COURSE OVERVIEW:
Discover the world of a Salesforce Administrator by working firsthand to configure and customize a Salesforce org. In this 5-day 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.
TARGET AUDIENCE:
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.
COURSE PREREQUISITES:
Not available. Please contact.
COURSE CONTENT:
Salesforce Fundamentals
Explore Salesforce
Salesforce Architecture
Administrator Responsibilities
Describe the Role of an Administrator
Plan for Success
The Big Picture: All Users
Company Information and Licensing
Fiscal Year and Currency
Organize and Collaborate
Manage Users
Login Security Controls
Feature Access and Object Security
Profiles
Permission Sets
Field-Level Security
Salesforce Record Access
Record Ownership
Organization-Wide Defaults
Role Hierarchy
Sharing Rules
Teams and Manual Sharing
Restriction Rules
Customize Standard Functionality
Object Overview
Standard and Custom Fields
Relationship Fields
Custom Formula Fields
Customize the Existing User Interface (UI)
Applications
Home Page
Tabs and List Views
Page Layouts
Buttons, Links, and Actions
Record Types, Business Process, and Path
Create New with Clicks
Create a New Object
Dynamic Forms
Create a New Custom Tab
Create and Deploy a Change Set
Mobile Layout
Declarative Automation
Automation Fundamentals
Validation Rules
Lead and Case Management
Workflow and Approval Process
Process Builder
The Future of Automation: Flow
Flow Overview
Build a Flow to Update a Field
Build and Combine Flows
Deploy Flow with a Lightning Component
Order of Execution
Data Management
Back Up Data
Import, Export, and Update Data
Mass Delete and Mass Transfer
Data Quality and Cleansing Tools
Analytics
Report Components
Filters and Formulas
Conditional Formatting and Charts
Exports and Subscriptions
Dashboards
COURSE OBJECTIVE:
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.
FOLLOW ON COURSES:
Not available. Please contact.