ADM 201 Training

Salesforce.com

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Day 1 Welcome and Introductions

Overview1. General overview of Salesforce

Identity confirmation1. Activating your Computer

Navigation1. Admin Options2. UI setup

Organization and administration1. Setting your organization’s language & Locale2. Currency management

Customization1. Creating custom profiles2. Creating custom fields3. Defining dependent pick lists4. Customizing lookup fields and formula fields5. Customizing page layouts6. Customizable standard related lists7. Understanding record types and business processes8. Field level security2 Plug2learn.com

Day 2 Review

Security & access1. Managing and creating users2. Setting organization wide defaults3. Understanding record access4. Understanding and creating the role hierarchy5. Role transfer and mass transfer functionality6. Understanding the sharing model7. Manually sharing records8. Setting up opportunity team selling and account teams9. Folder access

Workflow1. Defining workflow2. Setting up workflow rule3. Setting up workflow tasks and alerts

Review

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Day 3 Workflow approvals1. Planning approvals using workflow2. Using the approval wizard – standard vs jump start3. Creating workflow approvals

Data validation1. Defining salesforce data validation2. Create data validation rules3. Explain custom field unique/duplicate properties

Data utilities1. Import overview2. Executing an initial import3. Updating via import wizard4. Importing solutions and custom object records using data loader5. Using mass delete6. Initiating weekly export7. Understanding storage utilization (attachments, documents, and records)

Analytics1. Creating custom reports2. Advanced filters3. Conditional highlighting4. Custom summary formulas4 Plug2learn.com

Day 4 Analytics1. Dashboards

Marketing administration1. Terminology overview2. Utilizing the integrated campaign builder3. Lead assignment setup4. Web to lead and auto response rules

Service and support administration1. Case escalation2. Solution categories and suggested solutions3. Setting up the self service portal4. Mass managing self service portal users

Salesforce console1. Navigating the salesforce console2. Creating a salesforce console

Extending salesforce1. Custom objects2. Custom tabs3. Custom web tabs4. Building a custom app

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