Course Description: Salesforce Administrator

• Modality: Webinar. Virtual classroom sessions with teacher
• Duration: 30 hours
• Fee: Request offer

Introduction

• Technological solutions
• Vertical solutions
• Integration with third parties
• Mobility solutions
• Training Solutions
• Course description
• Apex Platform

Course contents

1. Introduction to the Application

• Understanding the data model and navigation
• Home Page and Sidebar
• Objects
• Records
• Applications
• Recent items
• Search
• Views
• Search for Help

2. Prepare an Organization

• company profile
• User interface
• Set up activities and calendar
• Search configurator
• Configure Chatter

3. General configuration and user management

• User profiles
• Create and manage users
• Access incidents
• Set up Chatter Free and External Chatter Users

4. Security and data access

• Access restriction
• Access to objects
• Access to records by role hierarchy
• Field level security

5. Personalization. Fields

• Standard Field Management
• Create custom fields
• Create picklist fields and search fields
• Create formula fieldsPage formats
• Record Types and Business Processes
• Data translation
• Data quality

6. Data management

• Import records with wizards
• Massive data management: Data Loader
• Mass transfer of records between users
• Data backup. Weekly export.
• Mass data deletion

7. Reports and Dashboards

• Run and modify reports
• Create new reports
• Report filters
• Summarize data with formulas
• Print, export and send reports
• Panels

8. Automation

• Mail management
• Flow rules
• Web to lead, web to case, email to case

9. Support process management

• Understand the Service Cloud console
• Automate support processes
• Allow collaboration in Service Cloud

Final evaluation
Quality Questionnaire

Note:
The content may vary to adapt to the group and Salesforce news. The contents are adapted to the standard Salesforce training for New Administrators.

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.

• Mail: info@nanforiberica.com
•  Phone: +34 91 031 66 78
• WhatsApp: +34 685 60 05 91