| 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 |  |
| Hackathon |  |