Salesforce for Administrator

Course Features

Course Details

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
Set up Chatter Free and Chatter external users
4. Security and Data Access
Restrict logins
Determine object access
Manage record access with the role hierarchy
Deal with record access exceptions
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
This course does not have any sections.

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