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This class is ideal for current admins who hold the Salesforce Certified Administrator credential or have at least 6 months of experience administering Salesforce. This class is a great foundational course for individuals looking to earn their Salesforce Advanced Administrator credential or deepen their understanding and capabilities within Salesforce.

Attendies should posses knowledge to the level of course ADX201 Administrative Essentials for New Admins in Lightning Experience

Troubleshoot and modify complex security models based on business requirements.
Identify the relationship types available in Salesforce and when each should be used.
Modify a Lightning app to meet business needs.
Increase data quality with advanced validation rules and formula functions.
Utilize Flow to solve business problems and increase productivity.
Troubleshoot flow errors stemming from the Order of Execution and invalid data inputs.
Plan and create an Approval Process.
Utilize the Order of Execution to explain why automations are running at specific times.
Determine when to configure, buy, or extend Salesforce.
Utilize advanced reporting techniques to analyze data.

Securing Your Data

Accessing the Org
Object Permissions
Impact of Sharing
Delegated Administration

Objects, Fields, and Relationships

Create Custom Objects
Customize Fields
Master Detail and Lookup Relationships
Many to Many Relationships
Benefits of Relationship Fields
Additional Relationship Types

Increasing Efficiency with Lightning Apps

Building Lightning Applications
Selecting Tabs
Page Layout Editor
Applying Quick Actions
Record Type & Business Process

Improve Data Quality

Data Quality Lifecycle
Enforcing Data Quality
Validation Rules & Formula Functions
Eliminate Duplicates

Salesforce Flow

Identifying the Right Automation Tool
Flow Overview
Migrating to Flow
Flow and the Order of Execution

Flow: Building From Scratch

Building a Flow: The Basics
Building a Flow: Resources & Elements
Collection Management

Creating a Flow

Record-Triggered Flow
Schedule-Triggered Flow
Screen Flow
Autolaunched Flow

Flow: Considerations & Troubleshooting

Considerations
Limitations
Troubleshooting

The Approval Process

What Is an Approval Process
Create an Approval Process
Troubleshoot an Approval Process

Audit and Extend Automations

The Order of Execution
Auditing Tools
Extending Beyond Automations

Advanced Reporting

Creating Custom Report Types
Exception Reports with Cross Filters
Bucketing Data
Historical Reporting
Extending Summaries in Reports and Dashboards

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

03 June 2024