Administrative Essentials for New Admins - Classic

General Overview

Become a Salesforce.com Certified Administrator! This comprehensive hands-on course is a must for new Salesforce administrators. 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 training?

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 manager

Upon successful completion, you will be able to:

  • 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

This class is based on the Salesforce ADM201 class.

See entire list of AcademyX's Salesforce classes here

Lessions and Topics

Unit 1: Getting Around the App
  • Understand the data model and navigation
  • Explore the Lightning Experience
  • Find answers in Help & Training
Unit 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
  • Enable mobile access with Salesforce1
Unit 3: 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
Unit 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
Unit 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
Unit 6: 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
Unit 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
Unit 8: Automation
  • Email Templates
  • Set up workflow rules and Process Builder
  • Automate leads and cases
Unit 9: Managing the Support Process
  • Automate the support process
  • Understand the Salesforce Console
  • Enable collaboration in the Service Cloud
  • Analyze support data with reports and dashboards

Note: Since these classes are already discounted, other AcademyX discounts cannot be applied to them.