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Objective of Salesforce Administrator (ADM201):

  • Customize your application, including page layouts, fields, and tabs.
  • Create a secure Salesforce environment.
  • Maintain and import clean data.
  • Create high-value reports and dashboards.
  • Set up lead and case automation.

Introduction:

  • Introduction to CRM? Introduction to Cloud Computing?
  • Difference between different CRMs?
  • Understand the data model and navigation

Creating work environment:

  • Set up the company profile
  • Configure the user interface
  • Set up activities and calendars
  • Configure search settings
  • Set up Chatter

User Creation and User Management:

  • Manage user profiles
  • Create and manage users
  • Troubleshoot user login issues
  • Understand SalesforceA capabilities
  • Set up Chatter Free and Chatter external users

Security and Data Access

  • Restrict logins
  • Determine object access
  • Manage record access with the role hierarchy
  • Deal with record access exceptions
  • 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 and social accounts and contacts
  • 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

  • Manage email administration
  • Set up workflow rules
  • Automate leads and cases

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

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