Advanced Salesforce System Administration and Platform App Builder using Lightning UI


Course Number: SF-106

Duration: 5 days (32.5 hours)

Format: Live, hands-on

Salesforce Training Overview

This Advanced Salesforce® training course attendees the essential System Administrator skills and Platform App Builder skills necessary to prepare for both the Advanced System Administrator and Platform App Builder certification exams. Students learn the Salesforce structure, data model, object schema, sharing model, Lightning user interface, sandboxes, and data integrity tools, as well as techniques for importing/exporting data, advanced reporting, automation, troubleshooting, using AppExchange apps, and when to code. The course includes a final project that gives students a real-world design and customization scenario.

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

  • Configure the structure, schema, and data access model
  • Configure the UI
  • Create custom objects and fields
  • Use Sandboxes, metadata, and change sets
  • Configure data integrity tools
  • Use import and exporting tools
  • Use advanced reporting
  • Use automation tools
  • Troubleshoot issues
  • Understand when declarative tool limits require prebuilt apps or coding
  • Prepare for the Advanced System Admin and Platform App Builder certification exams

Prerequisites

All students should have the Salesforce System Administrator certification or equivalent experience.

Outline

Expand All | Collapse All

Introduction
Salesforce Structure
  • Delivery Model
  • Releases
  • Interaction Model
Data Model
  • Object Schema
  • Object Relationships
  • Standard and Custom Objects
  • Standard and Custom Fields
  • Recognizing the need to create a custom object
  • Lookup or master-detail?
  • Rollup summary fields
Sharing Model
  • Profile and Permissions
  • OWD
  • Record Access
  • Field Level Security
User Interface
  • Apps
  • Tabs
  • Page Layouts
  • Record Types
  • Lightning Pages
  • Compact Layouts
  • Publisher Layouts
  • Quick Actions
Sandboxes
  • Types
  • Structure
  • Change Sets
Data Integrity
  • Validation Rules
  • Required Fields
  • History Tracking
Importing/Exporting Data
  • Data Import Wizard
  • Dataloader.io
Advanced Reporting
  • Custom Report Types
  • Custom Summary Formulas
  • Bucket Fields
Automation
  • Support Automation
  • Workflow
  • Approval Processes
  • Process Builder
  • Flow
  • Execution Order
Troubleshooting
  • Setup Audit Trail
  • Debug Logs
AppExchange
  • Using the AppExchange
  • How to assess apps
  • Unmanaged and Managed Apps
Know When to Code
  • Understanding declarative limits
  • Evaluate customization priorities
  • Typical coding scenarios
Final Project
  • Design, configure, and customize a business scenario in Salesforce
  • Review student solutions
Advanced System Admin and Platform App Builder Certification Discussion
  • Requirements
  • Exam study Resources
  • Preparation
Conclusion

Training Materials:

All students 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 only need a local computer with a web browser with a stable Internet connection. It is recommended to use Chrome as the browser for Salesforce.



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