Course: Administration Essentials for New Admins (ADM201)   Register Today

This course prepares you to take the Salesforce.com Certified 'Administration Essentials for New Admins' exam.

 

When you complete the course, you will learn 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.
 

Course Outline for Administration Essentials for New Admins (ADM201 - Enterprise Edition/Unlimited Edition)

Note: The course contents are prepared based on the training recommendations from salesforce.com website.

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