Administration Essentials for New Admins (ADM201)
Administration Essentials for New Admins (ADM201) is a Salesforce training course that teaches new Salesforce administrators the fundamental skills and knowledge required to administer and configure Salesforce installations properly. The training covers essential subjects such as user administration, data management, security, and Salesforce application customization to meet corporate requirements.
- 10+ Courses
- 30+ Projects
- 400 Hours
Administration Essentials for New Admins (ADM201) Training is suitable for the following target audiences:
New Salesforce Administrators: For novice Salesforce administrators, this course provides an in-depth overview of administering and configuring Salesforce systems.
IT Professionals Transitioning to Salesforce: For IT professionals switching to Salesforce, this course provides a solid understanding of the platform’s administrative features.
Business Analysts: This course is designed for analysts who need to learn Salesforce administration to support their organization’s CRM activities.
Salesforce Enthusiasts: Learn how to manage Salesforce apps and become an administrator.
Salesforce Administrator: Salesforce Administrators administer and configure Salesforce environments, including user administration, data management, and system customisation.
CRM Administrator: As a CRM Administrator, you will oversee systems, ensure data quality, and optimize workflows to support business processes.
Business Systems Analyst: As a Business Systems Analyst, you will analyze and improve business processes using Salesforce, while also supporting system enhancements and user requirements.
Salesforce Consultant: Salesforce Consultants offer expertise in implementation and modification, helping firms match Salesforce with their business objectives.
These positions are in high demand across a variety of industries, including finance, healthcare, technology, and retail, with excellent wages and chances for promotion in both the United States and Canada.
- A look at Salesforce and the basics of CRM.
- Understanding Salesforce’s architecture and its multi-tenant cloud.
- Exploring standard and custom objects.
- Salesforce editions and licensing explained.
- Hands On: Navigating the Salesforce UI and a setup overview.
- How to create and manage users.
- Profiles, roles, and the role hierarchy.
- Permission sets and permission set groups.
- Password policies and login security measures.
- Hands On: Configuring users, profiles, and access controls.
- Objects, fields, and the relationships between them
- Data types and field-level security.
- Lookup versus master-detail relationships.
- An overview of the Schema Builder.
- Hands On: Creating custom objects, fields, and relationships.
- Data import tools, like the Data Import Wizard and Data Loader, are essential.
- We also need to consider validation rules and maintaining data integrity.
- Duplicate and matching rules are key to keeping things organized.
- Data backup and export are also important.
- Hands On: Let’s import some data and set up validation rules.
- We’ll start with an overview of workflow rules.
- Then, we’ll cover the basics of Process Builder.
- Flow Builder basics, specifically record-triggered flows, will follow.
- Approval processes are also on the agenda.
- Hands On: We’ll build some simple automation using Flow.
- We’ll look at report types and formats.
- Custom reports and filters will be covered next.
- Dashboard components and dynamic dashboards are also important.
- Report subscriptions and scheduling will be discussed.
- Hands On: We’ll create reports and dashboards to gain business insights.
- We’ll explore Sales Cloud features, including leads, accounts, contacts, and opportunities.
- Service Cloud’s core components encompass cases, queues, and escalation protocols.
- Activity management and productivity tools are also covered.
- Hands-on exercises will involve configuring sales and service workflows.
- The curriculum includes change sets and deployment fundamentals.
- An overview of AppExchange and app installation procedures is provided.
- Page layouts and the Lightning App Builder are explored.
- Mobile customization techniques are also add
Hands-on activities will focus on customizing Lightning pages and deploying changes
- An end-to-end Salesforce admin project is included.
- Troubleshooting techniques and best practices are discussed.
- A review of ADM201 and Salesforce Admin exam topics is provided.
- Practice exams and scenario-based exercises are available.
Note: The curriculum is regularly updated to reflect the most recent Salesforce releases.
ADM201 is a foundational Salesforce training course designed for beginners who want to learn Salesforce administration, configuration, and platform management.This course is ideal for aspiring Salesforce Administrators, business analysts, CRM professionals, IT support staff, and anyone preparing for the Salesforce Certified Administrator exam.
No prior Salesforce experience is required. Basic computer knowledge and an interest in CRM systems are helpful.
The course is typically delivered over 6–8 weeks, depending on the batch schedule.
Yes. Students work on real Salesforce orgs with guided labs, exercises, and mini-projects.
Yes. ADM201 covers the core concepts required for the Salesforce Certified Administrator exam and provides strong exam preparation support.
It prepares you for entry-level roles such as:Salesforce Administrator, CRM Administrator, Salesforce Support Analyst, Junior Salesforce Consultant
We offer online sessions with flexible weekday and weekend batches. All sessions are recorded, and learners get access to instructor support and peer discussions.
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.
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You will receive a certificate of completion from the training provider. To become Salesforce-certified, you must pass the Salesforce Certified Administrator exam through Salesforce.
We currently offer online sessions with flexible weekday/weekend batches for 8 weeks. All sessions are recorded. You’ll have access to the recordings, along with support from instructors and peers in our learning portal.
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Job opportunities in USA and Canada
Salesforce Administrator: Salesforce Administrators administer and configure Salesforce environments, including user administration, data management, and system customisation.
CRM Administrator: As a CRM Administrator, you will oversee systems, ensure data quality, and optimize workflows to support business processes.
Business Systems Analyst: As a Business Systems Analyst, you will analyze and improve business processes using Salesforce, while also supporting system enhancements and user requirements.
Salesforce Consultant: Salesforce Consultants offer expertise in implementation and modification, helping firms match Salesforce with their business objectives.
These positions are in high demand across a variety of industries, including finance, healthcare, technology, and retail, with excellent wages and chances for promotion in both the United States and Canada.
