Take your skills to the next level through real use cases with Administration Essentials for Experienced Admins. On this course you will learn how to extend Salesforce features and functionalities by customising new apps, automating complex processes and creating reports to make your CRM truly extraordinary. These are just some of the skills you will acquire on this course for Advanced Administrators.
Course Highlights
Virtual or in-person
32 hours
Taught in Spanish. Materials in English
Salesforce certified instructors
Small class size
Course
Outcomes
Upon completion of this course you will be able to:
- 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 Salesforce1 app and create quick actions to increase efficiency
- Improve data quality so that the ongoing task of data maintenance is not so overwhelming. Set up workflow automation. Implement complex business processes using work flow rules, processes, approval processes, and flows
Who is it for?
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.
Requirements
- A strong knowledge on Salesforce Administration is required to take this course.
Content & Methodology
- Troubleshoot record access
- Understand the impact of territory management on the sharing model
- Manage field visibility
- Manage changes in a sandbox
- Deploy changes using change sets
- Build custom objects, tabs, and apps
- Create relationships between objects
- Use delegated administration
- Customize the salesforce1 mobile app
- Create object-specific quick actions
- Creating global quick actions
- Assess, cleanse, and maintain data quality
- Prevent duplicate records using Duplicate Management
- Clean and enrich data with data.com
- Use validation rules, formula fields, workflow rules, and processes to enforce and automate business processes
- Manage approval processes
- Troubleshooting approval processes
- Understand use cases for Visual Workflow
- Build and deploy a flow
Download the brochure of this course
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