top of page

BOOTCAMP

Administrator Boot Camp

Five-day hands-on course teaches you the basics of configuring and managing Salesforce.

Computer Class

InspiroWorks Administrator Boot Camp:

CUSTOM TAILORED TO SUIT YOUR NEEDS

This five-day hands-on course teaches you the basics of configuring and managing Salesforce, and it also prepares you for the Salesforce Administrator certification.

Using your own Salesforce Developer Edition environment, you will point and click your way to a fully working Customer Management system.

Basic Navigation

  • Logging in, navigating apps, tabs

  • Home screen

  • Mobile access

  • What is Lightning Experience and how is it different than classic Salesforce?

Creation and Initial Setup

  • Roles and Profiles

  • Sharing Model

  • Permission Sets

  • Groups and Teams

  • Password Policies and Session Settings

Basics of Configuration

  • Standard and Custom Objects

  • Standard and Custom Fields

  • Apps and Tabs

  • Sandboxes

Workflow Automation

  • Workflow Rules and Actions

  • Intro to Process Builder and Flows

Data Management

  • Data Import Wizard and Data Loader

  • Data quality management tools

User Setup and Admin

  • Creating a user account and resetting passwords

  • System Administrators and Delegated Administration

Reports and Dashboards

  • Creating and Customizing Reports and Dashboards

  • Managing Report Folders and Access

  • Sharing Model Impacts on Reports

  • Custom Report Types

AppExchange Basics

  • What is the AppExchange?

  • Free versus paid packages and related
    considerations

Admin Cert. Exam Prep

  • What to expect on the exam

  • Where to find study guides and practice exam questions

Security and Data Access

  • Creating a developer org or trial org

  • Company Information, license types
    and editions

Service Cloud Basics

  • Inspiro Works Console for Service (and Sales)

  • Web-to-case, Email-to-case and “omnichannel” integration

User Setup and Admin.

  • Creating a user account and resetting passwords

  • System Administrators and Delegated Administration

Course Format

Virtual

Virtual Team Meeting

Attend live from anywhere via Webex. The five-day virtual format runs Monday through Friday 9am – 5:30pm Eastern Time [GMT -5]

bottom of page