ADM201: Administration Essentials for New Admins

$4,250.00


  • classroom

  • virtual

  • Onsite

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Duration: 5 Days

This comprehensive, entry-level course is recommended for new Salesforce administrators. In this course, you will learn how to navigate and configure the Salesforce interface, manage users, secure the Salesforce environment, load bulk data, and generate customer dashboards and reports.

This course helps prepare you for the Salesforce.com Certified Administrator certification. You will receive a voucher to take the certification exam outside of class.

What You Will Learn

 

  • Customize your application, including page layouts, fields, tabs, and business processes
  • Create a secure Salesforce environment
  • Maintain and import clean data
  • Create high-value reports and dashboards
  • Setup workflow automation

Audience

 

  • New system administrators responsible for the setup, configuration, and maintenance of their organizations' Salesforce applications
  • Power users, sales operations, and IT managers

Note: Administrators of Salesforce Professional Edition should take Administration Essentials for New Admins: Professional Edition (ADM202).

Prerequistes

 

Solid understanding of basic Salesforce concepts and functionality

Course Outline

 

1. Getting Around the App

  • Data Model and Navigation
  • Help and Training

2. Setting Up the User Interface (UI)

  • Setting Up the UI and Search Options

3. Getting Your Organization Ready for Users

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

4. Setting Up and Managing Users

  • Managing User Profiles
  • Managing Users
  • Troubleshooting Login Issues

5. Security and Data Access

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

6. Customization: Fields

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

7. Managing Data

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

8. Reports and Dashboards

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

9. Automation

  • Workflow Rules
  • Lead and Case Automation

10. Collaboration

  • Chatter and Chatter Free
  • E-Mail Administration and E-Mail Templates
  • Tracking Tasks and Events

11. Service Cloud

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

Course Labs