Propel Administrator Training and Best Practices

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:
  • https://trailhead.salesforce.com/en/modules/lex_salesforce_basics
• Knowledge Basics: 
  • https://trailhead.salesforce.com/en/modules/knowledge_essentials

 Admin Beginner

• Salesforce Platform Basics Trail:
  • https://trailhead.salesforce.com/trails/force_com_admin_beginner/modules/starting_force_com
• Data Modeling:
  • https://trailhead.salesforce.com/trails/force_com_admin_beginner/modules/data_modeling
• Lighting Experience Customizations:
  • https://trailhead.salesforce.com/trails/force_com_admin_beginner/modules/lex_customization
• Reports & Dashboards for Lightning Experience:
  • https://trailhead.salesforce.com/trails/force_com_admin_beginner/modules/lex_implementation_reports_dashboards
• User Management:
  • https://trailhead.salesforce.com/en/modules/lex_implementation_user_setup_mgmt

 Admin Intermediate

• Formulas & Validations: 
  • https://trailhead.salesforce.com/en/modules/point_click_business_logic
• Data Security:
  • https://trailhead.salesforce.com/en/modules/data_security
• Picklist Administration:
  • https://trailhead.salesforce.com/en/modules/picklist_admin
• Lightning Flow:
  • https://trailhead.salesforce.com/en/modules/business_process_automation

 Admin Advanced

• Advanced Formulas:
  • https://trailhead.salesforce.com/en/modules/advanced_formulas
• Chatter Administration for Lightning Experience: 
  • https://trailhead.salesforce.com/en/modules/lex_implementation_chatter
• Developer Beginner:
  • https://trailhead.salesforce.com/en/trails/force_com_dev_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