This class is ideal for admins with at least 6 months of experience administering Salesforce, and is a great foundational course for anyone looking to earn their Salesforce Advanced Administrator credential.
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 metadata 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.
Prepare for the course with this Trailmix.
Lessons and Topics
Record Access and Field Visibility
Troubleshoot Record Access
Understand the Impact of Territory Management on the Sharing Model
Manage Field Visibility
Manage Changes in a Sandbox
Deploy Changes Using Change Sets
Custom Objects and Apps
Build Custom Objects, Tabs, and Apps
Create Relationships Between Objects
Use Delegated Administration
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
Salesforce Mobile App and Quick Actions
Customize the Salesforce Mobile App
Create Object-Specific Quick Actions
Create Global Quick Actions
Assess, Cleanse, and Maintain Data
Prevent Duplicate Records Using Duplicate Management
Automated Business Processes
Use Validation Rules, Formula Fields, Workflow Rules, and Process Builder to Enforce and Automate Business Processes
Manage Approval Processes
Troubleshoot Approval Processes
Understand Use Cases for Visual Workflow
Build and Deploy a Flow
Advanced 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