Introduction to Salesforce System Administration

SF-100 (3 Days)

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Salesforce Training Overview

This course, designed for new Salesforce® systems administrators, teaches attendees everything they need to get started with Salesforce from setting up and managing users to creating insightful Reports and Dashboards. This course sets the stage for the next class Advanced Salesforce System Administration.

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

Location and Pricing

Most Accelebrate courses are taught as private, customized training for 3 or more attendees at our clients' sites worldwide. In addition, we offer live, private online classes for teams who may be in multiple locations or wish to save on travel costs. Please visit our client list for organizations for whom we have delivered onsite training. To receive a customized proposal and price quote for private on-site or online training, 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 Chatter
  • Understand Salesforce Mobile

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
Salesforce Automation
  • 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
Conclusion
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Lecture percentage

50%

Lecture/Demo

Lab percentage

50%

Lab

Course Number:

SF-100

Duration:

3 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

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