solid understanding of basic Salesforce concepts and functionality.

Program Details
Duration 5 Days
Capacity Max 12 Persons
Training Type Classroom / Virtual Classroom


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