Administration Essentials for New Admins Training

• 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