Intended for Salesforce Administrators and back-up Administrators, this workshop provides hands-on lab sessions and instruction on basic management of your Salesforce CRM system.

Topics

• Overview of Salesforce
• Managing Users
• Basic Security & Organization Wide Defaults
• Understanding record access and Role Hierarchy
• Using Public Groups
• Sharing records
• Adding custom fields, including formula fields, and changing page layouts
• Customizing the Home Page
• Customizing Search
• Creating Mail Merge Templates, Email Letterheads & Email Templates
• Configuring the Console
• Using the Group Calendar
• Tracking Field History
• Enabling Advanced Look-Ups
• Enabling Auto completion
• Enabling Inline List Editing & Drag & Drop List Views (Update User Interface & User Profile)
• Managing Bounce Email
• Questions and Answers

"After reviewing all of the online courses Salesforce offers and several months of administration experience. I still did not feel that I knew as much as I should about Salesforce. In one day I increased my knowledge considerably. I learned many things about Salesforce that I never expected."
- Student