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.

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Learning Objectives

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 Details

    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 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.

    Who is it For?

    Target Audience

    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 include power users, sales operations, and IT managers.

    Other Prerequisites

    The prerequisites include a solid understanding of basic Salesforce concepts and functionality, and completion of the following online courses, which are available at Getting Started: Navigating Salesforce and Getting Started: Using the Sales Cloud.

    Salesforce Administration Essentials for New Admins (ADM201)

    Course Length : 5 Days

    1. Choose a Date | 2. Click Enroll Now [G2R=Guaranteed to Run]

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