The course provides an intense environment in which participants can acquire, thoroughly and properly, the skills and knowledge expected for the success with Salesforce. The course is recommended for new administrators who is starting a Salesforce deployment or when taking over an existing deployment and change it according to organization’s requirements.

With the completion of this course, participants will have a thorough understanding of the following core Salesforce Administration competencies.

After completing this course, students 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 work flow automation

Course Content

Module 1 : Getting Around the App

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

Module 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
  • Enable mobile access with Salesforce1

Module 3 : 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

Module 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

Module 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
 Module 6 : 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

Module 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

Module 8 : Automation

  • Email Templates
  • Set up work ow rules and Process Builder
  • Automate leads and cases

Module 9 : 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

Module 10 : Extending Salesforce

  • Salesforce AppExchange
  • Salesforce Sandboxes

 

Salesforce Administrators, Salesforce Power Users, Sales Operations and IT managers

Prerequisite

The prerequisites include a solid understanding of basic Salesforce concepts and functionality, and completion of the following online courses, which are available at help.salesforce.com. • Getting Started: Navigating Salesforce • Getting Started: Using the Sales Cloud

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