Administer, Extend, and Automate Salesforce & Business Processes AEASBP001
- Course Code : AEASBP001
- Duration : 4 Days
- Price : 2,837 GBP
- Level:Intermediate
- Language: English
Course Content
The Administer, Extend, and Automate Salesforce & Business Processes (ADX211) course offers a comprehensive dive into the Salesforce platform, focusing on automation to enhance business processes. It also provides an overview of Salesforce Marketing Cloud and the various flow types used for business automation.
Delivery Method
In-Person
Online
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Goals
In this course, you will learn to:
Troubleshoot and modify complex security models based on business requirements.
Identify Salesforce relationship types and determine their appropriate use.
Modify Lightning apps to meet business needs.
Enhance data quality with advanced validation rules and formula functions.
Utilize Flow to solve business problems and boost productivity.
Troubleshoot flow errors due to the Order of Execution and invalid data inputs.
Plan and create Approval Processes.
Explain automations’ running times using the Order of Execution.
Decide when to configure, buy, or extend Salesforce.
Use advanced reporting techniques for data analysis.
Prerequisites
- None
Course Outline
Module 1 - Module 10
Module 1: Securing Your Data
Accessing the Org
Object Permissions
Impact of Sharing
Delegated Administration
Module 2: Objects, Fields, and Relationships
Create Custom Objects
Customize Fields
Master Detail and Lookup Relationships
Many-to-Many Relationships
Benefits of Relationship Fields
Additional Relationship Types
Module 3: Increasing Efficiency with Lightning Apps
Building Lightning Applications
Selecting Tabs
Page Layout Editor
Applying Quick Actions
Record Type & Business Process
Module 4: Improve Data Quality
Data Quality Lifecycle
Enforcing Data Quality
Validation Rules & Formula Functions
Eliminate Duplicates
Module 5: Salesforce Flow
Identifying the Right Automation Tool
Flow Overview
Migrating to Flow
Flow and the Order of Execution
Module 6: Flow: Building From Scratch
Building a Flow: The Basics
Building a Flow: Resources & Elements
Collection Management
Creating a Flow
Record-Triggered Flow
Schedule-Triggered Flow
Screen Flow
Autolaunched Flow
Module 7: Flow: Considerations & Troubleshooting
Considerations
Limitations
Troubleshooting
Module 8: The Approval Process
What Is an Approval Process
Create an Approval Process
Troubleshoot an Approval Process
Module 9: Audit and Extend Automations
The Order of Execution
Auditing Tools
Extending Beyond Automations
Module 10: Advanced Reporting
Creating Custom Report Types
Exception Reports with Cross Filters
Bucketing Data
Historical Reporting
Extending Summaries in Reports and Dashboards
