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Job Role

Admin, Consultant

Duration

In-Person: 4 Full Day(s)
Virtual: 4 Full Day(s) or 8 Half Day(s)

User Interface

Lightning Experience
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Overview

Who should take this course?


This course is designed for current admins who hold the Salesforce Certified Administrator credential or have at least six months of experience administering Salesforce. This is a great foundational course for individuals planning to earn their Salesforce Advanced Administrator credential or deepen their understanding and capabilities within Salesforce.

 

Note: Students using their own computer are expected to follow the steps outlined in this Computer Setup Guide. 


When you complete this course, you will be able to:


  • Troubleshoot complex security models based on business requirements.

  • Identify the relationship types available in Salesforce and when to use them.

  • Modify a Lightning app to meet business needs.

  • Increase data quality with advanced validation rules and formula functions.

  • Use Flow to solve business problems and increase productivity.

  • Troubleshoot flow errors stemming from the Order of Execution and invalid data inputs.

  • Plan and create an approval process.

  • Utilize the Order of Execution to explain why automations are running at specific times.

  • Determine when to configure, buy, or extend Salesforce.

  • Harness advanced reporting techniques to analyze data.


Prework

Prepare for the course with this Trailmix.

Class Registration

Lessons and Topics

Data Security

  • Access the Org

  • Enable Object Permissions

  • Determine the Impact of Sharing

  • Delegate Administration

 

Objects, Fields, and Relationships

  • Create Custom Objects

  • Customize Fields

  • Build Master Detail and Lookup Relationships

  • Determine Benefits of Relationship Fields

  • Implement Additional Relationship Types

 

Efficiency with Lightning Apps

  • Build Lightning Applications

  • Select Tabs

  • Understand Page Layout Editor

  • Apply Quick Actions

  • Follow Record Type and Business Process

 

Data Quality

  • Follow theData Quality Lifecycle

  • Enforce Data Quality

  • Follow Validation Rules & Formula Functions

  • Eliminate Duplicates

 

Salesforce Flow

  • Identify the Right Automation Tool

  • Understand Flow

  • Migrate to Flow

  • Implement Flow and the Order of Execution

 

Flow: Building from Scratch

  • Build a Flow: The Basics

  • Build a Flow: Resources & Elements

  • Manage Collection

  • Create a Flow

 

Flow: Considerations and Troubleshooting

  • Assess Considerations

  • Determine Limitations

  • Troubleshoot

 

The Approval Process

  • Define an Approval Process

  • Create an Approval Process

  • Troubleshoot an Approval Process

 

Automation Audits and Extensions

  • Follow the Order of Execution

  • Harness Auditing Tools

  • Extend Beyond Automations

 

Advanced Reporting

  • Create Custom Report Types

  • Generate Exception Reports with Cross Filters

  • Bucket Data

  • Conduct Historical Reporting

  • Extend Summaries in Reports and Dashboards