Duration
4 days
OVERVIEW
Comprehensive and hands-on, this course is for administrators who are ready to significantly ramp up their skills and knowledge about using Salesforce to solve their most pressing business needs. Using real-world scenarios, this course covers topics such as extending Salesforce with custom objects and Lightning apps, generating complex reports and dashboards, and automating complex business processes to help you work more efficiently and get more out of Salesforce. Additional topics include Lightning Record Pages, Lightning Knowledge, and Lightning Data.
WHO SHOULD TAKE THIS COURSE?
Administration Essentials for Experienced Admins is designed for:
- Administrators with at least six months of experience using Salesforce; and/ or Administrators who have completed the Administration Essentials for New Admins course
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 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.
MODULES & TOPICS
Day 1
9:00am – 10:30am
Troubleshoot Record Access and Field Visibility
- Troubleshoot record access
- Understand the impact of territory management on the sharing model
- Manage field visibility
10:30am - 10:45am - Morning break
10:45am - 12:30pm
Change Management
- Manage changes in a sandbox
- Deploy changes using change sets
12:30pm - 1:30pm - Lunch Break
1:30pm - 3:30pm
Extend Salesforce with Custom Objects and Apps
- Build custom objects, tabs, and apps
- Create relationships between objects
- Use delegated administration
3:30pm - 3:45pm - Afternoon Break
3:45pm - 5:00pm
Labs and exercises
Day 2
9:00am - 10:30am
Extend Reporting
- Create custom report types
- Build exception reports with cross filters
- Categorize report data with bucketing
10:30am - 10:45am - Morning break
10:45am - 12:30pm
Extend Reporting (cont.)
- Extend summaries in reports and dashboards
- Display multiple views of data using joined reports
- Analyze data over time with historical trending and reporting snapshots
12:30pm - 1:30pm - Lunch Break
1:30pm - 3:30pm
Increase Efficiency with Salesforce Mobile App and Quick Actions
- Customize the Salesforce mobile app
- Create object-specific quick actions
3:30pm - 3:45pm - Afternoon Break
3:45pm - 5:00pm
Increase Efficiency with Salesforce Mobile App and Quick Actions (cont.)
- Creating global quick actions
Labs and exercises
Day 3
9:00am - 10:30am
Improve Data Quality
- Assess, cleanse, and maintain data quality
- Prevent duplicate records using Duplicate Management
- Clean and enrich data with Lightning Data
10:30am - 10:45am - Morning break
10:45am - 12:30pm
Automate Complex Business Processes
- Use validation rules, formula fields, workflow rules, and Process Builder to enforce and automate business processes
12:30pm - 1:30pm - Lunch Break
1:30pm - 3:30pm
Streamline Requests with Approval Processes
- Manage approval processes
3:30pm - 3:45pm - Afternoon Break
3:45pm - 5:00pm
Streamline Requests with Approval Processes (cont.)
- Troubleshooting approval processes
- Labs and exercises
Day 4
9:00am - 10:30am
Increase Productivity with Visual Workflow
- Understand use cases for Visual Workflow
- Build and deploy a flow
10:30am - 10:45am - Morning break
10:45am - 12:30pm
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.
12:30pm - 1:30pm - Lunch Break
1:30pm - 3:30pm
Extend and Troubleshoot Business Process Automation (cont.)
- Use debug logs to troubleshoot business process issues.
3:30pm - 3:45pm - Afternoon Break
3:45pm - 5:00pm
Labs and exercises
Programme scope, delivery arrangements and suitability are confirmed during enquiry.