Salesforce Administer, Extend, and Automate Salesforce (ADX211)

Price
$3,600.00 USD

Duration
4 Days

 

Delivery Methods
Virtual Instructor Led
Private Group

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Course Overview

Take your Salesforce Administrator skills to the next level! Supercharge your knowledge in this 4-day class by creating and implementing solutions for pressing business needs. Discover how to extend Salesforce with custom objects and Lightning apps. Become an automation champion by designing and creating complex flows, and increase efficiency by generating advanced reports and dashboards. Our Salesforce experts will share tips and best practices to take your admin skills to the next level, giving you the skills you need to get more out of Salesforce.

Course Objectives

  • Troubleshoot and modify complex security models based on business requirements.
  • Identify the relationship types available in Salesforce and when each should be used.
  • Modify a Lightning app to meet business needs.
  • Increase data quality with advanced validation rules and formula functions.
  • Utilize Flow to solve business problems and increase productivity.
  • Troubleshoot fl ow 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.
  • Utilize advanced reporting techniques to analyze data.

Who Should Attend?

This class is ideal for current admins who hold the Salesforce Certified Administrator credential or have at least 6 months of experience administering Salesforce. This class is a great foundational course for individuals looking to earn their Salesforce Advanced Administrator credential or deepen their understanding and capabilities within Salesforce.
  • Top-rated instructors: Our crew of subject matter experts have an average instructor rating of 4.8 out of 5 across thousands of reviews.
  • Authorized content: We maintain more than 35 Authorized Training Partnerships with the top players in tech, ensuring your course materials contain the most relevant and up-to date information.
  • Interactive classroom participation: Our virtual training includes live lectures, demonstrations and virtual labs that allow you to participate in discussions with your instructor and fellow classmates to get real-time feedback.
  • Post Class Resources: Review your class content, catch up on any material you may have missed or perfect your new skills with access to resources after your course is complete.
  • Private Group Training: Let our world-class instructors deliver exclusive training courses just for your employees. Our private group training is designed to promote your team’s shared growth and skill development.
  • Tailored Training Solutions: Our subject matter experts can customize the class to specifically address the unique goals of your team.

Agenda

Securing Your Data

  • Accessing the Org
  • Object Permissions
  • Impact of Sharing
  • Delegated Administration

Objects, Fields, and Relationships

  • Create Custom Objects
  • Customize Fields
  • Master Detail and Lookup Relationships
  • Many to Many Relationships
  • Benefi ts of Relationship Fields
  • Additional Relationship Types

Increasing Efficiency with Lightning Apps

  • Building Lightning Applications
  • Selecting Tabs
  • Page Layout Editor
  • Applying Quick Actions
  • Record Type & Business Process

Improve Data Quality

  • Data Quality Lifecycle
  • Enforcing Data Quality
  • Validation Rules & Formula Functions
  • Eliminate Duplicates

Salesforce Flow

  • Identifying the Right Automation Tool
  • Flow Overview
  • Migrating to Flow
  • Flow and the Order of Execution

Flow: Building From Scratch

  • Building a Flow: The Basics
  • Building a Flow: Resources & Elements
  • Collection Management
  • Creating a Flow
  • Record-Triggered Flow
  • Schedule-Triggered Flow
  • Screen Flow
  • Autolaunched Flow

Flow: Considerations & Troubleshooting

  • Considerations
  • Limitations
  • Troubleshooting

The Approval Process

  • What Is an Approval Process
  • Create an Approval Process
  • Troubleshoot an Approval Process

Audit and Extend Automations

  • The Order of Execution
  • Auditing Tools
  • Extending Beyond Automations

Advanced Reporting

  • Creating Custom Report Types
  • Exception Reports with Cross Filters
  • Bucketing Data
  • Historical Reporting
  • Extending Summaries in Reports and Dashboards
 

Upcoming Class Dates and Times

May 19, 20, 21, 22
7:30 AM - 4:00 PM
ENROLL $3,600.00 USD

Virtual: Online - CST
               
 



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