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ADM 201 Presentation

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martae giometti

on 21 March 2016

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Transcript of ADM 201 Presentation

Workflow Automation - 7%
Describe the components of the company profile
User Setup - 9%
New User Setup
Check if marketing user
Local settings
Best practice tip
Standard and Custom Profiles
Permission Settings
Public Groups
Login History
Training History
Global User Interface - 1%
Distinguish between and identify the different implications of the various user interface features than an admin controls
Security and Access - 15%
Explain the various organization security options
As Told by Martae
In preparation for ADM 201 Certification
What Is Salesforce?
Organization Setup - 1%
Company Information
Manage Currencies
Advanced Currency Managment
Fiscal Year
Custom Fiscal Year
Business Hours
Language Settings
Identify the steps to set up and maintain a user
Given a scenario, troubleshoot common user access and viability issues
Look at login history
Reset password
Enable collapsible sections
Enable hover details
Enable inline editing
Enable printable list views
Enable collapsible sidebar
Enable enchanced profile list views
Enable enhanced profile user interface
Describe the features and capabilites of the sharing model
Given a scenario, apply the appropriate security controls
Describe the various profiles controls

Activating an unrecognized computer
Login hours and IP ranges
Permission sets
Data access model
Role hierarchy
Sharing rules
Public Groups
Sharing Rules
Manual Sharing
System Admin
Stnd. Platform User
Solution Manager
Marketing User
Chatter User
Partner User
Customer Portal User/Manager
Contract Manager
Site.com User
Standard and Custom Objects - 18%
Describe the standard object architecture and relationship model
Explain how to create, delete, and customize fields, page layouts, and list views for standard and custom objects.
Given a scenario, determine the appropriate fields and page layouts for custom and standard objects.
Explain how to create, delete, and customize record types for custom and standard objects.
Given a scenario, determine the appropriate record types and business processes for custom and standard objects.
Explain the implications of deleting fields.
Describe when to use and how to create formula fields
Sales Cloud Applications - 9%
Service Cloud Applications - 6%
Activity Management - 3%
Chatter - 1%
Data Managment - 11%
Content and Folder Managment - 2%
Analytics: Reports and Dashboards - 11%
Given a scenario, identify the capabilities and implications of the sales process.
Given a scenario, identify when to apply the appropriate sales productivity features
Describe the capabilities of products and price books
Describe the capabilities of lead management
Given a scenario, identify how to automate lead management
Describe the capabilities of campaign management
Describe the capabilities of case management
Given a scenario, identify how to automate case management
Describe the capabilities of solution management
Describe the basic capabilities of portals
Describe the capabilities of the Community application, such as Ideas and Answers
Describe the capabilities of Salesforce Knowledge
Describe the capabilities of activity management
Describe the features of Chatter
Describe the considerations when importing, updating, transferring, and mass deleting data
Given a scenario, identify tools and use cases for managing data
Describe the capabilities and implications of the data validation tools
Describe the different ways to back up data
Describe the capabilities of Salesforce Content App
Describe how folders can be used to organize and secure communication templates, dashboards, reports, and documents
Describe the options available when creating or customizing a report
Describe the impact of the sharing model on reports
Describe the options available when creating and modifying dashboards
Describe the capabilities of custom report types
Describe when workflow rules are evaluated
Describe the capabilities of workflow rules and actions
Given a scenario, identify the appropriate workflow solution
Desktop and Mobile Administration – 2%
Describe the capabilities of Mobile Lite
Describe the installation and synchronization options of Salesforce for Outlook
AppExchange - 2%
Identify use cases for AppExchange applications
Many to Many
Use to assign leads to different users or queues
Customer portal
Partner portal
Chatter Answers
Record following
Monthly export
Export using Data Loader
Is the data clean?
Do the fields match?
Use import wizard or data loader?
Do you have a record owner?
Do record id's match?
Mass delete button
Mass transfer
Validation Rules
Clean data
Ensures record meets standards
Which method to use?
Report types
If you can see it, you can report on it
Running User
Report Builder
Evaluation criteria
Evaluation order
Four actions
Free, restricted verions of Salesforce Mobile
Managed packages
Unmanaged packages
Full transcript