Basic Systems Administration Training is a must for all Salesforce Systems Admins. It addresses the various means of accessing your data quickly as well as basic modifications to your system to allow you capture and use the data you need, along with tips and tricks and the basics of System Maintenance.
This is planned for Carmichael House, but if restrictions prevent this, we will change to an Online Webinar
- Introduction and Terminology – the basic building blocks of Salesforce
- Managing User Accounts, Login Issues
- New Fields, Editing Picklists and Layouts
- How to get information out of the system quickly –
- Searching
- List Views, Filtering, Inline editing
- Introduction to Reporting, Types of reports, Filtering, Grouping
- Exporting to Excel
- (time allowing) – Introduction to Charts