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Corporate Administrator Training

Our 2019 Corporate Administrator Training at our Conference has Sold Out.

May 6-8, we will be holding an on-site Amadeus Sales & Event Management – Advanced (Delphi.fdc) –  Corporate Administrator Training.

The course is targeted to everyday and advanced users of the system, and is a hands on, in depth training with a comprehensive look at features and best practices.

Schedule

Day One

8:30AM – 9:00AM Introduction to Corporate Admin Training

  • Introductions & Agenda Review
  • Logging In

9:00AM – 10:30AM Delphi.fdc Settings

  • Delphi.fdc Settings
  • Configuring Availability Settings

10:30AM – 11:00AM Break

11:00AM – 12:30PM Fields

  • Standard vs Custom
  • Field Types
  • Help Text
  • Required Fields / View Only fields
  • Basic Formulas
  • Field History Changes

12:30PM – 1:30PM Lunch

1:30PM – 2:00PM Managing Picklist Values

  • Corporate & Property Setup Values
  • Custom Picklist Fields

2:00PM – 2:30PM Page Layouts

  • Editing Existing Layouts
  • Fields & Related Lists Placement
  • Adding Sections

2:30PM – 3:00PM Break

3:00PM – 4:30PM Workflows

  • Workflow Rules & Tasks
  • Email Notifications

4:30PM – 5:30PM Email Templates and Letterheads

  • Email Templates – Text
  • Email Templates – HTML
  • Letterheads and Logos

Day Two

8:30AM – 10:00AM Merge Documents

  • Merge Tool
  • Field Switches (Dates and Numbers)
  • Adding Custom Fields to the Merge Tool
  • Adding Fields
  • Adding Tables for Related Lists
  • Customizing Tables
  • If/Then/Else formulas

10:00AM – 10:30AM Break

10:30AM – 11:30AM Database Management

  • Account & Contact Import
  • Data Backup
  • Merging Duplicate Accounts
  • Transferring Account Ownership

11:30AM – 12:30PM Users & Security

  • Managing Users
  • Profiles
  • Login Restrictions
  • Property User Access
  • Permission Sets

12:30PM – 1:30PM Lunch

1:30PM – 3:00PM Data Validation

  • Options for Managing Data Integrity
  • Updating Using List Views
  • Required Fields
  • Managing/Preventing Duplicates
  • Creating New Validation Rules
  • Areas to avoid

3:00PM – 3:30PM Break

3:30PM – 5:30PM Data Loader

  • Downloading the Data Loader Tool
  • Exporting Data
  • Updating and Upserting Data
  • Mass Delete

Day Three

8:30AM – 10:00AM Customizing Salesforce1 Mobile App

  • Global Actions
  • Object-Specific Actions
  • Custom App
  • Salesforce1 Settings

10:00AM – 10:30AM Break

10:30AM – 12:00PM Let’s Build It!

  • During this session you will learn how to create a commonly requested custom object, with all the appropriate fields, relationships, page layout, security, duplicate settings and even make it mobile!

12:00PM – 12:30PM Corporate Admin Training Wrap-up

  • Best Practices for Salesforce Configuration
  • Future Assistance / Support
  • Q&A