Job Role

Admin

Duration

In-Person: 1 Day(s)
Virtual: 1 Day(s)

User Interface

Lightning Experience

Overview

Who should take this course?


This course is ideal for any administrator with an interest in furthering the development of their Salesforce CRM administration, Sales and Service Cloud management, and process automation skills, and who ultimately wants to succeed at the Salesforce Certified Advanced Administrator exam

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


  • Configure data and application security.
  • Describe Sales Cloud and Service Cloud applications.
  • Implement business logic and process automation.
  • Build advanced reports and dashboards.
  • Apply data management best practices.

Prework

Prepare for the course with this Trailmix.

Class Registration

Lessons and Topics

Salesforce Security and Custom Objects

  • Restricting and Extending Object, Record, and Field Access
  • Determining Appropriate Sharing Solutions
  • Territory Management
  • Data Relationships


Automation, Change Management, and Auditing

  • Process Automation Tools and Best Practices
  • Change Management Options
  • Sandboxes
  • Deployment Tools
  • Auditing and Monitoring


Analytics and Data Management

  • Creating Reports
  • Report Types
  • Dashboards
  • Data Quality Features and Policies


Sales, Service, and Content Applications

  • Products, Price Books, Schedules, and Quotes
  • Forecasting
  • Salesforce Knowledge
  • Entitlements
  • Service Cloud Console Toolkit
  • Content Management


Wrapping Up

  • Test Preparation
  • Practice Exam