Salesforce Administration Essentials for New Admins Training

Understand the data model and navigation

Find answers in Help & Training

Set up the company profile

Configure the user interface

Set up activities and calendars

Configure search settings

Set up Chatter

Understand Salesforce1 settings

Manage user profiles

Create and manage users

Troubleshoot user login issues

Understand SalesforceA capabilities

Set up Chatter Free and Chatter external users

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

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

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

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

Automate the support process

Understand the Service Cloud console

Enable collaboration in the Service Cloud

Analyze support data with reports and dashboards