Administration Essentials For New Admins

Who should take this course?

Prerequisites

• Getting Started: Navigating Salesforce
• Getting Started: Using the Sales Cloud

What you will learn

• 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

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 Salesforce capabilities
• Set up Chatter Free

Security and Data Access

• Restrict logins
• Determine object access
• Profile
• Permission set
• Manage field-level security
• Profile
• Permission set
• Manage record access
• OWD
• Manual Sharing
• Criteria based sharing
• Role hierarchy

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
• Mass transfer records between users
• Back up data with a weekly export
• Mass delete records
• Workbench

• 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*

• For virtual classroom attendees, this content is delivered as an online module
• Automate the support process
• Understand the the Salesforce Console
• Enable collaboration in the Service Cloud
• Analyze support data with reports and dashboards