KB Associates Salesforce.com Consultants

salesforce authorized consultant

Training

Salesforce.com Admin Bootcamp

Is this course for you?

Salesforce.com Admin Bootcamp is designed to get new salesforce.com System Administrators up to speed with the basics of salesforce.com system administration.

It is not designed to replace the salesforce.com Administration Essentials course but we have found that in order to get the most out of that course new adminstrators need to get some hands on experience first, BUT they often need a little jump start training to have the confidence to get started. This course meets that need.

OR if you have been given the job of Assistant Systems Administrator, perhaps taking over when the main adminstrator is on holiday. This is the course for you.

Cost

The fee for this course including lunch is £350 plus VAT. Payable in advance

Where and When

Progressive Training & Development Ltd
202 Blackfriars Road
Southwark
SE1 8NJ

The next course will be held on the 8th September 2010. The day after Cloudforce London 2010.

Course Agenda

  • Course Overview  9.00 - 9.15
  • How to use Help and Training 9.15 - 9.30
  • Salesforce CRM Overview 9.30 - 9.45
  • Custom fields 9.45 - 10.30
    • Different types of Custom fields
    • Set up a Custom field
    • Create and modify a Dependent Picklist
    • Create and modify a Lookup field
    • Create and modify a formula field
  • Page Layouts 10.30 - 11.00
    • The elements within a Page Layout
    • Create and modify a Page Layout
    • Customize a related List
    • Create and modify a record type
    • Set up field-Level Security
  • Break 11.00 - 11.15
  • Data Validation  11.15 - 11.30
    • Create Data Validation rules
  • Workflow 11.30 -12.00
    • Differences between immediate and time-dependent Workflow
      actions
    • Set up a Workflow rule and associated actions
  • Custom Objects, Applications, & Tabs 12.00 - 12.30
    • Create a Custom object
    • Create a Custom object tab
    • Create a Custom app
  • Lunch 12.30 - 13.00
  • User Management  13.00 - 13.30
    • Information captured on the User record
    • Create and maintain User records
  • Profiles 13.30 - 14.00
    • What a Profile controls
    • Managing profiles
    • When to create a Custom Profile
  • Record Sharing 14.00 -  14.45
    • Record owner concept
    • Elements of the Sharing model
    • The use of roles 
    • Building Sharing rules
  • Break 14.45 - 15.00
  • Data Management 15.00 - 16.00
    • The function of an external ID
    • The different tools for data migration
    • Data import wizard
    • When to use the Data Loader
  • Preparing for the Certified Administrator exam 16.00 - 17.00
    • Other topics you will need to study
    • Example questions
    • How to approach the exam

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