Salesforce Administration Essentials for New Admins

Updated:

May 10, 2024

⏱️ 3 minutes

Administration Essentials for New Admins is a hands-on training programme that will help you succeed with Salesforce. For new administrators, this is a must-have. Before launching a Salesforce deployment or taking over an existing one, it is recommended that administrators attend this course to better understand their roles and responsibilities.

This training is for new system administrators who are in charge of setting up, configuring, and managing Salesforce applications for their firm. Power users, sales operations, and IT managers are among the other groups who would benefit from expanding their Salesforce knowledge.

How to Take Up the Salesforce Administration Essentials?

The Salesforce Administration essentials for new admins is available in both physical and virtual classroom settings. By taking the session online, participants can save money on travel expenses and learn within the comfort of their own homes. Both formats feature demonstrations, hands-on exercises, one-on-one attention from the instructor, and peer engagement.

All you need is a phone and a web browser to practise with the programme. You will be able to design apps, including page layouts, tabs, fields, and business processes, when you have successfully completed this course. Along with this, you can create a much safer Salesforce environment and set up workflow automation, create high-value reports and dashboards by maintaining and importing clean data.

What skills does the candidate require to sign up for this course?

Some of the skills which are a must-have for candidates include a firm grasp of core Salesforce ideas and capabilities and should complete the below online courses.
• Getting Started: Navigating Salesforce
• Getting Started: Using the Sales Cloud

What are the Study Modules and Topics?

1. Getting Around the App

Understand the data model and navigation
Find answers in Help & Training Getting Your Organization Ready for Users

2. Set Up the Company Profile

Configure the user interface
Set up activities and calendars
Configure search settings
Set up Chatter Setting Up and Managing Users
Manage user profiles

3. Create and Manage Users

Troubleshoot user login issues
Understand SalesforceA capabilities
Set up Chatter Free and Chatter external users
Understand Salesforce1 settings

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

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

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

7. 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

8. Automation

Manage email administration
Set up workflow rules and Process Builder
Automate leads and cases

9. Managing the Support Process

This topic is offered as an online module to virtual classroom participants.

Automate the support process
Understand the Salesforce Console
Enable collaboration in the Service Cloud
Analyze support data with reports and dashboards

To Conclude

New Salesforce system administrators are in charge of setting up, configuring, and maintaining their organization’s Salesforce applications. Power users, sales operations, and IT administrators are among those who would benefit from a deeper understanding of Salesforce.

Since Salesforce is growing in popularity and Salesforce Administrator positions are in high demand, this is the ideal time to learn about Salesforce admin.

To get a head start, check out our Salesforce Admin cert course and to fast-track your Salesforce career goal, enroll in our Salesforce Admin and App Builder training program with a capstone project and get 2X certified.