Administration Essentials (Enterprise Edition/Unlimited Edition) (ADM 201)
   
 
 

Program Overview

This five-day comprehensive hands-on program is a must for new administrators. Administration Essentials is the core training that ensures your success with Salesforce. For maximum benefit, we recommend administrators take this program before starting a Salesforce deployment or when taking over an existing deployment.

Agenda

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

Who should attend?

Administration Essentials is designed for new system administrators responsible for the setup, configuration, and maintenance of their organizations’ Salesforce applications. Other groups that benefit from this program include power users, sales operations, and IT managers. Note that administrators of Salesforce CRM Professional Edition should take Administration Essentials (Professional Edition) (ADM202).

 

Prerequisites

The prerequisites include knowledge of basic Salesforce concepts, functionality and knowledge of:

  • Getting Started with Salesforce CRM Navigation   
  • Getting Started with Salesforce CRM Sales

 


Delivery Method

Classroom training led by a Salesforce certified instructor.

BUSINESS TRAINING PROGRAMS

CORPORATE LEARNING SOLUTIONS

Managed Training Services (MTS)