Salesforce Administration Essentials for New Admins (ADM201)

This course is the core training that ensures a student's success with Salesforce. It’s a must for new administrators. Administrators should take this course before starting a Salesforce deployment or when taking over an existing deployment.

When you complete this course, you’ll 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

Course Outline

1 - GETTING AROUND THE APP

Understand the data model and navigation
Find answers in Help & Training

2 - 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

3 - SETTING UP AND MANAGING USERS

Manage user profiles
Create and manage users
Troubleshoot user login issues
Understand Salesforce capabilities
Set up Chatter Free and Chatter external users
Understand Salesforce1 settings

4 - 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

5 - 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

6 - MANAGING DATA

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

7 - 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

8 - AUTOMATION

Manage email administration
Set up workflow rules and Process Builder
Automate leads and cases

9 - MANAGING THE SUPPORT PROCESS

Automate the support process
Understand the Salesforce Console
Enable collaboration in the Service Cloud
Analyze support data with reports and
dashboards
1 - GETTING AROUND THE APP
Understand the data model and navigation
Find answers in Help & Training
2 - 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
3 - SETTING UP AND MANAGING USERS
Manage user profiles
Create and manage users
Troubleshoot user login issues
Understand Salesforce capabilities
Set up Chatter Free and Chatter external users
Understand Salesforce1 settings
4 - 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
5 - 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
6 - MANAGING DATA
Import new records using import wizards
Update existing records with the data loader
Keep records up to date with Data.com and social accounts and contacts
Mass transfer records between users
Back up data with a weekly export
Mass delete records
7 - 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
8 - AUTOMATION
Manage email administration
Set up workflow rules and Process Builder
Automate leads and cases
9 - MANAGING THE SUPPORT PROCESS
Automate the support process
Understand the Salesforce Console
Enable collaboration in the Service Cloud
Analyze support data with reports and
dashboards

Actual course outline may vary depending on offering center. Contact your sales representative for more information.

Course Outline

1 - GETTING AROUND THE APP

Understand the data model and navigation
Find answers in Help & Training

2 - 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

3 - SETTING UP AND MANAGING USERS

Manage user profiles
Create and manage users
Troubleshoot user login issues
Understand Salesforce capabilities
Set up Chatter Free and Chatter external users
Understand Salesforce1 settings

4 - 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

5 - 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

6 - MANAGING DATA

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

7 - 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

8 - AUTOMATION

Manage email administration
Set up workflow rules and Process Builder
Automate leads and cases

9 - MANAGING THE SUPPORT PROCESS

Automate the support process
Understand the Salesforce Console
Enable collaboration in the Service Cloud
Analyze support data with reports and
dashboards
1 - GETTING AROUND THE APP
Understand the data model and navigation
Find answers in Help & Training
2 - 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
3 - SETTING UP AND MANAGING USERS
Manage user profiles
Create and manage users
Troubleshoot user login issues
Understand Salesforce capabilities
Set up Chatter Free and Chatter external users
Understand Salesforce1 settings
4 - 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
5 - 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
6 - MANAGING DATA
Import new records using import wizards
Update existing records with the data loader
Keep records up to date with Data.com and social accounts and contacts
Mass transfer records between users
Back up data with a weekly export
Mass delete records
7 - 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
8 - AUTOMATION
Manage email administration
Set up workflow rules and Process Builder
Automate leads and cases
9 - MANAGING THE SUPPORT PROCESS
Automate the support process
Understand the Salesforce Console
Enable collaboration in the Service Cloud
Analyze support data with reports and
dashboards

Actual course outline may vary depending on offering center. Contact your sales representative for more information.

Contact Us For Price

Course Length: 5 Days

1. Choose a Date | 2. Click Enroll Now

Feb 08

Online LIVE, 6:25 am - 3:00 pm
NHCLC G2R

Mar 01

Online LIVE, 8:30 am - 5:00 pm
NHCLC G2R

Mar 29

Online LIVE, 5:30 am - 2:00 pm
NHCLC G2R

Need Help Picking the Right Course? Give us a call! 781-388-0026