Comprehensive and hands-on, Administration Essentials for New Admins is the core training that ensures your success with Salesforce. It’s a must for new administrators. We recommend administrators take this course before starting a Salesforce deployment or when taking over an existing deployment.

Who should take this course?

Administration Essentials for New Admins is designed for:
     New system administrators responsible for the setup, configuration, and maintenance of their organization’s Salesforce applications.
     Other groups that would benefit from deepening their knowledge of Salesforce, including power users, sales operations, and IT managers.
You can take this course in person or in a virtual classroom. Participants can save travel expenses by taking the class virtually. Both formats provide demonstrations, hands-on exercises, and personal attention from the instructor as well as interaction with your peers. For the virtual class, all you need is a web browser and a telephone to watch, listen, and get hands-on experience with the application.


The prerequisites include a solid understanding of basic Salesforce concepts and functionality, and completion of the following online courses, which are available at
     Getting Started: Navigating Salesforce
     Getting Started: Using the Sales Cloud

What you will learn:

When you complete this course, you’ll be able to:
     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.
     Set up workflow automation.

Duration:6 days





Getting Around the App
        Understand the data model and navigation
        Find answers in Help & Training
Getting Your Organization Ready for Users
        Set up the company profile
        Configure the user interface
        Set up activities and calendars
        Configure search settings
        Set up Chatter
        Understand Salesforce1 settings
Setting Up and Managing Users
        Manage user profiles
        Create and manage users
        Troubleshoot user login issues
        Understand SalesforceA capabilities
        Set up Chatter Free and Chatter external users
Security and Data Access  Restrict logins
        Determine object access
        Manage record access with the role hierarchy
        Deal with record access exceptions
        Manage field-level security
Customization: Fields  Administer standard fields
        Create new custom fields
        Create selection fields: picklists and lookups
        Create formula fields
        Work with page layouts
        Work with record types and business processes
        Maintain data quality
Managing Data  Import new records using import wizards
        Update existing records with the data loader
        Keep records up to date with and social accounts and contacts
        Mass transfer records between users
        Back up data with a weekly export
        Mass delete records
Reports and Dashboards  Run and modify reports
        Create new reports with the report builder
        Filter reports
        Summarize report data with formulas and visual summaries
        Print, export, and email reports
        Build dashboards
Automation  Manage email administration
        Set up workflow rules
        Automate leads and cases
Managing the Support Process*
* For virtual classroom attendees,this content is delivered as an online module.
        Automate the support process
        Understand the Service Cloud console
        Enable collaboration in the Service Cloud
        Analyze support data with reports and dashboards