Group Training Request Form

authorized training provider

ADX211 – Administer, Extend, and Automate Salesforce

Duration: 4 Days | Price: $3,600

  • Guaranteed to run

    04/14/2025 - 04/17/2025

    8:30 am ET - 5:00 pm ET

    Live | Almost Full

    Price: $3600
    Request Info

  • 05/07/2025 - 05/10/2025

    8:30 am ET - 5:00 pm ET

    Live | Open

    Price: $3600
    Request Info

  • 05/13/2025 - 05/16/2025

    8:30 am CT - 5:00 pm CT

    Live | Open

    Price: $3600
    Request Info

  • Guaranteed to run

    05/19/2025 - 05/22/2025

    8:30 am ET - 5:00 pm ET

    Live | Open

    Price: $3600
    Request Info

  • 05/27/2025 - 05/30/2025

    8:30 am PT - 5:00 pm PT

    Live | Open

    Price: $3600
    Request Info
Summary

Elevate your Salesforce administrator skills with our 4-day instructor-led course. Learn to create and implement solutions for business needs, extend Salesforce with custom objects and Lightning apps, and become an automation champion by designing complex flows. Enhance efficiency by generating advanced reports and dashboards. Gain valuable tips and best practices to take your admin skills to the next level and maximize your use of Salesforce.

Key Skills

When you complete this class, you will be able to:

  • Troubleshoot complex security models based on business requirements.
  • Identify the relationship types available in Salesforce and when to use them.
  • Modify a Lightning app to meet business needs.
  • Increase data quality with advanced validation rules and formula functions.
  • Use Flow to solve business problems and increase productivity.
  • Troubleshoot flow errors stemming from the Order of Execution and invalid data inputs.
  • Plan and create an approval process.
  • Utilize the Order of Execution to explain why automations run at specific times.
  • Determine when to configure, buy, or extend Salesforce.
  • Harness advanced reporting techniques to analyze data.
Course Outline

Data Security

  • Access the Org
  • Enable Object Permissions
  • Determine the Impact of Sharing
  • Delegate Administration

Objects, Fields, and Relationships

  • Create Custom Objects
  • Customize Fields
  • Build Master Detail and Lookup Relationships
  • Determine Benefits of Relationship Fields
  • Implement Additional Relationship Types

Efficiency with Lightning Apps

  • Build Lightning Applications
  • Select Tabs
  • Understand Page Layout Editor
  • Apply Quick Actions
  • Follow Record Type and Business Process

Data Quality

  • Follow the Data Quality Lifecycle
  • Enforce Data Quality
  • Follow Validation Rules and Formula Functions
  • Eliminate Duplicates

Salesforce Flow

  • Identify the Right Automation Tool
  • Understand Flow
  • Migrate to Flow
  • Implement Flow and the Order of Execution

Flow: Building from Scratch

  • Build a Flow: The Basics
  • Build a Flow: Resources and Elements
  • Manage Collection
  • Create a Flow

Flow: Considerations and Troubleshooting

  • Assess Considerations
  • Determine Limitations
  • Troubleshoot

The Approval Process

  • Define an Approval Process
  • Create an Approval Process
  • Troubleshoot an Approval Process

Automation Audits and Extensions

  • Follow the Order of Execution
  • Harness Auditing Tools
  • Extend Beyond Automation

Advanced Reporting

  • Create Custom Report Types
  • Generate Exception Reports with Cross Filters
  • Bucket Data
  • Conduct Historical Reporting
  • Extend Summaries in Reports and Dashboards
Audience

This course is intended for current admins with the Salesforce Certified Administrator credential or at least six months of experience administering Salesforce. It is also an excellent foundational course for anyone interested in earning their Salesforce Advanced Administrator credential.

Certifications

This course helps you prepare for the Salesforce Advanced Administrator credential.