Administration Essentials for New Admins Training in New Zealand

  • Learn via: Online Instructor-Led / Classroom Based / Onsite
  • Duration: 5 Days
  • Price: Please contact for booking options
  • Upcoming Date:
  • UK Based Global Training Provider

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.

We can organize this training at your preferred date and location. Contact Us!

Prerequisites

There are no prerequisites for this course.

Who Should Attend

  • 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.

What You Will Learn

  • 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.

Training Outline

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

Why Choose Us

Experience live, interactive learning from the comfort of your home or office with Bilginç IT Academy's Online Instructor-Led Administration Essentials for New Admins Training in New Zealand. Engage directly with expert trainers in a virtual environment that mirrors the energy and schedule of a physical classroom.

  • Live Sessions: Join scheduled classes with a live instructor and other delegates in real-time.
  • Interactive Experience: Engage in group activities, hands-on labs, and direct Q&A sessions with your trainer and peers.
  • Global Expert Trainers: Learn from a handpicked global pool of expert trainers with deep industry experience.
  • Proven Expertise: Benefit from over 30 years of quality training experience, equipping you with lasting skills for success.
  • Scalable Delivery: Accessible worldwide, including New Zealand, with flexible scheduling to meet your professional needs.

Immerse yourself in our most sought-after learning style for Administration Essentials for New Admins Training in New Zealand. Our hand-picked classroom venues in New Zealand offer an invaluable human touch, providing a focused and interactive environment for professional growth.

  • Highly Experienced Trainers: Boost your skills with trainers boasting 10-20+ years of real-world experience.
  • State-of-the-Art Venues: Learn in high-standard facilities designed to ensure a comfortable and distraction-free experience.
  • Small Class Sizes: Our limited class sizes foster meaningful discussions and a personalized learning journey.
  • Best Value: Achieve your certification with high-quality training and competitive pricing.

Streamline your organization's training requirements with Bilginc IT Academy’s Onsite Administration Essentials for New Admins Training in New Zealand. Experience expert-led learning at your own business premises, tailored to your corporate goals.

  • Tailored Learning Experience: Customize the training content to fit your unique business projects or specific technical needs.
  • Maximize Training Budget: Eliminate travel and accommodation costs, focusing your entire budget on the training itself.
  • Team Building Opportunity: Enhance team bonding and collaboration through shared learning experiences in your workspace.
  • Progress Monitoring: Track and evaluate your employees' progression and performance with relative ease and direct oversight.


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

Available Training Dates

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

We can organize this training at your preferred date and location.
08 April 2026 (5 Days)
Auckland, Wellington, Christchurch
12 April 2026 (5 Days)
Auckland, Wellington, Christchurch
30 April 2026 (5 Days)
Auckland, Wellington, Christchurch
22 June 2026 (5 Days)
Auckland, Wellington, Christchurch
12 July 2026 (5 Days)
Auckland, Wellington, Christchurch
14 July 2026 (5 Days)
Auckland, Wellington, Christchurch
18 July 2026 (5 Days)
Auckland, Wellington, Christchurch
14 August 2026 (5 Days)
Auckland, Wellington, Christchurch

New Zealand, with vibrant and rapidly growing tech communities in Auckland, Wellington, and Christchurch, is carving out a global niche in innovative software solutions and specialized niche technology markets. The nation’s commitment to digital readiness is backed by the research excellence of the University of Auckland and Victoria University of Wellington, focusing on areas like Creative-tech, Agritech, and Health-tech innovation. New Zealand offers a unique and forward-thinking environment for digital learning, where agility and creative problem-solving are highly valued in the professional landscape. Our IT education services in New Zealand focus on high-demand skills such as Web Development, Agile Project Management, and Information Security. We provide the tools and expertise necessary for Kiwi professionals to lead technological change in an economy that prioritizes sustainability, innovation, and global connectivity.

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