Administrative Essentials for New Admins in Lightning Experience AENALE001
- Course Code : AENALE001
- Duration : 5 Days
- Price : 3,546 GBP
- Level: Foundation
- Language: English
Course Content
This extensive and interactive course is the core training that ensures success with Salesforce Lightning. It’s essential for new administrators and highly recommended before starting a Salesforce deployment or taking over an existing one.
Delivery Method
Official Salesforce training curriculum.
Attend online, in person, or bring this course to your facility.
After-course instructor coaching.
Have questions about this course?
Goals
Customize your application, including page layouts, fields, tabs, and business processes in Lightning Experience.
Learn how security settings created in Salesforce Classic are applied in Lightning.
Maintain and import clean data in Lightning.
Use Lightning features to create high-value reports and dashboards.
Understand how workflow automation complies with Lightning.
Prerequisites
Prepare for the course with this Trailmix:
Trailmix: Trailhead Academy.
Pre-work: Administrative Essentials for New Admins Pre-work.
Course Outline
Module 1 - Module 9
Getting Around the App:
Data Model and Navigation.
Lightning Experience.
Help & Training.
Getting Your Organization Ready for Users:
Setting Up the Company Profile.
Configuring the User Interface.
Setting Up Activities and Calendars.
Configuring Search Settings.
Setting Up Chatter Groups.
Mobile Access with Salesforce1.
Setting Up and Managing Users:
Managing User Profiles.
Managing Users.
Setting Up Chatter Free Users and Invites.
Troubleshooting Login Issues.
Security and Data Access:
Restricting Logins.
Determining Object Access.
Setting Up Record Access.
Creating a Role Hierarchy.
Dealing with Record Access Exceptions.
Managing Field-level Security.
Object Customizations:
Administering Standard Fields.
Creating New Custom Fields.
Creating Selection Fields: Picklists and Lookups.
Creating Formula Fields.
Working with Page Layouts.
Working with Record Types and Business Processes.
Maintaining Data Quality.
Managing Data:
Import Wizards.
Data Loader.
Mass Transfer.
Backing Up Data.
Mass Delete and Recycle Bin.
Reports and Dashboards:
Running and Modifying Reports.
Creating New Reports with the Report Builder.
Working with Report Filters.
Summarizing with Formulas and Visual Summaries.
Printing, Exporting, and Emailing Reports.
Building Dashboards.
Automation:
Email Templates.
Workflow Rules.
Process Builder.
Lead Automation.
Managing the Support Process:
Managing and Resolving Cases.
Customizing a Support Process.
Automating Support.
Understanding the Salesforce Console for Service.
Collaborating in the Service Cloud.
Analyzing Support Data.
