Administration Essentials for New Admins + Certification (ADM201C)

Course Details
Code ADM-201C
Tuition (USD): $5,200.00 • Classroom (5 days)
Course Details
GSA (USD): $4,715.37 • Classroom (5 days)

The class content is the same as the Administration Essentials for New Admins course (ADM-201) but delivered at an accelerated pace. As such, this course is not recommended for those who have no prior experience with Salesforce. At the end of the course you will have the option to sit for the Salesforce Administrator Certification exam. You can decide whether or not you’ll want to take the exam at the conclusion of the class and should notify your instructor by the end of the first day of class. If you do not sit for the exam the same week, you will get a voucher to take it on another date. You will have within 1 year from the date of issuance to take the exam. Please note, however, that the voucher can ONLY be used for the Salesforce Certified Administrator exam—it cannot be used for any other exam.

Skills Gained

  • 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

Who Can Benefit

  • New system administrators responsible for the setup, configuration, and maintenance of their organization’s Salesforce applications
  • Other groups that would benefit from deepening their knowledge of Salesforce, including power users, sales operations, and IT managers

Prerequisites

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

Course Details

Getting Around the App

  • Understand the data model and navigation
  • 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

Setting Up and Managing Users

  • Manage user profiles
  • Create and manage users
  • Troubleshoot user login issues
  • Understand SalesforceA capabilities
  • Set up Chatter Free and Chatter external users
  • Understand Salesforce1 settings

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 and social accounts and contacts
  • 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

  • Manage email administration
  • 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 the Salesforce Console
  • Enable collaboration in the Service Cloud
  • Analyze support data with reports and dashboards
Course Details
Code ADM-201C
Tuition (USD): $5,200.00 • Classroom (5 days)
Course Details
GSA (USD): $4,715.37 • Classroom (5 days)