Administration Essentials for Experienced Administrators

babsimLIVE Delivery

This course is for experienced administrators who are ready to increase their skills and knowledge about how Salesforce can solve their most pressing business needs. Using real-world scenarios, Administration Essentials for Experienced Admins covers topics such as extending Salesforce with custom objects and apps, generating complex reports and dashboards, and automating complex business processes to help you work more efficiently and get more from Salesforce.

Course Outline

Troubleshoot Record Access and Field Visibility

Troubleshooting Record Access
Understanding the Impact of Territory Management on the Sharing Model
Managing Field Visibility

Change Management

Managing Changes in a Sandbox
Deploying Changes Using Change Sets

Extend Salesforce with Custom Objects and Apps

Building Custom Objects, Tabs, and Apps
Creating Relationships Between Objects
Using Apps from the AppExchange

Extend Analytics

Creating Custom Report Types Building Exception Reports with Cross Filters
Categorizing Report Data with Bucketing
Extending Summaries in Reports and Dashboards
Displaying Multiple Views of Data Using Joined Reports
Analyzing Data Over Time with Analytic Snapshots

Improve Data Quality

Assessing, Cleansing, and Maintaining Data Quality
Merging Duplicate Records
Cleaning and Enriching Data with Data.com

Automate Complex Business Processes

Creating Formulas and Workflow Rules to Enforce Business Processes
Troubleshooting Business Process Execution Issues
Understanding When Business Process Automation Must Be Extended Using
Programmatic Means

Streamline Requests with Approval Processes

Managing Approval Processes
Troubleshooting Approval Processes

Increase Productivity with Visual Workflow

Understanding Use Cases for Visual Workflow
Building and Deploying a Flow

Audience

This hands-on course is designed for experienced administrators who have used Salesforce for 6 months and/or have completed the Administration Essentials for New Admins course. Familiarity with Salesforce for at least 6 months.

Available Course Dates

12/01/2020 8:30 am - 12/04/2020 5:00 pm babsimLive Delivery
12/14/2020 8:30 am - 12/18/2020 5:00 pm
01/04/2021 8:30 am - 01/07/2021 5:00 pm
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