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.

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* Actual course outline may vary depending on offering center. Contact your sales representative for more information.

Learning Objectives

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

1

  • Getting Around the App

  • Data Model and Navigation
    Lightning Experience
    Help & Training
2

  • 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
3

  • Setting Up & Managing Users

  • Managing User Profiles
    Managing Users
    Setting Up Chatter Free Users and Invites
    Troubleshooting Login Issues
4

  • 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
5

  • 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
6

  • Managing Data

  • Import Wizards
    Data Loader
    Data.com
    Mass Transfer
    Backing Up Data
    Mass Delete and Recycle Bin
7

  • 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
8

  • Automation

  • Email Templates
    Workflow Rules
    Process Builder
    Lead Automation
9

  • 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

Audience

New systems administrators will benefit from this course.

Language

English

Prerequisites

A solid understanding of Salesforce concepts and functionality.

$4,500

Length: 5.0 days (40 hours)

Level:

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