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SalesForce Training: Administration Essentials for New Admins (ADM201)

COURSE TYPE

Foundation

Course Number

2350

Duration

5 Days
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Comprehensive and hands-on, Administration Essentials for New Admins 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.

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

Important Course Information

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
  • Show complete outline
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    Exclusive Private Team Training Course

    Enhance your team's effectiveness and boost productivity with this course, delivered privately to your organization or to any preferred location, including options for hybrid or all-virtual delivery via AnyWare.

    This training course could be customized, and combined with other courses, to meet the specific needs of your team's training.

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