Salesforce Administration Essentials for New Admins Training

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Salesforce Administration Essentials for New Admins training is recommended for the administrators before starting Salesforce deployment task. This training will impart the skills needed for successful implementation of Salesforce Enterprise and Unlimited Edition. The Salesforce admin training will focus on the features and tools required for the management of users, applications, and resources to maximize the benefit.

Upon the completion of the training, you will be proficient in the following skills:

  • Set your company profile, activities, calendar, and configure Salesforce settings
  • Manage user profiles and troubleshoot user login issues
  • Define restriction on user logins and access rights
  • Customize application, formula fields, custom fields, page layouts, and business processes
  • Maintain data backup and import clean data
  • Create reports, build dashboards and present data with visual summarizes
  • Setup workflow automation
Target audience
  • New administrators responsible for setup, configuration, and maintenance of the Salesforce applications
  • Administrators managing the users to work in Salesforce environment
  • IT managers
  • Power users
  • Sales operations personnel
  • Aspirants willing to take admin career in Salesforce
Prerequisites

The training is intended for the candidates having knowledge of object oriented programming and cloud computing.

Administration Essentials for New Admins (ADM201)


1. Getting Around the App

  • Understand the data model and navigation
  • Find answers in Help & Training

2. 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

3. 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

4. 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

5. 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

6. 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

7. 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

8. Automation

  • Manage email administration
  • Set up workflow rules
  • Automate leads and cases

9. Managing the Support Process*

  • Automate the support process
  • Understand the Service Cloud console
  • Enable collaboration in the Service Cloud
  • Analyze support data with reports and dashboards

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