Administer, Extend, and Automate Salesforce

Comprehensive and hands-on, this course is for administrators who are ready to significantly ramp up their skills and knowledge about using Salesforce to solve their most pressing business needs.

Using real-world scenarios, this course covers topics such as extending Salesforce with custom objects and Lightning apps, generating complex reports and dashboards, and automating complex business processes to help you work more efficiently and get more out of Salesforce. Additional topics include Lightning Record Pages, Lightning Knowledge, and Lightning Data.

Who Should Take This Course?

Administrators with at least six months of experience using Salesforce; and/ or Administrators who have completed the Administration Essentials for New Admins course.

Prework

Prepare for the course with this Trailmix.

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

• Determine and implement appropriate data access and visibility settings
• Manage configuration changes in a sandbox environment and move data between environments using change sets
• Extend the functionality of your implementation with custom objects and apps
• Extend your reporting to provide up-to-date views of your business
• Customize the Salesforce mobile app and create quick actions to increase efficiency
• Improve data quality so that the ongoing task of data maintenance is not so overwhelming
• Implement complex business processes using workflow rules, Process Builder, approval processes, and flows.

Lesson & Topics

Securing Your Data

• Accessing the Org
• Object Permissions
• Impact of Sharing
• Delegated Administration

Objects, Fields, and Relationships

• Create Custom Objects
• Customize Fields
• Master Detail and Lookup Relationships
• Many to Many Relationships
• Benefits of Relationship Fields
• Additional Relationship Types

Increasing Efficiency with Lightning Apps

• Building Lightning Applications
• Selecting Tabs
• Page Layout Editor
• Applying Quick Actions
• Record Type & Business Process

Improve Data Quality

• Data Quality Lifecycle
• Enforcing Data Quality
• Validation Rules & Formula Functions
• Eliminate Duplicates

Salesforce Flow

• Identifying the Right Automation Tool
• Flow Overview
• Migrating to Flow
• Flow and the Order of Execution

Flow: Building From Scratch

• Building a Flow: The Basics
• Building a Flow: Resources & Elements
• Collection Management

Creating a Flow

• Record-Triggered Flow
• Schedule-Triggered Flow
• Screen Flow
• Autolaunched Flow

Flow: Considerations & Troubleshooting

• Considerations
• Limitations
• Troubleshooting

The Approval Process

• What Is an Approval Process
• Create an Approval Process
• Troubleshoot an Approval Process

Audit and Extend Automations

• The Order of Execution
• Auditing Tools
• Extending Beyond Automations

Advanced Reporting

• Creating Custom Report Types
• Exception Reports with Cross Filters
• Bucketing Data
• Historical Reporting
• Extending Summaries in Reports and Dashboards