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.

• 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.

The prerequisites include a solid understanding of basic Salesforce concepts and functionality, and completion of the following online courses, which are available at help.salesforce.com.

• Getting Started: Navigating Salesforce
• Getting Started: Using the Sales Cloud
• We also strongly recommend you complete the Get Started with Lightning Experience trail in Trailhead to get the most out of this course.

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

Getting Around the App

• Data Model and Navigation
• Lightning Experience
• Help & Training

• 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

• Managing User Profiles
• Managing Users
• Setting Up Chatter Free Users and Invites
• Troubleshooting Login Issues

• Restricting Logins
• Determining Object Access
• Setting Up Record Access
• Creating a Role Hierarchy
• Dealing with Record Access Exceptions
• Managing Field-level Security

• 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

• Import Wizards
• Data Loader
• Data.com
• Mass Transfer
• Backing Up Data
• Mass Delete and Recycle Bin

• 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

• Email Templates
• Workflow Rules
• Process Builder
• Lead Automation

• Managing and Resolving Cases
• Customizing a Support Process
• Automating Support
• Understanding the Salesforce Console for Service
• Collaborating in the Service Cloud
• Analyzing Support Data

In addition to the dates listed here a full schedule is available in London and Staines, at Salesforce training centres.

Please contact your account manager or call 0333 130 9723 for more information.