1 - Getting Around the App
Understand the data model and navigationFind answers in Help & Training
2 - Getting Your Organization Ready for Users
Set up the company profileConfigure the user interfaceSet up activities and calendarsConfigure search settingsSet up Chatter
3 - Setting Up and Managing Users
Manage user profilesCreate and manage usersTroubleshoot user login issuesUnderstand Salesforce capabilitiesSet up Chatter Free and Chatter external usersUnderstand Salesforce1 settings
4 - Security and Data Access
Restrict loginsDetermine object accessSet up record accessManage record access with the role hierarchyDeal with record access exceptionsControl access to eventsManage field-level security
5 - Customization: Fields
Administer standard fieldsCreate new custom fieldsCreate selection fields: picklists and lookupsCreate formula fieldsWork with page layoutsWork with record types and business processesMaintain data quality
6 - Managing Data
Import new records using import wizardsUpdate existing records with the data loaderKeep records up to date with Data.com and social accounts and contactsMass transfer records between usersBack up data with a weekly exportMass delete records
7 - Reports and Dashboards
Run and modify reportsCreate new reports with the report builderFilter reportsSummarize report data with formulas and visualsummariesPrint, export, and email reportsBuild dashboards
8 - Automation
Manage email administrationSet up workflow rules and Process BuilderAutomate leads and cases
9 - Managing the Support Process
Automate the support processUnderstand the Salesforce ConsoleEnable collaboration in the Service CloudAnalyze support data with reports anddashboards
Actual course outline may vary depending on offering center. Contact your sales representative for more information.
Who is it 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 include power users, sales operations, and IT managers.
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 and Getting Started: Using the Sales Cloud.