Category Archives: Salesforce Training

Official Salesforce Training Completed

Official Salesforce Training Completed

Recently I completed the official Salesforce training Administration Essentials for New Admins. This intensive instructor-led 5 day training course was a blast.

Salesforce recommends this course for new system administrators responsible for the setup, configuration, and maintenance of their organization’s Salesforce applications.

The extensive self-study I completed beforehand came in handy. Other classmates were sent by their companies to enhance their Salesforce admin skills. With this crowd, I was grateful for extensive self-study I completed prior to the class. From the start, the instructor poured on a fire hose of Salesforce knowledge.

I’ve got to give a lot of credit to the course instructor herself, Tani Long.  She deftly covered the class material while keeping things moving. Have you ever sat in a training class all the while wishing the pace would pick up? Not in this class!

From the course description:

When you complete this course, you’ll be able 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.

 

CeBIT 2013 Salesforce photo
Course syllabus is listed below:

 Topic  Objective
Getting Around the App –    Understand the data model and navigation
–    Find answers in Help & Training
 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
 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
Security and Data Access –    Restrict logins
–    Determine object access
–    Manage record access with the role hierarchy
–    Deal with record access exceptions
–    Manage field-level security
 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
 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
 Reports and Dashboards –    Manage email administration
–    Set up workflow rules
–    Automate leads and cases
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

The next objective is successfully completing the Certified Salesforce Administrator exam in the next few weeks.

 

Photo by CeBIT Australia