Job Role

Admin

Duration

In-Person: 30 Day(s)
Virtual: 30 Day(s)

User Interface

Lightning Experience

Overview

Who should take this course?


Trailhead Virtual Bootcamp for New Admins is designed for anyone who wants to learn the ins and outs of Salesforce administration with a flexible self-paced learning schedule.

Learn more: Trailhead Virtual Bootcamp FAQ


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


  • Navigate Salesforce and personalize your experience
  • Give your data structure with objects, fields, and relationships
  • Identify the steps to set up and/or maintain a user
  • Explain the various organization security options
  • Describe the features and capabilities of the Salesforce sharing model
  • Given a scenario, apply the appropriate security controls
  • Describe the various settings and permissions a profile controls
  • Troubleshoot common user access and visibility issues
  • Recall the various UI features that an administrator controls
  • Customize Salesforce, including page layouts, fields, tabs, and business processes
  • Create a secure Salesforce environment
  • Maintain and import clean data
  • Create high-value reports and dashboards
  • Set up workflow automation
  • Maintain a Salesforce organization, responding to common business requirements, and performing administrative functions using the current version of Salesforce









Class Registration

Lessons and Topics

Week 1: Overview

  • Salesforce User Basics
  • Salesforce Platform Basics
  • Company-Wide Org Settings
  • Fiscal Year Help
  • Data Modeling


Week 2: Data Security

  • User Management
  • Data Security
  • Chatter Administration
  • Activity Management
  • Accounts and Contacts
  • Leads and Opportunities


Week 3: Customization

  • LEX Customization
  • Salesforce Mobile App Customization
  • Lightning App Builder
  • Create a Process for Support Cases


Week 4: Applications

  • Service Cloud Essentials
  • Service Cloud Basics
  • Knowledge Basics for LEX
  • Campaign Basics
  • Forecasting
  • Sales Cloud Einstein


Week 5: Data Management & Reporting

  • Data Quality
  • Data Management
  • Improve Data
  • Formulas & Validation
  • Connect Your Dev Org
  • Reports & Dashboards


Week 6: Automation

  • Workflow
  • Which Automation Tool is Right
  • Quick Start Process Project
  • Flow Basics
  • Salesforce Flow
  • Flow Builder