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Best practice Tests for Salesforce Administration Essentials for New Admins certification 2021




Extensive and interactive, Administrative Essentials for New Admins 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.


Who should take this course?


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.


When you complete 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.




Lessons and Topics


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




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






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


Who this course is for:

All Levels

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