Essentials for New Lightning Experience Administrators

Discover the world of a Salesforce administrator by configuring and customizing a Salesforce org. In this 5-day instructor-led course designed for new admins, our experts guide you through the important tasks and features that Salesforce administrators encounter daily. Learn about Salesforce architecture, how to manage users, and how to keep your org secure. Explore best practices surrounding customization, set up automations to improve efficiency, and create reports and dashboards for data analysis.

Who Can Benefit

• 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.

Skills Gained

• When you complete this class, 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.

Course Content

Course outline

• Salesforce Fundamentals
• Explore Salesforce
• 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