Salesforce Training Overview
This Advanced Salesforce® training course attendees the essential System Administrator skills and Platform App Builder skills necessary to prepare for both the Advanced System Administrator and Platform App Builder certification exams. Students learn the Salesforce structure, data model, object schema, sharing model, Lightning user interface, sandboxes, and data integrity tools, as well as techniques for importing/exporting data, advanced reporting, automation, troubleshooting, using AppExchange apps, and when to code. The course includes a final project that gives students a real-world design and customization scenario.
Location and Pricing
This course is taught as a private, live online class for teams of 3 or more. All our courses are hands-on, instructor-led, and tailored to fit your group’s goals and needs. 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 online corporate training, please contact us.
In addition, some courses are available as live, instructor-led training from one of our partners.
Objectives
- Configure the structure, schema, and data access model
- Configure the UI
- Create custom objects and fields
- Use Sandboxes, metadata, and change sets
- Configure data integrity tools
- Use import and exporting tools
- Use advanced reporting
- Use automation tools
- Troubleshoot issues
- Understand when declarative tool limits require prebuilt apps or coding
- Prepare for the Advanced System Admin and Platform App Builder certification exams
Prerequisites
All students should have the Salesforce System Administrator certification or equivalent experience.
Outline
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Introduction
Salesforce Structure
- Delivery Model
- Releases
- Interaction Model
Data Model
- Object Schema
- Object Relationships
- Standard and Custom Objects
- Standard and Custom Fields
- Recognizing the need to create a custom object
- Lookup or master-detail?
- Rollup summary fields
Sharing Model
- Profile and Permissions
- OWD
- Record Access
- Field Level Security
User Interface
- Apps
- Tabs
- Page Layouts
- Record Types
- Lightning Pages
- Compact Layouts
- Publisher Layouts
- Quick Actions
Sandboxes
- Types
- Structure
- Change Sets
Data Integrity
- Validation Rules
- Required Fields
- History Tracking
Importing/Exporting Data
- Data Import Wizard
- Dataloader.io
Advanced Reporting
- Custom Report Types
- Custom Summary Formulas
- Bucket Fields
Automation
- Support Automation
- Workflow
- Approval Processes
- Process Builder
- Flow
- Execution Order
Troubleshooting
- Setup Audit Trail
- Debug Logs
AppExchange
- Using the AppExchange
- How to assess apps
- Unmanaged and Managed Apps
Know When to Code
- Understanding declarative limits
- Evaluate customization priorities
- Typical coding scenarios
Final Project
- Design, configure, and customize a business scenario in Salesforce
- Review student solutions
Advanced System Admin and Platform App Builder Certification Discussion
- Requirements
- Exam study Resources
- Preparation
Conclusion
Training Materials
All Salesforce training students receive comprehensive courseware.
Software Requirements
Attendees will not need to install any software on their computers for this class as the class will be conducted in a remote environment that Accelebrate will provide; students only need a local computer with a web browser and a stable Internet connection. It is recommended to use Chrome as the browser for Salesforce.
