1 - Getting Around the App
Data Model and NavigationLightning ExperienceHelp & Training
2 - Getting Your Organization Ready for Users
Setting Up the Company ProfileConfiguring the User InterfaceSetting Up Activities and CalendarsConfiguring Search SettingsSetting Up Chatter GroupsMobile Access with Salesforce1
3 - Setting Up & Managing Users
Managing User ProfilesManaging UsersSetting Up Chatter Free Users and InvitesTroubleshooting Login Issues
4 - Security & Data Access
Restricting LoginsDetermining Object AccessSetting Up Record AccessCreating a Role HierarchyDealing with Record Access ExceptionsManaging Field-level Security
5 - Object Customizations
Administering Standard FieldsCreating New Custom FieldsCreating Selection Fields: Picklists and LookupsCreating Formula FieldsWorking with Page LayoutsWorking with Record Types and Business ProcessesMaintaining Data Quality
6 - Managing Data
Import WizardsData LoaderData.comMass TransferBacking Up DataMass Delete and Recycle Bin
7 - Reports & Dashboards
Running and Modifying ReportsCreating New Reports with the Report BuilderWorking with Report FiltersSummarizing with Formulas and Visual SummariesPrinting, Exporting, and Emailing ReportsBuilding Dashboards
8 - Automation
Email TemplatesWorkflow RulesProcess BuilderLead Automation
9 - Managing the Support Process
Managing and Resolving CasesCustomizing a Support ProcessAutomating SupportUnderstanding the Salesforce Console for ServiceCollaborating in the Service CloudAnalyzing Support Data
Actual course outline may vary depending on offering center. Contact your sales representative for more information.
Who is it For?
New systems administrators
A solid understanding of Salesforce concepts and functionality.