When you complete this course, you will be able: Customize your application, including page layouts, elds, 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
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
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*
- *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
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 form deepening their knowledge of Salesforce, including power users, sales operations, and IT managers.
You can take this course in person or in a virtual classroom. Participants can save travel expenses by taking the class virtually. Both formats provide demonstrations, hands-on exercises, and personal attention from the instructor as well as interaction with your peers. For the virtual class, all you need is a web browser and a telephone to watch, listen, and get hands-on experience with the application.
Prerequisites:
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
Participant may proceed to sit for the ADM-201 examination upon completion of course. Examination is not included.
Administration Essentials for New Admins is recommended as preparation for the Salesforce Certified Administrator exam.
Call us @ 6635 5590 or email us at enquiry@bridgingminds.net for more information
Duration: 5 Days
Course Fee
Course Fee w/o GST | USD 3,500.00 |
Course Fee w. GST | USD 3,780.00 |
SME (Company Sponsored) – All Singaporean and Permanent Resident Employee | – |
Singapore Citizens aged 40 years old and above | – |
Singapore Citizen and Permanent Resident aged 21 years old and above | – |
Exam Fee
- Exam Voucher is optional and can be purchase separately
- Please contact us for more information @ 6635 5590