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Salesforce: Administration Esssentials For New Admins (Adm-201) Course Outline

The document outlines a SalesForce administration essentials course (ADM-201) that covers various topics for new admins including: getting familiar with navigation and the data model; setting up the company profile, users, security, and data access; customizing fields and page layouts; managing data imports and exports; building reports and dashboards; automating processes with workflow rules and email administration; and managing the support process. The course contains 10 sections that delve into specific administrative setup and configuration tasks.

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Tamanna Chaudhary
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69 views3 pages

Salesforce: Administration Esssentials For New Admins (Adm-201) Course Outline

The document outlines a SalesForce administration essentials course (ADM-201) that covers various topics for new admins including: getting familiar with navigation and the data model; setting up the company profile, users, security, and data access; customizing fields and page layouts; managing data imports and exports; building reports and dashboards; automating processes with workflow rules and email administration; and managing the support process. The course contains 10 sections that delve into specific administrative setup and configuration tasks.

Uploaded by

Tamanna Chaudhary
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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SalesForce: Administration ESssentials For New Admins (ADM-201) Course

Outline.
1. Getting Around the App

a. Understand the data model and navigation

b. Find answers in Help & Training

2. Getting Your Organization Ready for Users

. Set up the company profile

a. Configure the user interface

b. Set up activities and calendars

c. Configure search settings

d. Set up Chatter

e. Understand Salesforce1 settings

3. Setting Up and Managing Users

. Manage user profiles

a. Create and manage users

b. Troubleshoot user login issues

c. Understand SalesforceA capabilities

d. Set up Chatter Free and Chatter external users

4. Security and Data Access

. Restrict logins

a. Determine object access

b. Set up record access

c. Manage record access with the role hierarchy

d. Deal with record access exceptions

e. Control access to events

f. Manage field-level security

5. Customization: Fields
. Administer standard fields

a. Create new custom fields

6. Create selection fields: picklists and lookups

. Create formula fields

a. Work with page layouts

b. Work with record types and business processes

c. Maintain data quality

7. Managing Data

. Import new records using import wizards

a. Update existing records with the data loader

b. Keep records up to date with Data.com and social accounts and contacts

c. Mass transfer records between users

d. Back up data with a weekly export

e. Mass delete records

8. Reports and Dashboards

. Run and modify reports

a. Create new reports with the report builder

b. Filter reports

c. Summarize report data with formulas and visual summaries

d. Print, export, and email reports

e. Build dashboards

9. Automation

. Manage email administration

a. Set up workflow rules

b. Automate leads and cases

10. Managing the Support Process

. Automate the support process


a. Understand the Service Cloud console

b. Enable collaboration in the Service Cloud

c. Analyze support data with reports and dashboards

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