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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

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. Its 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 ?
Administration Essentials for New Admins is designed for: C E R T I F I C AT I O N
New system administrators responsible for the setup, configuration, and Administration Essentials
maintenance of their organizations Salesforce applications for New Admins is
recommended as
Other groups that would benefit from deepening their knowledge of
preparation for the
Salesforce, including power users, sales operations, and IT managers
Salesforce Certified
Administrator exam.
You can take this course in person or in a virtual classroom. Participants
can save travel expenses by taking the class virtually. Both formats provide
demonstrations, hands-on exercises, and personal attention from the REGISTER NOW
instructor as well as interaction with your peers. For the virtual class, all you
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 online courses, which are
available at help.salesforce.com.
Getting Started: Navigating Salesforce
Getting Started: Using the Sales Cloud

2016 salesforce.com, inc. All rights reserved. 07/16


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 summaries
Setting Up and Managing Users Print, export, and email reports
Manage user profiles Build dashboards
Create and manage users
Troubleshoot user login issues Automation
Understand SalesforceA capabilities Email Templates
Set up Chatter Free Users and Invites Set up workflow rules and Process Builder
Automate leads and cases
Security and Data Access
Restrict logins Managing the Support Process*
Determine object access *For virtual classroom attendees, this content is delivered as an online
Set up record access module.
Manage record access with the role hierarchy Automate the support process
Deal with record access exceptions Understand the Salesforce Console
Control access to events Enable collaboration in the Service Cloud
Manage field-level security 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

ABOUT SALESFORCE UNIVERSIT Y


Salesforce University offers a comprehensive catalog of courses and certifications to help you administer, develop, and
use your organizations Salesforce environment. Whether you need a customized private course for your whole team or an
in-depth instructor-led classroom experience for one person, Salesforce University can help you take the next steps on your
journey to success. Contact us today to learn how we can help you get the most out of your Salesforce investment.

R E G I S T E R F O R S A L E S F O R C E U N I V E R S I T Y C O U R S E S O N L I N E O R S P E A K W I T H A N E X P E R T:

AMERICAS: A S I A /PA C I F I C : EMEA: /SalesforceUniversity


www.salesforce.com/training www.salesforce.com/au/training www.salesforce.com/eu/training
Phone: 1-877-TRAIN10 Phone: 1-800-789-984 Email: trainingEMEA@salesforce.com @SalesforceU
Email: educationcoordinator@salesforce.com Email: apactraining@salesforce.com

2016 salesforce.com, inc. All rights reserved. 07/16