Overview

Comprehensive and hands-on, this course is for administrators who are ready to significantly ramp up their skills and knowledge about using Salesforce to solve their most pressing business needs. Using real-world scenarios, Administration Essentials for Experienced Admins covers topics such as extending Salesforce with custom objects and apps, generating complex reports and dashboards, and automating complex business processes to help you work more efficiently and get more out of Salesforce.
Who should take this course?
Administrators with at least six months of experience using Salesforce; and/ or Administrators who have completed the Administration Essentials for New Admins course.
When you complete this course, you will be able to:
  • Determine and implement appropriate data access and visibility settings
  • Manage configuration changes in a sandbox environment and move data between environments using change sets
  • Extend the functionality of your implementation with custom objects and apps
  • Extend your reporting to provide up-to-date views of your business
  • Customize the Salesforce mobile app and create quick actions to increase efficiency
  • Improve data quality so that the ongoing task of data maintenance is not so overwhelming
  • Implement complex business processes using workflow rules, Process Builder, approval processes, and flows.

Troubleshoot Record Access and Field Visibility

Lessons and Topics

  • Troubleshoot record access
  • Understand the impact of territory management on the sharing model
  • Manage field visibility

Change Management

  • Manage changes in a sandbox
  • Deploy changes using change sets Extend Salesforce with Custom Objects and Apps
  • Build custom objects, tabs, and apps
  • Create relationships between objects
  • Use delegated administration

Extend Reporting

  • Create custom report types
  • Build exception reports with cross filters
  • Categorize report data with bucketing
  • Extend summaries in reports and dashboards
  • Display multiple views of data using joined reports
  • Analyze data over time with historical trending and reporting snapshots

Increase Efficiency with Salesforce Mobile App and Quick Actions

  • Customize the Salesforce mobile app
  • Create object-specific quick actions
  • Creating global quick actions Improve Data Quality
  • Assess, cleanse, and maintain data quality
  • Prevent duplicate records using Duplicate Management

Automate Complex Business Processes

  • Use validation rules, formula fields, workflow rules, and Process Builder to enforce and automate business processes

Streamline Requests with Approval Processes

  • Manage approval processes
  • Troubleshooting approval processes

Increase Productivity with Visual Workflow

  • Understand use cases for Visual Workflow
  • Build and deploy a flow

Extend and Troubleshoot Business Process Automation

  • Understand when to use Apex and Visualforce for extending business process automation.
  • Understand the order of execution for automated processes.
  • Use debug logs to troubleshoot business process issues.
Details Price Qty
December 14-17, 2020 9a - 5p Virtualshow details + $1,200.00 (USD)  
January 18-21, 2021 9a - 5p Virtualshow details + $1,200.00 (USD)  
February 15-18, 2021 9a - 5p Virtualshow details + $1,200.00 (USD)  
March 15-18, 2021 9a - 5p Virtualshow details + $1,200.00 (USD)  
April 19-22, 2021 9a - 5p Virtualshow details + $1,200.00 (USD)  
May 17-20, 2021 9a - 5p Virtualshow details + $1,200.00 (USD)  
June 21-24, 2021 9a - 5p Virtualshow details + $1,200.00 (USD)  
July 19-22, 2021 9a - 5p Virtualshow details + $1,200.00 (USD)  
August 16-19, 2021 9a - 5p Virtualshow details + $1,200.00 (USD)  
September 13-16, 2021 9a - 5p Virtualshow details + $1,200.00 (USD)  
October 18-21, 2021 9a - 5p Virtualshow details + $1,200.00 (USD)  
November 15-18, 2021 9a - 5p Virtualshow details + $1,200.00 (USD)  

  • December 14-17, 2020 9a - 5p Virtual
    December 14, 2020 - December 17, 2020
    9:00 am - 5:00 pm
  • January 18-21, 2021 9a - 5p Virtual
    January 18, 2021 - January 21, 2021
    9:00 am - 5:00 pm
  • February 15-18, 2021 9a - 5p Virtual
    February 15, 2021 - February 18, 2021
    9:00 am - 5:00 pm
  • March 15-18, 2021 9a - 5p Virtual
    March 15, 2021 - March 18, 2021
    9:00 am - 5:00 pm
  • April 19-22, 2021 9a - 5p Virtual
    April 19, 2021 - April 22, 2021
    9:00 am - 5:00 pm
  • May 17-20, 2021 9a - 5p Virtual
    May 17, 2021 - May 20, 2021
    9:00 am - 5:00 pm
  • June 21-24, 2021 9a - 5p Virtual
    June 21, 2021 - June 24, 2021
    9:00 am - 5:00 pm
  • July 19-22, 2021 9a - 5p Virtual
    July 19, 2021 - July 22, 2021
    9:00 am - 5:00 pm
  • August 16-19, 2021 9a - 5p Virtual
    August 16, 2021 - August 19, 2021
    9:00 am - 5:00 pm
  • September 13-16, 2021 9a - 5p Virtual
    September 13, 2021 - September 16, 2021
    9:00 am - 5:00 pm
  • October 18-21, 2021 9a - 5p Virtual
    October 18, 2021 - October 21, 2021
    9:00 am - 5:00 pm
  • November 15-18, 2021 9a - 5p Virtual
    November 15, 2021 - November 19, 2021
    9:00 am - 5:00 pm