Description

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.

At the end of course , you will 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

Audience

-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

Outline

Getting Around the App

Understand the data model and navigation
Explore the Lightning Experience
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
Enable mobile access with Salesforce1

Setting Up and Managing Users

Manage user profiles
Create and manage users
Troubleshoot user login issues
Understand SalesforceA capabilities
Set up Chatter Free Users and Invites

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
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

Email Templates
Set up workflow rules and Process Builder
Automate leads and cases