Salesforce for Administrator Course Description
Salesforce Administrator training essentials course offered by Pincorps Solutions for new admins 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 training 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 Salesforce. Suggested attendees are:
- System Administrator
- Salesforce App Developer
- IT Sales Professionals
- IT Operations professionals
- IT Managers
Salesforce for Administrator Training – Prerequisites
- Getting Started: Navigating Salesforce
- Getting Started: Using the Sales Cloud.
Salesforce for Administrator In-house/Corporate Training
If you have a group of 5-6 participants, apply for in-house training. For commercials please send us an email with group size to firstname.lastname@example.org
|1. Getting Around the App|
|Understand the data model and navigation Details||00:00:00|
|Find answers in Help & Training Details||00:00:00|
|2. Getting Your Organization Ready for Users|
|Set up the company profile Details||00:00:00|
|Configure the user interface Details||00:00:00|
|Set up activities and calendars Details||00:00:00|
|Configure search settings Details||00:00:00|
|Set up Chatter Details||00:00:00|
|3. Setting Up and Managing Users Manage user profiles|
|Create and manage users Details||00:00:00|
|Troubleshoot user login issues Details||00:00:00|
|Understand SalesforceA capabilities Details||00:00:00|
|Set up Chatter Free and Chatter external users Details||00:00:00|
|Understand Salesforce1 settings Details||00:00:00|
|4. Security and Data Access|
|Restrict logins Details||00:00:00|
|Determine object access Details||00:00:00|
|Set up record access Details||00:00:00|
|Manage record access with the role hierarchy Details||00:00:00|
|Deal with record access exceptions Details||00:00:00|
|Control access to events Details||00:00:00|
|Manage field-level security Details||00:00:00|
|5. Customization: Fields|
|Administer standard fields Details||00:00:00|
|Create new custom fields Details||00:00:00|
|Create selection fields: picklists and lookups Details||00:00:00|
|Create formula fields Details||00:00:00|
|Work with page layouts Details||00:00:00|
|Work with record types and business processes Details||00:00:00|
|Maintain data quality Details||00:00:00|
|6. Managing Data|
|Import new records using import wizards Details||00:00:00|
|Update existing records with the data loader Details||00:00:00|
|Keep records up to date with Data.com and social accounts and contacts Details||00:00:00|
|Mass transfer records between users Details||00:00:00|
|Back up data with a weekly export Details||00:00:00|
|Mass delete records Details||00:00:00|
|7. Reports and Dashboards|
|Run and modify reports Details||00:00:00|
|Create new reports with the report builder Details||00:00:00|
|Filter reports Details||00:00:00|
|Summarize report data with formulas and visual summaries Details||00:00:00|
|Print, export, and email reports Details||00:00:00|
|Build dashboards Details||00:00:00|
|Manage email administration Details||00:00:00|
|Set up workflow rules and Process Builder Details||00:00:00|
|Automate leads and cases Details||00:00:00|
|9. Managing the Support Process|
|Automate the support process Details||00:00:00|
|Understand the the Salesforce Console Details||00:00:00|
|Enable collaboration in the Service Cloud Details||00:00:00|
|Analyze support data with reports and dashboards Details||00:00:00|
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