Job Role

Admin

Duration

In-Person: 5 Day(s)
Virtual: 5 Day(s)

User Interface

Lightning Experience

Overview

Who should take this course?


New system administrators responsible for the setup, configuration, and maintenance of their organization’s Salesforce applications. Other groups that would benefit from deepening their knowledge of Salesforce Lightning Experience, including power users, sales operations, and IT managers.

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


  • Customize your application, including page layouts, fields, tabs, and business processes in Lightning Experience.
  • Learn how security settings created in Salesforce Classic are applied in Lightning.
  • Maintain and import clean data in Lightning.
  • Use Lightning features to create high-value reports and dashboards
  • Understand how workflow automation complies with Lightning.

Prework

Prepare for the course with this Trailmix.

Class Registration

Lessons and Topics

Getting Around the App

  • Data Model and Navigation
  • Lightning Experience
  • Help & Training


Getting Your Organization Ready for Users

  • Setting Up the Company Profile
  • Configuring the User Interface
  • Setting Up Activities and Calendars
  • Configuring Search Settings
  • Setting Up Chatter Groups
  • Mobile Access with Salesforce1


Setting Up and Managing Users

  • Managing User Profiles
  • Managing Users
  • Setting Up Chatter Free Users and Invites
  • Troubleshooting Login Issues


Security and Data Access

  • Restricting Logins
  • Determining Object Access
  • Setting Up Record Access
  • Creating a Role Hierarchy
  • Dealing with Record Access Exceptions
  • Managing Field-level Security


Object Customizations

  • Administering Standard Fields
  • Creating New Custom Fields
  • Creating Selection Fields: Picklists and Lookups
  • Creating Formula Fields
  • Working with Page Layouts
  • Working with Record Types and Business Processes
  • Maintaining Data Quality


Managing Data

  • Import Wizards
  • Data Loader
  • Data.com
  • Mass Transfer
  • Backing Up Data
  • Mass Delete and Recycle Bin


Reports and Dashboards

  • Running and Modifying Reports
  • Creating New Reports with the Report Builder
  • Working with Report Filters
  • Summarizing with Formulas and Visual Summaries
  • Printing, Exporting, and Emailing Reports
  • Building Dashboards


Automation

  • Email Templates
  • Workflow Rules
  • Process Builder
  • Lead Automation


Managing the Support Process

  • Managing and Resolving Cases
  • Customizing a Support Process
  • Automating Support
  • Understanding the Salesforce Console for Service
  • Collaborating in the Service Cloud
  • Analyzing Support Data