Duration: 3 Days
This comprehensive entry-level course is recommended for new Salesforce administrators working with the Professional Edition. In this course, you will learn how to navigate and configure the Salesforce interface, manage users, secure the Salesforce environment, load bulk data, and generate customer dashboards and reports. This course will help you get started with your Salesforce deployment.
What You Will Learn
- Customize your application, including page layouts, fields, and tabs
- Create a secure Salesforce environment
- Maintain and import clean data
- Create high-value reports and dashboards
- Set up workflow automation
Audience
- New system administrators responsible for the setup, configuration, and maintenance of Salesforce: Professional Edition applications
- Power users, sales operations, and IT managers
Prerequistes
Solid understanding of basic Salesforce concepts and functionality
Course Outline
1. Getting Around the App
- Data Model and Navigation
- Help and Training
2. Getting Your Organization Ready for Users
- Setting Up the Company Profile
- Setting Up Currencies
- Configuring the User Interface (UI)
- Configuring Search Settings
3. Setting Up and Managing Users
- User Profiles
- Managing Users
- Troubleshooting Login Issues
- Computer Activation
4. Security and Data Access
- Setting Up Record Access
- Creating a Role Hierarchy
- Dealing with Record Access Exceptions
5. Customization: Fields
- Administrating Standard Fields
- Creating New Custom Fields
- Creating Selection Fields
- o Picklists
- o Lookups
- Creating Formula Fields
- Working with Page Layouts
- Working with Record Types and Business Processes
- Maintaining Data Quality with Validation Rules
6. Managing Data
- Import Wizards
- Mass Transfer
- Backing Up Data
- Mass Delete and the Recycle Bin
7. Reports and Dashboards
- 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
8. Automation
- Automating Leads and Cases
- Creating Queues and Assignment Rules
- Creating Auto-Response Rules and Web Forms
9. Collaboration
- Using Chatter
- E-Mail Administration and E-Mail Templates
- Tracking Tasks and Events
Course Labs
