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    ADM201 – Administration Essentials for New Admins

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    ADM201 – Administration Essentials for New Admins

    Enroll Now
    Duration
    5 Days
    Delivery
    (Online and onsite)
    Price
    Price Upon Request

    The ADM201 – Administration Essentials for New Admins course provides System Administrators with the knowledge and skills to set up, configure, and maintain Salesforce applications within their organisations.

     

    See other courses available

    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.
    • Setup workflow automation.

    Getting Around the App

    • Data Model and Navigation
    • Help & Training

    Setting Up the User Interface

    • Setting Up the UI and Search Options

    Getting Your Organization Ready for Users

    • Setting Up the Company Profile
    • Configuring the UI
    • Configuring Search Settings Setting

    Up and Managing Users

    • Managing User Profiles
    • Managing Users
    • Troubleshooting Login Issues

    Security and Data Access

    • Restricting Logins
    • Determining Object Access
    • Setting Up Record Access
    • Creating a Role Hierarchy
    • Dealing with Record Access Exceptions
    • Managing field-level security

    Customization: Fields

    • Administrating Standard Fields
    • Creating New Custom Fields
    • Creating Selection Fields: Picklists and Lookups
    • Creating Formula Fields
    • Working with Page Layouts
    • Working with Record Types and Business Processes
    • Maintaining data quality

    Managing Data

    • Import Wizards
    • Data Loader
    • Mass Transfer
    • Backing Up Data
    • Mass Delete and the Recycle Bin

    Reports and Dashboards

    • Running and Modifying Reports
    • Creating New Reports with the Report Builder
    • Working with Report Filters
    • Summarizing with Formulas and Visual Summaries
    • Printing, Exporting and Emailing Reports
    • Building Dashboards

    Automation

    • Workflow Rules
    • Lead and Case Automation

    Collaboration

    • Chatter and Chatter Free
    • Email Administration and Email Templates
    • Tracking Tasks and Events

    Service Cloud

    • Automating Support
    • Understanding the Service Cloud Console
    • Collaborating in the Service Cloud
    • Analyzing Support Data: Support Reports and Dashboards

    Administration Essentials for New Admins is designed for new system administrators responsible for the setup, configuration, and maintenance of their organizations’ Salesforce applications. Other groups that benefit from this course include power users, sales operations, and IT managers. Note that administrators of Salesforce Professional Edition should take Administration Essentials (Professional Edition).

    The prerequisites include a solid understanding of basic Salesforce concepts and functionality and completion of the following online courses, which are available for salesforce.com customers, right from the Help Site in Salesforce:

    • Getting Started: Navigating Salesforce
    • Getting Started: Using the Sales Cloud

     

    Overview

    The ADM201 - Administration Essentials for New Admins course provides System Administrators with the knowledge and skills to set up, configure, and maintain Salesforce applications within their organisations.  

    See other courses available

    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.
    • Setup workflow automation.

    Getting Around the App

    • Data Model and Navigation
    • Help & Training

    Setting Up the User Interface

    • Setting Up the UI and Search Options

    Getting Your Organization Ready for Users

    • Setting Up the Company Profile
    • Configuring the UI
    • Configuring Search Settings Setting

    Up and Managing Users

    • Managing User Profiles
    • Managing Users
    • Troubleshooting Login Issues

    Security and Data Access

    • Restricting Logins
    • Determining Object Access
    • Setting Up Record Access
    • Creating a Role Hierarchy
    • Dealing with Record Access Exceptions
    • Managing field-level security

    Customization: Fields

    • Administrating Standard Fields
    • Creating New Custom Fields
    • Creating Selection Fields: Picklists and Lookups
    • Creating Formula Fields
    • Working with Page Layouts
    • Working with Record Types and Business Processes
    • Maintaining data quality

    Managing Data

    • Import Wizards
    • Data Loader
    • Mass Transfer
    • Backing Up Data
    • Mass Delete and the Recycle Bin

    Reports and Dashboards

    • Running and Modifying Reports
    • Creating New Reports with the Report Builder
    • Working with Report Filters
    • Summarizing with Formulas and Visual Summaries
    • Printing, Exporting and Emailing Reports
    • Building Dashboards

    Automation

    • Workflow Rules
    • Lead and Case Automation

    Collaboration

    • Chatter and Chatter Free
    • Email Administration and Email Templates
    • Tracking Tasks and Events

    Service Cloud

    • Automating Support
    • Understanding the Service Cloud Console
    • Collaborating in the Service Cloud
    • Analyzing Support Data: Support Reports and Dashboards

    Administration Essentials for New Admins is designed for new system administrators responsible for the setup, configuration, and maintenance of their organizations’ Salesforce applications. Other groups that benefit from this course include power users, sales operations, and IT managers. Note that administrators of Salesforce Professional Edition should take Administration Essentials (Professional Edition).

    The prerequisites include a solid understanding of basic Salesforce concepts and functionality and completion of the following online courses, which are available for salesforce.com customers, right from the Help Site in Salesforce:

    • Getting Started: Navigating Salesforce
    • Getting Started: Using the Sales Cloud

     

      Upcoming Dates
    • ` Jun 26 - Jun 30, 2023
    • ` Jul 24 - Jul 28, 2023
    • ` Aug 21 - Aug 25, 2023
    • ` Sep 18 - Sep 22, 2023
    • ` Oct 16 - Oct 20, 2023
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