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Salesforce Administration Essentials for New Admins in Lightning Experience (ADX201)

This course 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.

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Learning Objectives

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

     

    Course Details

    Course Outline

    1 - Getting Around the App
  • Data Model and Navigation
  • Lightning Experience
  • Help & Training
    • 2 - 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
    • 3 - Setting Up & Managing Users
  • Managing User Profiles
  • Managing Users
  • Setting Up Chatter Free Users and Invites
  • Troubleshooting Login Issues
    • 4 - Security & Data Access
  • Restricting Logins
  • Determining Object Access
  • Setting Up Record Access
  • Creating a Role Hierarchy
  • Dealing with Record Access Exceptions
  • Managing Field-level Security
    • 5 - 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
    • 6 - Managing Data
  • Import Wizards
  • Data Loader
  • Data.com
  • Mass Transfer
  • Backing Up Data
  • Mass Delete and Recycle Bin
    • 7 - Reports & 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
    • 8 - Automation
  • Email Templates
  • Workflow Rules
  • Process Builder
  • Lead Automation
    • 9 - 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

    • Actual course outline may vary depending on offering center. Contact your sales representative for more information.

    Who is it For?

    Target Audience

    New systems administrators

    Other Prerequisites

    A solid understanding of Salesforce concepts and functionality.

    Salesforce Administration Essentials for New Admins in Lightning Experience (ADX201)

    £4,500
    Course Length : 5 Days
     

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