Course description. Salesforce: Administration Fundamentals for New Administrators
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Modality: Webinar. Virtual classroom sessions with teacher
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Specialty: Salesforce - Administrators
- Fee: Request offer
Introduction
Value services with Salesforce:
- Technological solutions
- Vertical solutions
- Integration with third parties
- Mobility solutions
- Training Solutions
- Course description
- Apex Platform
Course content
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
Final evaluation
Quality Questionnaire
Note: The content may vary to adapt to the group and Salesforce news.
Addressed to
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.
Previous requirements
The prerequisites include a solid understanding of basic Salesforce concepts and functionality.
Software and hardware requirements
- Hardware: Multimedia PC
- Pentium IV or higher, 1 Gb of memory, sound card, speakers/headphones
- Software:
- Windows Vista, Windows 7 or Windows 8
- Internet browser (Internet Explorer 9 or higher, Mozilla, Firefox, Chrome or any current browser compatible with html5)
Fee
If you are interested in taking this course in any training modality, please contact us.
