A D M I N I S T R AT I O N E S S E N T I A L S
FOR NEW ADMINS
OVERV IE W
Comprehensive and hands-on, Administration Essentials for New Admins
is the core training that ensures your success with Salesforce. It’s a must for
new administrators. We recommend administrators take this course before
starting a Salesforce deployment or when taking over an existing deployment.
W H O S H O U L D TA K E T H I S C O U R S E ?
Administration Essentials for New Admins is designed for:
•• New system administrators responsible for the setup, configuration, and
maintenance of their organization’s Salesforce applications
•• Other groups that would benefit from deepening their knowledge of
Salesforce, including power users, sales operations, and IT managers
You can take this course in person or in a virtual classroom. Participants
can save travel expenses by taking the class virtually. Both formats provide
demonstrations, hands-on exercises, and personal attention from the
instructor as well as interaction with your peers. For the virtual class, all you
need is a web browser and a telephone to watch, listen, and get hands-on
experience with the application.
W H E N YO U CO M PL E T E T HI S CO U R S E ,
YO U W IL L B E A B L E TO:
•• Customize your application, including page layouts, fields, tabs, and
business processes
•• Create a secure Salesforce environment
•• Maintain and import clean data
•• Create high-value reports and dashboards
•• Set up workflow automation
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
© 2017 salesforce.com, inc. All rights reserved. 04/17
D U R AT I O N
•• 5 days
D E L I V E R Y F O R M AT
•• Classroom
•• Virtual Classroom
•• Virtual Evening Class
C E R T I F I C AT I O N
Administration Essentials
for New Admins is
recommended as
preparation for the
Salesforce Certified
Administrator exam.
REGISTER NOW Ò
A D M I N I S T R AT I O N E S S E N T I A L S
FOR NEW ADMINS
MODULE S & TOPIC S
Getting Around the App
•• Understand the data model and navigation
•• Explore the Lightning Experience
•• Find answers in Help & Training
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
•• Enable mobile access with Salesforce1
Setting Up and Managing Users
•• Manage user profiles
•• Create and manage users
•• Troubleshoot user login issues
•• Understand SalesforceA capabilities
•• Set up Chatter Free Users and Invites
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
Managing Data
•• Import new records using import wizards
•• Update existing records with the data loader
•• Keep records up to date with Data.com
•• Mass transfer records between users
•• Back up data with a weekly export
•• Mass delete records
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
Automation
•• Email Templates
•• Set up workflow rules and Process Builder
•• Automate leads and cases
Managing the Support Process*
*For virtual classroom attendees, this content is delivered as an online
module.
•• Automate the support process
•• Understand the Salesforce Console
•• Enable collaboration in the Service Cloud
•• Analyze support data with reports and dashboards
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
ABOUT SALESFORCE UNIVERSIT Y
Salesforce University offers a comprehensive catalog of courses and certifications to help you administer, develop, and
use your organization’s Salesforce environment. Whether you need a customized private course for your whole team or an
in-depth instructor-led classroom experience for one person, Salesforce University can help you take the next steps on your
journey to success. Contact us today to learn how we can help you get the most out of your Salesforce investment.
R E G I S T E R F O R S A L E S F O R C E U N I V E R S I T Y C O U R S E S O N L I N E O R S P E A K W I T H A N E X P E R T:
AMERICAS:
www.salesforce.com/training
Phone: 1-877-TRAIN10
Email: [email protected]
© 2017 salesforce.com, inc. All rights reserved. 04/17
A S I A /PA C I F I C :
www.salesforce.com/au/training
Phone: 1-800-789-984
Email: [email protected]
EMEA:
www.salesforce.com/eu/training
Email: [email protected]
/SalesforceUniversity
@SalesforceU
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