Lightning Experience Admin Essentials for New Admins + Certification Training

Level: Foundation

In this five-day comprehensive and hands-on course, you will learn the fundamentals you’ll need as a Salesforce Administrator, ranging from topics such as how to setup, configure, and maintain your Salesforce instance to how to setup workflow automation. This is a combo learn and certify class, which gives you the option to sit for the highly acclaimed valued Salesforce Administrator certification exam on the final day of class. If you want some more time, you’ll be able to conserve your certification exam voucher for use at a later date.

If you are a new or existing Salesforce Administrator, who wants to learn the techniques and best practises to ensure the success of your deployment and sit for the Salesforce Administrator Certification examination, then this is the class for you.

Key Features of this Lightning Experience Admin Essentials for New Admins + Certification Training:

  • Official Salesforce training curriculum
  • Train your whole team by bringing this course to your facility

You Will Learn How To:

  • Set up, configure, and maintain your Salesforce instance
  • Set up workflow automation
  • Ensure the success of your deployment

Choose the Training Solution That Best Fits Your Individual Needs or Organisational Goals

LIVE, INSTRUCTOR-LED

In Class & Live, Online Training

  • 5-day instructor led training course
  • Tuition fee fee can be paid later by invoice -OR- at the time of checkout by credit card

TRAINING AT YOUR SITE

Team Training

  • Bring this or any training to your organisation
  • Full - scale program development
  • Delivered when, where, and how you want it
  • Blended learning models
  • Tailored content
  • Expert team coaching

Customize Your Team Training Experience

CONTACT US

Save More on Training with Learning Tree Training Vouchers!

Our flexible, easy-to-redeem training vouchers are available to any employee within your organisation. For details, please call 0800 282 353 or chat live.

In Class & Live, Online Training

Note: This course runs for 5 Days

Guaranteed to Run

When you see the "Guaranteed to Run" icon next to a course event, you can rest assured that your course event — date, time — will run. Guaranteed.

Important Lightning Experience Admin Essentials for New Admins + Certification Training Information

  • Prerequisites

    Customers who sit for the certification exam should have experience beyond what is covered in this course. As an additional benefit of taking this specific course, in the afternoon of the 5th day, we provide exam proctoring for those who wish to sit for the exam onsite. The exam voucher fee is included in this course fee.

  • Who Should Attend This Course

    Administration Essentials for New Administrators + Certification is ideal for:

    • New system administrators responsible for the setup, configuration, and maintenance of their organization’s Salesforce applications
    • Power users
    • Sales operations personnel
    • IT managers that would benefit from deepening their knowledge of Salesforce exam.

    This course is not designed as a specific Certification preparation course.

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

Team Training

FAQs

  • Can I take this training course online?

    Yes! We know your busy work schedule may prevent you from getting to one of our classrooms which is why we offer convenient online training to meet your needs wherever you want. This course is available online, in person, or as Private Team Training.

Preferred method of contact:

Please Choose a Language

Canada - English

Canada - Français