Salesforce System Administration

Course Description: Salesforce® System Administration

This five-day, heavy hands-on comprehensive Salesforce® training is designed for new Salesforce® systems administrators. This course is an alternative to the Administration Essentials for New Admins in Lightning Experience (ADX201) course offered by Salesforce, which I have taught many times. My course allows students to take their skills to the next level and prepares students to study for the System Administrator Certification Exam. The course includes a roadmap to getting certified that I have given to many students, and I assist students in preparing for the exam. I have an online, live, one-hour review session one week after the class, and another two weeks after, to help students prepare for the certification exam.

Training Materials

All students will receive comprehensive courseware.

Training Outline

• Salesforce Terminology
• Navigating in Salesforce®
  • Logging in
  • Using search
  • Configuring personal settings
  • Understanding apps and tabs
  • Personalization options
• Understand and Configure Global Settings

• • Company Information
  • UI
  • Calendar
  • Setting up activities

• Setting Up New Users

• • Managing users
  • Managing licenses
  • Understanding login security
  • Troubleshooting login issues

• Security and Data Access

• • Profiles and OWD
  • Permission Sets
  • Role Hierarchy
  • Sharing Rules
  • Teams
  • Managing field level security
  • Design and configure a data access model

• Standard and Custom Object Customizations
  • Using Schema Builder

• • Customize standard objects and standard 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 – page layout
  • Required fields – universally required
  • Matching and duplicate rules
  • Validation rules
  • History tracking

• Data importing, exporting, deleting

• • Import using the data import wizard
  • Import using dataloader.io
  • Exporting
  • Deleting

• Reports and Dashboards

• • Folders and security
  • Create reports using standard report types
  • Create reports using custom report types
  • Scheduling reports and dashboards
  • Create dashboards

• Emailing from Salesforce®

• • Sending emails with tracking code
  • Emailing from list views
  • Mass emailing

• Automation

• • Quick Actions
  • Flow
  • Advanced Flow
  • Converting Workflow and Processes to Flow

• Object Relationships
  • Recognizing the need to create a custom object
  • Lookup or master-detail
  • Rollup summary fields
• Support Processes

• • Queues
  • Assignment Rules
  • Auto-Response Rules
  • Escalation Rules
  • Web to Case
  • Email to Case
  • Support Settings

• Using the AppExchange

• • Using the AppExchange
  • How to assess apps
  • Unmanaged and Managed Apps

• Know When to Code

• • Understanding declarative limits
  • Evaluating customization priorities
  • Typical coding scenarios

• System Administrator Certification Discussion

• • Requirements
  • Exam study Resources
  • Preparation Strategy

If you have any questions about this Salesforce® training course, feel free to email us or call us at 513-218-7180.