fr
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Salesforce: Administration Fundamentals
Your Salesforce platform must meet teams' needs and support business processes. Connect configuration, data and operations to prepare interventions more effectively. Develop reference points that make administration and communication with users easier.
- Duration
- 5 days 35 hours
- Code
- ADM-201 Code
Presentation
Administration Essentials for New Administrators helps your company move to the next level through Salesforce CRM tools and features. Participants learn the essential practices needed to master the fundamentals of Salesforce configuration.
Objectives
By the end of this course, participants will know how to use Salesforce features through a rigorous learning approach and numerous practical exercises:
- Configure the application: page layouts, fields, tabs and business processes.
- Create a secure Salesforce environment.
- Store and import clean data.
- Design high-quality reports and dashboards.
- Develop a workflow automation process.
Program
Exploring the application
- Understanding the data model and navigation.
- Finding answers in Help and Training.
Preparing your organisation for users
- Configuring the company profile.
- Configuring the user interface.
- Configuring activities and calendars.
- Configuring search settings.
- Configuring Chatter.
- Understanding Salesforce1 settings.
Setting up and managing users
- Managing user profiles.
- Creating and managing users.
- Troubleshooting user login issues.
- Understanding SalesforceA features.
- Creating Chatter Free and Chatter External users.
Security and data access
- Restricting access permissions.
- Defining object access.
- Managing record access using the role hierarchy.
- Managing record access exceptions.
- Managing field-level security.
Customisation: fields
- Managing standard fields.
- Creating custom fields.
- Creating selection fields: picklists and lookups.
- Creating formula fields.
- Using page layouts.
- Using record types and business processes.
- Maintaining data quality.
Data management
- Importing new records using import wizards.
- Updating existing records using Data Loader.
- Updating records with Data.com, including social accounts and contacts.
- Using mass record transfer between users.
- Backing up data through a weekly export process.
- Mass-deleting records.
Reports and dashboards
- Running and modifying reports.
- Creating reports with the report builder.
- Filtering reports.
- Summarising report data using formulas and visual layouts.
- Printing, exporting and emailing reports.
- Creating dashboards.
Automation
- Managing email administration.
- Configuring workflow rules.
- Automating leads and cases.
- Managing the support process.
- Understanding the Service Cloud console.
- Enabling collaboration in Service Cloud.
- Analysing support data with reports and dashboards.
Audience
This course is for new administrators, consultants, project managers and business-side project owners wishing to use Salesforce CRM.
Prerequisites
None.
Teaching and assessment methods
- Initial skills assessment
- Training materials provided to participants
- Continuous assessment throughout the course
- End-of-course feedback questionnaire
- Combination of theory and practical application
- Attendance records
- Post-course follow-up evaluation
- Practical exercises
Dates and sessions
Choose the date and delivery format that suit you.
No upcoming sessions are currently available.