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 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

What do you think? Let me know.