Salesforce Administrator Training Class

Salesforce Administration in Lightning Experience

This class is delivered by a senior instructor with many years of real world Salesforce experience. The instructor will cover all the basic administration concepts within Salesforce in addition to sharing real world experiences and best practices.

Course Overview

Extensive and interactive, Administrative Essentials for New Admins in Lightning Experience is the core training that ensures your success with Salesforce Lightning. It’s a must for new administrators, and we recommend completing this course before starting a Salesforce deployment or when taking over an existing deployment.

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

Customize your application, including page layouts, fields, tabs, and business processes in Lightning Experience.
Learn how security settings created in Salesforce Classic are applied in Lightning.
Maintain and import clean data in Lightning.
Use Lightning features to create high-value reports and dashboards
Understand how workflow automation complies with Lightning.

Getting Around the App

Data Model and Navigation
Lightning Experience
Help & Training

Getting Your Organization Ready for Users

Setting Up the Company Profile
Configuring the User Interface
Setting Up Activities and Calendars
Configuring Search Settings
Setting Up Chatter Groups
Mobile Access with Salesforce1

Setting Up and Managing Users

Managing User Profiles
Managing Users
Setting Up Chatter Free Users and Invites
Troubleshooting Login Issues

Security and Data Access

Restricting Logins
Determining Object Access
Setting Up Record Access
Creating a Role Hierarchy
Dealing with Record Access Exceptions
Managing Field-level Security

Object Customizations

Administering Standard Fields
Creating New Custom Fields
Creating Selection Fields: Picklists and Lookups
Creating Formula Fields
Working with Page Layouts
Working with Record Types and Business Processes
Maintaining Data Quality

Managing Data

Import Wizards
Data Loader
Data.com
Mass Transfer
Backing Up Data
Mass Delete and Recycle Bin

Reports and Dashboards

Running and Modifying Reports
Creating New Reports with the Report Builder
Working with Report Filters
Summarizing with Formulas and Visual Summaries
Printing, Exporting, and Emailing Reports
Building Dashboards

Automation

Email Templates
Workflow Rules
Process Builder
Lead Automation

Managing the Support Process

Managing and Resolving Cases
Customizing a Support Process
Automating Support
Understanding the Salesforce Console for Service
Collaborating in the Service Cloud
Analyzing Support Data

As a participant in the class, each student will be given a practice learning environment to use during hands-on exercises during the class. The student will be able to use this learning environment indefinitely after the class without any additional fee.

Students who have paid for a class can retake that same class anytime it runs for no additional fee.

Prerequisites

General technology experience

Format

In-person
Virtual

Bonuses

"The Salesforce Career Playbook"

written by Martin Gessner

Access to all Courses on

Focus On Force for 12 months

Class Details

Start Time

: 10:00 AM Eastern Time (US)

End Time

: 6:00 PM Eastern Time (US)

Location

: Virtual

Price

: $4,000

Class Code

: ADX201

Class Sessions

2/27/2023 - 3/03/2023
4/03/2023 - 4/07/2023

Have Questions?

Limited-time Discount!

$4000

$3800

Salesforce Administrator Training Class

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