Propel Administrator Training and Best Practices Follow
We recommend the following for dedicated and trained administrators per number of Propel users.
Number of Propel Users | Number of Dedicated Propel Administrators |
1-40 | 1 |
40-100 | 2 |
100-200 | 3 |
200+ | 4 |
Propel administrators should complete the following SalesForce Trailheads. Whether you are a new or experienced Propel administrator, we’ve identified the essential modules to help you be successful. Check out our custom trailmix here!
Trailheads for users new to SalesForce:
- Salesforce User Basics:
- Knowledge Basics:
Admin Beginner
- Salesforce Platform Basics Trail:
- Data Modeling:
- Lighting Experience Customizations:
- Reports & Dashboards for Lightning Experience:
- User Management:
Admin Intermediate
- Formulas & Validations:
- Data Security:
- Picklist Administration:
- Lightning Flow:
Admin Advanced
- Advanced Formulas:
- Chatter Administration for Lightning Experience:
- Developer Beginner:
The SalesForce Admin webinar program for ongoing updates and training: https://admin.salesforce.com/all-events
Propel Admin Training Webinar Series: https://propelplm.zendesk.com/hc/en-us/articles/235518807-Watch-Video-Tutorials