Job Role



Virtual: 8 Day(s)

User Interface

Lightning Experience


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 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.


Prepare for the course with this Trailmix.

Class Registration

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