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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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    Convenient Ways to Attend This Instructor-Led Course

    Hassle-Free Enrollment: No advance payment required to reserve your seat.
    Tuition due 30 days after you attend your course.

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    Private Team Training

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    Tuition — Standard: $4500  

    Dec 2 - 6 ( 5 Days)
    9:00 AM - 3:00 PM EST
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    Dec 9 - 13 ( 5 Days)
    9:00 AM - 3:00 PM PST
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    Tuition

    Standard

    In Classroom or
    Online

    Standard

    $4500

    Private Team Training

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    Training Hours

    Training hours vary depending on the time zone in which your course is scheduled.

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