Administration Essentials for New Admins (ADM201)
- 1. Getting Around the App
- 2. Getting Your Organization Ready for Users
- 3. Setting Up and Managing Users
- 4. Security and Data Access
- 5. Customization: Fields
- 6. Managing Data
- 7. Reports and Dashboards
- 8. Automation
- 9. Managing the Support Process*
1. Getting Around the App
- Understand the data model and navigation
- Find answers in Help & Training
2. 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
- Understand Salesforce1 settings
3. 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
4. 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
5. 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
6. 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
7. 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
8. Automation
- Manage email administration
- Set up workflow rules
- Automate leads and cases
9. Managing the Support Process*
- Automate the support process
- Understand the Service Cloud console
- Enable collaboration in the Service Cloud
- Analyze support data with reports and dashboards