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Advanced Salesforce System Administration

SF-102 (2 Days)

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Advanced Salesforce Training Overview

This advanced Salesforce training course teaches students essential system administrator skills and how to customize Salesforce, create custom objects and report types, use sandboxes, and leverage all the automation tools in Salesforce. The course includes a final project giving students a real-world design and customization scenario.

Note: This Salesforce class can be taught using the Classic User Interface or the Lightning Interface.

Location and Pricing

Most Accelebrate courses are delivered as private, customized, on-site training at our clients' locations worldwide for groups of 3 or more attendees and are custom tailored to their specific needs. Please visit our client list to see organizations for whom we have delivered private in-house training. These courses can also be delivered as live, private online classes for groups that are geographically dispersed or wish to save on the instructor's or students' travel expenses. To receive a customized proposal and price quote for private training at your site or online, please contact us.

Advanced Salesforce Training Objectives

All students will learn how to:

  • Understand and use lookup and master-detail fields
  • Understand and use rollup summary fields
  • Design and configure a custom object and relationships
  • Understand and configure lead automation
  • Understand and configure case automation
  • Design and configure a Workflow
  • Design and configure a process
  • Design and configure a flow
  • Manage and create sandboxes
  • Understand and configure Salesforce mobile apps
  • Use quick actions
  • Design and configure a final project
  • Use the AppExchange
  • Know when to code
  • Study for their system admin certification

Advanced Salesforce Training Outline

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Introduction
Using Custom Objects
  • Recognizing the need to create a custom object
  • Lookup or master-detail?
  • Rollup summary fields
Using Lead Automation
  • Lead conversion process
  • Lead assignment rules
  • Web-to-lead
  • Auto-response rules
Using Case Automation
  • Assignment rules
  • Auto-response rules
  • Escalation rules
  • Design and configure a support scenario
Automation
  • Configure a Workflow
  • Configure a Process Build
  • Configure a flow
Using Sandboxes
  • Types of sandboxes
  • Metadata and data
  • Moving metadata to production
Salesforce Mobile Apps
  • Configuring the mobile app
  • Creating quick actions in the mobile app
  • Using Salesforce
Final Project
  • Given a scenario, design, configure, and customize a full business scenario in Salesforce
  • Review student solutions
Using the AppExchange
  • How to assess apps
  • Types of apps
Know When to Code
  • Understanding declarative limits
  • Typical coding scenarios
System Administrator Certification Discussion
  • Requirements
  • Exam outline
Preparation
Conclusion
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Lecture percentage

50%

Lecture/Demo

Lab percentage

50%

Lab

Course Number:

SF-102

Duration:

2 Days

Prerequisites:

All students should have a working knowledge of Salesforce or should have completed Accelebrate's Introduction to Salesforce training class.

Training Materials:

All students will receive comprehensive courseware.

Software Requirements:

Attendees will not need to install any software on their computer for this class, 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.

Contact Us:

Accelebrate’s training classes are available for private groups of 3 or more people at your site or online anywhere worldwide.

Don't settle for a "one size fits all" public class! Have Accelebrate deliver exactly the training you want, privately at your site or online, for less than the cost of a public class.

For pricing and to learn more, please contact us.

Contact Us

Toll-free in US/Canada:
877 849 1850
International:
+1 678 648 3113

Toll-free in US/Canada:
866 566 1228
International:
+1 404 420 2491

925B Peachtree Street, NE
PMB 378
Atlanta, GA 30309-3918
USA

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