This course is for experienced administrators who are ready to increase their skills and knowledge about how Salesforce can solve their most pressing business needs. Using realworld scenarios, Administration Essentials for Experienced Admins covers topics such as extending Salesforce with custom objects and apps, generating complex reports and dashboards, and automating complex business processes to help you work more efficiently and get more from Salesforce.

SALESFORCE

CURRICULUM

Administration

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Troubleshooting Record Access

Understanding the Impact of Territory Management on the Sharing Model

Managing Field Visibility

Troubleshoot Record Access and Field Visibility

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Managing Changes in a Sandbox

Deploying Changes Using Change Sets

Change Management

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Building Custom Objects, Tabs, and Apps

Creating Relationships between Objects

Using Apps from the AppExchange

Extend Salesforce with Custom Objects and Apps

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Creating Custom Report Types

Building Exception Reports with Cross Filters

Categorizing Report Data with Bucketing

Extending Summaries in Reports and Dashboards

Displaying Multiple Views of Data Using Joined Reports

Analyzing Data Over Time with Analytic Snapshots

Extend Analytics

Administration Essentials for Experienced Admins

Course Outline

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Assessing, Cleansing, and Maintaining Data Quality

Merging Duplicate Records

Cleaning and Enriching Data with Data.com

Improve Data Quality

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Creating Formulas and Workflow Rules to Enforce

Business Processes

Troubleshooting Business Process Execution Issues

Understanding When Business Process Automation

Must Be Extended Using Programmatic Means

Automate Complex Business Processes

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Managing Approval Processes

Troubleshooting Approval Processes

Streamline Requests with Approval Processes

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Understanding Use Cases for Visual Workflow

Building and Deploying a Flow

Increase Productivity with Visual Workflow

This comprehensive hands-on course is a must for new Salesforce administrators. Administration Essentials for New Admins is the core training that ensures your success with Salesforce. For maximum benefit, we recommend administrators take this course before starting a Salesforce deployment or when taking over an existing deployment.

Administration Essentials for New Admins

(Enterprise Edition/Unlimited Edition)

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Data Model and Navigation

Help & Training

Getting Around the App

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Setting up the User Interface

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Setting Up the Company Profile

Configuring the UI

Configuring Search Settings

Getting Your Organization Ready for Users

Course Outline

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Managing User Profiles

Managing Users

Troubleshooting Login Issues

Setting Up and Managing Users

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Restricting Logins

Determining Object Access

Setting Up Record Access

Creating a Role Hierarchy

Dealing with Record Access Exceptions

Managing field-level security

Security and Data Access

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Administrating Standard Fields

Creating New Custom Fields

Creating Selection Fields: Picklists and Lookups

Creating Formula Fields

Working with Page Layouts

Working with Record Types and Business Processes

Maintaining data quality

Customization: Fields

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Import Wizards

Data Loader

Mass Transfer

Backing Up Data

Mass Delete and the Recycle Bin

Managing Data

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Running and Modifying Reports

Creating New Reports with the Report Builder

Working with Report Filters

Summarizing with Formulas and Visual Summaries

Printing, Exporting, and Emailing Reports

Building Dashboards

Reports and Dashboards

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Workflow Rules

Lead and Case Automation

Automation

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Chatter and Chatter Free

Email Administration and Email Templates

Tracking Tasks and Events

Collaboration

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Automating Support

Understanding the Service Cloud Console

Collaborating in the Service Cloud

Analyzing Support Data: Support Reports and Dashboards

Service Cloud

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Automating Support

Understanding the Service Cloud Console

Collaborating in the Service Cloud

Analyzing Support Data: Support Reports and Dashboards

Service Cloud

This comprehensive hands-on course is a must for all administrators of Salesforce Professional Edition. Administration Essentials is the core training that ensures your success with Salesforce. For maximum benefit, we recommend administrators take this cours ebefore starting a Salesforce deployment or when taking over an existing deployment.

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Data Model and Navigation

Help & Training

Getting Around the App

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Setting Up the Company Profile

Setting Up Currencies

Configuring the User Interface

Configuring Search Settings

Getting Your Organization Ready for Users

Administration Essentials Professional Edition

Course Outline

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Understanding User Profiles

Managing Users

Troubleshooting Login Issues

Computer Activation

Setting Up and Managing Users

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Setting Up Record Access

Creating a Role Hierarchy

Dealing with Record Access Exceptions

Security and Data Access

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Administrating Standard Fields

Creating New Custom Fields

Creating Selection Fields: Picklists and Lookups

Creating Formula Fields

Working with Page Layouts

Working with Record Types and Business Processes

Maintaining Data Quality with Validation Rules

Customization: Fields

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Import Wizards

Mass Transfer

Backing Up Data

Mass Delete and the Recycle Bin

Managing Data

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Running and Modifying Reports

Creating New Reports with the Report Builder

Working with Report Filters

Summarizing with Formulas and Visual Summaries

Printing, Exporting, and Emailing Reports

Building Dashboards

Reports and Dashboards

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Automating Leads and Cases

Creating Queues and Assignment Rules

Creating Auto-Response Rules and Web Forms

Automation

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Using Chatter

Email Administration and Email Templates

Tracking Tasks and Events

Collaboration

Industry Interface Program

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Modular Assignments

Mini Projects

Projects

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Retail Industry

Banking & Finance

Service

E-Commerce

Manufacturing & Production

Web Application Development

Research & Analytics

HR & Consultancy

FMCG

Consumer Electronics

Event Management Industry

Telecom

Domains / Industry

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