Administrative Essentials for New Admins in Lightning Experience

Extensive and interactive, Administrative Essentials in Lightning Experience is the core training that ensures your success with Salesforce Lightning. It’s a must for new administrators, and we recommend completing this course before starting a Salesforce deployment or when taking over an existing deployment.

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

  • Customize your application, including page layouts, fields, tabs, and business processes in Lightning Experience.

  • Learn how security settings created in Salesforce Classic are applied in Lightning.

  • Maintain and import clean data in Lightning.

  • Use Lightning features to create high-value reports and dashboards.

  • Understand how workflow automation complies with Lightning.

Course Outline

Getting Around the App

  • Data Model and Navigation

  • Lightning Experience

  • Help & Training


Getting Your Organization 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 Customizations

  • 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

  • Summarizing 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

  • Customizing a Support Process

  • Automating Support

  • Understanding the Salesforce Console for Service

  • Collaborating in the Service Cloud

  • Analyzing Support Data

Audience


  • New system administrators responsible for the setup, configuration, and maintenance of their organization’s Salesforce applications.

  • Other groups that would bene t from deepening their knowledge of Salesforce Lightning Experience, including power users, sales operations, and IT managers.