Salesforce - ADX201 Administrative Essentials for New Admins in Lightning Experience Training

Complete or hold knowledge already equivalent to the pre course work list below;

Essentials for New Lightning Experience Administrators Prework

Audience (Who should take this course?):

This class is ideal for new and beginner Salesforce System Administrators, as well as Trailblazers looking to increase their skills around the configuration, maintenance, and automation of a Salesforce org. This is also a great class for anyone looking to earn their Salesforce Administrator credential.

• Explain the Salesforce architecture and key terminology.
• Use the application development lifecycle to define the process of managing an app’s development, from design to final release.
• Compare different methods for granting users access to functionality and data.
• Build and customize applications to meet business requirements.
• Describe use cases for data management and validation tools.
• Analyze key performance indicators with reports and dashboards.
• Automate business processes using key features and functionality.
• Leverage the Salesforce ecosystem and resources to implement and maintain your Salesforce org.

Salesforce Fundamentals

• Explore Salesforce
• Salesforce Architecture

Administrator Responsibilities

• Describe the Role of an Administrator
• Plan for Success

The Big Picture: All Users

• Company Information and Licensing
• Fiscal Year and Currency
• Organize and Collaborate
• Manage Users
• Login Security Controls

Feature Access and Object Security

• Profiles
• Permission Sets
• Field-Level Security

Salesforce Record Access

• Record Ownership
• Organization-Wide Defaults
• Role Hierarchy
• Sharing Rules
• Teams and Manual Sharing
• Restriction Rules

Customize Standard Functionality

• Object Overview
• Standard and Custom Fields
• Relationship Fields
• Custom Formula Fields

Customize the Existing User Interface (UI)

• Applications
• Home Page
• Tabs and List Views
• Page Layouts
• Buttons, Links, and Actions
• Record Types, Business Process, and Path

Create New with Clicks

• Create a New Object
• Dynamic Forms
• Create a New Custom Tab
• Create and Deploy a Change Set
• Mobile Layout

Declarative Automation

• Automation Fundamentals
• Validation Rules
• Lead and Case Management
• Workflow and Approval Process
• Process Builder

The Future of Automation: Flow

• Flow Overview
• Build a Flow to Update a Field
• Build and Combine Flows
• Deploy Flow with a Lightning Component
• Order of Execution

Data Management

• Back Up Data
• Import, Export, and Update Data
• Mass Delete and Mass Transfer
• Data Quality and Cleansing Tools

Analytics

• Report Components
• Filters and Formulas
• Conditional Formatting and Charts
• Exports and Subscriptions
• Dashboards