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Salesforce Administration Essentials for Experienced Administrators (ADM211)
New Age Technologies has been delivering Authorized Training since 1996. We offer Salesforce’s full suite of authorized courses including courses pertaining to Salesforce administration, Sales Cloud, Salesforce development, Salesforce design and more. If you have any questions or can’t seem to find the Salesforce class that you are interested in, contact one of our Salesforce Training Specialists. Invest in your future today with Salesforce training from New Age Technologies.
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COURSE INFORMATION
Salesforce Administration Essentials for Experienced Administrators Overview:
Salesforce Administration Essentials for Experienced Administrators is a comprehensive and hands-on course for administrators who are ready to significantly advance their skills and knowledge about using Salesforce to solve the most pressing business needs. Using real-world scenarios, this course covers topics such as extending Salesforce with custom objects and apps, generating complex reports and dashboards, and automating complex business processes to help you work more efficiently and get more out of Salesforce.
Who Should Attend:
- Administrators with at least six months of experience using Salesforce
- Administrators who have completed the Administration Essentials for New Admins course
Salesforce Administration Essentials for Experienced Administrators Objectives:
After successfully completing this course, you should be able to:
- Determine and implement appropriate data access and visibility settings
- Manage configuration changes in a sandbox environment and move data between environments using change sets
- Extend the functionality of your implementation with custom objects and apps
- Extend your reporting to provide up-to-date views of your business
- Customize the Salesforce1 app and create quick actions to increase efficiency
- Improve data quality so that the ongoing task of data maintenance is not so overwhelming
- Implement complex business processes using work flow rules, processes, approval processes, and flows
Salesforce Administration Essentials for Experienced Administrators Outline:
Module 1: Troubleshoot Record Access and Field Visibility
- Troubleshoot record access
- Understand the impact of territory management on the sharing model
- Manage field visibility
Module 2: Change Management
- Manage changes in a sandbox
- Deploy changes using change sets
Module 3: Extend Salesforce with Custom Objects and Apps
- Build custom objects, tabs, and apps
- Create relationships between objects
- Use delegated administration
Module 4: Extend Reporting
- Create custom report types
- Build exception reports with cross filters
- Categorize report data with bucketing
- Extend summaries in reports and dashboards
- Display multiple views of data using joined reports
- Analyze data over time with historical trending and reporting snapshots
Module 5: Increase Efficiency with Salesforce1 and Quick Actions
- Customize the salesforce1 mobile app
- Create object-specific quick actions
- Creating global quick actions
Module 6: Improve Data Quality
- Assess, cleanse, and maintain data quality
- Prevent duplicate records using Duplicate Management
- Clean and enrich data with data.com
Module 7: Automate Complex Business Processes
- Use validation rules, formula fields, workflow rules, and processes to enforce and automate business processes
Module 8: Streamline Requests with Approval Processes
- Manage approval processes
- Troubleshooting approval processes
Module 9: Increase Productivity with Visual Workflow
- Understand use cases for Visual Workflow
- Build and deploy a flow
Module 10: Extend and Troubleshoot Business Process Automation
- Understand when to use Apex and Visualforce for extending business process automation.
- Understand the order of execution for automated processes.
- Use debug logs to troubleshoot business process issues.
