Administration Essentials for New Admins Training

  • Learn via: Classroom / Virtual Classroom / Online
  • Duration: 5 Days
  • Price: Please contact for booking options
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!

Upcoming Trainings

Join our public courses in our Istanbul, London and Ankara facilities. Private class trainings will be organized at the location of your preference, according to your schedule.

Classroom / Virtual Classroom
23 July 2024
Istanbul, Ankara, London
5 Days
Classroom / Virtual Classroom
23 November 2024
Istanbul, Ankara, London
5 Days
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