ADX201: Essentials for New Lightning Experience Administrators Course

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ADX201: Essentials for New Lightning Experience Administrators Course

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.

Who should take this course?

This class is ideal for new and beginner Salesforce System Administrators or people looking to increase their skills in configuring, maintaining, and automating Salesforce. It is also an excellent 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.

Course Outline

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

• Profiles
• 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

Create New with Clicks

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

Customize the Existing User Interface (UI)

• Applications
• Home Page
• Tabs and List Views
• Page Layouts
• Buttons, Links, and Actions
• Record Types, Business Process, and Path

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

Analytics

• Report Components
• Filters and Formulas
• Conditional Formatting and Charts
• Exports and Subscriptions

View outline in Word

WSD201

Attend hands-on, instructor-led ADX201: Essentials for New Lightning Experience Administrators training classes at ONLC's nationwide 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 Courses and select the one that's right for you.

GENERAL INFO

Class Format
Class Policies
Student Reviews

ADX201: Essentials for New Lightning Experience Administrators Course

ADX201: Essentials for New Lightning Experience Administrators Course

Who should take this course?

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

Salesforce Fundamentals

Administrator Responsibilities

The Big Picture: All Users

Feature Access and Object Security

Salesforce Record Access

Customize Standard Functionality

Create New with Clicks

Customize the Existing User Interface (UI)

Declarative Automation

The Future of Automation: Flow

Data Management

Analytics

Business to Business Only

New Hampshire Residents