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Instructor-Led Online Training (ILO)
Live Online Classes in the Virtual Classroom

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Administrative Essentials for New Admins in Lightning Experience (ADX201)

Detailed Course Outline

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 Tr an s fer
  • 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