Salesforce for Administrator Training

Live Online & Classroom Enterprise Training

The Salesforce for Administrator course is designed for individuals who have experience as a Salesforce administrator. The program encompasses the breadth of applications, the features and functions available to an end user, and the configuration and management options available to an administrator across the Sales, Service, and Collaboration Clouds.

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Key Features
  • Lifetime Access

  • CloudLabs

  • 24x7 Support

  • Real-time code analysis and feedback

  • 100% Money Back Guarantee

PDP BG 1
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What is Salesforce Admin Course about?

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 salesforce adminstration course before starting a Salesforce deployment or when taking over an existing deployment.

What are the objectives of Salesforce Admin Course ?

At the end of Salesforce for Administrator training course, the participants will be able to:

  • Customize 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
Available Training Modes

Live Online Training

18 Hours

Classroom Training

 

3 Days
PDP BG 2

Who is Salesforce Admin Course for?

  • Anyone who wants to add Salesforce Admin skills to their profile
  • Teams getting started on Salesforce Admin projects
  • What are the prerequisites for Salesforce Admin Course?

    Course Outline

    • 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 -

    Who is the instructor for this training?

    The trainer for this Salesforce for Administrator Training has extensive experience in this domain, including years of experience training & mentoring professionals.

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