About this course

Course code TPADM-202-VC
Duration 2 Days

Administration Essentials for New Admins: Professional Edition is a must for all administrators wanting to maximize implementation of Salesforce Professional Edition. This is the core training that ensures your success with Salesforce. The class will focus on the features and tools needed to manage Salesforce Professional Edition implementation.
For maximum benefit, we recommend administrators take this course before starting a Salesforce deployment.

Prerequisites

The prerequisites include an understanding of basic Salesforce concepts and functionality and completion of the following online courses:

  • Getting Started: Navigating Salesforce

Who Should Attend?

Administration Essentials for New Admins: Professional Edition is designed for anyone responsible for the setup, configuration, and data for an organization's Salesforce Professional Edition implementation.


Delegates will learn how to

  • Set up and manage users
  • Customize the application to your specific needs including creating custom fields and page layouts
  • Import data and manage data quality

Outline

Getting around the app

  • Understand the data model and navigation
  • Find answers in help & training

Getting your organization ready for users

  • Understand the company profile
  • Learn about the user interface
  • Configure search settings
  • Set up list views

Setting up and managing users

  • Understand user profiles
  • Manage users
  • Troubleshoot login issues
  • Computer activation

Security and data access

  • Set up record access
  • Create a role hierarchy

Customization

  • Administer standard fields
  • Create new custom fields
  • Create selection fields: picklists and lookups
  • Create formula fields
  • Work with page layouts
  • Maintain data quality with validation rules

Managing data

  • Import records with import wizards
  • Mass transfer records
  • Merge records
  • Back up data
  • Mass delete records and use the recycle bin

Activity management

  • Administer emails and email templates
  • Track tasks and events

2 Days

Duration
Salesforce
Delivery Method

Delivery method

Classroom

Face-to-face learning in the comfort of our quality nationwide centres, with free refreshments and Wi-Fi.

Find dates and prices

Online booking is currently not available for this course, to find out more please call us on 0345 074 7998 or email us at info@qa.com to discuss how we can help.

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