Course:

Course Description

This 4-day Salesforce Admin course uses real-world scenarios, Administration Essentials for Experienced Admins covers topics such as extending Salesforce with custom objects and apps, generating complex reports and dashboards, and automating complex business processes to help you work more efficiently and get more out of Salesforce.

Outline

Troubleshoot Record Access and Field Visibility

Troubleshoot record access
Understand the impact of territory management on the sharing model
Manage field visibility

Change Management

Manage changes in a sandbox
Deploy changes using change sets

Extend Salesforce with Custom Objects and Apps

Build custom objects, tabs, and apps
Create relationships between objects
Use delegated administration

Extend Reporting

Create custom report types
Build exception reports with cross filters
Categorize report data with bucketing
Extend summaries in reports and dashboards
Display multiple views of data using joined reports
Analyze data over time with historical trending and reporting snapshots

Increase Efficiency with Salesforce1 and Quick Actions

Customize the salesforce1 mobile app
Create object-specific quick actions
Creating global quick actions

Improve Data Quality

Assess, cleanse, and maintain data quality
Prevent duplicate records using Duplicate Management
Clean and enrich data with data.com

Automate Complex Business Processes

Use validation rules, formula fields, workflow rules, and processes to enforce and automate business processes

Streamline Requests with Approval Processes

Manage approval processes
Troubleshooting approval processes

Increase Productivity with Visual Workflow

Understand use cases for Visual Workflow
Build and deploy a flow

Extend and Troubleshoot Business Process Automation

Understand when to use Apex and Visualforce for extending business process automation.
Understand the order of execution for automated processes.
Use debug logs to troubleshoot business process issues.

Audience

Administration Essentials for Experienced Admins is designed for:

Administrators with at least six months of experience using Salesforce; and/ or
Administrators who have completed the Administration Essentials for New Admins course

Prerequisites

It is recommended that you have a solid understanding of basic Salesforce concepts and functionality. In addition, you should have completed the following online courses, which are available at help.salesforce.com:

Getting Started: Navigating Salesforce
Getting Started: Using the Sales Cloud

What You Will Learn

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

Determine and implement appropriate data access and visibility settings
Manage configuration changes in a sandbox environment and move data between environments using change sets
Extend the functionality of your implementation with custom objects and apps
Extend your reporting to provide up-to-date views of your business
Customize the Salesforce1 app and create quick actions to increase efficiency
Improve data quality so that the ongoing task of data maintenance is not so overwhelming
Implement complex business processes using work flow rules, processes, approval processes, and flows.

ADM211: Salesforce Administration Essentials for Experienced Admins