Evenement

Administration Essentials for New Admins: Professional Edition (ADM202)

Maximize the implementation of Salesforce!

This is the core training that ensures your success with Salesforce. The class will focus on the features and tools needed to manage Salesforce Professional Edition implementation. For maximum benefit, we recommend administrators take this course before starting a Salesforce deployment.

The new data will be released soon!

What will you learn?

When you complete this course, you’ll be able to:

  • Set up and manage users
  • Customize the application to your specific needs including creating custom fields and page layouts
  • Import data and manage data quality

Who should take this course?

Administration Essentials for New Admins: Professional Edition is designed for anyone responsible for the setup, configuration, and data for an organization’s Salesforce Professional Edition implementation.

Modules & Topics

Getting around the app

  • Understand the data model and navigation
  • Find answers in help & training

Getting your organization ready for users

  • Understand the company profile
  • Learn about the user interface
  • Configure search settings
  • Set up list views

Setting up and managing users

  • Understand user profiles
  • Manage users
  • Troubleshoot login issues
  • Computer activation

Security and data access

  • Set up record access
  • Create a role hierarchy

Customization

  • Administer standard fields
  • Create new custom fields
  • Create selection fields: picklists and lookups
  • Create formula fields
  • Work with page layouts
  • Maintain data quality with validation rules

Managing data

  • Import records with import wizards
  • Mass transfer records
  • Merge records
  • Back up data
  • Mass delete records and use the recycle bin

Activity management

  • Administer emails and email templates
  • Track tasks and events

Date, location and time

The new data will be released soon!

Investment

The costs of the course are € 1.020 excl. VAT, including officially certified Salesforce course materials, coffee and tea and lunch.

Cancellation

Until four weeks before the start of the course you may cancel your participation in writing free of charge, or you may propose to attend on another date. Should you cancel within four weeks before the start of the course you will have to pay the full course fee. In the event of insufficient participants we reserve the right to cancel the course at any time or move the date of the event. If so, you will be informed in due time.

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