Administrative Essentials for New Admins in Lightning Experience (ADX201)

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Administrative Essentials for New Admins in Lightning Experience (ADX201)

Fast Lane
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Opleiderscore: starstarstarstarstar_border 8 Fast Lane heeft een gemiddelde beoordeling van 8 (uit 2 ervaringen)

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Startdata en plaatsen

placeUtrecht
29 apr. 2024 tot 3 mei. 2024
placeUtrecht
1 jul. 2024 tot 5 jul. 2024

Beschrijving

Course Content

  • Getting Around the App
  • Getting Your Organization Ready for Users
  • Setting Up and Managing Users
  • Security and Data Access
  • Object Customizations
  • Managing Data
  • Reports and Dashboards
  • Automation
  • Managing the Support Process

Prerequisites

The prerequisites include a solid understanding of basic Salesforce concepts and functionality, and completion of the following online courses, which are available at help.salesforce.com.

  • Getting Started: Navigating Salesforce
  • Getting Started: Using the Sales Cloud
  • We also strongly recommend you complete the Get Started with Lightning Experience trail in Trailhead to get the most out of this course.

Who Should Attend

  • New system administra…

Lees de volledige beschrijving

Veelgestelde vragen

Er zijn nog geen veelgestelde vragen over dit product. Als je een vraag hebt, neem dan contact op met onze klantenservice.

Nog niet gevonden wat je zocht? Bekijk deze onderwerpen: Lightning Experience, Salesforce, Python, PHP en Programmeren (algemeen).

Course Content

  • Getting Around the App
  • Getting Your Organization Ready for Users
  • Setting Up and Managing Users
  • Security and Data Access
  • Object Customizations
  • Managing Data
  • Reports and Dashboards
  • Automation
  • Managing the Support Process

Prerequisites

The prerequisites include a solid understanding of basic Salesforce concepts and functionality, and completion of the following online courses, which are available at help.salesforce.com.

  • Getting Started: Navigating Salesforce
  • Getting Started: Using the Sales Cloud
  • We also strongly recommend you complete the Get Started with Lightning Experience trail in Trailhead to get the most out of this course.

Who Should Attend

  • New system administrators responsible for the setup, configuration, and maintenance of their organization’s Salesforce applications.
  • Other groups that would benefit from deepening their knowledge of Salesforce Lightning Experience, including power users, sales operations, and IT managers.

Gedetailleerde cursusinhoud

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
  • Data.com
  • Mass Tr an s fer
  • 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

Blijf op de hoogte van nieuwe ervaringen

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Deel je ervaring

Heb je ervaring met deze cursus? Deel je ervaring en help anderen kiezen. Als dank voor de moeite doneert Springest € 1,- aan Stichting Edukans.

Er zijn nog geen veelgestelde vragen over dit product. Als je een vraag hebt, neem dan contact op met onze klantenservice.

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