Salesforce administrators are currently among the most sought after profiles in the market. With Administrative Essentials for New Admins in Lightning Experience, you’ll learn the basics of how to manage the platform, ranging from application configuration through to process streamlining via automation strategies. As an administrator, you’ll have special permissions to structure the application and ensure that it works smoothly. Get officially certified and start your journey in the Salesforce Ecosystem today.
Course Highlights
Virtual or in-person
40 hours
Salesforce certified instructors
Small class size
Course
Outcomes
Upon completion of the Administrative Essentials For New Admins in Lightning Experience ADX 201 you will be able to:
Who is it for?
New system administrators responsible for the setup, configuration, and maintenance of their organization’s Salesforce applications Other groups that would benefit from deepening their knowledge of Salesforce, including power users, sales operations, and IT managers
Requirements
- No prior knowledge on Salesforce products is required.
- Complete this Trailmix before starting the course: Administrative Essentials for New Admins in Lightning Experience Prework.
Content & Methodology
- Manage user profiles
- Create and manage users
- Troubleshoot user login issues
- Understand SalesforceA capabilities Set
- up Chatter Free Users andInvites
- Restrict logins Determine
- Object access Set up
- Record access
- Import new records using import wizards
- Update existing records with the data loader
- Keep records up to date with Data.com
- Mass transfer records between users
- Back up data with a weekly export
- Mass delete records
- Administer standard fields Create new custom fields
- Create selection fields: picklists and lookups
- Create formula fields
- Work with page layouts
- Email Templates
- Set up workflow rules and Process Builder
- Automate leads and cases
- Automate the support process
- Understand the SalesforceConsole
- Analyze support data with reports and dashboards
Download the brochure of this course
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