Salesforce for Administrator | Build Your Salesforce CRM Administration Skills

Salesforce for Administrator Course Description

Salesforce Administration training Essentials for New Admins course offered by Pincorps Solutions emphasizes on a practical approach and ensures a successful career with Salesforce. It is strongly suggested that this Salesforce admin training should be taken prior to embarking on a Salesforce deployment. This salesforce administrator certification is designed to help an individual manage the organization’s Salesforce applications and their subsequent setup, configuration, and maintenance.

Salesforce for Administrator Course Learning Outcomes

  • Customizing applications, business processes tabs, fields, and page layouts.
  • Understanding navigation around the data model.
  • Managing multiple user profiles
  • Creating a secure and effective Salesforce environment.
  • Creating efficient dashboards and reports.
  • Learning how to automate workflows.
  • Enabling service cloud collaboration

Salesforce for Administrator Training - Suggested Audience

This training is aimed at professionals who are managing Salaeforce. Suggested attendees are:
  • System Administrator
  • Salesforce App Developer
  • IT Sales Professionals
  • IT Operations professionals
  • IT Managers

Salesforce for Administrator Training Duration

  • Open-House F2F (Public): 5 days
  • In-House F2F (Private): 4/5 days, for commercials please send us an email with group size to hello@pincorps.com

Salesforce for AdministratorTraining - 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

This Salesforce for Administrator training course outline includes:

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

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 
  • Understand Salesforce1 settings

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 and Process Builder 
  • Automate leads and cases

9. Managing the Support Process 
  • Automate the support process 
  • Understand the the Salesforce Console 
  • Enable collaboration in the Service Cloud 
  • Analyze support data with reports and dashboards
Keny White

Professor

Keny White is Professor of the Department of Computer Science at Boston University, where he has been since 2004. He also currently serves as Chief Scientist of Guavus, Inc. During 2003-2004 he was a Visiting Associate Professor at the Laboratoire d'Infomatique de Paris VI (LIP6). He received a B.S. from Cornell University in 1992, and an M.S. from the State University of New York at Buffalo.

Bachelor

After working as a software developer and contractor for over 8 years for a whole bunch of companies including ABX, Proit, SACC and AT&T in the US, He decided to work full-time as a private software trainer. He received his Ph.D. in Computer Science from the University of Rochester in 2001. "What I teach varies from beginner to advanced and from what I have seen, anybody can learn and grow from my courses".

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