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.
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 