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JOB ROLE

Admin, Consultant, IT Operations


DURATION

In-Person: 5 Full Day(s)
Virtual: 5 Full Day(s) or 10 Half Day(s)


USER INTERFACE

Lightning Experience


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OVERVIEW

Who should take this course?


This course is designed for new and beginner Salesforce system administrators,
as well as Trailblazers wanting to increase their skills around the
configuration, maintenance, and automation of a Salesforce org. This is also a
great course for anyone interested in earning their Salesforce Administrator
credential.

 

Note: Students who plan on using their own computer for an in-person or virtual
class are expected to follow the steps outlined in the Computer Setup Guide.


When you complete this course, you will be able to:


 * Explain the Salesforce architecture and its key terminology.

 * Build a Sandbox to create, test, and move data to a Salesforce production
   org. 

 * Compare different methods for granting users access to functionality and
   data.

 * Customize applications to meet business requirements.

 * Describe use cases for data management and validation tools.

 * Analyze key performance indicators (KPIs) with reports and dashboards.

 * Automate business processes using key features and functionality.

 * Use the Salesforce ecosystem and resources to implement and maintain your
   Salesforce org.



PREWORK

Prepare for the course with this Trailmix.


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₹73,800.00 (INR)
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LESSONS AND TOPICS

Salesforce Fundamentals

 * Explore Salesforce
 * Navigate the Salesforce Architecture

 

The Big Picture: All Users

 * Gather Company Information and Licensing
 * Determine your Fiscal Year and Currency
 * Organize and Collaborate
 * Manage Users
 * Assess Login Security Controls

 

Feature and Object Access

 * Understand Profiles
 * Define Permission Sets
 * Evaluate Field-Level Security

 

Record Access

 * Determine Record Ownership
 * Establish Organization-Wide Defaults
 * Build Role Hierarchy
 * Implement Sharing Rules
 * Design Teams and Manual Sharing Requirements
 * Set Restriction Rules

 

Standard Functionality Customizations

 * Understand an Object
 * Explore Standard and Custom Fields
 * Navigate Relationship Fields
 * Generate Custom Formula Fields

 

The Existing User Interface (UI)

 * Customize Applications
 * Build a Home Page
 * Explore Tabs and List Views
 * Adjust Page Layouts
 * Generate Dynamic Forms
 * Incorporate Buttons, Links, and Actions
 * Design Record Types, Business Process, and Path

 

Data Management

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

 

Declarative Automation

 * Learn Automation Fundamentals
 * Build Validation Rules
 * Manage Leads and Cases 
 * Design Workflows and Processes 
 * Outline an Approval Process

 

The Future of Automation: Flow

 * Define Flow 
 * Build a Flow To Update a Field
 * Build and Combine Flows
 * Deploy Flow with a Lightning Component
 * Follow Order of Execution

 

New Objects

 * Create a New Object
 * Build a New Custom Tab
 * Deploy a Change Set
 * Generate a Mobile Layout

 

Analytics

 * Define Report Components
 * Create Filters and Formulas
 * Implement Conditional Formatting and Charts
 * Manage Exports and Subscriptions
 * Build Dashboards


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