Administer, Extend, and Automate Salesforce Training in Canada

• 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.

Who Should Attend

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

Troubleshoot Record Access and Field Visibility

• Troubleshoot record access
• Understand the impact of territory management on the sharing model
• Manage field visibility

Change Management

• Manage changes in a sandbox
• Deploy changes using change sets

Extend Salesforce with Custom Objects and Apps

• Build custom objects, tabs, and apps
• Create relationships between objects
• Use delegated administration

Extend Reporting

• Create custom report types
• Build exception reports with cross filters
• Categorize report data with bucketing
• Extend summaries in reports and dashboards
• Display multiple views of data using joined reports
• Analyze data over time with historical trending and reporting snapshots

Increase Efficiency with Salesforce Mobile App and Quick Actions

• Customize the Salesforce mobile app
• Create object-specific quick actions
• Creating global quick actions

Improve Data Quality

• Assess, cleanse, and maintain data quality
• Prevent duplicate records using Duplicate Management
• Clean and enrich data with Lightning Data

Automate Complex Business Processes

• Use validation rules, formula fields, workflow rules, and Process Builder to enforce and automate business processes

Streamline Requests with Approval Processes

• Manage approval processes
• Troubleshooting approval processes

Increase Productivity with Visual Workflow

• Understand use cases for Visual Workflow
• Build and deploy a flow

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.
• Use debug logs to troubleshoot business process issues.