Take your Salesforce Administrator skills to the next level and supercharge your knowledge to solve pressing business needs. In this 4-day class, discover how to extend Salesforce with custom objects and Lightning apps, generate complex reports and dashboards, and automate complex business requirements to work more efficiently. Our Salesforce experts will share tips and best practices to take your admin skills to the next level and arm you with the skills to get more out of Salesforce.

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

Learning Objectives

Determine and implement appropriate data access and visibility settings.
Manage configuration changes in a sandbox environment and move metadata 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 Salesforce mobile 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 workflow rules, Process Builder, approval processes, and flows.

1

  • Record Access and Field Visibility

  • Troubleshoot Record Access
    Understand the Impact of Territory Management on the Sharing Model
    Manage Field Visibility
2

  • Change Management

  • Manage Changes in a Sandbox
    Deploy Changes Using Change Sets
3

  • Custom Objects and Apps

  • Build Custom Objects, Tabs, and Apps
    Create Relationships Between Objects
    Use Delegated Administration
4

  • Advanced 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
5

  • Salesforce Mobile App and Quick Actions

  • Customize the Salesforce Mobile App
    Create Object-Specific Quick Actions
    Create Global Quick Actions
6

  • Data Quality

  • Assess, Cleanse, and Maintain Data
    Prevent Duplicate Records Using Duplicate Management
7

  • Automated Business Processes

  • Use Validation Rules, Formula Fields, Workflow Rules, and Process Builder to Enforce and Automate Business Processes
8

  • Approval Processes

  • Manage Approval Processes
    Troubleshoot Approval Processes
9

  • Visual Workflow

  • Understand Use Cases for Visual Workflow
    Build and Deploy a Flow
10

  • Advanced 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

Audience

This class is ideal for admins with at least 6 months of experience administering Salesforce, and is a great foundational course for anyone looking to earn their Salesforce Advanced Administrator credential.

Language

English

Prerequisites

While there are no prerequisites for this course, please ensure you have the right level of experience to be successful in this training.

$3,600

Length: 4.0 days (32 hours)

Level:

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