ASPE-SF1 - Salesforce.

com Administration Essentials for New Admins

(Authorized Salesforce.com Training)

Introduction:
This comprehensive hands-on Salesforce training course is a must for new Salesforce administrators. Administration
Essentials for New Admins is the core training that ensures your success with Salesforce. For maximum benefit, we
recommend administrators take this course before starting a Salesforce deployment or when taking over an existing
deployment.

Audience:
Salesforce.com Administration Essentials for New Admins is designed for new system administrators responsible for the
setup, configuration, and maintenance of their organizations Salesforce applications.
Other groups that benefit from this course include power users, sales operations, and IT managers.
Note that administrators of Salesforce Professional Edition should take Administration Essentials (Professional Edition).

Prerequisites:
The prerequisites include a solid understanding of basic Salesforce concepts and functionality and completion of the
following online courses, which are available at www.salesforce.com or, for salesforce.com customers, right from Help Site
in Salesforce:

Getting Started: Navigating Salesforce

Getting Started: Using the Sales Cloud

What you will learn:

Customize your application, including page layouts, fields, tabs, and business processes.
Create a secure Salesforce environment.
Maintain and import clean data.
Create high-value reports and dashboards.
Setup workflow automation.

Course Outline:
I.Introductions and Overview
General Overview of SalesforceData Model and Navigation
AW Computing Your New Employer
Exercise: Log In
Exercise: Edit Your Chatter Profile
II. Getting Around the App
Data Model and Navigation
Exercise: Build the Salesforce Schema
Help & Training
Exercise: Treasure Hunt
Exercise: Help & Training Portal
III. Getting Your Organization Ready for Users
Setting Up the Company Profile
Exercise: Check the Company Profile
Exercise: Set Up the Yen Currency
Exercise: Update the Yen Exchange Rate with ACM
Configuring the User Interface
Exercise: Modify the UI to Improve User Experience
Setting Up Activities and Calendars
Configuring Search Settings
Exercise: Configuring Searches
Setting Up Chatter Feed Tracking and Groups
Exercise: Create a Manufacturing Accounts List View
IV. Setting Up and Managing Users
Managing User Profiles
Exercise: Create the Recruiting User Profile
Chatter Free Users and Invites
Exercise: Set Up an APAC User
Troubleshooting Login Issues
Exercise: Troubleshoot and Fix Login Issues
V. Security and Data Access
Restricting Logins
Exercise: Restrict Login Hours and IP Ranges
Determining Object Access
Exercise: Update Account Object Permissions
Exercise: Update Contact Object Permissions
Setting Up Record Access
Exercise: Setting Organization-Wide Defaults
Creating a Role Hierarchy
Exercise: Create a Role Hierarchy
Exercise: Assigning Users to Roles
Dealing with Record Access Exceptions
Exercise: Create Opportunity Sharing Rules
Exercise: Create Sharing Rules for Recruiting
Exercise: Set Up Account Teams
Exercise: Manually Share Recruiting Records

Managing field-level security

Exercise: Set Opportunity Field-Level Security

VI. Customization: Fields

Administrating Standard Fields
Exercise: Administrate Standard Fields
Creating New Custom Fields
Exercise: Create Custom Fields
Creating Selection Fields: Picklists and Lookups
Exercise: Creating Picklists
Exercise: Create a Close Reason Picklist
Creating Selection Fields: Lookups
Exercise: Create and Filter Lookups
Creating Formula Fields
Exercise: Create Custom Formula Fields
Working with Page Layouts
Exercise: Creating Page Layouts
Exercise: Create a Partner Account Page Layout
Working with Record Types and Business Processes
Exercise: Create a Partner Account Record Type
Exercise: Create a B2C Business Process and Record Type
Maintaining data quality
Exercise: Enable Account Field History Tracking
Exercise: Create an Account Validation Rule
Customizing Activities
Exercise: Create an Opportunity Validation Rule
VII. Managing Data
Import Wizards
Exercise: Prepare the Import File
Exercise: Import Leads Using Wizard
Data Loader
Exercise: Export Using Data Loader
Exercise: Match Record IDs to Account
Exercise: Update Using Data Loader
Data.com
Social Accounts and Contacts
Mass Transfer
Exercise: Mass Transfer Records, Deactivate a User
Backing Up Data
Mass Delete and the Recycle Bin
Exercise: Mass Delete Records
VIII. Reports and Dashboards
Running and Modifying Reports
Exercise: Run and Modify a Report
Creating New Reports with the Report Builder
Exercise: Create a Simple Custom Report
Exercise: Create a Matrix Report
Working with Report Filters
Exercise: Use Filters and Filter Logic in a Report
Exercise: Create a Custom Report

Exercise: Filter a Report with Special Date Values

Summarizing with Formulas and Visual Summaries
Exercise: Add a Custom Summary Report
Exercise: Add Highlights and a Chart
Printing, Exporting, and Emailing Reports
Exercise: Schedule and Email a Report
Building Dashboards
Exercise: Build a Global Sales Dashboard
Exercise: Create a User Adoption Dashboard

IX. Automation
Email Administration and Email Templates
Workflow Rules
Exercise: Create a New Workflow Rule with 1 Action
Exercise: Create a Workflow Rule with a Time Trigger
Lead and Case Automation
Exercise: Prepare the Lead Fields and Create Queues
Exercise: Create Assignment Rules
Exercise: Create an Auto-Response Rule and Enable Web-to-Lead
X. Managing the Support Process
Managing and Resolving Cases
Exercise: Chatter Enable Cases, Create Groups
Customizing Support Processes
Automating Support: Web-to-Case and Email-to-Case
Automating Support: Workflow from Case Comments
Automating Support: Case Queues, Assignment, and Escalation
Understanding the SoftPhone and Service Cloud console
Collaborating in the Service Cloud
Analyzing Support Data
XI. Course Summary
Final Project Requirements
Final Project, continued
Final Course Review
Where to Go for More Resources
Survey
Please Note: Outline is subject to change.