Lightning Experience Admin Essentials for New Admins + Certification Training

Lightning Experience Admin Essentials for New Admins + Certification Training Outline

• Getting Around the App

  • Data Model and Navigation
  • Lightning Experience
  • Help & Training

• Getting Your Organisation 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 Customisations

  • 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 Transfer
  • 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
  • Summarising 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
  • Customising a Support Process
  • Automating Support
  • Understanding the Salesforce Console for Service
  • Collaborating in the Service Cloud
  • Analysing Support Data