Salesforce Administration Essentials for New Admins

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

Related read – Salesforce Administrator Tutorial for Beginners

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.