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Salesforce - ADX211 Administer, Extend, and Automate Salesforce

  • CMDBID 1304
  • Course Code SFADX211
  • Duration 4 Days
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Salesforce Course

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Overview

This class is ideal for current admins who hold the Salesforce Certified Administrator credential or have at least 6 months of experience administering Salesforce. This class is a great foundational course for individuals looking to earn their Salesforce Advanced Administrator credential or deepen their understanding and capabilities within Salesforce.

Audience

  • Troubleshoot and modify complex security models based on business requirements.
  • Identify the relationship types available in Salesforce and when each should be used.
  • Modify a Lightning app to meet business needs.
  • Increase data quality with advanced validation rules and formula functions.
  • Utilize Flow to solve business problems and increase productivity.
  • Troubleshoot flow errors stemming from the Order of Execution and invalid data inputs.
  • Plan and create an Approval Process.
  • Utilize the Order of Execution to explain why automations are running at specific times.
  • Determine when to configure, buy, or extend Salesforce.
  • Utilize advanced reporting techniques to analyze data.

Prerequisites

Attendies should posses knowledge to the level of course ADX201 Administrative Essentials for New Admins in Lightning Experience

Outline

Securing Your Data
  • Accessing the Org
  • Object Permissions
  • Impact of Sharing
  • Delegated Administration
Objects, Fields, and Relationships
  • Create Custom Objects
  • Customize Fields
  • Master Detail and Lookup Relationships
  • Many to Many Relationships
  • Benefits of Relationship Fields
  • Additional Relationship Types
Increasing Efficiency with Lightning Apps
  • Building Lightning Applications
  • Selecting Tabs
  • Page Layout Editor
  • Applying Quick Actions
  • Record Type & Business Process
Improve Data Quality
  • Data Quality Lifecycle
  • Enforcing Data Quality
  • Validation Rules & Formula Functions
  • Eliminate Duplicates
Salesforce Flow
  • Identifying the Right Automation Tool
  • Flow Overview
  • Migrating to Flow
  • Flow and the Order of Execution
Flow: Building From Scratch
  • Building a Flow: The Basics
  • Building a Flow: Resources & Elements
  • Collection Management
Creating a Flow
  • Record-Triggered Flow
  • Schedule-Triggered Flow
  • Screen Flow
  • Autolaunched Flow
Flow: Considerations & Troubleshooting
  • Considerations
  • Limitations
  • Troubleshooting
The Approval Process
  • What Is an Approval Process
  • Create an Approval Process
  • Troubleshoot an Approval Process
Audit and Extend Automations
  • The Order of Execution
  • Auditing Tools
  • Extending Beyond Automations
Advanced Reporting
  • Creating Custom Report Types
  • Exception Reports with Cross Filters
  • Bucketing Data
  • Historical Reporting
  • Extending Summaries in Reports and Dashboards

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Thinking about Onsite?

If you need training for 3 or more people, you should ask us about onsite training. Putting aside the obvious location benefit, content can be customised to better meet your business objectives and more can be covered than in a public classroom. Its a cost effective option. One on one training can be delivered too, at reasonable rates.

Submit an enquiry from any page on this site and let us know you are interested in the requirements box, or simply mention it when we contact you.

All $ prices are in USD unless it’s a NZ or AU date

SPVC = Self Paced Virtual Class

LVC = Live Virtual Class

Please Note: All courses are availaible as Live Virtual Classes

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