Overview
Become a Salesforce.com Certified Administrator! This comprehensive hands-on course is a must for new Salesforce administrators. For maximum benefit, we recommend administrators take this course before starting a Salesforce deployment or when taking over an existing deployment.
Who should take this course?
- 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
When you complete this 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
Lessons and Topics
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
Managing the Support Process*Â *For virtual classroom attendees, this content is delivered as an online module.
- Automate the support process
- Understand the Salesforce Console
- Enable collaboration in the Service Cloud
- Analyze support data with reports and dashboards
- October 4-8, 2021 9a - 5p Virtual
October 4, 2021 - October 8, 2021
9:00 am - 5:00 pm - November 1-5, 2021 9a - 5p Virtual
November 1, 2021 - November 5, 2021
9:00 am - 5:00 pm