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Administration Essentials for New Admins: Salesforce Professional Edition (ADM202)
New Age Technologies has been delivering Authorized Training since 1996. We offer Salesforce’s full suite of authorized courses including courses pertaining to Salesforce Professional, Sales Cloud, Salesforce development, Salesforce design and more. If you have any questions or can’t seem to find the Salesforce class that you are interested in, contact one of our Salesforce Training Specialists. Invest in your future today with Salesforce training from New Age Technologies.
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COURSE INFORMATION
Salesforce Administration Essentials for New Admins Professional Edition Overview:
Salesforce Administration Essentials for New Admins: Professional Edition is for all administrators wanting to maximize implementation of Salesforce Professional Edition. 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 Professional Edition deployment.
Who Should Attend:
This course is designed for anyone responsible for the setup, configuration, and data for an organization’s Salesforce Professional Edition implementation.
Salesforce Administration Essentials for New Admins Professional Edition Prerequisites:
Before attending this course, you must attend the following (located at help.salesforce.com):
- Getting Started: Navigating Salesforce
Salesforce Administration Essentials for New Admins Professional Edition Objectives:
After successfully completing this course, you should be able to:
- 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
Salesforce Administration Essentials for New Admins Professional Edition Outline:
Module 1: Getting around the app
- Understand the data model and navigation
- Find answers in help & training
Module 2: Getting your organization ready for users
- Understand the company profile
- Learn about the user interface
- Configure search settings
- Set up list views
Module 3: Setting up and managing users
- Understand user profiles
- Manage users
- Troubleshoot login issues
- Computer activation
Module 4: Security and data access
Module 5: 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
Module 6: Managing data
- Import records with import wizards
- Mass transfer records
- Merge records
- Back up data
- Mass delete records and use the recycle bin
Module 7: Activity management
- Administer emails and email templates
- Track tasks and events
