Course Details

Salesforce Admin Course Overview

Security and Data Access
•    Restrict logins
•    Determine object access
•    Set up record access
•    Manage record access with the role hierarchy
•    Deal with record access exceptions
•    Control access to events
•    Manage field-level security
Customization: Fields
•    Administer standard fields
•    Create new custom fields
•    Create selection fields: pick lists and lookups
•    Create formula fields
•    Work with page layouts
•    Work with record types and business processes
•    Maintain data quality
Managing Data
•    Import new records using import wizards
•    Update existing records with the data loader
•    Keep records up to date with Data.com and social accounts and contacts
•    Mass transfer records between users
•    Back up data with a weekly export
•    Mass delete records
Reports and Dashboards
•    Run and modify reports
•    Create new reports with the report builder
•    Filter reports
•    Summarize report data with formulas and visual summaries
•    Print, export, and email reports
•    Build dashboards
Automation
•    Manage email administration
•    Set up workflow rules
•    Automate leads and cases
Extending Salesforce – Key Concepts
•    Force.com Web services API
•    Web controls
•    Apex programming language overview
•    Visual force overview
Managing Data
•    Retrieve data
•    Identify and cleanse dirty data
•    Enter clean data
•    Work with storage limits
Increasing User Adoption
•    Measure adoption and motivate users
•    Use Salesforce CRM in meetings
•    Use Salesforce CRM as a sales portal
•    Train end users
Enhancing Productivity
•    Make Salesforce CRM easier to use
•    Use Salesforce CRM everywhere
•    Increase administrator productivity
Implementing Business Processes
•    Implement management mandates with workflow and formulas
•    Create additional applications
•    Extend the reach of Salesforce CRM
•    Enforce repeatable processes
•    Audit processes
Expanding Initial Implementations
•    Enhance your sharing model
•    Work as a team
•    Go global
•    Secure your Salesforce CRM implementation
•    Stay current on Salesforce CRM
Visual force Pages
•    Introduction to the Visual force framework
•    Visual force pages, components, and controllers
•    Incorporate Visual force pages into Salesforce CRM