Administration Essentials for New Admins

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Course Duration: 30 hours

Who should take this course?

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 from deepening their knowledge of Salesforce, including power users, sales
operations, and IT managers

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

What you will learn

When you complete this course, you’ll 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

Modules and 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 SalesforceA capabilities
• Set up Chatter Free and Chatter external users
• Understand Salesforce1 settings

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 and social accounts and contacts
• 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
• 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 dashboard