Course Overview
Discover the world of a Salesforce Administrator by working firsthand to configure and customize a Salesforce org. This 5-day class is designed for new admins. In the class, experts guide you through the important tasks and features that Salesforce Administrators encounter daily. You’ll learn about Salesforce’s architecture, how to manage users, and how to keep your org secure. Dive into best practices surrounding customization, set up automations to improve efficiency, and create reports and dashboards for data analysis.
NOTE: This course is offered in the standard 5-day format and also the extended 10-day format.
Course Objectives
- Explain the Salesforce architecture and key terminology.
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- 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.
Who Should Attend?
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.
- Top-rated instructors: Our crew of subject matter experts have an average instructor rating of 4.8 out of 5 across thousands of reviews.
- Authorized content: We maintain more than 35 Authorized Training Partnerships with the top players in tech, ensuring your course materials contain the most relevant and up-to date information.
- Interactive classroom participation: Our virtual training includes live lectures, demonstrations and virtual labs that allow you to participate in discussions with your instructor and fellow classmates to get real-time feedback.
- Post Class Resources: Review your class content, catch up on any material you may have missed or perfect your new skills with access to resources after your course is complete.
- Private Group Training: Let our world-class instructors deliver exclusive training courses just for your employees. Our private group training is designed to promote your team’s shared growth and skill development.
- Tailored Training Solutions: Our subject matter experts can customize the class to specifically address the unique goals of your team.
Course Prerequisites
There are no prerequisites for this course.
Agenda
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
Create New with Clicks
- Create a New Object
- Dynamic Forms
- Create a New Custom Tab
- Create and Deploy a Change Set
- Mobile Layout
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
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