Salesforce Administration in Lightning Experience


Course Number: SF-114

Duration: 5 days (32.5 hours)

Format: Live, hands-on

Salesforce Administration Training Overview

This Salesforce® Administration in Lightning Experience training course teaches attendees how to administer modern Salesforce. The class includes real-world tips and best practices and helps participants prepare for the Salesforce Certified Administrator exam.

Location and Pricing

Accelebrate offers instructor-led enterprise training for groups of 3 or more online or at your site. Most Accelebrate classes can be flexibly scheduled for your group, including delivery in half-day segments across a week or set of weeks. To receive a customized proposal and price quote for private corporate training on-site or online, please contact us.

Objectives

  • Perform basic administration
  • Navigate the Salesforce Platform architecture
  • Configure Salesforce
  • Customize and manage data
  • Secure Salesforce
  • Automate Salesforce using the Salesforce object model
  • Automate processes within Salesforce, including the use of Workflow Rules, Approval Processes, and the Process Builder
  • Develop new applications on the Salesforce Platform using the declarative interface
  • Leverage analytic tools including Lightning Reports, Lightning Dashboards, and list views

Prerequisites

All students must have a strong technical background, such as system administrators, developers, or consultants, and have had experience with another CRM or ERP system.

Outline

Expand All | Collapse All

Introduction to Salesforce and the Salesforce Platform
  • About this course
  • Intros
  • Housekeeping
  • Agenda
  • Set up Practice Site
Salesforce Infrastructure
  • Salesforce Architecture
    • Platform Foundation
    • Salesforce Stack
    • Instance
    • Trust.com
    • What is an Org?
    • Data Model 
Organizational Set up
  • Company Information
    • Locale settings
    • Fiscal Year
    • Currency
    • User Interface Settings
    • Search
    • List Views (high-level overview)
    • Home Page sections
  • Setting up Users
    • Users
    • User settings
    • Activate, deactivate, freeze
    • Create a new User
    • Login Access Policies
    • Security & Activation
    • Login History
    • Session Settings
    • Set Login as user setting
    • Granting access as a user
    • Knowledge Check
System Security and Access
  • Levels of Data Security
    • Security Categories Overview
    • Org Access
    • Object Access
    • Record Access
  • Groups and Teams
    • Public Groups
    • Account Teams
    • Opportunity Teams
    • Case Teams
    • Team Comparison chart
    • Field Access
  • Additional Security Measures
    • Queues and SecurityQueues
    • Folder Access & Security
    • Scenario Discussions: Security and Sharing
Salesforce Objects
  • Objects, Fields, and their relationships
    • Standard
    • Custom
    • Object Relationships
    • Salesforce Fields
Page Layouts and Record Types
  • Page Layouts and Record Types
    • Page Layouts
    • Assigning page layouts
    • Record Types
    • New Account page layouts and Record Types
    • Opportunity Page Layout
    • Create an Opportunity Page Layout
Salesforce Sales and Marketing
  • Sales
    • Sales Processes
    • Sales Productivity Features (Opportunity Tools)
  • Marketing 
    • Leads
    • Campaigns
    • Marketing Department
    • Create a Campaign
    • Web to Lead
    • Lead Assignment Rule
    • Auto-Response Rule
    • Create a Campaign
    • Web to Lead
    • Lead Assignment Rule
    • Auto-Response Rule
    • Salesforce Content
    • Content in Marketing
Service and Support
  • Cases  
    • Case Management Tools
  • Knowledge
    • Knowledge
    • Data Categories
  • Entitlement Management
    • Entitlements
    • Milestones
  • Case Feed
    • Case Feed – Classic
    • Chatter Feed – Lightning
  • Experience Cloud Sites
    • Capabilities
    • Use Cases
    • Designing Options
Data Management
  • Data Quality
    • Garbage In, Garbage out
    • Results from Good and Bad Data
    • Ensuring Quality Data
  • Salesforce Record IDs
    • Internal
    • External
    • External IDs
  • Data Migration Tools
    • Lightning Connect
    • Import Wizard
    • Data Loader
    • Mass Transfer
    • 3
    • Mass Delete
  • Data Validation
    • Data Validation
    • Validation Rules
    • Data Backup
Analytics Reports and Dashboards
  • Reports Overview
    • Security
    • Terminology
    • Prebuilt Reports
    • Reports Folders
  • Types of Reports
  • Dashboards
    • Dashboard Overview
    • Prebuilt Dashboards
    • Creating Dashboards
    • Subscribing to Dashboards
Process Automation
  • What is Automation
    • Overview
    • Flow Terminology
    • Workflow Rule vs Flow
    • Apex
    • When to use Apex
    • Apex Key Concepts
    • Visualforce
    • When to use Visualforce
    • Development Path
Workflow
  • Rules
  • Workflow Actions
  • Workflow field update
  • Time-based workflow
  • Set Default Workflow User
  • Approval Processes
  • Lightning Process Builder
Collaboration
  • Chatter
    • Terminology
    • Using Chatter
    • Setting up your Chatter Profile
    • Using Chatter #
    • Using Chatter @
    • Following in Chatter
    • Chatter Groups
    • Chatter Feed Tracking
    • EX: Enable Chatter Feed Tracking
    • Chatter Security
Mobile App and The App Exchange
    • Mobile App
Exam and Exam Review

Training Materials:

All Salesforce training students will receive comprehensive courseware.

Software Requirements:

Salesforce is web-based and attendees only need an Internet connection and modern web browser for training. Salesforce recommends Chrome.



Learn faster

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Satisfaction guarantee

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Learn online from anywhere

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Multiple Payment Options

We accept check, ACH/EFT, major credit cards, and most purchase orders



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