Introduction To Salesforce System Administration
Introduction
Navigating in Salesforce®
Understand and Configure Global Settings
Setting Up New Users
Security and Data Access
Standard and Custom Object Customizations
Maintaining Data Integrity
Data importing and Exporting
Reports and Dashboards
Emailing from Salesforce®
Salesforce® Automation
Chatter
Salesforce® Mobile
Conclusion

Introduction To Salesforce System Administration

$1500 USD
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Salesforce Introduction

About this course

Salesforce® is the leading Customer Relationship Management (CRM) software system that’s widely used by most well known organizations. It simplifies and streamlines sales, support, service, marketing and several other business functions. Salesforce® is simple to use yet powerful enough with it’s advanced business and analytical capabilities.

 

With organizations increasingly moving to cloud based computing, Salesforce® administrators are in high demand. A Salesforce® Administrator is responsible for managing the smooth operations and administering the configuration side of Salesforce®.

 

Number of jobs in the U.S. – 81,000+ (Source: LinkedIn)

 

U.S. National Average salary – $111,426/year (Source: ZipRecruiter)

 

This course is ideal for someone that has never worked with Salesforce® and is designed for new Salesforce® systems administrators. It covers everything you need to get started with Salesforce® from setting up and managing users to creating insightful Reports and Dashboards. This course sets the stage for the next class Advanced Salesforce® System Administration.

 

Prerequisite – All students should have a working knowledge of Excel and be proficient using a browser. No other prerequisites are required.

 

LEARN FROM A CERTIFIED SALESFORCE® INSTRUCTOR!!

Syllabus

Introduction

Navigating in Salesforce®

• Logging into Salesforce® • Using search • Parent-child object relationships • Configuring personal settings • Understanding apps and tabs • Using the schema builde

Understand and Configure Global Settings

• Company profile • UI • Calendar • Chatter • Setting up activities • Using list views

Setting Up New Users

• Managing users • Managing profiles • Managing licenses • Understanding login security • Troubleshooting login issues

Security and Data Access

• Setting object access • Setting record access • Creating a role hierarchy • Record access exceptions • Managing field level security • Design and configure a data access model

Standard and Custom Object Customizations

• Customize standard objects and fields • Creating custom objects and custom fields • Creating formula fields • Page layouts • Record types • Business processes • Design and configure a business scenario

Maintaining Data Integrity

• Required fields • Matching and duplicate rules • Validation rules • History tracking

Data importing and Exporting

• Import using the data import wizard • Import using dataloader.io

Reports and Dashboards

• Folders and security • Create reports using standard report types • Create reports using custom report types • Create dashboards

Emailing from Salesforce®

• Sending emails with tracking code • Mass emailing

Salesforce® Automation

• Workflow • Process Builder

Chatter

• Understand Chatter • Understand use cases for Chatter • Configure Chatter invites

Salesforce® Mobile

• Understand the capabilities • Know how to configure • Understand SalesforceA® • Use Quick Actions

Conclusion