ADM-201: Administration Essentials for New Admins

ADM-201: Administration Essentials for New Admins

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Salesforce Introduction

  • 1. What is CRM?
    4m 55s
  • 2. Salesforce the Company
    9m 55s

Organizational & User Setup

  • 1. Org & User Setup
    8m 54s
  • 2. Customising the User Interface
    6m 35s
  • 3. Homepage Customization
    13m 13s
  • 4. UI Customization for Admins
    6m 51s
  • 5. Company Profile
    19m 47s
  • 6. User Management
    18m 17s

My First App

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

Process Automation

  • 1. Learning Objectives
    41s
  • 2. Validation Rules
    17m 33s
  • 3. Workflow Rules & Actions
    27m 16s
  • 4. Approval Processes
    16m 42s

Salesforce Security

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

Reports & Dashboards

  • 1. Learning Objectives
    52s
  • 2. Tabular Reports
    11m 43s
  • 3. Report Automation
    7m 57s
  • 4. Summary Reports
    5m 39s
  • 5. Matrix Reports
    5m 25s
  • 6. Report Charts & Formatting
    5m 46s
  • 7. Reports & Page Layouts
    5m 19s
  • 8. Bucket Fields
    3m 19s
  • 9. Report Types
    15m 12s
  • 10. Dashboards
    12m 43s
  • 11. Report & Dashboard Security
    9m 29s
  • 12. Chatter & Dashboards
    5m 1s

Data Management

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

Sales & Marketing

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

Service Cloud

  • 1. Learning Objectives
    2m 24s
  • 2. The Case Object
    12m 42s
  • 3. Case Settings
    4m 57s
  • 4. Support Processes
    9m 2s
  • 5. Case Escalation Rules
    8m 48s
  • 6. Email to Case
    8m 14s
  • 7. Web to Case
    5m 8s
  • 8. Solutions
    12m 8s
  • 9. Knowledge
    13m 9s
  • 10. Ideas
    5m 43s
  • 11. Customer, Partner & Employee Communities
    16m 48s

Activity Management

  • 1. Activity Management
    10m 13s

Mobile & Desktop Integration

  • 1. Learning Objectives
    45s
  • 2. Salesforce1
    8m 33s
  • 3. SalesforceA
    4m 46s
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