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Administrative Essentials for New Admins in Lightning Experience

  • Kursuskode ADX-201
  • Varighed 5 dage

Åbent kursus Pris

DKR29.065,00

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Leveringsmetoder

Kurset er tilgængeligt i følgende formater:

  • Åbent kursus

    Traditionel klasserumsundervisning

  • Åbent kursus (Virtuelt)

    Live klasserumsundervisning du tilgår virtuelt

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Beskrivelse

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Extensive and interactive, Administrative Essentials 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.

Kursusdato

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  • DKR29.065,00

    • Leveringsmetode: Åbent kursus (Virtuelt)
    • Dato: 30 september-04 oktober, 2019
    • Kursussted: Virtuel lokation
    • Sprog: EN

    DKR27.020,00

  • DKR29.065,00

    • Leveringsmetode: Åbent kursus (Virtuelt)
    • Dato: 18-22 november, 2019
    • Kursussted: Virtuel lokation
    • Sprog: EN

    DKR27.020,00

  • DKR29.065,00

    • Leveringsmetode: Åbent kursus (Virtuelt)
    • Dato: 24-28 februar, 2020
    • Kursussted: Virtuel lokation
    • Sprog: EN

    DKR29.065,00

Målgruppe

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The recommanded audience:

  • 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.

Kursets formål

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After 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.

Kursusindhold

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Getting Around the App

  • Data Model and Navigation
  • Lightning Experience
  • Help & Training

Getting Your Organization Ready for Users

  • Setting Up the Company Profile
  • Configuring the User Interface
  • Setting Up Activities and Calendars
  • Configuring Search Settings
  • Setting Up Chatter Groups
  • Mobile Access with Salesforce1

Setting Up and Managing Users

  • Managing User Profiles
  • Managing Users
  • Setting Up Chatter Free Users and Invites
  • Troubleshooting Login Issues

Security and Data Access

  • Restricting Logins
  • Determining Object Access
  • Setting Up Record Access
  • Creating a Role Hierarchy
  • Dealing with Record Access Exceptions
  • Managing Field-level Security

Object Customizations

  • Administering Standard Fields
  • Creating New Custom Fields
  • Creating Selection Fields: Picklists and Lookups
  • Creating Formula Fields
  • Working with Page Layouts
  • Working with Record Types and Business Processes
  • Maintaining Data Quality

Managing Data

  • Import Wizards
  • Data Loader
  • Data.com
  • Mass Transfer
  • Backing Up Data
  • Mass Delete and Recycle Bin

Reports and Dashboards

  • Running and Modifying Reports
  • Creating New Reports with the Report Builder
  • Working with Report Filters
  • Summarizing with Formulas and Visual Summaries
  • Printing, Exporting, and Emailing Reports
  • Building Dashboards

Automation

  • Email Templates
  • Workflow Rules
  • Process Builder
  • Lead Automation

Managing the Support Process

  • Managing and Resolving Cases
  • Customizing a Support Process
  • Automating Support
  • Understanding the Salesforce Console for Service
  • Collaborating in the Service Cloud
  • Analyzing Support Data

Forudsætninger

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The prerequisites include a solid understanding of basic Salesforce concepts and functionality, and completion of the following online courses, which are available at help.salesforce.com.

  • Getting Started: Navigating Salesforce
  • Getting Started: Using the Sales Cloud
  • We also strongly recommend you complete the Get Started with Lightning Experience trail in Trailhead to get the most out of this course.
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