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SUCCESS INSIGHTS: Training - ADM-202 Administration Essentials for Professional Edition

Knowledge Article Number 000213174
Description ADM-202 Administration Essentials for Professional Edition course - Improving Administration skills to enhance the power of Salesforce


A Salesforce Administrator plays a vital role in an organization.  They will be key in ensuring the success of an implementation and most often will be the go-to person for the many and varied day-to-day Salesforce Admin tasks in your business.  Setting up, customizing the application, and “turning on” the new features that become available with each release - are just a few clicks away.  However, it’s vital that attention is given to their professional development, so that they have the knowledge and skills to complete these tasks quickly and effectively in order that you maximize the value of your Salesforce investment.


Our 2-day ADM-202 Administration Essentials for Professional Edition course is a must for all Administrators looking to fully enable the capabilities of their Salesforce instance.


This course will provide skills so that you can set up new users, work with key stakeholders to determine requirements, set the security and access levels for different roles, customize the application to appeal to your users, manage data availability and performance, and activate the features in new releases.
When you complete this course, you’ll be able to:
  • Understand the data model and Salesforce navigation
  • Set up your User Interface and Company Profile
  • Set up and manage users and troubleshoot any login problems
  • Customize the application to your specific needs by creating custom fields and page layouts
  • Manage your data using built-in tools and establish a back-up protocol
  • Use Tasks, Events and Email Templates to support Activity Management
Please note - in addition to this course, we’d also highly recommend that any Administrator attends our 1-day Reporting Fundamentals course.
For more information about this course, including a schedule of dates and fees, please contact your Account Executive, view the attached data sheet or visit:

Name Type Size
Admin Essentials: PE.pdf

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