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Administration Essentials

for New Admins
(Getting Your Organization
Ready for Users)
Exercise Guide

.

................................................ 16 ................... 13 Exercise 2-11: Getting Ready for Salesforce1 ............. 11 Exercise 2-9: Create a Manufacturing Accounts List View ..................... 5 Exercise 2-5: Update the Yen Exchange Rate with ACM ..................................................................................................................................................................................................... 7 Exercise 2-7: Configure Searches ......................................................................................................... 2 Exercise 2-3: Set Up the Yen Currency ..................... 9 Exercise 2-8: Create a Technology Accounts List View ...................................... 4 Exercise 2-4: Update Exchange Rates .................................................................................. 6 Exercise 2-6: Modify the UI to Improve User Experience .................................................. 12 Exercise 2-10: Create Public and Private Chatter Groups ................................... 1 Exercise 2-2: Check the Fiscal Year and Set Up the Euro Currency ..................Table of Contents Exercise 2-1: Check the Company Profile .................................................................................................................................

©Copyright 2015 salesforce. 2. Time: 5 minutes Instructions: 1. Click Setup | Company Profile | Company Information. 2. inc. and time zone settings. wants to know how many available user licenses there are to ensure there are enough as the sales teams expand internationally. language. wants to know what the default locale. Review the company profile to determine the number of available user licenses. All rights reserved. A. Review the company profile to determine the number of available user licenses.com. language. Review the company profile and the default locale. VP of Human Resources. CEO. Tasks: 1. Ling Wu. From the User Licenses related list. and time zone settings are so that she knows what additional information to provide when you’re setting up non-US users. Exercise Guide – Page 1 of 16 . and time zone settings. B. Review the company profile to determine the default locale.Exercise 2-1: Check the Company Profile Goals: John Wiseman. language. make a note of the number of remaining Salesforce licenses.

inc. Decimal Places: 2 Click Save. Activate the Euro currency. and then set up the Euro. and make a note of the converted amount. He has also requested that you set up two new currencies. Account Name: ABC Labs iii. Activate the Euro currency. What is the fiscal year start month? iii. A. Ensure the fiscal year is a standard year. has asked you to check that the fiscal year has been set correctly. Exercise Guide – Page 2 of 16 . Opportunity Name: Euro Currency Test ii. A. i. B. and add exchange rate. with the latest exchange rates. Test the new currency with an opportunity. Ensure the fiscal year is a standard year. i. Time: 10 minutes Instructions: 1. All rights reserved.Exercise 2-2: Check the Fiscal Year and Set Up the Euro Currency Goal: Brent Bassi. Currency Type: EUR – Euro ii. B. Click New. What type of fiscal year is selected: standard or custom? ii. and make a note of the converted amount. 3. Tasks: 1. 3. What will the name of the current fiscal year be? 2. the Euro and the Japanese Yen. starting January 1. and add exchange rate. Click Setup | Company Profile | Manage Currencies. Click the Opportunities tab.com. A. VP of Finance. starting January 1. and then create a new opportunity. Click New. Conversion Rate: (current rate) iii. Click Setup | Company Profile | Fiscal Year. B. 2. Opportunity Currency: EUR – Euro ©Copyright 2015 salesforce. Answer the following questions: i. Test the new currency with an opportunity.

Make a note of the converted amount (shown in parentheses in Amount field). All rights reserved. Close Date: (end of current month) v. Amount: 10k C.iv. i. Exercise Guide – Page 3 of 16 . Stage: Closed Won vi.com. Click Save. inc. ©Copyright 2015 salesforce.

i. Tasks: 1. and then create a new opportunity. Activate the Yen currency. Activate the Yen currency. Click New.com. has asked you to check that the fiscal year has been set correctly. He has also requested that you set up two new currencies. Test the new currency with an opportunity. 2. Opportunity Currency: JPY – Japanese Yen iv. and add exchange rate. the Euro and the Japanese Yen. with the latest exchange rates. Click Save. A. VP of Finance. Conversion Rate: (Use the rate provided by your instructor. i. All rights reserved. B.Exercise 2-3: Set Up the Yen Currency Goal: Brent Bassi. Close Date: [end of current month] v. Click Save. Time: 5 minutes Instructions: 1. Exercise Guide – Page 4 of 16 . B. Click New. Stage: Closed Won vi. Opportunity Name: Yen Currency Test ii. and add exchange rate. Decimal Places: 0 C. A. Test the new currency with an opportunity. Amount: 10k C. inc. Make a note of the converted amount (shown in parentheses in Amount field).) iii. 2. Click Setup | Company Profile | Manage Currencies. and make a note of the converted amount. Click the Opportunities tab. and make a note of the converted amount. and then set up the Japanese Yen. ©Copyright 2015 salesforce. Currency Type: JPY – Japanese Yen ii. Account Name: ABC Labs iii.

C.Exercise 2-4: Update Exchange Rates Goal: Brent Bassi. Exercise Guide – Page 5 of 16 . A. inc. Euro: 1. D. 2.00 C.00 ii. B. Update the exchange rates. and then edit the rates. Click Save. From the Recent Opportunities list. Click the Opportunities tab. View the two opportunities from the earlier exercises and compare the converted amounts to the ones you noted. Time: 5 minutes Instructions: 1. ©Copyright 2015 salesforce. i. A. View the two opportunities from the earlier exercises and compare the converted amounts to the ones you noted. VP of Finance. Click Setup | Company Profile | Manage Currencies. has asked you to update the exchange rates weekly.com. 2. Click Edit Rates. All rights reserved. click Yen Currency Test and compare the converted amount to the one you noted earlier. Update the exchange rates. click Euro Currency Test and compare the converted amount to the one you noted earlier. Tasks: 1. From the Recent Opportunities list. Click the Opportunities tab. Japanese Yen: 100. B.

Click Manage Dated Exchange Rates. C. D. click Yen Currency Test and compare the converted amount to the one you noted earlier. inc. Start Date: (first day of next month) ii.00 C. Click Save. Japanese Yen: 120. A. 3. Update the Yen exchange rate using the first day of next month as the Start Date. Tasks: 1. Click Enable. Click Save. From the Recent Opportunities list. 2. Click New Exchange Rates. ©Copyright 2015 salesforce. and then click Enable. Enable advanced currency management. B. and click Continue on the splash screen. Edit the Close Date on the Yen opportunity to see how the converted amount changes depending on the exchange rate. A.com. Enable advanced currency management. 3. Exercise Guide – Page 6 of 16 . Time: 5 minutes Instructions: 1. Notice how the converted amount has changed because the new exchange rate is being used. C. select the Yes. B. Update the Yen exchange rate using the first day of next month as the Start Date. i. Click the Opportunities tab. I want to enable Advanced Currency Management checkbox. Edit the Close Date on the Yen opportunity to see how the converted amounts change depending on the respective exchange rates. 2. On the confirmation that appears. Click Edit. and change the Close Date to the first date of next month. Click Setup | Company Profile | Manage Currencies. and then complete the fields. A. All rights reserved. B.Exercise 2-5: Update the Yen Exchange Rate with ACM Goal: You want to be able to update exchange rates weekly without affecting historical opportunities.

Modify the user interface settings to resolve the issues. too!) B.Exercise 2-6: Modify the UI to Improve User Experience Goal: Noah Larkin. and consider the following: i. Navigate around the user interface to identify the issues listed. Is the Quick Create component at the bottom of the sidebar encouraging users to create incomplete records? (Remember. D. Click the Accounts tab. Modify the user interface settings to resolve the issues. leaving all other settings unchanged. Would it benefit users if we allowed them to collapse the sidebar? ii. Click Save. Enable Printable List Views: (selected) iv. A. B. VP of Services. Click Go! next to the View picklist. Enable Enhanced Lists: (selected) iii. Exercise Guide – Page 7 of 16 . 2. Time: 10 minutes Instructions: 1. Contacts. Navigate around the user interface again to see if the issues have been resolved. Click Setup | Customize | User Interface. Tasks: 1. 3. i.com. and consider the following for the sidebar: i. Navigate around the user interface to identify the issues listed. Leave all other settings unchanged. inc. Enable Collapsible Sidebar: (selected) C. Would there be any security issues if we allowed users to print directly from a list view? 2. Try to resolve these issues. ©Copyright 2015 salesforce. Would there be any issues if we allowed users to edit fields directly from a list view or edit multiple records at the same time? ii. A. 3. there’s one on the Leads. and Opportunities tab. All rights reserved. Show Quick Create: (cleared) ii. Navigate around the user interface again to see if the issues have been resolved. has been reviewing internal support cases and has provided you with a list of issues involving the user interface. Modify the following settings.

Hover over the left-hand edge of the page and click to expand the sidebar. Look for the Quick Create component. ©Copyright 2015 salesforce. Click Printable View (printer icon) in the top right corner to see a printer-friendly version of the list in a new window. Close this window. and try the following: i. Click the Accounts tab. ii. Click Go! next to the View picklist. It’s gone! C. Using the checkboxes on the left.com. iii. Exercise Guide – Page 8 of 16 . Click Cancel. iii. select the first three records. ii. All rights reserved.A. Notice how this lets you use inline editing to mass edit the records. and then double-click the Type field on the first record. and try the following with the sidebar: i. inc. Hover over the left-hand edge of the page and click to expand the sidebar again. B. Hover over the right-hand edge of the sidebar and click to collapse it.

Add Account Name and Title filters to the Contact search results. B. select Accounts and Contacts. from the Objects to update list. A. From the Available Fields list. Click Setup | Customize | Contacts | Search Layouts. C. select Account Name and Title (using CTRL). ©Copyright 2015 salesforce. Time: 10 minutes Instructions: 1. Test the changes. Click Save. Add Mailing City and Mobile columns to the Contact search results. Click Setup | Customize | Search | Search Settings. inc. Exercise Guide – Page 9 of 16 . use Up to move the fields to just below Account Site. enter 10. Limit the number of accounts and contacts displayed in search results to 10 per page.) ii. A. Allison Wheeler. All rights reserved. 3. Click Edit for the Search Filter Fields layout. and click Add.Exercise 2-7: Configure Searches Goal: Sales reps need to be able to find contact details for their customers as quickly as possible. B. Tasks: 1. Add Account Name and Title filters to the Contact search results. Click Save. Add Mailing City and Mobile columns to the Contact search results. 4. select Mailing City and Mobile (using CTRL). 2. Limit the number of contacts displayed in search results to 10 per page. From the Available Fields list.com. click Edit in front of the Search Results layout. Under Number of Search Results Displayed per Object. the VP of Global Sales. C. B. Click Save. In the Results per page for selected objects box. 3. i. In the Action column. 2. ii. and click Add. has asked you to configure searching to make it easier for sales reps to find the contact information they need. (Hold down CTRL to select both at the same time. A. In the Selected Fields list. i.

Exercise Guide – Page 10 of 16 . In the list of items on the left. In the Account Name filter. notice the following: i. ©Copyright 2015 salesforce. In the Global Search box. inc. E. enter jo and select Search for jo* (starts with) from the search options that appear. Only the first 10 results are displayed. C.4. A. Test the changes. Mailing City and Mobile are displayed. D.com. click Contacts (10+). In the Contacts results. All rights reserved. enter abc and click Apply Filters. B. Click the Show Filters link beside Contacts [10+] if the Contact filter fields are not already displayed. ii.

Time: 5 minutes Instructions: 1.com. A. ii. B.Exercise 2-8: Create a Technology Accounts List View Goal: Marketing is currently targeting accounts in the technology and manufacturing industries. i. select the Visible to all users (Includes partner and customer portal users) radio button. In Step 2. from the Available Fields list. a. in the View Name field. C. All rights reserved. Create a list view to display accounts in the technology industry. enter Technology Accounts. In Step 3. Click Save. Field: Industry b. Exercise Guide – Page 11 of 16 . In Step 1. In Step 4. inc. ©Copyright 2015 salesforce. add the filter criteria. Create a list view to display accounts in the technology industry. Value: Technology iii. select Industry and click Add. Operator: equals c. Click the Accounts tab. iv. Task: 1. Click Create New View. The team needs quick access to these accounts on a regular basis.

Click the Accounts tab. Task: 1. All rights reserved. In Step 3. The team needs quick access to these accounts on a regular basis. Click Save. C.com. in the View Name field. from the Available Fields list. Field: Industry b. ii. Exercise Guide – Page 12 of 16 . In Step 1. Create a list view to display accounts in the manufacturing industry. add the filter criteria. inc. iv. In Step 2.Exercise 2-9: Create a Manufacturing Accounts List View Goal: Marketing is currently targeting accounts in the technology and manufacturing industries. A. Value: Manufacturing iii. a. i. Time: 5 minutes Instructions: 1. Click Create New View. Create a list view to display accounts in the manufacturing industry. select the Visible to all users (Includes partner and customer portal users) radio button. B. select Industry and click Add. enter Manufacturing Accounts. ©Copyright 2015 salesforce. Operator: equals c. In Step 4.

Click New Group. iii. Post a link to additional training and mark it with a topic tag so that users can easily search for training-related posts. Use the lookup box to find the people on the list. Group Access: Public iv. B.Exercise 2-10: Create Public and Private Chatter Groups Goal: Create Chatter groups to replace group email lists. Create Chatter Groups for All Sales (public) and All Support (private). Click #training in your Chatter post to see other conversations in the company regarding training. ©Copyright 2015 salesforce. Click Add Members. Click Done. and click Add. Fill in the new group information. inc. Group Name: All Sales b. Kathy Cooper. Create Chatter groups for All Sales (public) and All Support (private). E. 3. Diego Cruz and Jessica Heinz Manager status. c. Click Save. Post a link to the All Support group that explains how to use @mentions. A. Click Change Roles. a. Tasks: 1. Click the Chatter tab and click Groups on the left. ii. 2. C. i. All rights reserved. F. Time: 10 minutes Instructions: 1. Exercise Guide – Page 13 of 16 . Allison Wheeler Kathy Cooper Jessica Heinz Diego Cruz An Lin D.com. Add group members. Grant An Lin. Description: Collaboration space for all things related to Sales. Create the All Sales Chatter group.

2. Post a link to the All Support group that explains how to use @mentions and @mention Noah Larkin that Cases are now Chatter-enabled. Post the following to the All Support Group: Welcome to the All Support group. A. Group Access: Private K. I. B-G to add Noah Larkin. Roberta Spada. Repeat Step 1. so please send her any team members you would like to add to this group. Link Name: Mentioning People and Groups in Posts and Comments I. Click Share. Here’s an example: #training G. On the All Support group page. Group Name: All Support ii. Description: Collaboration space for all things related to Support. B. L. Click Help & Training. All members at the Director level have been granted Manager rights. and Lars Ross as members of the group. Post the following to the All Sales Group: Welcome to the All Sales group. Link URL: (the link you copied) H. click Link. inc. and give Roberta Spada manager rights. so you can now add your own team members to this group. J. A to create the All Support group. Search for the term mention C. Click Share. D. @Roberta Spada is a group manager. M. to bring another user or even an entire group into a Chatter conversation. H. which replaces the All Sales email list. Click Mentioning People and Groups in Posts and Comments. i. which replaces the All Support email list. Click Done. iii. ©Copyright 2015 salesforce. Use topic tags to organize posts in Chatter. Copy the URL from the browser address bar. Exercise Guide – Page 14 of 16 . Post the following: Hi Support people! Here is some quick training on how to use the @mention feature. Click Share to post the link to the All Support group. F. All rights reserved. E.com. Repeat Step 1.G.

All rights reserved.com. inc. ©Copyright 2015 salesforce. Click #training in your Chatter post to see other conversations in the company regarding training. Exercise Guide – Page 15 of 16 .3.

All rights reserved. What are the two groups of Permitted Users? _____________________ ii. and answer a few questions based on the information you find in the app. Exercise Guide – Page 16 of 16 . and use your ADM201 login and password to log in. click Edit. Click Save. ©Copyright 2015 salesforce. Homework: To experience the app firsthand. 2. A. Pin Length: 4 C. In the Action column next to Chatter for iOS. What are the pros and cons of having users log in to the app every time? ______________________________________________________________________ ______________________________________________________________________ D. B. select the following: i. Can you restrict access by IP address? _____________________ iii. inc. Change the PIN requirements needed to access Saleforce1 using an iOS device. 2.com. Tasks: 1. Time: 5 minutes Instructions: 1. Under Mobile Integration.Exercise 2-11: Getting Ready for Salesforce1 Goal: Review the Saleforce1 app components. A. Review the Salesforce1 app components. Review the Connected Apps that are available in the organization. download Salesforce1 on your Android or iOS device. Change the PIN requirements needed to access Saleforce1 using an iOS device. B. Review the Salesforce1 app components. Control the settings and answer some questions regarding the components. Answer the following questions: i. and answer a few questions based on the information you find in the app. Click Setup | Manage Apps | Connected Apps. Require PIN after: 10 minutes ii. and ensure that all users with iOS devices can selfauthorize to use the app.