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Salesforce Administration Essentials for New Admins


[ Course No. ADM-201 - 5 Days]

  • COURSE OVERVIEW

Comprehensive and hands-on, Administration Essentials for New Admins is the core training that ensures your success with Salesforce. It's a must for new administrators. We recommend administrators take this course before starting a Salesforce deployment or when taking over an existing deployment.

  • Audience Profile

Administration Essentials for New Admins is designed for:

  • New system administrators responsible for the setup, configuration, and maintenance of their organization's Salesforce applications.
  • Other groups that would benefit from deepening their knowledge of Salesforce, including power users, sales operations, and IT managers.

You can take this course in person or in a virtual classroom. Participants can save travel expenses by taking the class virtually. Both formats provide demonstrations, hands-on exercises, and personal attention from the instructor as well as interaction with your peers. For the virtual class, all you need is a web browser and a telephone to watch, listen, and get hands-on experience with the application.

  • At Course Completion

When you complete this course, you'll be able to:

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

The prerequisites include a solid understanding of basic Salesforce concepts and functionality, and completion of the following online courses, which are available at help.salesforce.com.

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

Administration Essentials for New Admins is recommended as preparation for the Salesforce.com Certified Administrator exam. The exam is included in the price of the classroom and virtual classroom courses.

  • COURSE OUTLINE

Module 1: Getting Around the App

  • Understand the data model and navigation
  • Find answers in Help & Training

Module 2: 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
  • Understand Salesforce1 settings

Module 3: Setting Up and Managing Users

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

Module 4: 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

Module 5: 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

Module 6: 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

Module 7: 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

Module 8: Automation

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

Module 9: Managing the Support Process

For virtual classroom attendees, this content is delivered as an online module.

  • 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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