| 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 |
| Â | 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 |
| Â | Set up Chatter |
| Â | ORGANIZATION Administration |
| Â | 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 |
| Â | Manage field-level security |
| Â | Create & manage your USERS |
| Â | Set ORGANIZATION-WIDE DEFAULTS |
| Â | Learn about RECORD ACCESS |
| Â | Create the ROLE HIERARCHY |
| Â | Learn about the SHARING MODEL |
| Â | Manually SHARING RECORDS |
| Â | Set up OPPORTUNITY TEAM SELLING & ACCOUNT TEAMS |
| Â | 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 |
| Â | Customize standard RELATED LISTS |
| Â | Learn about RECORD TYPES & BUSINESS PROCESSES |
| Â | 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 |
| Â | Use MASS DELETE |
| Â | Use MASS TRANSFER |
| Â | 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 |
| Â | 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 |
| Â | Learn about CASES & SOLUTIONS |
| Â | Set up CASE ESCALATION RULES |
| Â | Identify SOLUTION CATEGORIES & suggested solutions SALESFORCE Console |
| Â | Navigate the SALESFORCE Console |
| Â | Create a SALESFORCE Console |
| Â | Extending SALESFORCE CRM |
| Â | Learn about CUSTOM OBJECTS |
| Â | Learn about CUSTOM TABS |
| Â | Learn about CUSTOM WEB TABS |
| Â | Build a CUSTOM APP |
| Â | Collaboration |
| Â | Chatter and Chatter Free |
| Â | Email Administration and Email Templates |
| Â | Tracking Tasks and Events |
| Â | Define WORKFLOW |
| Â | Set up WORKFLOW RULES |
| Â | Set up WORKFLOW TASKS & ALERTS |
| Â | Plan APPROVALS using WORKFLOW |
| Â | Use the APPROVAL WIZARD â?? standard vs. jump-start |
| Â | Create WORKFLOW APPROVALS |
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| Â | The APPEXCHANGE |
| Â | Learn about the APPEXCHANGE |
| Â | Install an APPLICATION |
| Â | Uninstall an APPLICATION |
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| Â | Lightning Experience |
| Â | Salesforce1 app |
| Â | Lightning App Builder |
| Â | 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 |
| Â | Use CUSTOM SUMMARY FORMULAS |
| Â | Create DASHBOARDS |
| Project Implementation | Â |
| Hackathon | Â |
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