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Intro to Industries for New Administrators (ADX201-I)
Duration
5 Days
Course
SF-ADX201-I
Available Formats
Classroom Training, Online Training
Course Description
Overview
Explore the world of a Salesforce Administrator through an industry-specific lens by working firsthand to configure and customize a Salesforce org that satisfies business requirements. In this 5-day class designed for new, industry-specific admins, our experts guide you through the important tasks and features that Salesforce Administrators encounter on a daily basis in their respective fields. Learn about Salesforce architecture, how to manage users, and how to keep your org secure while diving into industry best practices surrounding customization, setting up automations to improve efficiency, and generating reports and dashboards for data analysis.Objectives
When you complete this course, you will be able to:
Explain the Salesforce architecture and key terminology.
Use the application development lifecycle to define the process of managing an app’s development, from design to final release.
Compare different methods for granting users access to functionality and data.
Build and customize applications to meet business requirements.
Describe use cases for data management and validation tools.
Analyze key performance indicators (KPIs) with reports and dashboards.
Automate business processes using key features and functionality.
Leverage the Salesforce ecosystem and resources to implement and maintain your Salesforce org.
Audience
This class is ideal for new and beginner industry-specific Salesforce System Administrators, as well as Trailblazers looking to increase their skills in the configuration, maintenance, and automation of a Salesforce org. This is also a great class for anyone looking to earn their Salesforce Administrator credential.
Prerequisites
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This class is ideal for new and beginner industry-specific Salesforce System Administrators, as well as Trailblazers looking to increase their skills in the configuration, maintenance, and automation of a Salesforce org. This is also a great class for anyone looking to earn their Salesforce Administrator credential.
Topics
Lessons and Topics
Salesforce Fundamentals
- Explore Salesforce
- Salesforce Architecture
- Describe the Role of an Administrator
- Plan for Success
- Company Information and Licensing
- Fiscal Year and Currency
- Organize and Collaborate
- Manage Users
- Login Security Controls
- Profiles
- Permission Sets
- Field-Level Security
- Record Ownership
- Organization-Wide Defaults
- Role Hierarchy
- Sharing Rules
- Teams and Manual Sharing
- Restriction Rules
- Object Overview
- Standard and Custom Fields
- Relationship Fields
- Custom Formula Fields
- Applications
- Home Page
- Tabs and List Views
- Page Layouts
- Buttons, Links, and Actions
- Record Types, Business Process, and Path
- Industry Overview for Users
- Industry Data Model Extensions
- Representing Customers
- Create Industry-Specific Record Types
- Outline Industry-Specific Relationships
- Review Additional Industry-Specific Capabilities
- Create a New Object
- Dynamic Forms
- Create a New Custom Tab
- Create and Deploy a Change Set
- Mobile Layout
- Automation Fundamentals
- Validation Rules
- Lead and Case Management
- Workflow and Approval Process
- Process Builder
- Flow Overview
- Build a Flow to Update a Field
- Build and Combine Flows
- Deploy Flow with a Lightning Component
- Order of Execution
- Back Up Data
- Import, Export, and Update Data
- Mass Delete and Mass Transfer
- Data Quality and Cleansing Tools
- Report Components
- Filters and Formulas
- Conditional Formatting and Charts
- Exports and Subscriptions
- Dashboards
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Self-Paced Training Info
Learn at your own pace with anytime, anywhere training
- Same in-demand topics as instructor-led public and private classes.
- Standalone learning or supplemental reinforcement.
- e-Learning content varies by course and technology.
- View the Self-Paced version of this outline and what is included in the SPVC course.
- Learn more about e-Learning
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