Who should attend
Administration Essentials for New Admins: Professional Edition is designed for anyone responsible for the setup, configuration, and data for an organization’s Salesforce Professional Edition implementation.
Prerequisites
The prerequisites include an understanding of basic Salesforce concepts and functionality and completion of the following online courses, which are available at www.salesforce.com or, for salesforce.com customers, right from the Help site in Salesforce:
- Getting Started: Navigating Salesforce
Course Objectives
- Set up and manage users
- Customize the application to your specific needs including creating custom fields and page layouts
- Import data and manage data quality
Course Content
Administration Essentials for New Admins: Professional Edition is a must for all administrators wanting to maximize implementation of Salesforce Professional Edition. This is the core training that ensures your success with Salesforce. The class will focus on the features and tools needed to manage Salesforce Professional Edition implementation. For maximum benefit, we recommend administrators take this course before starting a Salesforce deployment.
Course Outline
- Getting Around the App
- Understand the Data Model and Navigation
- Find Answers in Help & Training
- Getting Your Organisation Ready for Users
- Understand the Company Profile
- Learn about the User Interface
- Configure Search Settings
- Set Up List Views
- Setting Up and Managing Users
- Understand User Profiles
- Manage Users
- Troubleshoot Login Issues
- Understanding User Profiles
- Computer Activation
- Security and Data Access
- Set up Record Access
- Create a Role Hierarchy
- Customization
- Administer Standard Fields
- Create New Custom Fields
- Create Selection Fields: Picklists and Lookups
- Create Formula Fields
- Work with Page Layouts
- Maintain Data Quality with Validation Rules
- Managing Data
- Import Records with Import Wizards
- Mass Transfer Records
- Merge Records
- Back Up Data
- Mass Delete Records and Use the Recycle Bin
- Activity Management
- Administer Emails and Email Templates
- Track Tasks and Events