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Summary

Administration Essentials (Enterprise Edition/Unlimited Edition) (ADM201)

This comprehensive hands-on course is a must for all administrators. Administration Essentials is the core training that ensures your success with Salesforce. In this course, you learn best practices on how to set up, configure, and maintain your Salesforce sales, support, and marketing functionality. For maximum benefit, we recommend administrators take this course before starting a Salesforce deployment or when taking over an existing deployment.

Who Should Take this Course?

Administration Essentials 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: This course prepares you to take the Salesforce.com Certified Force.com Administrator exam.

When you complete this course, you’ll be able to:

Course Content

Administration Essentials ADM (201)
Identity Confirmation
  •  Activate your computer

Setting Up the User Interface

  • Set up the UI & search options

Organization Administration

  • Set your organization’s language & locale
  • Manage currency

Customization 

  • Create custom profiles & custom fields
  • Define dependent picklists
  • Customize lookup fields & formula fields
  • Customize page layouts
  • Customize standard related lists
  • Learn about record types & business processes
  • Use field-level security

Security & Access

  • Create & manage your users
  • Set organization-wide defaults
  • Learn about record access
  • Create the role hierarchy
  • Learn about the sharing model
  • Manually share records
  • Set up opportunity team selling & account teams
  • Learn about folder access

Workflow

  • Define workflow
  • Set up workflow rules
  • Set up workflow tasks & alerts

Workflow Approvals

  • Plan approvals using workflow
  • Use the approval wizard – standard vs. jump-start
  • Create workflow approvals

Data Validation

  • Learn about Salesforce CRM data validation
  • Create data validation rules
  • Learn about custom fields & unique properties

Data Utilities

  • Import records using the import wizards
  • Use mass delete
  • Use mass transfer
  • Learn about storage utilization

Analytics

  • Create custom reports
  • Use advanced filters
  • Use conditional highlighting
  • Use custom summary formulas
  • Create dashboards

The AppExchange

  • Learn about the AppExchange
  • Install an app
  • Uninstall an app

Marketing Administration

  • Use the integrated campaign builder
  • Learn about lead queue & lead assignment setup
  • Learn Web-to-lead & auto-response rules

Service & Support Administration 

  • Learn about cases & solutions
  • Set up case escalation rules
  • Identify solution categories & suggested solutions

Salesforce Console

  • Navigate the Salesforce Console
  • Create a Salesforce Console

Extending Salesforce CRM

  • Learn about custom objects
  • Learn about custom tabs
  • Learn about custom Web tabs
  • Build a custom app

I am Interested

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Courses Highlights

  • Virtual classroom training via state of art online collaboration tools with sharing of all the presentations, demonstrations over real time systems.
  • Video files of the tool navigations taught during the sessions shall be shared with you post every session.
  • assignments to help you get hands on experience to handle such requirements in future. Real time case studies along with assignments shall be part of the courses.
  • In addition to the training videos, material required to prepare for certification shall be provided. An expert guidance for people interested in certification on any particular technology.
  • Career oriented assistance shall be offered to interested subscribers as part of the same course track.
  • Interview assistance and On job support shall be offered to all on demand, after successful completion of training

Testimonials

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