Salesforce Administrator

Introduction 

What is Salesforce

What is CRM and Cloud Computing (SAAS).

Understand the data model and navigation

Salesforce Architecture

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 Salesforce 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

Visual Flow and Approval process.

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

 

How You Learn Is as Important as What You Learn

SalesForce Registration

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