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Salesforce Administration Essentials for New Administrators (ADM201)

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      $4,145.00

      New Age Technologies has been delivering Authorized Training since 1996. We offer Salesforce’s full suite of authorized courses including courses pertaining to Salesforce Administration, Sales Cloud, Salesforce Development, Force.com 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.

      ✉ Salesforce Training Specialists | ☏ 502.909.0819

      Current Promotion

      • ENTER CODE "SALESFORCE5" @ CHECKOUT & RECEIVE 5% OFF OR REQUEST GIFT CARD EQUIVALENT
      Private IT Training

      COURSE INFORMATION

      Salesforce Administration Essentials for New Administrators Overview:

      Administration Essentials for New Administrators comprehensive and hands-on course is the core training that ensures your success with Salesforce. We recommend administrators take this course before starting a Salesforce deployment or when taking over an existing deployment.

      Who Should Attend:

      • New system administrators responsible for the setup, configuration, and maintenance of their organization’s Salesforce applications
      • Other groups that would benefit from strengthening their knowledge of Salesforce, including power users, sales operations, and IT managers

      Salesforce Administration Essentials for New Administrators Prerequisites:

      Before attending this course, you should take the following (available at help.salesforce.com):

      • Getting Started: Navigating Salesforce
      • Getting Started: Using the Sales Cloud

      Salesforce Administration Essentials for New Administrators Objectives:

      After successfully completing this course, you should be able to:

      • Customize your 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

      Salesforce Administration Essentials for New Administrators 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
      • Set up the company profile
      • Configure the user interface
      • Set up activities and calendars
      • Configure search settings
      • Set up Chatter
      Module 3: Setting Up and Managing Users

      • Manage user profiles
      • Create and manage users
      • Troubleshoot user login issues
      • Understand SalesforceA capabilities
      • Set up Chatter Free and Chatter external users
      • Understand Salesforce1 settings
      Module 4: Security and Data Access
      • Restrict logins
      • Determine object access
      • Set up record access
      • Manage record access with the role hierarchy
      • Deal with record access exceptions
      • Control access to events
      • Manage field-level security
      Module 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
      Module 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
      Module 1: 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
      Module 7: Automation
      • Manage email administration
      • Set up workflow rules and Process Builder
      • Automate leads and cases
      Module 8: Collaboration
      • Chatter and Chatter Free
      • Email Administration and Email Templates
      • Tracking Tasks and Events
      Module 9: Service Cloud
      • Automate the support process
      • Understand the the Salesforce Console
      • Enable collaboration in the Service Cloud
      • Analyze support data with reports and dashboards

      Average Salary for Skill: Salesforce

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