ADMINISTRATION ESSENTIALS FOR NEW ADMINS (EE/UE) (ADM-201, ADM-301) | |
1. Getting Around the App | Activate your computer-Setting up ENVIRONMENT |
Use Case | Setting Up the USER INTERFACE |
Hands-On | Set up the UI & SEARCH options |
Quiz | Understand the data model and navigation |
 | Find answers in Help & Training |
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2. Getting Your Organization Ready for Users | Set up the company profile |
Use Case | Configure the user interface |
Hands-On | Set up activities and calendars |
Quiz | Configure search settings |
 | Set up Chatter |
 | ORGANIZATION Administration |
 | Set your ORGANIZATIONâ??s LANGUAGE & LOCALE |
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3. Setting Up and Managing Users | Manage user profiles |
Use Case | Create and manage users |
Hands-On | Troubleshoot user login issues |
Quiz | Set up Chatter Free and Chatter external users |
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4. Security and Data Access | Restrict logins |
Use Case | Determine object access |
Hands-On | Manage record access with the role hierarchy |
Quiz | Deal with record access exceptions |
 | Manage field-level security |
 | Create & manage your USERS |
 | Set ORGANIZATION-WIDE DEFAULTS |
 | Learn about RECORD ACCESS |
 | Create the ROLE HIERARCHY |
 | Learn about the SHARING MODEL |
 | Manually SHARING RECORDS |
 | Set up OPPORTUNITY TEAM SELLING & ACCOUNT TEAMS |
 | Learn about FOLDER ACCESS |
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5. Customization: Fields | Create CUSTOM PROFILES & CUSTOM FIELDS |
Use Case | Define DEPENDENT PICK LISTS |
Hands-On | Customize LOOKUP FIELDS & FORMULA FIELDS |
Quiz | Customize PAGE LAYOUTS |
 | Customize standard RELATED LISTS |
 | Learn about RECORD TYPES & BUSINESS PROCESSES |
 | Use FIELD-LEVEL SECURITY |
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6. Managing Data | Learn about SALESFORCE CRM DATA VALIDATION |
Use Case | Create DATA VALIDATION RULES |
Hands-On | Learn about custom fields & unique properties Data Utilities |
Quiz | Import records using the IMPORT WIZARDS |
 | Use MASS DELETE |
 | Use MASS TRANSFER |
 | Learn about STORAGE utilization |
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7. Automation | Use the integrated CAMPAIGN builder |
Use Case | Learn about LEAD QUEUE & LEAD ASSIGNMENT setup |
Hands-On | Learn WEB-TO-LEAD & AUTO-RESPONSE RULES |
Quiz | Manage email administration |
 | Set up workflow rules |
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8. Managing the Support Process | Automate the support process |
Use Case | Understand the Service Cloud console |
Hands-On | Enable collaboration in the Service Cloud |
Quiz | Analyze support data with reports and dashboards |
 | 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 |
 | Collaboration |
 | Chatter and Chatter Free |
 | Email Administration and Email Templates |
 | Tracking Tasks and Events |
 | Define WORKFLOW |
 | Set up WORKFLOW RULES |
 | Set up WORKFLOW TASKS & ALERTS |
 | Plan APPROVALS using WORKFLOW |
 | Use the APPROVAL WIZARD â?? standard vs. jump-start |
 | Create WORKFLOW APPROVALS |
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 | The APPEXCHANGE |
 | Learn about the APPEXCHANGE |
 | Install an APPLICATION |
 | Uninstall an APPLICATION |
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 | Lightning Experience |
 | Salesforce1 app |
 | Lightning App Builder |
 | Process Builder |
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9. 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 |
Use Case | Create custom REPORTS |
Hands-On | Use advanced FILTERS |
Quiz | Use CONDITIONAL HIGHLIGHTING |
 | Use CUSTOM SUMMARY FORMULAS |
 | Create DASHBOARDS |
Project Implementation | Â |
Hackathon | Â |