OVERVIEW

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

AFTER   CO M PL E T E  T H I S  CO U R S E , YO U W IL L B E A B L E 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

PREREQUISITES

The prerequisites include a solid understanding of basic Salesforce concepts and functionality, and completion of the following topics Salesforce School Team will Takecare

. • Getting Started: Navigating Salesforce

• Getting Started: Using the Sales Cloud

MODULES & TOPICS

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 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

• Understand Salesforce1 settings

Security and Data Access

• Restrict logins

• Determine object access

• Set up record access

• Manage record access with the role hierarchy

• Deal with record access exceptions

• Control access to events

• 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

• 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 and Process Builder

• Automate leads and cases

Managing the Support Process

• Automate the support process

• Understand the Salesforce Console

• Enable collaboration in the Service Cloud

• Analyze support data with reports and dashboards

SalesForce Registration

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