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Administration Essentials for New Admins - ADM-201

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.

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
Prework
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Administrative Essentials for New Admins Pre-work

Please complete the following before attending our expert-led class.

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
  • Print, export, and email reports
  • Build dashboards

 

Automation

  • Email Templates
  • Set up workflow rules and Process Builder
  • Automate leads and cases

 

Managing the Support Process* *For virtual classroom attendees, this content is delivered as an online module.

  • Automate the support process
  • Understand the Salesforce Console
  • Enable collaboration in the Service Cloud
  • Analyze support data with reports and dashboards
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Well paced to suit the group, we were all able to work through everything together.

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Available Dates

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