SALESFORCE

Administration
CURRICULUM
Administration Essentials for Experienced Admins
This course is for experienced administrators who are ready to increase their skills and knowledge about
how Salesforce can solve their most pressing business needs. Using realworld scenarios,
Administration Essentials for Experienced Admins covers topics such as extending Salesforce with
custom objects and apps, generating complex reports and dashboards, and automating complex
business processes to help you work more efficiently and get more from Salesforce.

Course Outline
Troubleshoot Record Access and Field Visibility
l Troubleshooting Record Access
l Understanding the Impact of Territory Management on the Sharing Model
l Managing Field Visibility
Change Management
l Managing Changes in a Sandbox
l Deploying Changes Using Change Sets
Extend Salesforce with Custom Objects and Apps
l Building Custom Objects, Tabs, and Apps
l Creating Relationships between Objects
l Using Apps from the AppExchange

Extend Analytics
l Creating Custom Report Types
l Building Exception Reports with Cross Filters
l Categorizing Report Data with Bucketing
l Extending Summaries in Reports and Dashboards
l Displaying Multiple Views of Data Using Joined Reports
l Analyzing Data Over Time with Analytic Snapshots
Improve Data Quality
l Assessing, Cleansing, and Maintaining Data Quality
l Merging Duplicate Records
l Cleaning and Enriching Data with Data.com
Automate Complex Business Processes
l Creating Formulas and Workflow Rules to Enforce
l Business Processes
l Troubleshooting Business Process Execution Issues
l Understanding When Business Process Automation
l Must Be Extended Using Programmatic Means
Streamline Requests with Approval Processes
l Managing Approval Processes
l Troubleshooting Approval Processes
Increase Productivity with Visual Workflow
l Understanding Use Cases for Visual Workflow
l Building and Deploying a Flow
Administration Essentials for New Admins
(Enterprise Edition/Unlimited Edition)
This comprehensive hands-on course is a must for new Salesforce administrators. Administration
Essentials for New Admins is the core training that ensures your success with Salesforce. For maximum
benefit, we recommend administrators take this course before starting a Salesforce deployment or when
taking over an existing deployment.
Course Outline
Getting Around the App
l Data Model and Navigation
l Help & Training
Setting up the User Interface
l Setting Up the UI and Search Options

Getting Your Organization Ready for Users

l Setting Up the Company Profile
l Configuring the UI
l Configuring Search Settings
Setting Up and Managing Users
l Managing User Profiles
l Managing Users
l Troubleshooting Login Issues
Security and Data Access
l Restricting Logins
l Determining Object Access
l Setting Up Record Access
l Creating a Role Hierarchy
l Dealing with Record Access Exceptions
l Managing field-level security
Customization: Fields
l Administrating Standard Fields
l Creating New Custom Fields
l Creating Selection Fields: Picklists and Lookups
l Creating Formula Fields
l Working with Page Layouts
l Working with Record Types and Business Processes
l Maintaining data quality
Managing Data
l Import Wizards
l Data Loader
l Mass Transfer
l Backing Up Data
l Mass Delete and the Recycle Bin
Reports and Dashboards
l Running and Modifying Reports
l Creating New Reports with the Report Builder
l Working with Report Filters
l Summarizing with Formulas and Visual Summaries
l Printing, Exporting, and Emailing Reports
l Building Dashboards
Automation
l Workflow Rules
l Lead and Case Automation
Collaboration
l Chatter and Chatter Free
l Email Administration and Email Templates
l Tracking Tasks and Events
Service Cloud
l Automating Support
l Understanding the Service Cloud Console
l Collaborating in the Service Cloud
l Analyzing Support Data: Support Reports and Dashboards
Service Cloud
l Automating Support
l Understanding the Service Cloud Console
l Collaborating in the Service Cloud
l Analyzing Support Data: Support Reports and Dashboards

Administration Essentials Professional Edition

This comprehensive hands-on course is a must for all administrators of Salesforce Professional Edition.
Administration Essentials is the core training that ensures your success with Salesforce. For maximum
benefit, we recommend administrators take this cours ebefore starting a Salesforce deployment or when
taking over an existing deployment.

Course Outline
Getting Around the App
l Data Model and Navigation
l Help & Training
Getting Your Organization Ready for Users
l Setting Up the Company Profile
l Setting Up Currencies
l Configuring the User Interface
l Configuring Search Settings
Setting Up and Managing Users
l Understanding User Profiles
l Managing Users
l Troubleshooting Login Issues
l Computer Activation
Security and Data Access
l Setting Up Record Access
l Creating a Role Hierarchy
l Dealing with Record Access Exceptions
Customization: Fields
l Administrating Standard Fields
l Creating New Custom Fields
l Creating Selection Fields: Picklists and Lookups
l Creating Formula Fields
l Working with Page Layouts
l Working with Record Types and Business Processes
l Maintaining Data Quality with Validation Rules
 Managing Data
l Import Wizards
l Mass Transfer
l Backing Up Data
l Mass Delete and the Recycle Bin

Reports and Dashboards

l Running and Modifying Reports
l Creating New Reports with the Report Builder
l Working with Report Filters
l Summarizing with Formulas and Visual Summaries
l Printing, Exporting, and Emailing Reports
l Building Dashboards
Automation
l Automating Leads and Cases
l Creating Queues and Assignment Rules
l Creating Auto-Response Rules and Web Forms
Collaboration
l Using Chatter
l Email Administration and Email Templates
l Tracking Tasks and Events

Industry Interface Program

Projects
l Modular Assignments
l Mini Projects
Domains / Industry
l Retail Industry
l Banking & Finance
l Service
l E-Commerce
l Manufacturing & Production
l Web Application Development
l Research & Analytics
l HR & Consultancy
l FMCG
l Consumer Electronics
l Event Management Industry
l Telecom

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