Course Overview

Administration Essentials for New Administrators Professional Edition builds a strong knowledge of the Salesforce applications for any organization.  Administration Essentials certification ensures you a successful career with Salesforce.

What you will learn

The Administration Essentials for New Admins Professional edition teaches you to manage users and secure applications. During this course, you will learn to:
1) Use the Data Model
2) Create your page layouts, fields and business processes
3) Develop a reliable and efficient Salesforce
4) Create Users and define access
5) Maintain and import clean data

Why get enrolled in this training

Enroll in this training to 
1) Gain knowledge of the Data Model
2) Develop your skill set on business processes
3) Ensure security features
4) Understand customization of objects, fields, and records
5) Learn the data organization methods

Course Delivery Format and 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, setup and manage users
2) Design your application based on organizations specific requirements
3) Create custom fields and page layouts
4) Maintain and import clean data
5) Maintain data quality

Audience

1) New System administrators
2) Developer
3) IT Manager
4) Product Manager and
5) Any user who wants to setup, configure and organize data for their Salesforce Professional Edition implementation

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
1) Getting started –Navigating Salesforce

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 sale 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) Setup list views

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

Class 2:
a) Troubleshoot user login issues
b) Understand computer activation

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

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) Create Custom Fields
c) Arrange selection fields: picklist and lookups

Class 2:
a) Write formula fields
b) Perform page layouts
c) Maintain data quality with Validation

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) Maintain records up to date 
c) Merge Records

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

Lesson 7:  Tasks

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) Track tasks and events

FAQs

1. What will I gain taking this certificate course?
At the end of this training, you will be able to perform customizations, display your ability to apply course knowledge on the job, the capacity 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. What is the use of Page layouts?
Page layouts are useful for Field customization, arranging detailed lists and custom links

4. What are the tasks performed by Administrator for managing users?
As an administrator, Salesforce allows you to complete the following tasks for managing users
a) Create Users
b) Edit user information
c) Setup permissions
d) Create custom fields
e) Set custom links
f) Define user admin tasks to other users

5. What is the importance of user role hierarchy?
Salesforce provides a user role hierarchy that allows you to determine the levels of data access that users are allowed using sharing settings. Access to the main components such as records and reports are based on the roles within the hierarchy.

6. What is the course duration for NEW ADMINS?
The participants will attend for 2 Days and extends for deep understanding.