Overview
Who should take this course?
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.
Prework
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
Change Management
- 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
Advanced 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
Salesforce Mobile App and Quick Actions
- Customize the Salesforce Mobile App
- Create Object-Specific Quick Actions
- Create Global Quick Actions
Data Quality
- 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
Approval Processes
- Manage Approval Processes
- Troubleshoot Approval Processes
Visual Workflow
- 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