Administration Essentials for New Admins (ADM-201)

COURSE OUTLINE:

Description

Comprehensive and hands-on, this course is the core training that ensures your success with Salesforce. It�s a must for new administrators. We recommend administrators take this course before starting a Salesforce deployment or when taking over an existing deployment.

Audience
Administration Essentials for New Admins is designed for:
  • 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
Prerequisites
A solid understanding of basic Salesforce concepts and functionality completion of the following online courses, which are available at help.salesforce.com.
  • Getting Started: Navigating Salesforce
  • Getting Started: Using the Sales Cloud
Learning Objectives
  • 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
1. Getting Around the App
  • Understand the data model and navigation
  • Explore the lightning experience
  • Find answers in help and 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
  • Enable mobile access with Salesforce1
3. 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
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
  • 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
  • Email Templates
  • 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
*For virtual classroom attendees, this content is delivered as an online module.