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

Description

Overview

 

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

 

 

 

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

 

Who this course is for:

All Levels

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