Salesforce ADM 201
 /  Salesforce ADM 201

When you complete this course, you will be able: Customize your application, including page layouts, elds, tabs, and business processes Create a secure Salesforce environment Maintain and import clean data Create high-value reports and dashboards Set up work flow automation

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 pro le
  • 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

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

Administration Essentials for New Admins is designed for:
New system administrators responsible for the setup, configuration, and maintenance of their organization’s Salesforce applications

Other groups that would benefit form deepening their knowledge of Salesforce, including power users, sales operations, and IT managers.

You can take this course in person or in a virtual classroom. Participants can save travel expenses by taking the class virtually. Both formats provide demonstrations, hands-on exercises, and personal attention from the instructor as well as interaction with your peers. For the virtual class, all you need is a web browser and a telephone to watch, listen, and get hands-on experience with the application.

Prerequisites:
The prerequisites include a solid understanding of basic Salesforce concepts and functionality, and completion of the following online courses, which are available at help.salesforce.com
Getting Started: Navigating Salesforce
Getting Started: Using the Sales Cloud

Participant may proceed to sit for the ADM-201 examination upon completion of course. Examination is not included.

Administration Essentials for New Admins is recommended as preparation for the Salesforce Certified Administrator exam.

Singapore
  • 22 – 26 Jan 2018
  • 2 – 6 Apr 2018
  • 18 – 22 Jun 2018
  • 9 – 13 Jul 2018
  • 30 Jul – 3 Aug 2018

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  • Duration 5 Days
  • Course Fee $4,150

Course Fee

UTAP Eligible*
Original Course Fee
$2,675.00
SME (Company Sponsored) Singaporean and Permanent Resident 1
$775.00
Singapore Citizens aged 40 years old and above 2
$775.00
Singapore Citizen and Permanent Resident aged 21 years old and above 3
$2,105.00
Singapore Citizen aged 35 years old and above, earning not more than $2,000 per month (WTS) 4
$300.00
Certification Body
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