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SalesForce Training: Administration Essentials for New Admins + Cert (ADM201C)

COURSE TYPE

Intermediate

Course Number

2351

Duration

5 Days
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In this five-day comprehensive and hands-on course, you will learn the fundamentals you’ll need as a Salesforce Administrator, ranging from topics such as how to set up, configure, and maintain your Salesforce instance, to how to set up workflow automation. This is a combination learn & certify class, which gives you the option to sit for the highly valued Salesforce Administrator certification exam on the final day of class. If you want some more time, you’ll be able to conserve your certification exam voucher for use at a later date.

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
  • Understand the main topic areas of the Salesforce Certified Administrator exam

Important Course Information

  • Prerequisites

    A solid understanding of basic Salesforce conceptsand functionality, and completion of the following online courses, which are available at help.salesforce.com.

  • Certification

    • NOTE: This course is not designated as a specific certification preparation course. Customers who sit for the certification exam should have experience beyond what is covered in this course.
    • As an additional benefit of taking this specific course, on the afternoon of the fifth day, we provide exam proctoring for those who wish to sit for the exam onsite.
    • The exam voucher isincluded in this course fee

Course Outline

  • Getting Around the Application
  • 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
  • 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 Salesforce 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
  • 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
  • Automate the Support Process
  • Understand the Salesforce Console for Service
  • Enable Collaboration in the Service Cloud
  • Analyze Support Data with Reports and Dashboards
  • Managing the Support Process
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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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