Salesforce

Administration Essentials for New Admins?(ADM201) 

 

Getting Around the App 

  • Understand the data model and navigation 

  • Explore the Lightning Experience 

  • Find answers in Help & Training 

 

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 

 

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 

 

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 

 

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 

  • 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 

  • Email Templates 

  • Set up workflow rules and Process Builder 

  • Automate leads and cases 

 

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 

  

Salesforce Platform Developer I: 

Introduction to the Course and the Exam 

  • Introduction to AW Computing 

  • Introduction to the Platform Developer 1 Certification 

Database Modeling and Management 

  • Modeling Data 

  • Managing Data 

Logic and Process Automation (Part 1) 

  • Working with Formulas and Rollup Summary Fields 

  • Working with Basic Constructs in Apex 

  • Working with SOQL 

  • Working with SOSL 

  • Working with DML 

  • Working with Exceptions and Governor Limits 

 

Logic and Process Automation (Part 2) 

  • Working with Apex Classes 

  • Working with Apex Triggers 

  • Describing the Save Order of Execution 

 

User Interface 

  • Working with Visualforce Pages 

  • Working with Visualforce Controllers 

  • Working with the Lightning Component Framework 

 

Testing 

  • Describing the Testing Framework and Requirements 

  • Creating Test Data and Tests 

  • Executing a Test 

  • Testing Considerations 

 

Debug and Deployment Tools 

  • Debugging 

  • Deploying 

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  • Language
    English
  • Skill level
    Experience Staff
  • Certificate
    Yes