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Administration Essentials for Experienced Admins in Lightning Experience

  • Tuition USD $3,600 GSA  $3,264.48
  • Reviews star_rate star_rate star_rate star_rate star_half 3223 Ratings
  • Course Code ADX-211
  • Duration 4 days
  • Available Formats Classroom, Virtual

Comprehensive and hands-on, this course is for administrators who are ready to significantly ramp up their skills and knowledge about using Salesforce to solve their most pressing business needs. Using real-world scenarios, this course covers topics such as extending Salesforce with custom objects and Lightning apps, generating complex reports and dashboards, and automating complex business processes to help you work more efficiently and get more out of Salesforce. Additional topics include Lightning Record Pages, Lightning Knowledge, and Lightning Data.

Skills Gained

  • 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 Salesforce mobile app and create quick actions to increase efficiency
  • Improve data quality so that the ongoing task of data maintenance is not so overwhelming
  • Implement complex business processes using workflow rules, Process Builder, approval processes, and flows.

Who Can Benefit

Administrators with at least six months of experience using Salesforce; and/ or Administrators who have completed the Administration Essentials for New Admins course

Course Details

Lessons and Topics

Troubleshoot Record Access and Field Visibility

  • Troubleshoot record access
  • Understand the impact of territory management on the sharing model
  • Manage field visibility

Change Management

  • Manage changes in a sandbox
  • Deploy changes using change sets

Extend Salesforce with Custom Objects and Apps

  • Build custom objects, tabs, and apps
  • Create relationships between objects
  • Use delegated administration

Extend Reporting

  • 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

Increase Efficiency with Salesforce Mobile App and Quick Actions

  • Customize the Salesforce mobile app
  • Create object-specific quick actions
  • Creating global quick actions

Improve Data Quality

  • Assess, cleanse, and maintain data quality
  • Prevent duplicate records using Duplicate Management

Automate Complex Business Processes

  • Use validation rules, formula fields, workflow rules, and Process Builder to enforce and automate business processes

Streamline Requests with Approval Processes

  • Manage approval processes
  • Troubleshooting approval processes

Increase Productivity with Visual Workflow

  • Understand use cases for Visual Workflow
  • Build and deploy a flow

Extend and Troubleshoot Business Process Automation

  • 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.

When does class start/end?

Classes begin promptly at 9:00 am, and typically end at 5:00 pm.

Does the course schedule include a Lunchbreak?

Lunch is normally an hour long and begins at noon. Coffee, tea, hot chocolate and juice are available all day in the kitchen. Fruit, muffins and bagels are served each morning. There are numerous restaurants near each of our centers, and some popular ones are indicated on the Area Map in the Student Welcome Handbooks - these can be picked up in the lobby or requested from one of our ExitCertified staff.

How can someone reach me during class?

If someone should need to contact you while you are in class, please have them call the center telephone number and leave a message with the receptionist.

What languages are used to deliver training?

Most courses are conducted in English, unless otherwise specified. Some courses will have the word "FRENCH" marked in red beside the scheduled date(s) indicating the language of instruction.

What does GTR stand for?

GTR stands for Guaranteed to Run; if you see a course with this status, it means this event is confirmed to run. View our GTR page to see our full list of Guaranteed to Run courses.

Does ExitCertified deliver group training?

Yes, we provide training for groups, individuals and private on sites. View our group training page for more information.

Does ExitCertified deliver group training?

Yes, we provide training for groups, individuals, and private on sites. View our group training page for more information.

Professional, well presented material. Great for refresher or high level introduction to the material.

The instructor really took his time and made sure I was able to understand the concepts.

Very good training. Remote mode makes it a little bit harder at the beginning. All went well after warm-up

Virtual delivery and coordination of the course was great. It had to be rescheduled several times by ExitCertified was always on top of things.

Good training material and good instruction. More time needs to be provided for the lab work.

2 options available

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  • Jun 1, 2021 Jun 4, 2021 (4 days)
    Location
    Virtual
    Language
    English
    Time
    08:30 AM 05:00 PM PDT
    Enroll
    Enroll
  • Jul 6, 2021 Jul 9, 2021 (4 days)
    Location
    Virtual
    Language
    English
    Time
    08:30 AM 05:00 PM CDT
    Enroll
    Enroll
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