Administration Essentials for New Admins Training in Ireland

  • 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 Ireland facilities. Private class trainings will be organized at the location of your preference, according to your schedule.

Classroom / Virtual Classroom
10 September 2024
Dublin, Belfast, Cork
5 Days
Classroom / Virtual Classroom
11 September 2024
Dublin, Belfast, Cork
5 Days
Classroom / Virtual Classroom
14 September 2024
Dublin, Belfast, Cork
5 Days
Classroom / Virtual Classroom
20 September 2024
Dublin, Belfast, Cork
5 Days
Classroom / Virtual Classroom
24 September 2024
Dublin, Belfast, Cork
5 Days
Classroom / Virtual Classroom
04 October 2024
Dublin, Belfast, Cork
5 Days
Classroom / Virtual Classroom
20 October 2024
Dublin, Belfast, Cork
5 Days
Classroom / Virtual Classroom
23 October 2024
Dublin, Belfast, Cork
5 Days
Administration Essentials for New Admins Training Course in Ireland

Ireland is an island nation located in northwestern Europe. Its history is shaped by its position as a former British colony, as well as its rich cultural heritage, which includes a long tradition of storytelling, music, and dance. Ireland gained independence from Britain in 1922 and has since become a modern, prosperous country.

Today, Ireland is known for its beautiful landscapes, rich cultural heritage, and friendly people. Popular cities within the country include Dublin, Cork, and Galway, each with their own unique charm and character. The population of Ireland is estimated to be around 5 million people, with English and Irish being the two official languages. Ireland is also home to a vibrant tech sector, with many global tech companies choosing to locate their European headquarters in Dublin. With its mix of tradition and modernity, Ireland is a popular destination for visitors from all over the world.

Choose from our extensive selection of IT courses, covering programming, data analytics, software development, business skills, cloud computing, cybersecurity, project management. Our highly skilled instructors will deliver hands-on training and valuable insights at a location of your choice within Ireland.
Dublin is considered the technology center of Ireland. It is home to a thriving tech industry, with many global tech giants such as Google, Facebook, and Microsoft having their European headquarters in the city. Dublin's reputation as a tech hub is due in part to its favorable business environment, with a low corporate tax rate and a skilled workforce that is well-educated in science, technology, engineering, and mathematics (STEM) fields.

Dublin has also been proactive in supporting the growth of the technology sector, with initiatives such as the Dublin Commissioner for Startups and the Dublin Tech Summit, an annual event that brings together technology leaders from around the world.
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