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ADM201 Administration Essentials for New Admins

5 Day Course
Code SFADM201

Book Now - 1 Delivery Method Available:

Classroom Virtual Classroom Private Group - Virtual Self-Paced Online

Overview

Who should take this course? Administration Essentials for New Admins is designed for new system administrators responsible for the setup, configuration, and maintenance of their organizations' Salesforce applications. Other groups that benefit from this course include power users, sales operations, and IT managers. Note that administrators of Salesforce Professional Edition should take Administration Essentials (Professional Edition). Certification Administration Essentials for New Admins is recommended as preparation for the Salesforce.com Certified Administrator exam. The exam is included in the price of the classroom and virtual classroom
View detailed Course Modules

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Modules

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Getting Around the App (3 topics)

  • Data Model and Navigation
  • Help & Training

Setting Up the User Interface (1 topic)

  • Setting Up the UI and Search Options

Getting Your Organization Ready for Users (4 topics)

  • Setting Up the Company Profile
  • Configuring the UI
  • Configuring Search Settings

Setting Up and Managing Users (4 topics)

  • Managing User Profiles
  • Managing Users
  • Troubleshooting Login Issues

Security and Data Access (7 topics)

  • Restricting Logins
  • Determining Object Access
  • Setting Up Record Access
  • Creating a Role Hierarchy
  • Dealing with Record Access Exceptions
  • Managing field-level security

Customization: Fields (8 topics)

  • Administrating Standard Fields
  • Creating New Custom Fields
  • Creating Selection Fields: Picklists and Lookups
  • Creating Formula Fields
  • Working with Page Layouts
  • Working with Record Types and Business Processes
  • Maintaining data quality

Managing Data (6 topics)

  • Import Wizards
  • Data Loader
  • Mass Transfer
  • Backing Up Data
  • Mass Delete and the Recycle Bin

Reports and Dashboards (7 topics)

  • Running and Modifying Reports
  • Creating New Reports with the Report Builder
  • Working with Report Filters
  • Summarizing with Formulas and Visual Summaries
  • Printing, Exporting, and Emailing Reports
  • Building Dashboards

Automation (3 topics)

  • Workflow Rules
  • Lead and Case Automation

Collaboration (4 topics)

  • Chatter and Chatter Free
  • Email Administration and Email Templates
  • Tracking Tasks and Events

Service Cloud (5 topics)

  • Automating Support
  • Understanding the Service Cloud Console
  • Collaborating in the Service Cloud
  • Analyzing Support Data: Support Reports and Dashboards

Prerequisites

The prerequisites include a solid understanding of basic Salesforce concepts and functionality and completion of the following online courses, which are available at www.salesforce.com or, for salesforce.com customers, right from the Help Site in Salesforce: Getting Started: Navigating Salesforce Getting Started: Using the Sales Cloud
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