Administration Essentials for new Administrators

Master essential Salesforce administration skills with our hands-on course, perfect for new system administrators looking to excel in deployment, customization, and user management.

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Essential Skills Gained

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Customize Salesforce applications by adjusting page layouts, fields, and business processes.

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Create and maintain a secure and efficient Salesforce environment through various administrative tasks.

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Design reports and dashboards that provide high-value insights and data visibility.

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Automate workflows to enhance productivity and business process efficiency.

Format

  • Instructor-led
  • 5 days with lectures and hands-on labs.

Audience

  • New System Administrators
  • Power Users
  • Sales Operations
  • IT Managers

Description

This comprehensive hands-on course is a must for new Salesforce administrators. Administration Essentials for New Admins is the core training that ensures your success with Salesforce. For maximum benefit, we recommend administrators take this course before starting a Salesforce deployment or when taking over an existing deployment. Note: You can take this course either in person or via our 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.

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Upcoming Course Dates

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Course Outline

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Getting Around the App

  1. Data Model and Navigation

  2. Help & Training

Setting Up the User Interface

  1. Setting Up the UI and Search Options

Setting Up and Managing Users

  1. Managing User Profiles

  2. Managing Users

  3. Troubleshooting Login Issues

Security and Data Access

  1. Restricting Logins

  2. Determining Object Access

  3. Setting Up Record Access

  4. Creating a Role Hierarchy

  5. Dealing with Record Access Exceptions

  6. Managing field-level security

Customization: Fields

  1. Administrating Standard Fields

  2. Creating New Custom Fields

  3. Creating Selection Fields: Picklists and Lookups

  4. Creating Formula Fields

  5. Working with Page Layouts

  6. Working with Record Types and Business Processes

  7. Maintaining data quality

Managing Data

  1. Import Wizards

  2. Data Loader

  3. Mass Transfer

  4. Backing Up Data

  5. Mass Delete and the Recycle Bin

Reports and Dashboards

  1. Running and Modifying Reports

  2. Creating New Reports with the Report Builder

  3. Working with Report Filters

  4. Summarizing with Formulas and Visual Summaries

  5. Printing, Exporting, and Emailing Reports

  6. Building Dashboards

Automation

  1. Workflow Rules

  2. Lead and Case Automation

Collaboration

  1. Chatter and Chatter Free

  2. Email Administration and Email Templates

  3. Tracking Tasks and Events

Service Cloud

  1. Automating Support

  2. Understanding the Service Cloud Console

  3. Collaborating in the Service Cloud

  4. Analyzing Support Data: Support Reports and Dashboards

Your Team has Unique Training Needs.

Your team deserves training as unique as they are.

Let us tailor the course to your needs at no extra cost.