ADM-201: Administration Essentials for New Admins

Curriculum For This Course

Salesforce Introduction

2Lectures

Time 00:15:00

Organizational & User Setup

6Lectures

Time 01:14:00

My First App

15Lectures

Time 03:01:00

Process Automation

4Lectures

Time 01:04:00

Salesforce Security

10Lectures

Time 01:19:00

Reports & Dashboards

12Lectures

Time 01:34:00

Data Management

11Lectures

Time 01:32:00

Sales & Marketing

11Lectures

Time 01:52:00

Service Cloud

11Lectures

Time 01:39:00

Activity Management

1Lectures

Time 00:10:00

Mobile & Desktop Integration

3Lectures

Time 00:15:00

Salesforce Introduction
	1. What is CRM?	04:55
	2. Salesforce the Company	09:55

Organizational & User Setup
	1. Org & User Setup	08:54
	2. Customising the User Interface	06:35
	3. Homepage Customization	13:13
	4. UI Customization for Admins	06:51
	5. Company Profile	19:47
	6. User Management	18:17

My First App
	1. Learning Objectives	03:44
	2. Understanding the Standard Object Model	11:33
	3. Creating an App & Personalizing Salesforce	14:00
	4. Creating Objects & Tabs	15:20
	5. Creating Fields	27:51
	6. Field Dependences	07:34
	7. Creating Object Relationships	24:16
	8. Traversing Relationships with Formulas and Summary Fields	11:31
	9. Page Layout Customization	07:44
	10. Field Histories	02:04
	11. Record Types Part 1	15:09
	12. Record Types Part 2	18:48
	13. Standard Fields & Deleting Fields	06:53
	14. Customising Search and Tab Layouts	04:43
	15. List Views	06:47

Salesforce Security
	1. Learning Objectives	01:04
	2. Salesforce Security Overview	04:20
	3. Organizational Security Settings	16:23
	4. Organizational Wide Defaults	04:44
	5. Record Ownership	05:07
	6. Role Hierarchies	09:15
	7. Sharing rules	10:05
	8. Manual Sharing	06:41
	9. Object Permissions and Record Access	01:29
	10. User Profiles & Permissions	19:37

Data Management
	1. Learning Objectives	01:06
	2. Duplicate Management	13:33
	3. Methods for Importing Data	05:39
	4. Salesforce IDs and External IDs	05:49
	5. Data Loader	20:24
	6. Import Wizard	10:01
	7. Considerations when importing data	03:23
	8. Backing up Salesforce Data	08:33
	9. Mass Action Functions	09:15
	10. Salesforce Content	08:54
	11. Document Folder & File Uploading Review	04:44

Sales & Marketing
	1. Learning Objectives	01:56
	2. Sales Overview	05:24
	3. Web to Lead	08:02
	4. Lead Scoring	05:41
	5. Auto Response Rules	11:54
	6. Lead Conversion	15:47
	7. Assignment Rules	10:02
	8. Opportunity Overview	08:27
	9. Products & Pricebooks	09:10
	10. Sales Productivity Features	13:50
	11. Campaign Management	20:56

Service Cloud
	1. Learning Objectives	02:24
	2. The Case Object	12:42
	3. Case Settings	04:57
	4. Support Processes	09:02
	5. Case Escalation Rules	08:48
	6. Email to Case	08:14
	7. Web to Case	05:08
	8. Solutions	12:08
	9. Knowledge	13:09
	10. Ideas	05:43
	11. Customer, Partner & Employee Communities	16:48

Activity Management
	1. Activity Management	10:13

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