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Administration Essentials for New Admins: Professional Edition (ADM202)

Course Description Schedule Course Outline

Detailed Course Outline

Getting around the app
  • Understand the data model and navigation
  • Find answers in help & training
Getting your organization ready for users
  • Understand the company profile
  • Learn about the user interface
  • Configure search settings
  • Set up list views
Setting up and managing users
  • Understand user profiles
  • Manage users
  • Troubleshoot login issues
  • Computer activation
Security and data access
  • Set up record access
  • Create a role hierarchy
Customization
  • Administer standard fields
  • Create new custom fields
  • Create selection fields: picklists and lookups
  • Create formula fields
  • Work with page layouts
  • Maintain data quality with validation rules
Managing data
  • Import records with import wizards
  • Mass transfer records
  • Merge records
  • Back up data
  • Mass delete records and use the recycle bin
Activity management
  • Administer emails and email templates
  • Track tasks and events
 

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