Comprehensive Salesforce System Administration

SF-104 (5 Days)
4.8 out of 5 (19 reviews)  

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Salesforce Training Overview

This comprehensive Salesforce® training is designed for new Salesforce systems administrators. The course first teaches attendees about the Salesforce structure and terminology, as well as how to set up and manage users, login security, troubleshooting, object and record access, and more. Students then take their skills to the next level with essential system administrator skills, including customizing Salesforce, creating custom objects and report types, using sandboxes, and leveraging all the automation tools in Salesforce. The course includes a final project giving students a real-world design and customization scenario.

Note: This Salesforce class can be taught using the Classic User Interface or the Lightning Interface.

Location and Pricing

Most Accelebrate courses are delivered as private, customized, on-site training at our clients' locations worldwide for groups of 3 or more attendees and are custom tailored to their specific needs. Please visit our client list to see organizations for whom we have delivered private in-house training. These courses can also be delivered as live, private online classes for groups that are geographically dispersed or wish to save on the instructor's or students' travel expenses. To receive a customized proposal and price quote for private training at your site or online, please contact us.

Salesforce Training Objectives

All students will:

  • Navigate in Salesforce
  • Use help and training
  • Understand Salesforce terminology
  • Understand the Salesforce data model and object schema
  • Configure global settings – company profile, UI, calendar, and activity settings
  • Demonstrate login troubleshooting
  • Restrict logins
  • Configure profiles
  • Configure new users
  • Understand object access
  • Understand record access
  • Understand role hierarchy
  • Configure sharing rules
  • Manage field-level security
  • Create and configure a data access model
  • Configure custom fields and understand field level security
  • Create and configure custom objects and custom fields
  • Maintain data integrity
  • Understand page layouts, record types, and business processes
  • Import/export data
  • Create reports and dashboards
  • Use Salesforce automation
  • Understand and configure object relationships
  • Understand and use lookup and master-detail fields
  • Understand and use rollup summary fields
  • Create Custom Report Types
  • Use Custom Summary Formulas and Bucket Fields
  • Create Workflows
  • Create Processes
  • Use Approval Processes
  • Use Flow
  • Create Queues, Assignment Rules, Auto-Response Rules, Escalation Rules
  • Configure Web to Case and Email to Case
  • Configure and Customize a full business scenario
  • Understand Sandboxes
  • Understand metadata and Change Sets
  • Use the AppExchange
  • Know when to code
  • Study for their system admin certification

Salesforce Training Outline

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Introduction
Navigating in Salesforce
  • Logging into Salesforce
  • Using search
  • Parent-child object relationships
  • Configuring personal settings
  • Understanding apps and tabs
  • Using the schema builder
Understand and Configure Global Settings
  • Company profile
  • UI
  • Calendar
  • Chatter
  • Setting up activities
  • Using list views
Setting Up New Users
  • Managing users
  • Managing profiles
  • Managing licenses
  • Understanding login security
  • Troubleshooting login issues
Security and Data Access
  • Setting object access
  • Setting record access
  • Creating a role hierarchy
  • Record access exceptions
  • Managing field level security
  • Design and configure a data access model
Standard and Custom Object Customizations
  • Customize standard objects and fields
  • Creating custom objects and custom fields
  • Creating formula fields
  • Page layouts
  • Record types
  • Business processes
  • Design and configure a business scenario
Maintaining Data Integrity
  • Required fields
  • Matching and duplicate rules
  • Validation rules
  • History tracking
Data importing and Exporting
  • Import using the data import wizard
  • Import using dataloader.io
Reports and Dashboards
  • Folders and security
  • Create reports using standard report types
  • Create reports using custom report types
  • Create dashboards
Emailing from Salesforce
  • Sending emails with tracking code
  • Mass emailing
  • Workflow
  • Process Builder
Chatter
  • Understand Chatter
  • Understand use cases for Chatter
  • Configure Chatter invites
Salesforce Mobile
  • Understand the capabilities
  • Know how to configure
  • Understand SalesforceA
  • Use Quick Actions
Object Relationships
  • Recognizing the need to create a custom object
  • Lookup or master-detail?
  • Rollup summary fields
Advanced Reporting
  • Custom Report Types
  • Custom Summary Formulas
  • Bucket Fields
Salesforce Automation
  • Workflow
  • Process Builder
  • Approval Processes
  • Flow
Support Processes
  • Queues
  • Assignment Rules
  • Auto-Response Rules
  • Escalation Rules
  • Web to Case
  • Email to Case
  • Support Settings
Final Project
  • Design, configure, and customize a full business scenario in Salesforce
  • Review student solutions
Sandboxes
  • Types of Sandboxes
  • Creating and Refreshing Sandboxes
  • Metadata vs. Data
  • Change Sets
Using the AppExchange
  • Using the AppExchange
  • How to assess apps
  • Unmanaged and Managed Apps
Know When to Code
  • Understanding declarative limits
  • Evaluate customization priorities
  • Typical coding scenarios
System Administrator Certification Discussion
  • Requirements
  • Exam study Resources
  • Preparation
Conclusion
Request Pricing

Lecture percentage

50%

Lecture/Demo

Lab percentage

50%

Lab

Course Number:

SF-104

Duration:

5 Days

Prerequisites:

All students should have a working knowledge of Excel and be proficient using a browser. No other prerequisites are required.  

Training Materials:

All students will receive comprehensive courseware.

Software Requirements:

Attendees will not need to install any software on their computer for this class, the class will be conducted in a remote environment that Accelebrate will provide; students will only need a local computer with a web browser with a stable Internet connection. It is recommended by Salesforce to use Chrome as the browser for Salesforce.

Contact Us:

Accelebrate’s training classes are available for private groups of 3 or more people at your site or online anywhere worldwide.

Don't settle for a "one size fits all" public class! Have Accelebrate deliver exactly the training you want, privately at your site or online, for less than the cost of a public class.

For pricing and to learn more, please contact us.

Contact Us Train For Us

Toll-free in US/Canada:
877 849 1850
International:
+1 678 648 3113

Toll-free in US/Canada:
866 566 1228
International:
+1 404 420 2491

925B Peachtree Street, NE
PMB 378
Atlanta, GA 30309-3918
USA

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