Course Number: SFDC.201
Duration: 5 days (full-day sessions) OR Weekend/Evening sessions
Training Overview: This comprehensive hands-on course is a must for all administrators. Administration Essentials is the core
training that ensures your success with Salesforce. In this course, you learn best practices on how to set up,
configure, and maintain your Salesforce sales, support, and marketing functionality. For maximum benefit, we
recommend administrators take this course before starting a Salesforce deployment or when taking over an
existing deployment.
Who should take this course? -
Administration Essentials is designed for new system administrators
responsible for the setup, configuration, and maintenance of their
organizations’ Salesforce applications. Other groups that benefit from
this course include power users, sales operations, and IT managers.
Location and Pricing: Most of our courses are conducted online OR at our training facility and are customized to meet our students needs. We also provide customized onsite training at our clients' locations. Pricing for an online course depends on if its a weekend/evening course or a full day course. The weekend/evening courses are most cost-effective as they are spread over a period of weeks giving you ample time to complete the hands-on exercises. To receive a customized proposal that will fit your schedule and price quote, please contact us 
Training Prerequisites:A solid understanding of basic Salesforce concepts and functionality. Completion of the following online
courses is mandatory:
- Getting Started with Salesforce CRM Navigation
- Getting Started with Salesforce CRM Sales
Training format: This class is 50% hands-on, 50% lecture, with one-on-one dedicated time-slots with the instructor.
Training Materials: All students receive a copy of related courseware / material.
Software Needed on Each Student PC:
- Either of the following browsers:
- Windows® Internet Explorer® versions 6, 7, and 8
- Mozilla® Firefox® version 3.6
- Google® Chrome version 10
- Google Chrome Frame plug-in for Internet Explorer 6
- Apple® Safari® version 5.0.x
Training Objectives:
- 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
- Use the specialized features of the Sales and Service Clouds, the Console, and the AppExchange
Training Outline:
- Identity Confirmation
- Setting Up the User Interface
- Set up the UI & search options
- Organization Administration
- Set your organization’s language & locale
- Manage currency
- Customization
- Create custom profiles & custom fields
- Define dependent picklists
- Customize lookup fields & formula fields
- Customize page layouts
- Customize standard related lists
- Learn about record types & business processes
- Use field-level security
- Security & Access
- Create & manage your users
- Set organization-wide defaults
- Learn about record access
- Create the role hierarchy
- Learn about the sharing model
- Manually share records
- Set up opportunity team selling & account teams
- Learn about folder access
- Workflow
- Define workflow
- Set up workflow rules
- Set up workflow tasks & alerts
- Workflow Approvals
- Plan approvals using workflow
- Use the approval wizard - standard vs. jump-start
- Create workflow approvals
- Data Validation
- Learn about Salesforce CRM data validation
- Create data validation rules
- Learn about custom fields & unique properties
- Data Utilities
- Import records using the import wizards
- Use mass delete
- Use mass transfer
- Learn about storage utilization
- Analytics
- Create custom reports
- Use advanced filters
- Use conditional highlighting
- Use custom summary formulas
- Create dashboards
- The AppExchange
- Learn about the AppExchange
- Install an app
- Uninstall an app
- Marketing Administration
- Use the integrated campaign builder
- Learn about lead queue & lead assignment setup
- Learn Web-to-lead & auto-response rules
- Service & Support Administration
- Learn about cases & solutions
- Set up case escalation rules
- Identify solution categories & suggested solutions
- Salesforce Console
- Navigate the Salesforce Console
- Create a Salesforce Console
- Extending Salesforce CRM
- Learn about custom objects
- Learn about custom tabs
- Learn about custom Web tabs
- Build a custom app
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