United States
United Kingdom
Australia
India
Canada
Germany
France
Spain
-
Duration
8 days -
Start Date
20 Jun 2020 -
Language
English -
Price
2910$ -
Type
Online -
Location
Oakland -
Job Role
Business Analyst, Salesforce Administrator - Register Now
Summary
This class is designed to teach students the foundation of Salesforce in the new Lightning Experience and to help students prepare for the Salesforce Certified Administrator exam. A student in this class will learn how to administer and configure Salesforce in Lightning and develop new applications utilizing the Force.com platform.
The instructor will cover all the basic administration concepts within Salesforce in addition to sharing real-world experiences and best practices. The class presents a broad range of topics covering just about everything on which a student will be tested. These topics include but are not limited to basic administration, the Force.com architecture, configuration, customization and data management. There is in-depth coverage of system security topics such as Users, Licenses, Profiles, Field Level Security, Permission Sets, Record Security, Organization-Wide Defaults, Role Hierarchy & Roles, Sharing Rules, Account Teams, Sales Teams, and Queues. The object model related to sales force automation, marketing automation and service are thoroughly covered as well with sections on Accounts, Contacts, Opportunities, Products & Price Books, Quotes, Leads, Campaigns, Cases, Solutions, Knowledge, Ideas, and Answers. The automation of processes within Salesforce including the use of Workflow Rules, Approval Processes, and the Process Builder will be discussed and used in scenario-driven exercises. Students will also learn to develop new applications on the Force.com platform using the declarative interface. Analytics, including Lightning Reports, Lightning Dashboards, and list views will be covered in detail as well.
Group Classes for Organizations
Have a group of employees needing the same training? Onsite training at your office or group live online classes are great solutions.
- An expert Instructor will either come to your office or deliver a private live online class to your students
- Course can be customized to your training needs
- Course is scheduled based on dates you provide (Subject to instructor availability)
- We usually require about 4 weeks lead time to arrange a training session
Detailed Course Topics
COURSE LESSONS:
Day 1
Agenda & Course Overview
Introduction to GenWatt
Setting up a Practice Site
Salesforce Overview
Lightning Experience
Mobile Access with the Salesforce App
Licensing
Object Model
System Security
Users
Network Security
Activation
Login History
Trusted IP Address Ranges
Profiles
Object Permissions
IP Login Restrictions
Login Hours
Permission Sets
Force.com Architecture & Model, View, Controller
Apex & Visualforce Overview
Record Security
Record Ownership / Full Access
Organization Wide Defaults
Role Hierarchy & Roles
Sharing Rules
Manual Sharing
Account Teams
Opportunity Teams
Queues
Case Teams
Day 2
Folder Access
Search Settings
Customization
Custom Fields
Picklists
Controlling & Dependent Picklists
Formula Fields
Field Level Security
Security & Sharing Knowledge Check
Customization
Page Layouts
Record Types
Business Processes
Products & Price Books
Quotes
Sales Productivity Tools
Field History
Day 3
Service Relationships
Cases
Solutions
Knowledge
Case Assignment Rules
Escalation Rules
Community Relationships
Ideas
Answers
Chatter
Object Relationships
Lookup & Master Detail Fields
Schema Builder
Rollup Summary Fields
Lookup Field Filters
Recruiting Application
Custom Objects
Position, Application, Interviewer, Review
Custom Tabs
Custom Apps
Setup Audit Trail
Automation
Data Validation
Day 4
Workflow
Workflow Actions
Email Templates
Time Based Workflow
Approval Processes
Lightning Process Builder and Lightning Connect
Lightning App Builder and Lightning Components
Salesforce Record IDs
Import Wizards
Data Loader
Mass Transfer
External IDs
Upsert
Mass Delete
Weekly Data Export
List Views
Reports and the Lightning Report Builder
Report Folders
Prebuilt Reports
Tabular Reports
Summary Reports
Matrix Reports
Day 5
Reports (continued…)
Date Filters
Report Charts
Bucket Fields
Report Summary Fields
Custom Report Types
Report Scheduling
Dashboards
Folders
Components
Dashboard Scheduling
Knowledge Check
Marketing Relationships
Leads
Lead Conversion
Web to Lead
Lead Assignment Rules
Lead Auto-Response Rules
Campaigns
Campaign Members
Campaign Influence
Files
Communities
Force.com Sites
Administrator Exam Prep
Session Wrap-up