Administration Essentials for New Admins, United Kingdom

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

Upcoming Trainings

Join our public courses in our United Kingdom facilities. Private class trainings will be organized at the location of your preference, according to your schedule.

Classroom / Virtual Classroom

07 August 2024