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Salesforce Administration Essentials for New Admins in Lightning Experience (ADX201)

Salesforce Administration Essentials for New Admins in Lightning Experience (ADX201)

  • 30 Day Money Back Guarantee
  • Completion Certificate
  • 24/7 Technical Support

Highlights

  • Delivered Online

  • 4 days

  • All levels

Description

Duration

3.75 Days

22.5 CPD hours

This course is intended for

New systems administrators

Overview

When you complete this course, you will be able to: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

This course is the core training that ensures your success with Salesforce Lightning. It?s a must for new administrators, and we recommend completing this course before starting a Salesforce deployment or when taking over an existing deployment.

Getting Around the App

  • Data Model and Navigation

  • Lightning Experience

  • Help & Training

Getting Your Organization Ready for Users

  • 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

Setting Up & Managing Users

  • Managing User Profiles

  • Managing Users

  • Setting Up Chatter Free Users and Invites

  • Troubleshooting Login Issues

Security & Data Access

  • Restricting Logins

  • Determining Object Access

  • Setting Up Record Access

  • Creating a Role Hierarchy

  • Dealing with Record Access Exceptions

  • Managing Field-level Security

Object Customizations

  • 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

Managing Data

  • Import Wizards

  • Data Loader

  • Data.com

  • Mass Transfer

  • Backing Up Data

  • Mass Delete and Recycle Bin

Reports & Dashboards

  • 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

Automation

  • Email Templates

  • Workflow Rules

  • Process Builder

  • Lead Automation

Managing the Support Process

  • Managing and Resolving Cases

  • Customizing a Support Process

  • Automating Support

  • Understanding the Salesforce Console for Service

  • Collaborating in the Service Cloud

  • Analyzing Support Data

Additional course details:

Nexus Humans Salesforce Administration Essentials for New Admins in Lightning Experience (ADX201) training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward.

This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts.

Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success.

While we feel this is the best course for the Salesforce Administration Essentials for New Admins in Lightning Experience (ADX201) course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you.

Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.

About The Provider

Nexus Human, established over 20 years ago, stands as a pillar of excellence in the realm of IT and Business Skills Training and education in Ireland and the UK....

Read more about Nexus Human

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