Salesforce Admin Guide

A D M I N I S T R AT I O N E S S E N T I A L S
FOR NEW ADMINS
OVERV IE W
Comprehensive and hands-on, Administration Essentials for New Admins
D U R AT I O N
is the core training that ensures your success with Salesforce. It’s a must for •• 5 days
new administrators. We recommend administrators take this course before
starting a Salesforce deployment or when taking over an existing deployment. D E L I V E R Y F O R M AT
•• Classroom
•• Virtual Classroom
W H O S H O U L D TA K E T H I S C O U R S E ? •• Virtual Evening Class
Administration Essentials for New Admins is designed for:
•• New system administrators responsible for the setup, configuration, and C E R T I F I C AT I O N
maintenance of their organization’s Salesforce applications Administration Essentials
for New Admins is
•• Other groups that would benefit from deepening their knowledge of
recommended as
Salesforce, including power users, sales operations, and IT managers
preparation for the
Salesforce Certified
You can take this course in person or in a virtual classroom. Participants
Administrator exam.
can save travel expenses by taking the class virtually. Both formats provide
demonstrations, hands-on exercises, and personal attention from the
instructor as well as interaction with your peers. For the virtual class, all you REGISTER NOW Ò
need is a web browser and a telephone to watch, listen, and get hands-on
experience with the application.
W H E N YO U CO M PL E T E T HI S CO U R S E ,
YO U W IL L B E A B L E TO:
•• Customize your application, including page layouts, fields, tabs, and
business processes
•• Create a secure Salesforce environment
•• Maintain and import clean data
•• Create high-value reports and dashboards
•• Set up workflow automation
PREREQUISITES
The prerequisites include a solid understanding of basic Salesforce concepts
and functionality, and completion of the following trailmix on Trailhead:
•• Administrative Essentials for New Admins Pre-work
© 2019 salesforce.com, inc. All rights reserved. 01/2019

A D M I N I S T R AT I O N E S S E N T I A L S
FOR NEW ADMINS
MODULE S & TOPIC S
Getting Around the App Managing Data

•• Understand the data model and navigation •• Import new records using import wizards
•• Explore the Lightning Experience •• Update existing records with the data loader
•• Find answers in Help & Training •• Keep records up to date with Data.com
•• Mass transfer records between users
Getting Your Organization Ready for Users •• Back up data with a weekly export
•• Set up the company profile •• Mass delete records
•• Configure the user interface
•• Set up activities and calendars Reports and Dashboards
•• Configure search settings •• Run and modify reports
•• Set up Chatter •• Create new reports with the report builder
•• Enable mobile access with Salesforce1 •• Filter reports
•• Summarize report data with formulas and visual
Setting Up and Managing Users summaries
•• Manage user profiles •• Print, export, and email reports
•• Create and manage users •• Build dashboards
•• Troubleshoot user login issues
•• Understand SalesforceA capabilities Automation
•• Set up Chatter Free Users and Invites •• Email Templates
•• Set up workflow rules and Process Builder
Security and Data Access •• Automate leads and cases
•• Restrict logins
•• Determine object access Managing the Support Process*
•• Set up record access *For virtual classroom attendees, this content is delivered
•• Manage record access with the role hierarchy as an online module.
•• Deal with record access exceptions •• Automate the support process
•• Control access to events •• Understand the Salesforce Console
•• Manage field-level security •• Enable collaboration in the Service Cloud
•• Analyze support data with reports and dashboards
Customization: Fields
•• Administer standard fields
•• Create new custom fields
•• Create selection fields: picklists and lookups
•• Create formula fields
•• Work with page layouts
•• Work with record types and business processes
•• Maintain data quality
LEARN EARN CONNEC T C O N TA C T U S

Learn at your own pace, Earn points, badges, and Connect with fellow sfdc.co/learnsalesforce /SalesforceTrailhead
from our experts, and skill-based credentials Trailblazers to learn, inspire, 1 (877) 872-4610 @Trailhead
your peers. that grow your resume. and blaze new trails.
© 2019 salesforce.com, inc. All rights reserved. 01/2019

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A D M I N I S T R AT I O N E S S E N T I A L S

FOR NEW ADMINS

© 2019 salesforce.com, inc. All rights reserved. 01/2019

MODULE S & TOPIC S

Getting Around the App Managing Data

LEARN EARN CONNEC T C O N TA C T U S

© 2019 salesforce.com, inc. All rights reserved. 01/2019

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