Duration
5 days
OVERVIEW
Discover the world of a Salesforce Administrator by working firsthand to configure and customize a Salesforce org. In this class designed for new admins, our experts guide you through the important tasks and features that Salesforce Administrators encounter daily. Learn about Salesforce’s architecture, how to manage users, and how to keep your org secure. Dive into best practices surrounding customization, set up automations to improve efficiency, and create reports and dashboards for data analysis.
WHO SHOULD TAKE THIS COURSE?
This class is ideal for new and beginner Salesforce System Administrators, as well as Trailblazers looking to increase their skills around the configuration, maintenance, and automation of a Salesforce org. This is also a great class for anyone looking to earn their Salesforce Administrator credential.
WHEN YOU COMPLETE THIS COURSE, YOU WILL BE ABLE TO:
- Explain the Salesforce architecture and key terminology.
- Use the application development lifecycle to define the process of managing an app’s development, from design to final release.
- Compare different methods for granting users access to functionality and data.
- Build and customize applications to meet business requirements.
- Describe use cases for data management and validation tools.
- Analyze key performance indicators with reports and dashboards.
- Automate business processes using key features and functionality.
- Leverage the Salesforce ecosystem and resources to implement and maintain your Salesforce org.
MODULES & TOPICS
DAY 1
9:00am - 10:30am
Salesforce Fundamentals
- Explore Salesforce
- Salesforce Architecture
10:30am - 10:45am Morning Break
10:45am - 12:30pm
Administrator Responsibilities
- Describe the Role of an Administrator
- Plan for Success
12:30pm - 1:30pm Lunch Break
1:30pm - 3:30pm
The Big Picture: All Users
DAY 2
9:00am - 10:30am
Feature Access and Object Security
- Profiles
- Permission Sets
- Field-Level Security
10:30am - 10:45am Morning Break
10:45am - 12:30pm
Salesforce Record Access
- Record Ownership
- Organization-Wide Defaults
- Role Hierarchy
12:30pm - 1:30pm Lunch Break
1:30pm - 3:30pm
Salesforce Record Access
- Sharing Rules
- Teams and Manual Sharing
- Restriction Rules
3:30pm - 3:45pm Afternoon Break
3:45pm - 5:00pm
Customize Standard Functionality
- Object Overview
- Standard and Custom Fields
- Relationship Fields
- Custom Formula Fields
DAY 3
9:00am - 10:30am
Customize the Existing User Interface (UI)
- Applications
- Home Page
- Tabs and List Views
10:30am - 10:45am Morning Break
10:45am - 12:30pm
Customize the Existing User Interface (UI) (cont.)
- Page Layouts
- Buttons, Links, and Actions
- Record Types, Business Process, and Path
12:30pm - 1:30pm Lunch Break
1:30pm - 3:30pm
Create New with Clicks
- Create a New Object
- Dynamic Forms
- Create a New Custom Tab
3:30pm - 3:45pm Afternoon Break
3:45pm - 5:00pm
Create New with Clicks (cont.)
- Create and Deploy a Change Set
- Mobile Layout
DAY 4
9:00am - 10:30am
Declarative Automation
- Automation Fundamentals
- Validation Rules
10:30am - 10:45am Morning Break
10:45am - 12:30pm
Declarative Automation (cont.)
- Lead and Case Management
- Workflow and Approval Process
- Process Builder
12:30pm - 1:30pm Lunch Break
1:30pm - 3:30pm
The Future of Automation: Flow
- Flow Overview
- Build a Flow to Update a Field
- Build and Combine Flows
3:30pm - 3:45pm Afternoon Break
3:45pm - 5:00pm
The Future of Automation: Flow
- Deploy Flow with a Lightning Component
- Order of Execution
DAY 5
9:00am - 10:30am
Data Management
- Back Up Data
- Import, Export, and Update Data
10:30am - 10:45am Morning Break
10:45am - 12:30pm
Data Management (cont.)
- Mass Delete and Mass Transfer
- Data Quality and Cleansing Tools
12:30pm - 1:30pm Lunch Break
1:30pm - 3:30pm
Analytics
- Report Components
- Filters and Formulas
- Conditional Formatting and Charts
3:30pm - 3:45pm Afternoon Break
3:45pm - 5:00pm
Analytics (cont.)
- Conditional Formatting and Charts
- Exports and Subscriptions
- Dashboards
Programme scope, delivery arrangements and suitability are confirmed during enquiry.