Salesforce Administrator Training Class

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

  • 10/03/2022 - 10/07/2022
  • 10/31/2022 - 11/04/2022

Have Questions?

Limited-time Discount!

$4000

$3800

Copyright 2022 -  www.FocusOnForce.com

Copyright 2022 -  www.FocusOnForce.com

@

Not recently active