Administration Essentials for Experienced Admins

OVERVIEW
Comprehensive and hands-on, this course is for administrators who are ready
to significantly ramp up their skills and knowledge about using Salesforce
to solve their most pressing business needs. Using 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.

WHO SHOULD TAKE THIS COURSE?
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

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.

Course Outline

Module 1

Troubleshoot Record Access and Field Visibility
• Troubleshoot record access
• Understand the impact of territory management on
the sharing model
• Manage field visibility

Module 2

Change Management
• Managechanges in a sandbox
• Deploy changes using change sets

Module 3
Extend Salesforce with Custom Objects and Apps • Build custom objects, tabs, and apps • Create relationships between objects • Use delegated administration
Module 4

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

Module 5

Increase Efficiency with Salesforce1 and Quick
Actions
• Customize the salesforce1 mobile app
• Create object-specific quick actions
• Creating global quick actions

Module 6

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

Module 7

Automate Complex Business Processes
• Use validation rules, formula fields, workflow rules,
and processes to enforce and automate business
processes

Module 8

Streamline Requests with Approval Processes
• Manage approval processes
• Troubleshooting approval processes

Module 9

Increase Productivity with Visual Workflow
• Understand use cases for Visual Workflow
• Build and deploy a flow

Module 10

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.

Training Schedule

Administration Essentials for Experienced Admins
2018 - 2019
Training schedule not found.
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