Administration Essentials for New Admins (ADM201) – 5 Days 1st Week

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