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 Rapitek 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
Other groups that would benefit from deepening their knowledge of Salesforce, including power users, sales operations, and IT managers
When you complete this course, you will be able to:
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
Set up workflow automation
Lessons and Topics
Getting Around the App
Understand the data model and navigation
Explore the Lightning Experience
Find answers in Help & Training
Getting Your Organization Ready for Users
Set up the company profile
Configure the user interface
Set up activities and calendars
Configure search settings
Set up Chatter
Enable mobile access with Salesforce1
Setting Up and Managing Users
Manage user profiles
Create and manage users
Troubleshoot user login issues
Understand SalesforceA capabilities
Set up Chatter Free Users and Invites
Security and Data Access
Restrict logins
Determine object access
Set up record access
Manage record access with the role hierarchy
Deal with record access exceptions
Control access to events
Manage field-level security
Customization: Fields
Administer standard fields
Create new custom fields
Create selection fields: picklists and lookups
Create formula fields
Work with page layouts
Work with record types and business processes
Maintain data quality
Managing Data
Import new records using import wizards
Update existing records with the data loader
Keep records up to date with Data.com
Mass transfer records between users
Back up data with a weekly export
Mass delete records
Reports and Dashboards
Run and modify reports
Create new reports with the report builder
Filter reports
Summarize report data with formulas and visual summaries