Administer, Extend, and Automate Salesforce

This class is ideal for admins with at least 6 months of experience administering Salesforce, and is a great foundational course for anyone looking to earn their Salesforce Advanced Administrator credential.

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.

Record Access and Field Visibility

• Troubleshoot Record Access
• Understand the Impact of Territory Management on the Sharing Model 
• Manage Field Visibility

Change Management

• Manage Changes in a Sandbox
• Deploy Changes Using Change Sets

Custom Objects and Apps

• Build Custom Objects, Tabs, and Apps 
• Create Relationships Between Objects
• Use Delegated Administration

Advanced Reporting

• Create Custom Report Types
• Build Exception Reports with Cross Filters
• Categorize Report Data with Bucketing
• Extend Summaries in Reports and Dashboards
• Display Multiple Views of Data Using Joined Reports
• Analyze Data Over Time with Historical Trending and Reporting Snapshots

Salesforce Mobile App and Quick Actions

• Customize the Salesforce Mobile App
• Create Object-Specific Quick Actions
• Create Global Quick Actions

Data Quality

• Assess, Cleanse, and Maintain Data 
• Prevent Duplicate Records Using Duplicate Management

Automated Business Processes 

• Use Validation Rules, Formula Fields, Workflow Rules, and Process Builder to Enforce and Automate Business Processes 

Approval Processes

• Manage Approval Processes
• Troubleshoot Approval Processes

Visual Workflow

• Understand Use Cases for Visual Workflow
• Build and Deploy a Flow

Advanced Business Process Automation

• Understand When to Use Apex and Visualforce for Extending Business Process Automation 
• Understand the Order of Execution for Automated Processes 
• Use Debug Logs to Troubleshoot Business Process Issues