A D M I N I S T R AT I O N E S S E N T I A L S

F O R N E W A D M I N I S T R AT O R S +
C E RT I F I C AT I O N

OVERV IE W
If you are an existing Salesforce Administrator who wants to learn the techniques
and best practices to ensure the success of your deployment and sit for the
Salesforce Administrator Certification examination, then this is the class for you.

In this five-day comprehensive and hands-on course, you will learn the
fundamentals you’ll need as a Salesforce Administrator, ranging from topics such
as how to set up, configure, and maintain your Salesforce instance, to how to set
D U R AT I O N
up workflow automation. This is a combination learn & certify class, which gives
you the option to sit for the highly valued Salesforce Administrator certification
•• 5 days
exam on the final day of class. If you want some more time, you’ll be able to
D E L I V E R Y F O R M AT
conserve your certification exam voucher for use at a later date.
•• Classroom
W H O S H O U L D TA K E T H I S C O U R S E ? C E R T I F I C AT I O N
Administration Essentials for Administrators + Certification is ideal for: •• NOTE: This course is not
•• System administrators responsible for the setup, configuration, and designated as a specific
maintenance of their organization’s Salesforce applications. certification preparation
•• Power users, sales operations personnel, and IT managers that would benefit course. Customers who sit
from deepening their knowledge of Salesforce. for the certification exam
•• People who are interested in taking the Salesforce Certified Administrator should have experience
Exam. beyond what is covered in
this course.

W H E N YO U CO M PL E T E T HI S CO U R S E ,
•• As an additional benefit of
taking this specific course,
YO U W IL L B E A B L E TO:
on the afternoon of the
•• Customize your application, including page layouts, fields, tabs,and business
fifth day, we provide exam
processes proctoring for those who
•• Create a secure Salesforce environment wish to sit for the exam
•• Maintain and import clean data onsite.
•• Create high-value reports and dashboards •• The exam voucher is
•• Set up workflow automation included in this course fee
•• Understand the main topic areas of the Salesforce Certified Administrator
exam.
REGISTER NOW Ò
PREREQUISITES
It is recommended that you have a solid understanding of basic Salesforce
concepts and functionality. In addition, you should have completed the
following online courses, which are available at help.salesforce.com:
•• Getting Started: Navigating Salesforce
•• Getting Started: Using the Sales Cloud

© 2017 salesforce.com, inc. All rights reserved. 09/2017

A D M I N I S T R AT I O N E S S E N T I A L S
F O R N E W A D M I N I S T R AT O R S +
C E RT I F I C AT I O N

MODULE S & TOPIC S

Getting Around the Application Managing Data

•• Understand the Data Model and Navigation •• Import New Records Using Import Wizards
•• Explore the Lightning Experience •• Update Existing Records with the Data Loader
•• Find Answers in Help & Training •• Keep Records Up to Date with Data.com
•• Mass Transfer Records Between Users
Getting Your Organization Ready for Users •• Back Up Data with a Weekly Export
•• Set Up the Company Profile •• Mass Delete Records
•• Configure the User Interface
•• Configure Search Settings Reports and Dashboards
•• Set Up Chatter •• Run and Modify Reports
•• Enable mobile access with Salesforce1 •• Create New Reports with the Report Builder
•• Filter Reports
Setting Up and Managing Users •• Summarize Report Data with Formulas and Visual
•• Manage User Profiles Summaries
•• Create and Manage Users •• Print, Export, and Email Reports
•• Troubleshoot User Login Issues •• Build Dashboards
•• Understand Salesforce Capabilities
•• Set up Chatter Free Users and Invites Automation
•• Email Templates
Security and Data Access •• Set Up Workflow Rules and Process Builder
•• Restrict Logins •• Automate Leads and Cases
•• Determine Object Access •• Automate the Support Process
•• Set Up Record Access •• Understand the Salesforce Console for Service
•• Manage Record Access with the Role Hierarchy •• Enable Collaboration in the Service Cloud
•• Deal with Record Access Exceptions •• Analyze Support Data with Reports and Dashboards
•• Manage Field-Level Security •• Managing the Support Process
Customization: Fields
•• Administer Standard Fields
•• Create New Custom Fields
•• Create Selection Fields: Picklists and Lookups
•• Create Formula Fields
•• Work with Page Layouts
•• Work with Record Types and Business Processes
•• Maintain Data Quality

LEARN EARN CONNEC T C O N TA C T U S

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from our experts, and skill-based credentials Trailblazers to learn, inspire, 1 (877) 872-4610 @Trailhead
your peers. that grow your resume. and blaze new trails.

© 2017 salesforce.com, inc. All rights reserved. 09/2017