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ADM211 – Administration Essentials for Experienced Admins

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4 Dagen
Administration Essentials

Classroom + Online

Course Details

Cursusbeschrijving

When you complete this course, you’ll 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, custom apps, and the AppExchange.
  • Improve data quality so that the ongoing task of data maintenance is not so overwhelming.
  • Extend your analytics to provide up-to-date views of your business.
  • Implement complex business processes using workflow rules, approval processes, and Visual Workflow.

Inhoud

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

Doelgroep

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.

Voorkennis

Administration Essentials for New Admins (ADM201)