Salesforce Administrator Training

for New Admins

Salesforce.com Administration training is critical to your success. This in-depth administrator course is essential for existing Salesforce users, those seeking Salesforce Administrator roles, and IT personnel looking to review features. It is recommended you take this course before taking over or starting a new Salesforce Administration position. We offer this course virtually, at our training center or your place of business (5+ attendees). Group discounts are available.


 
Getting Started

Course Content & Business Benefits

  • Creating and controlling a Salesforce org
  • Configuration and management of standard and custom objects
  • Security - user management, sharing rules and workflow management
  • Data management - validation, migration, cleansing, reports, dashboards
  • Knowledge of AppExchange
  • Sales Cloud - campaign, lead management, contracts, products, price books
  • Service Cloud - case management, service level agreements, portals & consoles

 
Everything is live - See, Learn, Succeed

Achieve a Competitive Advantage
Full 3 Days of Intensive Administrator Training

We have worked with Salesforce since 2000
Count on the Salesforce experts with over a decade training and implementation experience. New company administrators, IT personnel, Salesforce users, and those seeking a new career can benefit. Live Salesforce Training helps you take control of an administrative role by teaching you the basics and best practices of what you need to know.

Your personal trainer will guide you. Ask questions in real time. Live Salesforce Training helps you succeed. Choose Live Salesforce Training for the betterment of your team, organization and career.


Salesforce Administration 3 Day: Request class Curriculum & Registration Dates Live Vs Competitors
Feature Live Salesforce Training Competitors
Instructor Salesforce Certified Consultants
Administrator, Sales Cloud, Service Cloud
Unknown
Material Dynamic, hands-on training,
in a live Salesforce instance
Static material
including videos and slides
Class Size Small Classes
(Max. 10 participants)
Large groups
Location Virtual, Onsite or Your Office
(5+ attendees)
Virtual and Onsite
Price Save over 38%
$2295.00
Compare to
Market Rates
Topics See a full comparison of Live Salesforce Training vs. Competitors »

What you will learn

Managing Users

In this class you will learn how to create new users and manage existing ones. Troubleshoot permission and login problems. Mirror roles similar to your corporate structure. Grant user permissions to objects, tools, features, and records with profiles. We also answer typical administration questions such as: How do I track my users' changes? When should I use roles, profiles, groups, and queues?

  • Restricting user login access
  • Granting user permissions
  • Auditing user actions
  • Managing role hierarchies

Customizing Objects

As a salesforce.com administrator, you will create custom fields for your users. Understand the process of creating new fields, placing them on a page layout, and segmenting the layout for users. Learn to create new custom objects when your data does not fit into a standard object; such as tracking customer feedback.

  • Setting up the user interface
  • Customizing fields and page layouts
  • Using record types and business processes
  • Creating custom objects and relationships

Automating Processes

Automation is what makes salesforce.com so powerful. Use web forms to create records from your website. Intelligently route leads and cases to qualified team members. Instead of letting leads, cases, opportunities, etc fall through the cracks, you can automatically create a list of "to do" activities assigned to the right people for the job. Automatically notify or respond.

  • Lead and Case generation
  • Create a "to do" list of next-step tasks
  • Creating and using workflows
  • Automating emails

Data Management

As an administrator, you need to be able to ensure the data is usable. Complete records more efficiently with validation rules. Apply best practices with automatic field updates. Learn to import and export data for archiving and cleansing. Mass transfer record ownership from one user to another. Create sharing rules and a privacy structure to grant access to records for specific users only.

  • Transferring records
  • Importing and exporting data
  • Validating and formatting data
  • Sharing records automatically and manually

Reports and Dashboards

Reports and Dashboards are your windows into intelligent business decisions. Take existing records in Salesforce, then segment and filter into powerful reports. Build reports, dashboards, and the permissions to access them. Know when to use tabular, summary, and matrix reports, Turn reports into killer graphs and dashboards for enhanced decision making.

  • Control access to reports and dashboards
  • Filter raw data it into powerful information
  • Turn filtered data into effective graphs
  • Use conditional highlighting and summaries

Prerequisites

This course covers fundamentals of Salesforce, it is recommended to have a solid understanding of Salesforce concepts and functionality. You should be familiar with:

  • Navigating around Salesforce
  • Primary functionality of Standard Objects
  • Using Sales Team basics
Who should take this class?
  • Salesforce users
  • New Salesforce Administrators
  • IT personnel wanting a refresher
  • Newer Salesforce users
  • Those interested in a new Salesforce career

Additional Best Practice Discussions:

Desktop and Mobile Applications

Extend salesforce.com to mobile. Download and configure profiles for your users to take their data with them. Understand where and how to set-up these portability features.

Extend Functionality

Install packages from the AppExchange, Salesforce's own directory of pre-built applications ready to be integrated with your system. We discuss best practices for using the AppExchange.

Portals

Share your data effectively across multiple channels. Salesforce provides secure access to your data for both Customers and Partners. Learn how you can get started implementing portals.


Class Begins Ends Status Location Sign up
Admin TrainingWed. Oct 19, 2016Fri. Oct 21, 2016 Scheduled Virtual/ Scranton, PA Register for this class
Admin TrainingWed. Nov 9, 2016Fri. Nov 11, 2016 Scheduled Virtual/ Scranton, PA Register for this class
Admin TrainingWed. Nov 30, 2016Fri. Dec 2, 2016 Scheduled Virtual/ Scranton, PA Register for this class
Admin TrainingWed. Dec 21, 2016Fri. Dec 23, 2016 Scheduled Virtual/ Scranton, PA Register for this class
Admin TrainingWed. Jan 18, 2017Fri. Jan 20, 2017 Scheduled Virtual/ Scranton, PA Register for this class
Admin TrainingWed. Feb 8, 2017Fri. Feb 10, 2017 Scheduled Virtual/ Scranton, PA Register for this class
Admin TrainingWed. Mar 1, 2017Fri. Mar 3, 2017 Scheduled Virtual/ Scranton, PA Register for this class
Admin TrainingWed. Mar 22, 2017Fri. Mar 24, 2017 Scheduled Virtual/ Scranton, PA Register for this class
Admin TrainingWed. Apr 12, 2017Fri. Apr 14, 2017 Scheduled Virtual/ Scranton, PA Register for this class
Admin TrainingWed. May 3, 2017Fri. May 5, 2017 Scheduled Virtual/ Scranton, PA Register for this class
Admin TrainingWed. May 31, 2017Fri. Jun 2, 2017 Scheduled Virtual/ Scranton, PA Register for this class
Admin TrainingWed. Jun 14, 2017Fri. Jun 16, 2017 Scheduled Virtual/ Scranton, PA Register for this class
Admin TrainingWed. Jul 5, 2017Fri. Jul 7, 2017 Scheduled Virtual/ Scranton, PA Register for this class
Admin TrainingWed. Jul 26, 2017Fri. Jul 28, 2017 Scheduled Virtual/ Scranton, PA Register for this class
Admin TrainingWed. Aug 16, 2017Fri. Aug 18, 2017 Scheduled Virtual/ Scranton, PA Register for this class
Admin TrainingWed. Sep 6, 2017Fri. Sep 8, 2017 Scheduled Virtual/ Scranton, PA Register for this class