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Comprehensive and hands-on, this course is for administrators who are ready to significantly ramp up their skills and knowledge about using Salesforce to solve their most pressing business needs. Using real-world scenarios, this course covers topics such as extending Salesforce with custom objects and Lightning apps, generating complex reports and dashboards, and automating complex business processes to help you work more efficiently and get more out of Salesforce. Additional topics include Lightning Record Pages, Lightning Knowledge, and Lightning Data.

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.

Upcoming Trainings

Join our public courses in our United Kingdom facilities. Private class trainings will be organized at the location of your preference, according to your schedule.

Classroom / Virtual Classroom

10 August 2024