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Salesforce Administrator Boot Camp

This five-day hands-on course teaches you the basics of configuring and managing Salesforce, and it also prepares you for the Salesforce Administrator certification.

Using your own Salesforce Developer Edition environment, you will point and click your way to a fully working Customer Management system.

Standard price: $2400 per student (Discounts available for groups)      Reserve a seat!

Course Formats

Classroom

In person with the instructor at one of our classroom facilities in Atlanta, GA or Clearwater, FL. The five-day classroom format runs Monday through Friday 9am – 5:30pm local time.

 

Virtual

Attend live from anywhere via Webex. The five-day virtual format runs Monday through Friday 9am – 5:30pm Eastern Time (GMT -5).

Topics

Basic Navigation

  • Logging in, navigating apps, tabs
  • Home screen
  • Mobile access
  • What is Lightning Experience and how
    is it different than classic Salesforce?

Salesforce Org Creation and Initial Setup

  • Creating a developer org or trial org
  • Company Information, license types
    and editions

User Setup and Administration

  • Creating a user account and resetting passwords
  • System Administrators and Delegated Administration

Security and Data Access

  • Roles and Profiles
  • Sharing Model
  • Permission Sets
  • Groups and Teams
  • Password Policies and Session
    Settings

Basics of Configuration

  • Standard and Custom Objects
  • Standard and Custom Fields
  • Apps and Tabs
  • Sandboxes

Data Management

  • Data Import Wizard and Data Loader
  • Data quality management tools

Reports and Dashboards

  • Creating and Customizing Reports and Dashboards
  • Managing Report Folders and Access
  • Sharing Model Impacts on Reports
  • Custom Report Types

Workflow Automation

  • Workflow Rules and Actions
  • Intro to Process Builder and Flows

Sales Cloud Basics

  • Leads, Opportunities, Accounts and Pipeline Management
  • Person Accounts

Service Cloud Basics

  • Salesforce Console for Service (and Sales)
  • Web-to-case, Email-to-case and “omnichannel” integration

AppExchange Basics

  • What is the AppExchange?
  • Free versus paid packages and related
    considerations

Preparing for the Admin Certification Exam

  • What to expect on the exam
  • Where to find study guides and
    practice exam questions

Available Dates

2018

Register for a Class