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Administrative Essentials for New Admins in Lightning Experience - Extended - ADX-201E

Extensive and interactive, Administrative Essentials for New Admins in Lightning Experience is the core training that ensures your success with Salesforce Lightning — and it’s now available in a flexible and virtual format! The new delivery gives you the option to get up to speed with the learning included in the Administrative Essentials for New Admins in Lightning Experience (ADX201) class over the course of 10 days. This course is perfect for anyone looking to dedicate less than 4 hours of learning a day over a 2-week period.

Who should take this course?
  • New system administrators responsible for the setup, configuration, and maintenance of their organisation’s Salesforce applications
  • Other groups that would benefit from deepening their knowledge of Salesforce Lightning Experience, including power users, sales operations, and IT managers

 

When you complete this course, you will be able to:
  • Customise 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.
Prework
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Administrative Essentials for New Admins Pre-work

Please complete the following before attending our expert-led class.

Lessons and Topics

Getting Around the App

  • Data Model and Navigation
  • Lightning Experience
  • Help & Training

 

Getting Your Organisation 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 Customisations

  • 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 and Dashboards

  • Running and Modifying Reports
  • Creating New Reports with the Report Builder
  • Working with Report Filters
  • Summarising 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
  • Customising a Support Process
  • Automating Support
  • Understanding the Salesforce Console for Service
  • Collaborating in the Service Cloud
  • Analysing Support Data

Available Dates

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