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ADX201: Essentials for New Lightning Experience Administrators

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Fee:  $4500
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ADX201: Essentials for New Lightning Experience Administrators Course Outline

Special Note to New Hampshire Residents
This course has not yet been approved by the New Hampshire Department of Education. Please contact us for an update on when the class will be available in New Hampshire.

In this 5-day class designed for new admins, learn about the important tasks and features that Salesforce Administrators encounter daily. Discover Salesforce’s architecture, how to manage users, and how to keep your org secure. Dive into best practices surrounding customization, set up automation to improve efficiency, and create reports and dashboards for data analysis.

Who should take this course?
This class is ideal for new and beginner Salesforce System Administrators, as well as those looking to increase their skills around the configuration, maintenance, and automation of a Salesforce org. This is also a great class for anyone looking to earn their Salesforce Administrator credential.

When you complete this course, you will be able to:
  • Explain the Salesforce architecture and key terminology.
  • Use the application development lifecycle to define the process of managing an app’s development, from design to final release.
  • Compare different methods for granting users access to functionality and data.
  • Build and customize applications to meet business requirements.
  • Describe use cases for data management and validation tools.
  • Analyze key performance indicators with reports and dashboards.
  • Automate business processes using key features and functionality.
  • Leverage the Salesforce ecosystem and resources to implement and maintain your Salesforce org.


Salesforce Fundamentals
Explore Salesforce
Salesforce Architecture

Administrator Responsibilities
Describe the Role of an Administrator
Plan for Success

The Big Picture: All Users
Company Information and Licensing
Fiscal Year and Currency
Organize and Collaborate
Manage Users
Login Security Controls

Feature Access and Object Security
Permission Sets
Field-Level Security

Salesforce Record Access
Record Ownership
Organization-Wide Defaults
Role Hierarchy
Sharing Rules
Teams and Manual Sharing
Restriction Rules

Customize Standard Functionality
Object Overview
Standard and Custom Fields
Relationship Fields
Custom Formula Fields

Customize the Existing User Interface (UI)
Home Page
Tabs and List Views
Page Layouts
Buttons, Links, and Actions
Record Types, Business Process, and Path

Create New with Clicks
Create a New Object
Dynamic Forms
Create a New Custom Tab
Create and Deploy a Change Set
Mobile Layout

Declarative Automation
Automation Fundamentals
Validation Rules
Lead and Case Management
Workflow and Approval Process
Process Builder

The Future of Automation: Flow
Flow Overview
Build a Flow to Update a Field
Build and Combine Flows
Deploy Flow with a Lightning Component
Order of Execution

Data Management
Back Up Data
Import, Export, and Update Data
Mass Delete and Mass Transfer
Data Quality and Cleansing Tools

Report Components
Filters and Formulas
Conditional Formatting and Charts
Exports and Subscriptions
View outline in Word


Attend hands-on, instructor-led ADX201: Essentials for New Lightning Experience Administrators training classes at ONLC's more than 300 locations. Not near one of our locations? Attend these same live classes from your home/office PC via our Remote Classroom Instruction (RCI) technology.

For additional training options, check out our list of Salesforce Courses and select the one that's right for you.


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