What is covered in the Full Admin (Admin II) Training Course?

The Full Admin Training Course is designed to build upon the topics covered in the Lite Admin training. It covers the additional features and functions available only to users with Full Admin permissions. This course is not recommended for Lite Admins. We recommend full admins attend this training after attending the Lite Admin course. 

Topics covered in this training course include:

  • Global and System Settings - With a review of some of the most impactful settings
  • User Permissions
  • Profile Controls - Such as making changes to the Master Profile as well as module visibility and enablement
  • Apps Marketplace - Installing and using Apps
  • Custom Objects
  • Change History
  • Extending Reports - Such as using reports to create Widgets, Roadmaps, and Gantt charts 
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    Coates, Kimberly

    Clarizen Team,

    It would be great to have a Report Training option for our data analysts to better understand the data model and the reporting tool.
    Recommend moving the following topics into once course:
    High Level Data Model - Understanding data relations for better reporting.
    Reports - Single and multi-object reporting that includes charts, scheduling, and summary.
    DashboardsExtending Reports - Such as using reports to create Widgets, Roadmaps, and Gantt charts
    Then add:
    An additional topic for more in detail data model discussion and understanding
    An additional topic for Advanced report development - executive reporting, analytical reporting, ect.

    Edited by Coates, Kimberly