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Salesforce Administration Essentials for New Admins Training


Salesforce Administration Essentials for New Admins training is recommended for the administrators before starting Salesforce deployment task. This training will impart the skills needed for successful implementation of Salesforce Enterprise and Unlimited Edition. The Salesforce admin training will focus on the features and tools required for the management of users, applications, and resources to maximize the benefit.

Course Duration :- 40 hours
Upon the completion of the Informatica course, the candidates will be able to do the following:
Set your company profile, activities, calendar, and configure Salesforce settings
Manage user profiles and troubleshoot user login issues
Define restriction on user logins and access rights
Customize application, formula fields, custom fields, page layouts, and business processes
Maintain data backup and import clean data
Create reports, build dashboards and present data with visual summarizes
Setup workflow automation

KEY FEATURES

Accredited Training Partner

To teach real programming skills

Build a solid understanding

Educated Staff

Timesheets

Video Lessons

Modules / Levels

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 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

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

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What You Get

  • 24/7 e-Learning Access
  • Certified & Industry Experts Trainers
  • Assessments and Mock Tests