Job Role

Admin

Duration

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

User Interface

Lightning Experience

Overview

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. 


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


  • 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.

 

Please Note: Class duration is dependent on the label provided above the class name in the Class Registration section; any class labeled “Extended” has a duration of 10 days (4 hours of content per day), while classes without a label have a duration of 5 days (8 hours of content per day). Please be sure to check labels and class duration prior to registering. Content and cost are the same for both formats.


Prework

Prepare for the course with this Trailmix.

Class Registration

Lessons and Topics


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