Administrative Essentials for New Admins in Lightning Experience (ADX201)

Course Content

• Getting Around the App
• Getting Your Organization Ready for Users
• Setting Up and Managing Users
• Security and Data Access
• Object Customizations
• Managing Data
• Reports and Dashboards
• Automation
• Managing the Support Process

Prerequisites

The prerequisites include a solid understanding of basic Salesforce concepts and functionality, and completion of the following online courses, which are available at help.salesforce.com.

• Getting Started: Navigating Salesforce
• Getting Started: Using the Sales Cloud
• We also strongly recommend you complete the Get Started with Lightning Experience trail in Trailhead to get the most out of this course.

Who Should Attend

• New system administrators responsible for the setup, configuration, and maintenance of their organization’s Salesforce applications.
• Other groups that would benefit from deepening their knowledge of Salesforce Lightning Experience, including power users, sales operations, and IT managers.

Gedetailleerde cursusinhoud

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 and Managing Users

• Managing User Profiles
• Managing Users
• Setting Up Chatter Free Users and Invites
• Troubleshooting Login Issues

Security and 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 Tr an s fer
• Backing Up Data
• Mass Delete and Recycle Bin

Reports and 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