Detaillierter Kursinhalt
Getting around the app
- Understand the data model and navigation
- Find answers in help & training
Getting your organization ready for users
- Understand the company profile
- Learn about the user interface
- Configure search settings
- Set up list views
Setting up and managing users
- Understand user profiles
- Manage users
- Troubleshoot login issues
- Computer activation
Security and data access
- Set up record access
- Create a role hierarchy
Customization
- Administer standard fields
- Create new custom fields
- Create selection fields: picklists and lookups
- Create formula fields
- Work with page layouts
- Maintain data quality with validation rules
Managing data
- Import records with import wizards
- Mass transfer records
- Merge records
- Back up data
- Mass delete records and use the recycle bin
Activity management
- Administer emails and email templates
- Track tasks and events