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 help.salesforce.com.
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.
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 Data.com 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
Summarize report data with formulas and visual summaries
Print, export, and email reports
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