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Administration Essentials for New Admins (ADM201)

Course Description Schedule Course Outline

Detailed Course Outline

Getting Around the App

  • Data Model and Navigation
  • Help & Training

Setting Up the User Interface

  • Setting Up the UI and Search Options

Getting Your Organization Ready for Users

  • Setting Up the Company Profile
  • Configuring the UI
  • Configuring Search Settings Setting

Up and Managing Users

  • Managing User Profiles
  • Managing Users
  • Troubleshooting Login Issues

Security and Data Access

  • Restricting Logins
  • Determining Object Access
  • Setting Up Record Access
  • Creating a Role Hierarchy
  • Dealing with Record Access Exceptions
  • Managing field-level security

Customization: Fields

  • Administrating Standard Fields
  • Creating New Custom Fields
  • Creating Selection Fields: Picklists and Lookups
  • Creating Formula Fields
  • Working with Page Layouts
  • Working with Record Types and Business Processes
  • Maintaining data quality

Managing Data

  • Import Wizards
  • Data Loader
  • Mass Transfer
  • Backing Up Data
  • Mass Delete and the Recycle Bin

Reports and Dashboards

  • Running and Modifying Reports
  • Creating New Reports with the Report Builder
  • Working with Report Filters
  • Summarizing with Formulas and Visual Summaries
  • Printing, Exporting, and Emailing Reports
  • Building Dashboards


  • Workflow Rules
  • Lead and Case Automation


  • Chatter and Chatter Free
  • Email Administration and Email Templates
  • Tracking Tasks and Events

Service Cloud

  • Automating Support
  • Understanding the Service Cloud Console
  • Collaborating in the Service Cloud
  • Analyzing Support Data: Support Reports and Dashboards