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Salesforce Administration Essentials for Experienced Admins in Lightning Experience (ADX211)

Comprehensive and hands-on, this course is for administrators who are ready to significantly ramp up their skills and knowledge to solve their most pressing business needs. Using real-world scenarios, this course covers topics such as custom objects and Lightning apps, generating complex reports and dashboards, and automating complex business processes to help participants work more efficiently. Additional topics include Lightning Record Pages, Lightning Knowledge, and Lightning Data.

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Learning Objectives

When participants complete this course, participants will be able to:

  • Determine and implement appropriate data access and visibility settings
  • Manage configuration changes in a sandbox environment and move data between environments using change sets
  • Extend the functionality of your implementation with custom objects and apps
  • Extend your reporting to provide up-to-date views of your business
  • Customize the Salesforce mobile app and create quick actions to increase efficiency
  • Improve data quality so that the ongoing task of data maintenance is not so overwhelming
  • Implement complex business processes using workflow rules, Process Builder, approval processes, and flows.

     

    Course Details

    Course Outline

    1 - Troubleshoot Record Access and Field Visibility
  • Troubleshoot record access
  • Understand the impact of territory management on the sharing model
  • Manage field visibility
    • 2 - Change Management
  • Manage changes in a sandbox
  • Deploy changes using change sets
    • 3 - Extend Salesforce with Custom Objects and Apps
  • Build custom objects, tabs, and apps
  • Create relationships between objects
  • Use delegated administration
    • 4 - Extend Reporting
  • Create custom report types
  • Build exception reports with cross filters
  • Categorize report data with bucketing
  • Extend summaries in reports and dashboards
  • Display multiple views of data using joined reports
  • Analyze data over time with historical trending and reporting snapshots
    • 5 - Increase Efficiency with Salesforce Mobile App and Quick Actions
  • Customize the Salesforce mobile app
  • Create object-specific quick actions
  • Creating global quick actions
    • 6 - Improve Data Quality
  • Assess, cleanse, and maintain data quality
  • Prevent duplicate records using Duplicate Management
  • Clean and enrich data with Lightning Data
    • 7 - Automate Complex Business Processes
  • Use validation rules, formula fields, workflow rules, and Process Builder to enforce and automate business processes
    • 8 - Streamline Requests with Approval Processes
  • Manage approval processes
  • Troubleshooting approval processes
    • 9 - Increase Productivity with Visual Workflow
  • Understand use cases for Visual Workflow
  • Build and deploy a flow
    • 10 - Extend and Troubleshoot Business Process Automation
  • Understand when to use Apex, Lightning Components, and Visualforce for extending business process automation.
  • Understand the order of execution for automated processes.
  • Use debug logs to troubleshoot business process issues

    • Actual course outline may vary depending on offering center. Contact your sales representative for more information.

    Who is it For?

    Target Audience

    Administration Essentials for Experienced Admins is designed for:

    Administrators with at least six months of experience; and/ or Administrators who have completed the Administration Essentials for New Admins course

    Prerequisites

    Salesforce Administration Essentials for Experienced Admins in Lightning Experience (ADX211)

    €3,600
    Course Length : 4 Days
     

    1. Choose a Date | 2. Click Enroll Now [G2R=Guaranteed to Run]

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