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Salesforce Administrator Exam (ADM 201)

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Salesforce Administrator Exam (ADM 201)

Salesforce Administrator Exam (ADM 201) training Essentials for New Admins emphasizes a practical approach and ensures a successful career with Salesforce.

It is strongly suggested that this Salesforce admin training be taken prior to the embarking on a Salesforce deployment. This salesforce administrator certification is designed to help the individual manage the organization’s Salesforce applications and their subsequent setup, configuration, and maintenance.

Salesforce Administrator Exam (ADM 201) Modules

Module 1 : Salesforce Overview
  • Introduction to Salesforce
  • Salesforce Overview
  • Introduction to Salesforce
  • Salesforce Editions
  • Home Page Customization
  • User Management
  • Creating and Customizing Tabs
  • Creating an App
  • Uploading a Company Logo
  • Company Information
  • System Overview
  • Updating the Fiscal Year
Module 2 : Sales Cloud
  • Introduction to Sales Cloud
  • Creating List Views
  • Leads Home Page
  • Creating and Converting Leads
  • Creating Contacts
  • Sales Cloud
  • Creating Accounts
  • Creating Email Templates
  • Sending Mass Emails
  • Creating Products
  • Creating and Managing Price Books
  • Sending Individual Emails
  • Creating Opportunities
  • Creating Activities
  • Creation of Web-to-Lead Form
  • Creating a Lead Assignment Rule
  • Creation of a Lead Queue
  • Creating an Auto-Response Rule
  • Creating Campaigns
  • Record Types
Module 3: Quote Templates
  • Introduction to Quote Templates
  • Quote Templates
  • Creating a Quote Record
  • Creating a Quote Template
  • Generating a Quote PDF
  • Emailing a Quote PDF
  • Modifying Quote Templates
Module 4: Service Cloud
  • Introduction to Service Cloud
  • Creating Cases
  • Service Cloud
  • Creating Case Assignment Rules
  • Creating Case Escalation Rules
  • Enabling Solutions
  • Creating Solutions
  • Attaching Solutions to Cases
  • Enabling Knowledge
  • Configuring Knowledge
  • Creating a Web-to-Case Form
  • Creating an Email-to-Case Address
Module 5: AppExchange
  • Introduction to AppExchange
  • AppExchange
  • Finding and Selecting an App
  • AppExchange Overview
  • Finding a Developer
  • Finding a Consultant
Module 6: Reports
  • Introduction to Reports
  • Reports in Salesforce Administrator Exam (ADM 201)
  • Creating a Leads Report
  • Creating Contacts and Accounts Report
  • Understanding Report Formats
  • Creating an Opportunity Report
  • Adding Leads to a Campaign from a Report
  • Creating a Report Chart
  • Scheduling Reports
  • Creating a Campaign Report
  • Summarizing Report Data
  • Creating a Report Formula
  • Exporting Reports to Excel
Module 7: Dashboards
  • Introduction to Dashboards
  • Dashboards
  • Understanding Dashboard Components
  • Creating a Dashboard
  • Refreshing a Dashboard
  • Modifying Columns on Dashboards
  • Adding Filter to Dashboard
  • Managing Access to Reports
  • Adding a Report as a Dashboard Component
  • Setting Up Dynamic Dashboards
  • Enabling Dashboards for iPad
  • Modifying Report and Dashboard Interfaces
  • Activating the Report Builder on Profiles
Module 8: Chatter and Salesforce
  • Introduction to Chatter
  • Chatter
  • Chatter Overview
  • Enabling Chatter
  • Enabling Chatter Feeds on Records
  • Configuring Chatter Groups
  • Creating Customer Groups
  • Creating a Free Customer Chatter User
  • Customizing Chatter Email Notifications
  • Configuring Salesforce to Salesforce
  • Accepting a Salesforce Connection
  • Sharing an Account via Salesforce to Salesforce
  • Enabling Ideas
  • Configuring Ideas Themes
  • Enabling Social Accounts
  • Enabling Libraries and Content
  • Customizing Libraries and Content
  • Uploading Documents to Libraries and Content
  • Configuring Salesforce1
Module 9: Role Hierarchy
  • Introduction to Role Hierarchy
  • Role Hierarchy
  • Viewing Role Hierarchy
  • Creating Roles
  • Enabling Field History
  • Creating Groups
  • Creating Permission Sets
  • Assigning Roles to Users
Module 10: Security Controls
  • Introduction to Security Control
  • Security Control
  • Changing Default Record Access
  • Sharing Settings
  • Viewing Object Security
  • Password Policies
  • Session Settings
  • Login Flows
  • Network Access
  • Activation’s
  • Session Management
  • Login Access Policies
  • Certificate and Key Management
  • Viewing Setup Audit Trail
  • Executing Expire All Passwords
  • Delegated Administration
  • Remote Site Settings
  • Named Credentials
  • File Upload and Download Security
Module 11: Profiles
  • Introduction to Profiles
  • Profiles
  • Standard Profiles Overview
  • Assigning Page Layouts
  • Field-Level Security
  • Custom App Settings and Access
  • Tab Settings
  • Record Type Settings
  • Administrative Permissions
  • General User Permissions
  • Standard Object Permissions
  • Custom Object Permissions
  • Password Policies and Session Timeout
  • Login Hours and IP Ranges
  • Enabling Apex and Visual force Access
Module 12: Data Management
  • Introduction to Data Management
  • Data Management
  • Importing Leads
  • Importing Contacts and Accounts
  • Using Mass Delete
  • Installing Data Loader
  • Importing Records with Data Loader
  • Updating Records with Data Loader
  • Deleting Records with Data Loader
  • Exporting Records with Data Loader
  • Adding a Field in the Schema Builder
  • Scheduling a Data Export
  • Creating and Using Sandbox
  • Mass Transferring Records
  • Reporting Snapshots
  • Working with Tags
Module 13: Workflow Rules
  • Introduction to Workflow Rules
  • Workflow Rules
  • Creating a Workflow Rule
  • Creation of a Workflow Rule Field Update
  • Creating a Workflow Rule Task Assignment
  • Creating a Workflow Rule Email Alert
Module 14: Change Set and Deployment
  • Introduction to Change Sets and Deployment
  • Change Sets and Deployment
  • Outbound Change Sets
  • Inbound Change Sets
  • Deployment Settings
  • Deployment Status
  • Eclipse IDE
Module 15: Communities
  • Introduction to Communities
  • Communities
  • Creating a New Community
  • Topic Management
  • Recommendations Management
  • Reputation Management
  • Adding Members
  • Managing Tabs and Branding
  • Login and Registration
  • Community Preferences
Module 16: Help and Training
  • Introduction to Help and Training
  • Help and Training
  • Using Answers
  • Using Ideas
  • Searching for a Help Topic
  • Contacting Support Trust Site
  • Known Issues

Locus IT’s Salesforce Administrator Exam (ADM 201) training will empower you to master the core administration features of Salesforce. Salesforce Administrator Exam (ADM 201) training will prepare you to pass the Salesforce Administrator Certification Exam and provide a strong boost to your Salesforce career. For more information, please contact us.

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