Salesforce Administration Essentials for New Admins in Lightning Experience (ADX201)
E-Learning
Description
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.
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.
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
New systems administrators
| Lesson Id | Title | Description |
|---|---|---|
| 1 | Getting Around the App |
Data Model and Navigation Lightning Experience Help & Training |
| 2 | 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 |
| 3 | Setting Up & Managing Users |
Managing User Profiles Managing Users Setting Up Chatter Free Users and Invites Troubleshooting Login Issues |
| 4 | 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 |
| 5 | 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 |
| 6 | Managing Data |
Import Wizards Data Loader Data.com Mass Transfer Backing Up Data Mass Delete and Recycle Bin |
| 7 | 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 |
| 8 | Automation |
Email Templates Workflow Rules Process Builder Lead Automation |
| 9 | 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 |
Self-Paced
Free
This course includes: :
Full lifetime access