Administration Essentials for New Admins(ADM201) Course Overview

Administration Essentials for New Admins(ADM201) Course Overview

Administration Essentials for New Admins (ADM201) is a comprehensive, hands-on Salesforce training designed to ensure your success as a new administrator. Over 5 days, you will learn to Customize your application, Create a secure Salesforce environment, and Maintain clean data. You'll gain skills in Creating high-value reports and dashboards, and Setting up workflow automation. Whether experienced in-person or virtually, this course offers personalized instruction with practical exercises. Perfect for new system administrators, power users, sales operations, and IT managers, this course prepares you for the Salesforce Certified Administrator exam. Register now to enhance your Salesforce proficiency and streamline your organization's operations.

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  • Live Training (Duration : 40 Hours)
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  • Live Training (Duration : 40 Hours)
  • Per Participant
  • Classroom Training price is on request

♱ Excluding VAT/GST

You can request classroom training in any city on any date by Requesting More Information

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Course Prerequisites

Prerequisites for Administration Essentials for New Admins (ADM201) Course

To ensure you get the most out of the Administration Essentials for New Admins (ADM201) course, we recommend that you have the following prerequisites:


  • Solid Understanding of Basic Salesforce Concepts and Functionality


    • Familiarity with Salesforce navigation and standard objects.
  • Completion of the Following Online Courses Available at help.salesforce.com:


    • Getting Started: Navigating Salesforce
    • Getting Started: Using the Sales Cloud

This foundational knowledge will prepare you for a comprehensive and hands-on learning experience, enabling you to successfully set up, configure, and maintain Salesforce applications.


Feel free to reach out to our support team for any guidance on pre-course preparation. We’re here to help you on your journey to becoming a proficient Salesforce administrator!


Target Audience for Administration Essentials for New Admins(ADM201)

Administration Essentials for New Admins (ADM201) is a comprehensive Salesforce course ideal for new system administrators and those seeking in-depth knowledge in Salesforce configuration, maintenance, and automation.


  • New system administrators


  • Salesforce power users


  • Sales operations professionals


  • IT managers


  • Salesforce deployment team members


  • Data management specialists


  • Workflow automation engineers


  • Customer support managers using Salesforce




Learning Objectives - What you will Learn in this Administration Essentials for New Admins(ADM201)?

Introduction

The Administration Essentials for New Admins (ADM201) course is designed to equip new Salesforce administrators with the skills and knowledge needed to manage, configure, and maintain Salesforce applications effectively. This comprehensive 5-day training covers key concepts and hands-on exercises essential for success.

Learning Objectives and Outcomes

  • Customize Your Application: Gain expertise in configuring page layouts, fields, tabs, and business processes within Salesforce.
  • Create a Secure Salesforce Environment: Learn to set up and manage user profiles, roles, and access levels to ensure data security.
  • Maintain and Import Clean Data: Understand methods to keep your Salesforce data accurate and up-to-date through data imports and maintenance.
  • Create High-Value Reports and Dashboards: Develop the ability to build, customize, and analyze reports and dashboards to make informed business decisions.
  • Set Up Workflow Automation: Implement workflow rules and Process Builder to automate routine tasks and processes.
  • Manage User Setup and Administration: Master the setup and management of users, including troubleshooting login issues and managing email administration.
  • Configure Search Settings and Organization Profiles: Customize your organization's profile and search settings to enhance usability.
  • Automate Support Processes: Learn to automate and streamline support processes,

Technical Topic Explanation

Customize your application

Salesforce administration involves managing and configuring the Salesforce system to optimize business processes and improve efficiency. By enrolling in a Salesforce admin course or Salesforce admin classes, professionals can gain expertise, preparing them for the Salesforce admin certification. SFDC admin training enhances your understanding of the platform, leading to better management and customization of Salesforce environments. Although the Salesforce admin certification cost varies, obtaining this certification validates your skills and can significantly benefit your career by proving your capability to handle Salesforce administrative tasks effectively.

Create a secure Salesforce environment

Creating a secure Salesforce environment involves implementing robust security measures to protect data and control access. Key practices include using strong, complex passwords and enabling two-factor authentication for added security. Regularly updating user permissions ensures only necessary access is granted. Audit trails and monitoring systems help detect unauthorized activities swiftly. Data encryption, both at rest and in transit, safeguards sensitive information from unauthorized access. Consider enrolling in a Salesforce admin course or pursuing Salesforce admin certification to deepen your understanding of security features and best practices in Salesforce, often covered comprehensively in SFDC admin training programs.

Maintain clean data

Maintaining clean data involves ensuring that the information stored in databases or used in analytics is accurate, complete, and free from errors. This is crucial as it directly impacts business decisions and operations. Techniques include removing duplicates, correcting inaccuracies, and standardizing data formats. For those managing Salesforce systems, taking a Salesforce admin course or Salesforce admin classes can be beneficial. These often cover vital skills in data hygiene practices as part of sfdc admin training. Completing a salesforce admin certification can also validate your expertise, however, be sure to consider the salesforce admin certification cost.

Creating high-value reports and dashboards

Creating high-value reports and dashboards involves assembling data into visual summaries to facilitate decision-making. It entails identifying key performance indicators (KPIs) relevant to business objectives, using powerful tools like Salesforce to tailor information presentation to the needs of various stakeholders. Effective reports and dashboards provide at-a-glance insights that help organizations track their progress, spot trends, and make informed strategic decisions. Through Salesforce admin courses or SFDC admin training, professionals learn to customize these tools, enhancing their capability to create impactful and actionable insights. These skills, often validated by Salesforce admin certification, are crucial in managing business operations efficiently.

Setting up workflow automation

Setting up workflow automation involves creating rules that streamline business processes automatically. This can involve software like Salesforce, where admins can design workflows that help teams manage tasks efficiently. For example, in a Salesforce admin course, learners are taught how to automate email alerts, assign tasks, or update records when certain conditions are met. Completing Salesforce admin classes and earning a Salesforce admin certification can significantly enhance one's ability to set up effective workflows. Knowledge from SFDC admin training and understanding Salesforce admin certification costs are crucial for effectively implementing and managing workflow automation in Salesforce.

Salesforce Certified Administrator exam

The Salesforce Certified Administrator exam is a credential designed to validate skills in Salesforce, an essential tool for CRM (Customer Relationship Management). Taking a Salesforce admin course or enrolling in Salesforce admin classes prepares you for this exam, focusing on managing users, data, and security, as well as building reports, dashboards, and workflows. The salesforce admin certification cost varies, but investing in sfdc admin training can greatly enhance your understanding and mastery of Salesforce, boosting your professional value and opening doors to numerous administrative roles within companies that use this platform.

Target Audience for Administration Essentials for New Admins(ADM201)

Administration Essentials for New Admins (ADM201) is a comprehensive Salesforce course ideal for new system administrators and those seeking in-depth knowledge in Salesforce configuration, maintenance, and automation.


  • New system administrators


  • Salesforce power users


  • Sales operations professionals


  • IT managers


  • Salesforce deployment team members


  • Data management specialists


  • Workflow automation engineers


  • Customer support managers using Salesforce




Learning Objectives - What you will Learn in this Administration Essentials for New Admins(ADM201)?

Introduction

The Administration Essentials for New Admins (ADM201) course is designed to equip new Salesforce administrators with the skills and knowledge needed to manage, configure, and maintain Salesforce applications effectively. This comprehensive 5-day training covers key concepts and hands-on exercises essential for success.

Learning Objectives and Outcomes

  • Customize Your Application: Gain expertise in configuring page layouts, fields, tabs, and business processes within Salesforce.
  • Create a Secure Salesforce Environment: Learn to set up and manage user profiles, roles, and access levels to ensure data security.
  • Maintain and Import Clean Data: Understand methods to keep your Salesforce data accurate and up-to-date through data imports and maintenance.
  • Create High-Value Reports and Dashboards: Develop the ability to build, customize, and analyze reports and dashboards to make informed business decisions.
  • Set Up Workflow Automation: Implement workflow rules and Process Builder to automate routine tasks and processes.
  • Manage User Setup and Administration: Master the setup and management of users, including troubleshooting login issues and managing email administration.
  • Configure Search Settings and Organization Profiles: Customize your organization's profile and search settings to enhance usability.
  • Automate Support Processes: Learn to automate and streamline support processes,