Information Technology

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

Instructor-Led 9 Agenda

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.

Course Overview

Course Objective

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

Who Should Attend

New systems administrators

Getting Around the App Lesson Id 1

Getting Around the App

Getting Your Organization Ready for Users Lesson Id 2

Getting Your Organization Ready for Users

Setting Up & Managing Users Lesson Id 3

Setting Up & Managing Users

Security & Data Access Lesson Id 4

Security & Data Access

Object Customizations Lesson Id 5

Object Customizations

Managing Data Lesson Id 6

Managing Data

Reports & Dashboards Lesson Id 7

Reports & Dashboards

Automation Lesson Id 8

Automation

Managing the Support Process Lesson Id 9

Managing the Support Process

Lesson Id	Title	Description
1	Getting Around the App	Data Model and Navigation<br />Lightning Experience<br />Help & Training
2	Getting Your Organization Ready for Users	Setting Up the Company Profile<br />Configuring the User Interface<br />Setting Up Activities and Calendars<br />Configuring Search Settings<br />Setting Up Chatter Groups<br />Mobile Access with Salesforce1
3	Setting Up & Managing Users	Managing User Profiles<br />Managing Users<br />Setting Up Chatter Free Users and Invites<br />Troubleshooting Login Issues
4	Security & Data Access	Restricting Logins<br />Determining Object Access<br />Setting Up Record Access<br />Creating a Role Hierarchy<br />Dealing with Record Access Exceptions<br />Managing Field-level Security
5	Object Customizations	Administering Standard Fields<br />Creating New Custom Fields<br />Creating Selection Fields: Picklists and Lookups<br />Creating Formula Fields<br />Working with Page Layouts<br />Working with Record Types and Business Processes<br />Maintaining Data Quality
6	Managing Data	Import Wizards<br />Data Loader<br />Data.com<br />Mass Transfer<br />Backing Up Data<br />Mass Delete and Recycle Bin
7	Reports & Dashboards	Running and Modifying Reports<br />Creating New Reports with the Report Builder<br />Working with Report Filters<br />Summarizing with Formulas and Visual Summaries<br />Printing, Exporting, and Emailing Reports<br />Building Dashboards
8	Automation	Email Templates<br />Workflow Rules<br />Process Builder<br />Lead Automation
9	Managing the Support Process	Managing and Resolving Cases<br />Customizing a Support Process<br />Automating Support<br />Understanding the Salesforce Console for Service<br />Collaborating in the Service Cloud<br />Analyzing Support Data