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.

Course Images

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

By Nexus Human

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