Salesforce: Administration Fundamentals for New Administrators

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Course description. Salesforce: Administration Fundamentals for New Administrators

    • Modality: Webinar. Virtual classroom sessions with teacher
    • Specialty: Salesforce - Administrators
    • Fee: Request offer


    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 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
    · 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)


    If you are interested in taking this course in any training modality, please contact us.

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