Duration
4 days
Overview
Take your Salesforce Administrator skills to the next level and supercharge your knowledge to solve pressing business needs. In this 4-day class, discover how to extend Salesforce with custom objects and Lightning apps, generate complex reports and dashboards, and automate complex business requirements to work more efficiently. Our Salesforce experts will share tips and best practices to take your admin skills to the next level and arm you with the skills to get more out of Salesforce.
When you complete this course, you will be able to:
- Determine and implement appropriate data access and visibility settings.
- Manage configuration changes in a sandbox environment and move metadata 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.
Who should take this course?
This class is ideal for admins with at least 6 months of experience administering Salesforce, and is a great foundational course for anyone looking to earn their Salesforce Advanced Administrator credential.
Day 1
9:00am-10:30am
Record Access and Field Visibility
- Troubleshoot Record Access
10:30am-10:45pm Morning Break
10:45pm-12:30pm
- Understand the Impact of Territory Management on the Sharing Model
- Manage Field Visibility
12:30pm-1:30pm Lunch
1:30pm-3:30pm
Change Management
- Manage Changes in a Sandbox
3:30pm-3:45pm Afternoon Break
3:45pm-5:00pm
- Deploy Changes Using Change Sets
Day 2
9:00am-10:30am
Custom Objects and Apps
- Build Custom Objects, Tabs, and Apps
- Create Relationships Between Objects
10:30am-10:45pm Morning Break
10:45pm-12:30pm
- Use Delegated Administration
12:30pm-1:30pm Lunch
1:30pm-3:30pm
Advanced Reporting
- Create Custom Report Types
- Build Exception Reports with Cross Filters
- Categorize Report Data with Bucketing
3:30pm-3:45pm Afternoon Break
3:45pm-5:00pm
- Extend Summaries in Reports and Dashboards
- Display Multiple Views of Data Using Joined Reports
- Analyze Data Over Time with Historical Trending and Reporting Snapshots
Day 3
9:00am-10:30am
Salesforce Mobile App and Quick Actions
- Customize the Salesforce Mobile App
10:30am-10:45pm Morning Break
10:45pm-12:30pm
- Create Object-Specific Quick Actions
- Create Global Quick Actions
12:30pm-1:30pm Lunch
1:30pm-3:30pm
Data Quality
- Assess, Cleanse, and Maintain Data
3:30pm-3:45pm Afternoon Break
3:45pm-5:00pm
- Prevent Duplicate Records Using Duplicate Management
Day 4
9:00am-10:30am
Automated Business Processes
- Use Validation Rules, Formula Fields, Workflow Rules, and Process Builder to Enforce and Automate Business Processes
10:30am-10:45pm Morning Break
10:45pm-12:30pm
Approval Processes
- Manage Approval Processes
- Troubleshoot Approval Processes
12:30pm-1:30pm Lunch
1:30pm-3:30pm
Visual Workflow
- Understand Use Cases for Visual Workflow
- Build and Deploy a Flow
3:30pm-3:45pm Afternoon Break
3:45pm-5:00pm
Advanced Business Process Automation
- Understand When to Use Apex and Visualforce for Extending Business Process Automation
- Understand the Order of Execution for Automated Processes
- Use Debug Logs to Troubleshoot Business Process Issues
Programme scope, delivery arrangements and suitability are confirmed during enquiry.