Administration Essentials for New Admins (ADM 201)

Course Modality

Instructor-led

Course Level

Beginner

Course Time

5 days

Course Language

English

Course Overview

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.

Prerequisites

  • There is no prerequisites in here.

Intended 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, including power users, sales operations, and IT managers

Why The DataTech Labs ?

Self-Paced Online Video

A 360-degree learning approach that you can adapt to your learning style

A 360-degree learning approach that you can adapt to your learning style

Engage and learn more with these live and highly-interactive classes alongside your peers

24/7 Teaching Assistance

24/7 Teaching Assistance Keep engaged with integrated teaching

Online Practice Labs

Projects provide you with sample work to show prospective employers.

Applied Projects

Real-world projects relevant to what you’re learning throughout the program

Learner Social Forums

A support team focused on helping you succeed alongside a peer community

Skill Covered

In this course, students learn how 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

Get In Touch

Course Curriculum

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

Recommended Exams

salesforce-certified-professional

Administrator

The Salesforce Administrator credential is designed for those who have experience with Salesforce and continuously look for ways to assist their companies in getting even more from additional features and capabilities.

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