ADM211

Administration Essentials for Experienced Admins

Request more info

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

Location

Virtual or in-person

Schelude

32 hours

Teach

Taught in Spanish. Materials in English

List

Salesforce certified instructors

Group

Small class size

Certificate
Course
Trailhead Academy Authorized Training Provider

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
  • 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
  • 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
  • Understand when to use Apex and Visualforce for extending business process automation
  • Understand the order of execution for automated processes
  • Use debug logs to troubleshoot business process issues

Download the brochure of this course

Skill up for the future with ISDI CRM

Join the Salesforce Revolution and boost your business growth.

Show me more

Solutions for Companies

Enable your teams with customized learning programs aligned with your business goals.

Accelerate your team´s success

"ISDICRM allows us to quickly gain a better understanding of Salesforce capabilities. We are now able to make a bigger impact on our clients"

Solutions for Companies

Ricardo Forcano, CIO

They already trust us

Solutions for Companies
Solutions for Companies
Solutions for Companies
Solutions for Companies
Solutions for Companies
Solutions for Companies
Solutions for Companies
Solutions for Companies
Solutions for Companies
Solutions for Companies
Solutions for Companies
Solutions for Companies
Solutions for Companies
Solutions for Companies
Solutions for Companies

Stay tuned!

Subscribe and stay tuned for the latest news and updates

We use our own and third-party cookies to improve our services by analyzing your browsing. If you continue browsing it will mean that you consent to its use. More information in our Cookies Policy more information

The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.

Close