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

Topics

• Overview of Salesforce.com
• Managing Users
• Understanding Record Access and Role Hierarchy
• User Interface Settings
• Adding Custom fields
• Changing Page Layouts
• Customizing Search Layouts
• Creating Email Letterheads & Email Templates
• Mass Emailing
• Tracking Field History
• Creating List Views
• Dependent Picklists
• Using the Leads & Contacts/Accounts Import Wizards
• Updating Records using the Import Wizards
• Questions and Answers

 

* includes a PDF version of the SalesPath Administration Workshop Workbook for later reference

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