Salesforce: ADM201 Administration Essentials for Admins
This comprehensive hands-on course is a must for new Salesforce administrators. Administration Essentials for New Admins is the core training that ensures your success with Salesforce. For maximum benefit, we recommend administrators take this course before starting a Salesforce deployment or when taking over an existing deployment.
Who should take this course?
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).
Certification Administration Essentials for New Admins is recommended as preparation for the Salesforce.com Certified Administrator exam. The exam is included in the price of the classroom and virtual classroom
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.
The prerequisites include a solid understanding of basic Salesforce concepts and functionality and completion of the following online courses, which are available at www.salesforce.com or, for salesforce.com customers, right from the Help Site in Salesforce:
Getting Started: Navigating Salesforce
Getting Started: Using the Sales Cloud
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
Troubleshooting Login Issues
Security and Data Access
Determining Object Access
Setting Up Record Access
Creating a Role Hierarchy
Dealing with Record Access Exceptions
Managing field-level security
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
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
Lead and Case Automation
Chatter and Chatter Free
Email Administration and Email Templates
Tracking Tasks and Events
Understanding the Service Cloud Console
Collaborating in the Service Cloud
Analyzing Support Data: Support Reports and Dashboards