Essentials for New Lightning Experience Administrators

Extensive and interactive, Administrative Essentials for New Admins 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.

Who should take this course?

New system administrators responsible for the setup, configuration, and maintenance of their organization’s Salesforce applications. Other groups that would benefit from deepening their knowledge of Salesforce Lightning Experience, including power users, sales operations, and IT managers.

Prework

Prepare for the course with this Trailmix.

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.

Lessons and Topics

Salesforce Fundamentals

• Explore Salesforce
• 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

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

Create New with Clicks

• Create a New Object
• Dynamic Forms
• Create a New Custom Tab
• Create and Deploy a Change Set
• Mobile Layout

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
• Dashboards