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DS Adm202

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12 views2 pages

DS Adm202

Uploaded by

Alberto Einstein
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Administration Essentials

(Professional Edition) (ADM202)


This comprehensive hands-on course is a must for all administrators of Salesforce CRM Professional Edition.
Administration Essentials is the core training that ensures your CRM success. In this course, you learn
best practices on how to set up, configure, and maintain your Salesforce CRM sales, support, and marketing
functionality. This course also covers data utilities, security, and analytics, and explores the key features of the
Salesforce applications. For maximum benefit, we recommend administrators take this course before starting a
Salesforce deployment or when taking over an existing deployment.
Note: You can now take this course either in person or via our virtual
classroom! Participants in the virtual classroom format can save Duration
Classroom – 3 days
money traveling and time away from the office. Both formats provide
demonstrations, interactivity, hands-on exercises, and personal attention Virtual Classroom – 20 hours (4 days for 5 hours
per day)
from the instructor and interaction with your peers. To participate, you view
the course presentation via a Web browser and use a telephone conference Delivery Format
to listen and talk to the instructor and other participants. Classroom or Virtual Classroom

Who should take this course?


Administration Essentials is designed for new system administrators responsible for the setup, configuration,
and maintenance of their organizations’ Salesforce applications. Other groups that benefit from this course
include power users, sales operations, and IT managers.

Prerequisites
A solid understanding of basic Salesforce concepts and functionality. Completion of the following online
courses is mandatory:

“
▪▪ Getting Started with Salesforce CRM Navigation
▪▪ Getting Started with Salesforce CRM SFA The Salesforce
CRM administrator
What you will learn
When you complete this course, you’ll be able to:
training allowed me to
fully utilize Salesforce
▪▪ Customize your application, including page layouts, fields, and tabs CRM as a tool and
▪▪ Create a secure Salesforce environment was instrumental for
▪▪ Maintain and import clean data moving our company
▪▪ Create high-value reports and dashboards
▪▪ Use the specialized features of the Sales and Service Clouds, the Console,
and the AppExchange
to the next level.
Kimberly McCoskey
”
Business Development Manager
Spatial NetWorks, Inc.

Premier Training: Crank Up Your ROI:


Imagine if your whole team had access to the entire salesforce.com course catalog, including unlimited seats in our classes, certification
for key roles, and hours of exclusive, up-to-the-minute online training content. Learn more about Premier Training: our new unlimited,
subscription-based training service. Visit www.salesforce.com/premier.
Course Outline: Administration Essentials (ADM202)
Topic Objective
Security Confirmation • Activate your computer
Navigation • Set up Admin options & UI
Organization Administration • Set your organization’s language & locale
• Manage currency
Customization • Create custom fields
• Define dependent picklists
• Customize lookup fields & formula fields
• Customize page layouts
• Customize standard related lists
Security & Access • Create & manage your users
• Set organization-wide defaults
• Learn about record access
• Create the role hierarchy
• Learn about the sharing model
• Manually share records
• Learn about folder access
Data Validation • Learn about Salesforce CRM data validation
• Create data validation rules
• Learn about custom fields required & unique properties
• Learn about role transfer & mass transfer functionality
Data Utilities • Importing records using the import wizards
• Use mass delete
• Use mass transfer
• Learn about storage utilization
Analytics • Create custom reports
• Use advanced filters
• Use conditional highlighting
• Use custom summary formulas
• Create dashboards
The AppExchange • Learn about the AppExchange
• Install an app
• Uninstall an app
Marketing Administration • Learn about lead queue & lead assignment setup
• Learn Web-to-lead & auto-response rules
Service & Support Administration • 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

REGISTER ONLINE: Check available Corporate Headquarters Global Offices


classes at www.salesforce.com/training. The Landmark @ One Market Latin America +1-415-536-4606
To speak with a training & certification Suite 300 Japan +81-3-5785-8201
expert, contact your local salesforce.com San Francisco, CA, 94105 Asia/Pacific +65-6302-5700
office or call 1-877-TRAIN10. United States EMEA +4121-6953700
1-800-NO-SOFTWARE
www.salesforce.com

Copyright ©2010, salesforce.com, inc. All rights reserved. Salesforce.com and the “no software” logo are registered trademarks of salesforce.com, inc.,
and salesforce.com owns other registered and unregistered trademarks. Other names used herein may be trademarks of their respective owners.
DS_ADM202_2010-09-15

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