Salesforce Administration Essentials for New Admins Course (ADM201)

Become a Salesforce.com Certified Administrator! This comprehensive hands-on course is a must for new Salesforce administrators. For maximum benefit, we recommend administrators take this course before starting a Salesforce deployment or when taking over an existing deployment. As we offer you the chance to become a Certified Admin with our detailed course today!

Training Details

Training Time:
5 Days
Capacity:
3 People
User Interface:
Salesforce Lightning Experience
Prerequisites:
There are no prerequisites for this course.

Who should take this course?

  • New system administrators responsible for the setup, configuration, and maintenance of their organization’s Salesforce applications
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  • Other groups that would benefit from deepening their knowledge of Salesforce, including power users, sales operations, and IT managers
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When you complete this course, you will be able to:

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

Getting Around the App

  • Understand the data model and navigation
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  • Explore the Lightning Experience
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  • Find answers in Help & Training
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Getting Your Organization Ready for Users

  • Set up the company profile
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  • Configure the user interface
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  • Set up activities and calendars
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  • Configure search settings
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  • Set up Chatter
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  • Enable mobile access with Salesforce1
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Setting Up and Managing Users

  • Manage user profiles
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  • Create and manage users
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  • Troubleshoot user login issues
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  • Understand SalesforceA capabilities
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  • Set up Chatter Free Users and Invites
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Security and Data Access

  • Restrict logins
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  • Determine object access
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  • Set up record access
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  • Manage record access with the role hierarchy
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  • Deal with record access exceptions
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  • Control access to events
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  • Manage field-level security
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Customization: Fields

  • Administer standard fields
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  • Create new custom fields
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  • Create selection fields: picklists and lookups
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  • Create formula fields
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  • Work with page layouts
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  • Work with record types and business processes
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  • Maintain data quality
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Managing Data

  • Import new records using import wizards
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  • Update existing records with the data loader
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  • Keep records up to date with Data.com
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  • Mass transfer records between users
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  • Back up data with a weekly export
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  • Mass delete records
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Reports and Dashboards

  • Run and modify reports
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  • Create new reports with the report builder
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  • Filter reports
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  • Summarize report data with formulas and visual summaries
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  • Print, export, and email reports
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  • Build dashboards
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Automation

  • Email Templates
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  • Set up workflow rules and Process Builder
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  • Automate leads and cases
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  • Automate the support process
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  • Understand the Salesforce Console
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  • Enable collaboration in the Service Cloud
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  • Analyze support data with reports and dashboards
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