Salesforce® Administration Certification Training

• Set your company profile, activities, calendar, and configure Salesforce settings
• Manage user profiles and troubleshoot user login issues
• Define restriction on user logins and access rights
• Customize application, formula fields, custom fields, page layouts, and business processes
• Maintain data backup and import clean data
• Create reports, build dashboards and present data with visual summarizes
• Setup workflow automation

• New administrators responsible for setup, configuration, and maintenance of the Salesforce applications
• Administrators managing the users to work in Salesforce environment
• IT managers
• Power users
• Sales operations personnel
• Database Professionals
• Aspirants willing to take admin career in Salesforce

1. Getting Around the App

• Understand the data model and navigation
• Find answers in Help & Training

2. Getting Your Organization Ready for Users

• Set up the company profile
• Configure the user interface
• Set up activities and calendars
• Configure search settings
• Set up Chatter
• Understand Salesforce1 settings

3. Setting Up and Managing Users

• Manage user profiles
• Create and manage users
• Troubleshoot user login issues
• Understand SalesforceA capabilities
• Set up Chatter Free and Chatter external users

4. 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

5. 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

6. 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

7. 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

8. Automation

• Manage email administration
• Set up workflow rules
• Automate leads and cases

9. Managing the Support Process*

• Automate the support process
• Understand the Service Cloud console
• Enable collaboration in the Service Cloud
• Analyze support data with reports and dashboards