Administration Essentials for New Admins (Salesforce ADM201)

Level: Foundation

Comprehensive and hands-on, Administration Essentials for New Admins (ADM 201) is the core training that ensures your success with Salesforce. It’s a must for new administrators. We recommend administrators take this course before starting a Salesforce deployment or when taking over an existing deployment.

Plus, this course or ADM 201C will prepare you to write the exam to achieve the Salesforce Certified Administrator credential.

Key Features of this Salesforce ADM 201 Training:

  • After-course instructor coaching benefit
  • Learning Tree end-of-course exam included

You Will 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

Choose the Training Solution That Best Fits Your Individual Needs or Organizational Goals

LIVE, INSTRUCTOR-LED

In Class & Live, Online Training

  • 5-Day Instructor-Led Course
  • This course is recommended as preparation for the Salesforce Certified Administrator exam.
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Standard $5740

Government $5050

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PRODUCT #2350

TRAINING AT YOUR SITE

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  • Blended learning models
  • Tailored content
  • Expert team coaching

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In Class & Live, Online Training

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Note: This course runs for 5 Days

  • Nov 30 - Dec 4 8:30 AM - 5:00 PM EST Online (WebEx) Online (WebEx) Reserve Your Seat

  • Dec 14 - 18 8:30 AM - 5:00 PM EST Online (WebEx) Online (WebEx) Reserve Your Seat

  • Feb 8 - 12 8:30 AM - 5:00 PM EST Online (WebEx) Online (WebEx) Reserve Your Seat

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Salesforce ADM 201 Course Information

Salesforce ADM 201 Course Outline

  • 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

Team Training

Salesforce ADM 201 Training FAQs

  • Can I learn Salesforce ADM 201 Training online?

    Yes! We know your busy work schedule may prevent you from getting to one of our classrooms which is why we offer convenient online training to meet your needs wherever you want, including online training.

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