Salesforce - ADX201 Administrative Essentials for New Admins in Lightning Experience

This course is 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 Lightning Experience, including power users, sales operations, and IT managers.

• Explain the Salesforce architecture and key terminology.
• Use the application development lifecycle to define the process of managing an app’s development, from design to final release.
• Compare different methods for granting users access to functionality and data.
• Build and customize applications to meet business requirements.
• Describe use cases for data management and validation tools.
• Analyze key performance indicators with reports and dashboards.
• Automate business processes using key features and functionality.
• Leverage the Salesforce ecosystem and resources to implement and maintain your Salesforce org.

Complete or hold knowledge already equivalent to the pre course work list below;

Essentials for New Lightning Experience Administrators Prework

Audience (Who should take this course?):

This class is ideal for new and beginner Salesforce System Administrators, as well as Trailblazers looking to increase their skills around the configuration, maintenance, and automation of a Salesforce org. This is also a great class for anyone looking to earn their Salesforce Administrator credential.

Salesforce Fundamentals

• Explore Salesforce
• Salesforce Architecture

Administrator Responsibilities

• Describe the Role of an Administrator
• Plan for Success

The Big Picture: All Users

• Company Information and Licensing
• Fiscal Year and Currency
• Organize and Collaborate
• Manage Users
• Login Security Controls

Feature Access and Object Security

• Profiles
• Permission Sets
• Field-Level Security

Salesforce Record Access

• Record Ownership
• Organization-Wide Defaults
• Role Hierarchy
• Sharing Rules
• Teams and Manual Sharing
• Restriction Rules

Customize Standard Functionality

• Object Overview
• Standard and Custom Fields
• Relationship Fields
• Custom Formula Fields

Customize the Existing User Interface (UI)

• Applications
• Home Page
• Tabs and List Views
• Page Layouts
• Buttons, Links, and Actions
• Record Types, Business Process, and Path

Create New with Clicks

• Create a New Object
• Dynamic Forms
• Create a New Custom Tab
• Create and Deploy a Change Set
• Mobile Layout

Declarative Automation

• Automation Fundamentals
• Validation Rules
• Lead and Case Management
• Workflow and Approval Process
• Process Builder

The Future of Automation: Flow

• Flow Overview
• Build a Flow to Update a Field
• Build and Combine Flows
• Deploy Flow with a Lightning Component
• Order of Execution

Data Management

• Back Up Data
• Import, Export, and Update Data
• Mass Delete and Mass Transfer
• Data Quality and Cleansing Tools

Analytics

• Report Components
• Filters and Formulas
• Conditional Formatting and Charts
• Exports and Subscriptions
• Dashboards

Please note: In order to provision you with your courseware and lab access for this course CM must share several items of basic personal information with our partner (usually your full name and email address). If you have any questions or concerns please contact your CM account manager.

Dual monitors are reccomended for viewing the courseware and completing the excercises.