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ADX201 – Essentials for New Lightning Experience Administrators
Duration: 5 Days | Price: $4,500
Summary
With the ADX201, you can discover the world of Salesforce Administrators. This course will require you to work firsthand on configuring and customizing a Salesforce production org. It is a 5-day class designed for new admins in Lightning with experts who guide you through the daily tasks and features that Salesforce administrators encounter daily. You will learn the essentials for new admins, such as Salesforce’s architecture, managing users, and strategies to ensure your org remains secure. Through this course, new admins in Lightning will also dive into best practices for customization, path data management, and automation to improve efficiency.
The ADX201 will help new admins in Lightning learn to create reports and dashboards to analyze key performance indicators and leverage the Salesforce ecosystem to maintain and optimize your Salesforce production org. You will also explore how users gather company information within Salesforce, ensuring better decision-making and data-driven strategies.
This course also offers a comprehensive foundation for new admins in Lightning Experience, helping participants prepare for the Salesforce Certified Administrator exam and beyond.
Key Skills
Completing ADX201 enables admins in Lightning Experience to:
- Explain the Salesforce architecture and key terminology.
- Use the application development lifecycle to define the process of managing an app’s development, from design to final release.
- Compare different methods for granting users access to functionality and data, including object access, organization-wide defaults, and restriction rules.
- Master skills are essential for new admins, such as building and customizing applications to meet business requirements, including creating a custom tab deployment.
- Describe use cases for path data management and validation tools.
- Analyze key performance indicators with mobile layout analytics, reports, and dashboards, incorporating formulas to implement conditional formatting.
- Automate business processes using workflow rules, the Process Builder, and Flow Builder.
- Leverage the Salesforce ecosystem to gather company information and maintain your Salesforce production org.
Course Outline
Salesforce Fundamentals
- Explore Salesforce through ADX201
- Salesforce Architecture
Administrator Responsibilities
- Describe the Role of an Administrator
- Plan for Success
The Big Picture: All Users
- Company Information and Licensing
- Fiscal Year and Currency
- Organize and Collaborate
- Manage Users
- Login Security Controls
Feature Access and Object Security
- Profiles
- Permission Sets
- Field-Level Security
Salesforce Record Access
- Record Ownership
- Organization-Wide Defaults
- Role Hierarchy
- Sharing Rules
- Teams and Manual Sharing
- Restriction Rules
Customize Standard Functionality
- Object Overview
- Standard and Custom Fields
- Relationship Fields
- Custom Formula Fields
Create New with Clicks
- Create a New Object
- Dynamic Forms
- Create a New Custom Tab
- Create and Deploy a Change Set
- Mobile Layout Analytics
Customize the Existing User Interface (UI)
- Applications
- Home Page
- Tabs and List Views
- Page Layouts
- Buttons, Links, and Actions
- Record Types, Business Process, and Path
Declarative Automation
- Automation Fundamentals
- Validation Rules
- Lead and Case Management
- Workflow and Approval Process
- Process Builder
The Future of Automation: Flow
- Flow Overview
- Build a Flow to Update a Field
- Build and Combine Flows
- Deploy Flow with a Lightning Component
- Order of Execution
Data Management
- Back Up Data
- Import, Export, and Update Data
- Mass Delete and Mass Transfer
- Data Quality and Cleansing Tools
Analytics
- Report Components
- Filters and Formulas
- Conditional Formatting and Charts
- Exports and Subscriptions
Audience
The ADX201 class explains the essentials for new admins in Lightning Experience or anyone seeking to build skills in configuring, maintaining, and automating Salesforce. Apart from being an excellent preparatory course for the Salesforce Certified Administrator exam, this is also a practice learning environment for those who seek to reinforce their understanding of basic administration concepts through hands-on exercises.
Certifications
This course provides essential training to prepare for the Salesforce Certified Administrator exam.