Salesforce Administration Training Overview
This Salesforce® Administration in Lightning Experience training course teaches attendees how to administer modern Salesforce. The class includes real-world tips and best practices and helps participants prepare for the Salesforce Certified Administrator exam.
Location and Pricing
Accelebrate offers instructor-led enterprise training for groups of 3 or more online or at your site. Most Accelebrate classes can be flexibly scheduled for your group, including delivery in half-day segments across a week or set of weeks. To receive a customized proposal and price quote for private corporate training on-site or online, please contact us.
In addition, some courses are available as live, instructor-led training from one of our partners.
Objectives
- Perform basic administration
- Navigate the Salesforce Platform architecture
- Configure Salesforce
- Customize and manage data
- Secure Salesforce
- Automate Salesforce using the Salesforce object model
- Automate processes within Salesforce, including the use of Workflow Rules, Approval Processes, and the Process Builder
- Develop new applications on the Salesforce Platform using the declarative interface
- Leverage analytic tools including Lightning Reports, Lightning Dashboards, and list views
Prerequisites
All students must have a strong technical background, such as system administrators, developers, or consultants, and have had experience with another CRM or ERP system.
Outline
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Introduction to Salesforce and the Salesforce Platform
- About this course
- Intros
- Housekeeping
- Agenda
- Set up Practice Site
Salesforce Infrastructure
- Salesforce Architecture
- Platform Foundation
- Salesforce Stack
- Instance
- Trust.com
- What is an Org?
- Data Model
Organizational Set up
- Company Information
- Locale settings
- Fiscal Year
- Currency
- User Interface Settings
- Search
- List Views (high-level overview)
- Home Page sections
- Setting up Users
- Users
- User settings
- Activate, deactivate, freeze
- Create a new User
- Login Access Policies
- Security & Activation
- Login History
- Session Settings
- Set Login as user setting
- Granting access as a user
- Knowledge Check
System Security and Access
- Levels of Data Security
- Security Categories Overview
- Org Access
- Object Access
- Record Access
- Groups and Teams
- Public Groups
- Account Teams
- Opportunity Teams
- Case Teams
- Team Comparison chart
- Field Access
- Additional Security Measures
- Queues and SecurityQueues
- Folder Access & Security
- Scenario Discussions: Security and Sharing
Salesforce Objects
- Objects, Fields, and their relationships
- Standard
- Custom
- Object Relationships
- Salesforce Fields
Page Layouts and Record Types
- Page Layouts and Record Types
- Page Layouts
- Assigning page layouts
- Record Types
- New Account page layouts and Record Types
- Opportunity Page Layout
- Create an Opportunity Page Layout
Salesforce Sales and Marketing
- Sales
- Sales Processes
- Sales Productivity Features (Opportunity Tools)
- Marketing
- Leads
- Campaigns
- Marketing Department
- Create a Campaign
- Web to Lead
- Lead Assignment Rule
- Auto-Response Rule
- Create a Campaign
- Web to Lead
- Lead Assignment Rule
- Auto-Response Rule
- Salesforce Content
- Content in Marketing
Service and Support
- Cases
- Knowledge
- Entitlement Management
- Case Feed
- Case Feed – Classic
- Chatter Feed – Lightning
- Experience Cloud Sites
- Capabilities
- Use Cases
- Designing Options
Data Management
- Data Quality
- Garbage In, Garbage out
- Results from Good and Bad Data
- Ensuring Quality Data
- Salesforce Record IDs
- Internal
- External
- External IDs
- Data Migration Tools
- Lightning Connect
- Import Wizard
- Data Loader
- Mass Transfer
- 3
- Mass Delete
- Data Validation
- Data Validation
- Validation Rules
- Data Backup
Analytics Reports and Dashboards
- Reports Overview
- Security
- Terminology
- Prebuilt Reports
- Reports Folders
- Types of Reports
- Dashboards
- Dashboard Overview
- Prebuilt Dashboards
- Creating Dashboards
- Subscribing to Dashboards
Process Automation
- What is Automation
- Overview
- Flow Terminology
- Workflow Rule vs Flow
- Apex
- When to use Apex
- Apex Key Concepts
- Visualforce
- When to use Visualforce
- Development Path
Workflow
- Rules
- Workflow Actions
- Workflow field update
- Time-based workflow
- Set Default Workflow User
- Approval Processes
- Lightning Process Builder
Collaboration
- Chatter
- Terminology
- Using Chatter
- Setting up your Chatter Profile
- Using Chatter #
- Using Chatter @
- Following in Chatter
- Chatter Groups
- Chatter Feed Tracking
- EX: Enable Chatter Feed Tracking
- Chatter Security
Mobile App and The App Exchange
Exam and Exam Review
Training Materials
All Salesforce training students will receive comprehensive courseware.
Software Requirements
Salesforce is web-based and attendees only need an Internet connection and modern web browser for training. Salesforce recommends Chrome.
