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ADM201 – Administration Essentials for New Admins

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Tulevat päivämäärät


Sep 27 - Oct 1, 2021
09:00 - 17:00 (EET)
Online

Oct 25 - Oct 29, 2021
09:00 - 17:00 (EET)
Online

Nov 29 - Dec 3, 2021
09:00 - 17:00 (EET)
Online

Dec 13 - Dec 17, 2021
09:00 - 17:00 (EET)
Online

Jan 31 - Feb 4, 2022
09:00 - 17:00 (EET)
Online

Feb 28 - Mar 4, 2022
09:00 - 17:00 (EET)
Online

ADM201 – Administration Essentials for New Admins
5 days  (Instructor Led Online)  |  Administration Essentials

Course Details

Tavoitteet

When you complete this course, you’ll be able 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.
  • Setup workflow automation.

Sisältö

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

Service Cloud

  • Automating Support
  • Understanding the Service Cloud Console
  • Collaborating in the Service Cloud
  • Analyzing Support Data: Support Reports and Dashboards

Kohdeyleisö

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

Esivaatimukset

The prerequisites include a solid understanding of basic Salesforce concepts and functionality and completion of the following online courses, which are available at www.salesforce.com or, for salesforce.com customers, right from the Help Site in Salesforce:

  • Getting Started: Navigating Salesforce
  • Getting Started: Using the Sales Cloud