Description

Duration

4 Days

24 CPD hours

This course is intended for

This class is ideal for admins with at least 6 months of experience administering Salesforce, and is a great foundational course for anyone looking to earn their Salesforce Advanced Administrator credential.

Overview

Determine and implement appropriate data access and visibility settings.
Manage configuration changes in a sandbox environment and move metadata 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.

Take your Salesforce Administrator skills to the next level and supercharge your knowledge to solve pressing business needs. In this 4-day class, discover how to extend Salesforce with custom objects and Lightning apps, generate complex reports and dashboards, and automate complex business requirements to work more efficiently. Our Salesforce experts will share tips and best practices to take your admin skills to the next level and arm you with the skills to get more out of Salesforce.

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

Custom Objects and Apps

Build Custom Objects, Tabs, and Apps

Create Relationships Between Objects

Use Delegated Administration

Advanced 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

Salesforce Mobile App and Quick Actions

Customize the Salesforce Mobile App

Create Object-Specific Quick Actions

Create Global Quick Actions

Data Quality

Assess, Cleanse, and Maintain Data

Prevent Duplicate Records Using Duplicate Management

Automated Business Processes

Use Validation Rules, Formula Fields, Workflow Rules, and Process Builder to Enforce and Automate Business Processes

Approval Processes

Manage Approval Processes

Troubleshoot Approval Processes

Visual Workflow

Understand Use Cases for Visual Workflow

Build and Deploy a Flow

Advanced 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

Course Images

Salesforce Administer, Extend, and Automate Salesforce (ADX211)

By Nexus Human

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