ADM 201C - Administration Essentials for New Administrators Cert
ADM 201C, or “Administration Essentials for New Administrators,” is a certification course for new Salesforce administrators. It teaches the core skills required to successfully manage and set up Salesforce, such as user administration, data management, security settings, and reporting. The training gives attendees hands-on experience with Salesforce’s administrative tools and functionalities, preparing them to handle a variety of administrative activities inside the Salesforce ecosystem.
- 10+ Courses
- 30+ Projects
- 400 Hours
New Salesforce Administrators: Ideal for new Salesforce administrators seeking to establish a strong foundation in managing Salesforce settings.
IT Professionals Transitioning to Salesforce: IT professionals wishing to switch to Salesforce administration might benefit from extensive training on the platform’s core.
Business Analysts and Consultants: This course is ideal for business analysts and consultants who need to learn Salesforce administration to serve their clients and projects better.
Salesforce Users Seeking Administrative Skills: Salesforce Users Looking for Administrative Skills: Experienced users can enhance their management skills by learning administrative functions.
Salesforce Administrator: As a Salesforce Administrator, you manage users, configure settings, and ensure the system fulfills organizational needs.
Salesforce Configuration Specialist: Customizes Salesforce applications to meet business requirements, including putting up objects, fields, and page layouts.
Salesforce Support Specialist: Salesforce help Specialists provide technical help and troubleshooting to users, assuring rapid and effective issue resolution.
CRM Administrator: CRM Administrators oversee and maintain CRM systems, particularly Salesforce, to support sales and customer relationship management activities.
Business Systems Analyst: As a Business Systems Analyst, you will analyze and improve business processes using Salesforce. This includes configuring and administering apps to improve operations.
These positions provide possibilities for advancement at firms using Salesforce in various industries in the United States and Canada, including technology, finance, healthcare, and more.
- What is Salesforce? CRM basics
- Navigating Lightning Experience
- Standard vs Custom Objects
- Fields, Records and Apps
- Org setup basics
- Hands-on: Create a custom app. Explore standard objects (Accounts, Contacts, Opportunities)
- Users, Roles, Profiles
- Permission Sets
- Login access & IP restrictions
- Org-wide defaults (OWD)
- Hands-on: Create users with different profiles
- Standard vs Custom fields
- Schema Builder
- Relationships (Lookup vs Master-Detail)
- Data import tools (Data Import Wizard)
- Hands-on:Create custom objects. Build relationships
- Validation rules
- Duplicate management
- Required fields & field dependencies
- Data cleaning strategies
- Hands-on: Create validation rules. Set up duplicate rules
- Workflow Rules (legacy awareness)
- Process Builder (intro)
- Flow Builder (core focus)
- Approval Processes
- Hands-on: Build a Flow for record updates
- Report types
- Filters and formulas
- Dashboard components
- Data visualization
- Hands-on: Create reports (tabular, summary, matrix). Build a dashboard
- Case management
- Support processes
- Queues & assignment rules
- Knowledge basics
- Hands-on: Configure case queues. Create assignment rules.
- Exam preparation & practice tests.
- Project Presentation
This course is for new administrators, beginners or anyone responsible for managing users, data and basic setup in the platform.
No. The course starts from the basics. A general understanding of business processes is helpful but not required.
The full program runs for 8 weeks, with a mix of lessons, hands-on work and practice exercises.
You will learn user management, security settings, data management, automation tools, reports, dashboards and overall system setup.
Yes. The course follows the core topics covered in the ADM Administrator certification and includes exam prep.
Yes. Every week includes exercises where you build fields, import data, create automation and design reports.
Yes. You get a completion certificate once you finish the training and all required assessments.
You can enroll via our website or contact our support team directly via email or phone. We’ll guide you through the quick and easy registration process.
https://checkmateittech.com/
Email info@checkmateittech.com OR Call Us +1-347-4082054
Yes. Many students join to strengthen their fundamentals or prepare for the certification.
You only need a computer and internet. A practice environment (sandbox or training org) will be provided.
Yes. You can reach out to the trainer for clarification, troubleshooting help or guidance during the exercises.
We currently offer online sessions with flexible weekday/weekend batches. All sessions are recorded. You’ll have access to the recordings, along with support from instructors and peers in our learning portal.
- Submit Form
Job opportunities in USA and Canada
Salesforce Administrator: As a Salesforce Administrator, you manage users, configure settings, and ensure the system fulfills organizational needs.
Salesforce Configuration Specialist: Customizes Salesforce applications to meet business requirements, including putting up objects, fields, and page layouts.
Salesforce Support Specialist: Salesforce help Specialists provide technical help and troubleshooting to users, assuring rapid and effective issue resolution.
CRM Administrator: CRM Administrators oversee and maintain CRM systems, particularly Salesforce, to support sales and customer relationship management activities.
Business Systems Analyst: As a Business Systems Analyst, you will analyze and improve business processes using Salesforce. This includes configuring and administering apps to improve operations.
These positions provide possibilities for advancement at firms using Salesforce in various industries in the United States and Canada, including technology, finance, healthcare, and more.
