Salesforce Admin Basics part 1 - Fields and Objects
This is the introduction to Salesforce for administrators, taking you through the start of what you can do to manage, configure, and customize your Salesforce. You’ll get an orientation to the tools available to administrators while getting hands on with the basics of data storage in Salesforce - fields and objects.
Taught every 6 weeks.
Registration is per ORGANIZATION - add 1 to your cart, have as many employees as you like attend.
This is the introduction to Salesforce for administrators, taking you through the start of what you can do to manage, configure, and customize your Salesforce. You’ll get an orientation to the tools available to administrators while getting hands on with the basics of data storage in Salesforce - fields and objects.
Taught every 6 weeks.
Registration is per ORGANIZATION - add 1 to your cart, have as many employees as you like attend.
This is the introduction to Salesforce for administrators, taking you through the start of what you can do to manage, configure, and customize your Salesforce. You’ll get an orientation to the tools available to administrators while getting hands on with the basics of data storage in Salesforce - fields and objects.
Taught every 6 weeks.
Registration is per ORGANIZATION - add 1 to your cart, have as many employees as you like attend.
Course Schedule
Every 6 weeks on Mondays
From 1 - 2:30pm Eastern Time (US)
Who should take this course
You are a new Salesforce administrator, in charge of making Salesforce work correctly for your organization
You are curious about how to extend and customize Salesforce
What you’ll learn
How to navigate in Setup and Object Manager
How Setup lets you manage objects and fields
How to navigate an object’s customization menu
Understanding standard, custom, and managed package fields and what you can change with each
Each field’s data type, with best practices and guidance on when to choose a particular type of fields
Understanding lookups and how they tie objects to one another
How and when to create a new custom object
What to expect from this course
Each course is 90 minutes, online, taught by an experienced Salesforce consultant who has hands-on experience managing Salesforce for nonprofits across many organizations
You will receive a Zoom link prior to the course you’re registered for
Anyone new to Salesforce can take this course - whether you’re using the NPSP or not.
This is a very hands-on course. You will be working in a sandbox version of your real Salesforce. You will be sent instructions prior to the course in setting up a sandbox.
Ideally you will come into this course with real fields and objects that you need to add, so that you can add them during the course and get support. We will provide an example of a commonly-added object and common field changes if you aren’t sure what to bring into this course.