Provisio is proud to support our partner organizations with Salesforce Administrator Training and Mentoring upon request. For those who would prefer to learn in a more self-guided manner, we offer the following links and recommended trainings.
General Resources
Trailhead
Courses
Learning about Salesforce has never been easier! Trailhead
provides Salesforce users with a guided, learning path through the key features
of Salesforce, using a set of interactive, online tutorials
Every
journey begins with a single step — and so does every trail.
Understanding Salesforce – The Basics
Admin Basics
- Navigate Setup
- User
Management
- Create
and Customize List Views
- Customize
Record Highlights with Compact Layouts
Record Type, Page Layout, and Field Creation
- Understand
Custom & Standard Objects
- Create
Object Relationships
- Customize
Record Details with Page Layouts
- Picklist
Administration
Data Security
- Overview of
Data Security
- Control
Access to the Org
- Control
Access to Objects
- Control
Access to Fields
- Control
Access to Records
- Create
a Role Hierarchy
- Define
Sharing Rules
Reports & Dashboards for Lightning Experience
- Introduction
to Reports and Dashboards in Lightning Experience
- Create
Reports with the Report Builder
- Format
Reports
- Visualize
Your Data with the Lightning Dashboard Builder
Data Management
Data Management Tools
