Course Overview

Administration Essentials for New Administrators builds a strong knowledge that helps to setup, configure and maintain their Salesforce applications for any organization.  Administration Essentials certification ensures you a successful career with Salesforce. Salesforce Administrators or Admin are users who have system administration responsibilities and super powers. These Admins are responsible for setting up Salesforce for their organization and ensure that they run smoothly without any issues. Enroll in this course, to learn the system administration functions and configure systems using features like reports, dashboard, and security.

What you will learn

The Administration Essentials for New Admins teaches you to develop applications. During this course, you will learn
1. Create your page layouts, fields, tabs and business processes
2. Develop a secure and efficient Salesforce environment
3. Develop high impact reports and dashboards
4. Develop an automated workflow
5. Maintain and import clean data

Why get enrolled in this course

Enroll in this course to 
1. Gain knowledge of business processes
2. Develop your secure Salesforce environment
3. Understand automated workflow
4. Learn the navigation around the data model

Course Offerings

1. Live/Virtual Training in the presence of online instructors 
2. Quick look at Course Details, Contents, and Demo Videos
3. Quality Training Manuals for easy understanding
4. Anytime access to Reference materials
5. Gain your Course Completion Certificate on the Topic
6. Guaranteed high pay jobs after completing certification

Course Benefits

1. Create a protected Salesforce environment
2. Design your application, including pages, layouts, tabs, fields and business processes
3. Setup top to bottom approach to automation
4. Maintain and import clean data
5. Design high-value records and dashboards

Audience

1. New System administrators
2. Developer
3. IT Manager
4. Product Manager

Prerequisite

A solid understanding of basic concepts of Salesforce and their functions is required.  Completion of the courses listed below helps to understand this certification course quickly

Course Content

Lesson 1: App Overview
This lesson teaches you about the standard objects and custom objects that allow a smooth implementation of the data model. Also, you gain knowledge about the lightning experience which is an intelligent interface allowing sales representatives to work more naturally and close the deal faster.

1. Gain knowledge of data model and navigation
2. Analyze the Lightning Experience
3. Find answers in help and Training

Lesson 2: Prepare your Organization for Users
Chatter works based on the security and permission settings defined in the Salesforce.

Class 1:
a) Create the Company profile
b) Design User Interface
c) Plan activities and calendars

Class 2:
a) Settings configuration
b) Chatter plan
c) Commission mobile access using Salesforce

Lesson 3: Organize and Administering User
This chapter explains about User management. Each user is uniquely assigned a username, identified with a password and profile in Salesforce. Based on the profile settings, a user is granted permissions and restrictions to perform certain tasks, view data and see other user’s information.

Class 1:
a) User profiles management
b) Create and manage users
c) Troubleshoot user login issues

Class 2:
a) Understand Salesforce capabilities
b) Create Chatter Free Users and Invites

Lesson 4: Security and Data Access
Security is possible in Salesforce using two methods, Object level security and Field level security. Object level security prevents a user from seeing, creating, editing, or deleting any instance of an object. Field level security allows the user to access an object but controls the user from accessing specific fields within that object. Record access is specified in the organization sharing settings to determine the individual records which a user can access.

Class 1:
a) Authorize Logins
b) Set object access
c) Set record access

Class 2:
a) Manage record access with the role hierarchy
b) Deal with record access exceptions
c) Control access to events

Class 3:
a) Maintain field-level security

Lesson 5: Customization – Fields
Field customization explains you the method to encrypt fields. Users cannot view the encrypted fields. Profiles specify the Page layout permissions and record types.

Class 1:
a) Standard fields
b) Compose recent fields
c) Arrange selection fields: picklist and lookups

Class 2:
a) Write formula fields
b) Perform page layouts
c) Maintain data quality
d) Perform record types and business processes

Lesson 6: Organizing Data
This lesson teaches you how to prepare data, how to setup licenses, how to configure data and finally how to drive the data for your users

Class 1:
a) Import records using import wizards
b) Restore current records with the data loader
c) Maintain records up to date 

Class 2:
a) Bulk transfer of records between users
b) Back up data with a weekly export
c) Bulk deletion of records

Lesson 7: Reports and Dashboards
This session explains you about Reports and Dashboards. The report is a template used by the administrators to display only the records that match the criteria defined in the report type.  The dashboard is a perceptible display of all the key metrics and records in any organization.

Class 1:
a) Run and customize reports
b) Use Report Builder to compose recent reports

Class 2:
a) Report data with formulas and visual summary
b) Print, export, and email reports
c) Frame dashboards

Lesson 8: Automation
The tasks you assign, the email you send and other record updates you perform serve vital to your organization's process. Automation allows these functions to be performed automatically instead of repeating them manually.

Class 1:
a) Email Templates
b) Setup enterprise rules and process Builder
c) Automate leads and cases

Lesson 9: Handling the Support process
Support process allows to add or remove the status values of cases and is a vital feature. Salesforce cloud console allows updating records quickly in Salesforce.

Class 1:
a) Automate the support process
b) Understand the Salesforce Console

Class 2:
a) Enable collaboration in the Service Cloud
b) Evaluate support data with reports and dashboards

FAQs

1. What will I gain taking this certificate course?
At the end of this training, you will be able to perform most commonly requested customizations, the ability to apply your course knowledge on the job, ability to present your skills and knowledge to others for career development.

2. Who are all eligible to take this course?
Everyone who wants to add technology skills to their abilities and start to design systems on their own instead of just working on existing systems.

3. Who else other than system administrators will get benefitted from this course?
Other users who benefit from this course include power users, sales operations, and IT managers

4. What does a Sales representative need in Salesforce?
Sales representative require real data about their customers and prospects, and that can be accessed anytime.

5. What is Salesforce?
Salesforce is the platform designed for your customers that help you sell, service, market, analyze and connect with your clients.