Salesforce: Administration Essentials for New Admins: Professional Edition (ADM202)
€1020, aangeboden door Deloitte Academy
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.
What will you learn?Â
When you complete this course, you’ll be able 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
Who should take this course?Â
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.
Modules & Topics
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