Administration Essentials for New Admins Training

  • Learn via: Classroom / Virtual Classroom / Online
  • Duration: 5 Days
  • Download PDF
  • We can host this training at your preferred location. Contact us!

This comprehensive hands-on course is a must for new administrators. Administration Essentials for New Admins is the core training that ensures your success with business. For maximum benefit, we recommend administrators take this course before starting a Salesforce deployment or when taking over an existing deployment.

There are no prerequisites for this course.

  • Administration Essentials for New Admins is designed for:
  • New system administrators responsible for the setup, configuration, and maintenance of their organizations
  • Other groups that benefit from this course include power users, sales operations, and IT managers.

  • 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.
  • Setup workflow automation.

1. Getting Around the App

  • Data Model and Navigation
  • Help and Training

2. Setting Up the User Interface (UI)

  • Setting Up the UI and Search Options

3. Getting Your Organization Ready for Users

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

4. Setting Up and Managing Users

  • Managing User Profiles
  • Managing Users
  • Troubleshooting Login Issues

5. 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

6. Customization: Fields

  • Administrating Standard Fields
  • Creating New Custom Fields
  • Creating Selection Fields
  • Picklists
  • Lookups
  • Creating Formula Fields
  • Working with Page Layouts
  • Working with Record Types and Business Processes
  • Maintaining Data Quality

7. Managing Data

  • Import Wizards
  • Data Loader
  • Mass Transfer
  • Backing Up Data
  • Mass Delete and the Recycle Bin

8. 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 E-Mailing Reports
  • Building Dashboards

9. Automation

  • Workflow Rules
  • Lead and Case Automation

10. Collaboration

  • Chatter and Chatter Free
  • E-Mail Administration and E-Mail Templates
  • Tracking Tasks and Events

11. Service Cloud

  • Automating Support
  • Service Cloud Console
  • Collaborating in the Service Cloud
  • Analyzing Support Data
  • Support Reports
  • Dashboards

Contact us for more detail about our trainings and for all other enquiries!