Salesforce Administration and Configuration in Lightning Experience


Course Number: SF-114

Duration: 5 days (32.5 hours)

Format: Live, hands-on

Salesforce Administration and Configuration Training Overview

This Salesforce Administration and Configuration 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 Force.com 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 Force.com 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

Agenda & Course Overview
Introduction to GenWatt
Setting up a Practice Site
Salesforce Overview
  • Lightning Experience
  • Mobile Access with the Salesforce App
  • Licensing
  • Object Model
System Security
  • Users
  • Network Security
Activation
Login History
Trusted IP Address Ranges
  • Profiles
Object Permissions
IP Login Restrictions
Login Hours
  • Permission Sets
Force.com Architecture & Model, View, Controller
Apex & Visualforce Overview
Record Security
  • Record Ownership / Full Access
  • Organization Wide Defaults
  • Role Hierarchy & Roles
  • Sharing Rules
  • Manual Sharing
  • Account Teams
  • Opportunity Teams
  • Queues
  • Case Teams
Folder Access
Search Settings
Customization
  • Custom Fields
  • Picklists
  • Controlling & Dependent Picklists
  • Formula Fields
Field Level Security
Security & Sharing Knowledge Check
Customization
  • Page Layouts
  • Record Types
  • Business Processes
Products & Price Books
Quotes
Sales Productivity Tools
Field History
Service Relationships
  • Cases
  • Solutions
  • Knowledge
Case Assignment Rules
Escalation Rules
Community Relationships
  • Ideas
  • Answers
  • Chatter
Object Relationships
Lookup & Master Detail Fields
Schema Builder
Rollup Summary Fields
Lookup Field Filters
Recruiting Application
  • Custom Objects
  • Position, Application, Interviewer, Review
  • Custom Tabs
  • Custom Apps
Setup Audit Trail
Automation
Data Validation
Workflow
  • Workflow Actions
  • Email Templates
  • Time Based Workflow
Approval Processes
Lightning Process Builder and Lightning Connect
Lightning App Builder and Lightning Components
Salesforce Record IDs
Import Wizards
Data Loader
Mass Transfer
External IDs
Upsert
Mass Delete
Weekly Data Export
List Views
Reports and the Lightning Report Builder
  • Report Folders
  • Prebuilt Reports
  • Tabular Reports
  • Summary Reports
  • Matrix Reports
Reports (continued…)
  • Date Filters
  • Report Charts
  • Bucket Fields
  • Report Summary Fields
  • Custom Report Types
  • Report Scheduling
Dashboards
  • Folders
  • Components
  • Dashboard Scheduling
Knowledge Check
Marketing Relationships
Leads
  • Lead Conversion
  • Web to Lead
  • Lead Assignment Rules
  • Lead Auto-Response Rules
Campaigns
  • Campaign Members
  • Campaign Influence
Files
Communities
Force.com Sites
Administrator Exam Prep
Session Wrap-up

Training Materials:

All Salesforce training students will receive comprehensive courseware.

Software Requirements:

Attendees will not need to install any software on their computer for this class as the class will be conducted in a remote environment that Accelebrate will provide; students will only need a local computer with a web browser with a stable Internet connection. It is recommended by Salesforce to use Chrome as the browser for Salesforce.



Learn faster

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Satisfaction guarantee

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Multiple Payment Options

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



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