Comprehensive and hands-on, this course is for administrators who are ready to significantly ramp up their skills and knowledge about using Salesforce to solve their most pressing business needs. Using real-world scenarios, Administration Essentials for Experienced Admins covers topics such as extending Salesforce with custom objects and apps, generating complex reports and dashboards, and automating complex business processes to help you work more efficiently and get more out of Salesforce.
There are no prerequisites for this course
Administration with atleast 6 months of experience using salesforce, and /or Administrators who have completed the Administration essentials for New Admin Course.
Troubleshoot Record Access and Field Visibility
Troubleshoot record access
Understand the impact of territory management on the sharing model
Manage field visibility
Manage changes in a sandbox
Deploy changes using change sets Extend Salesforce with Custom Objects and Apps
Build custom objects, tabs, and apps
Create relationships between objects
Use delegated administration
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
Increase Efficiency with Salesforce Mobile App and Quick Actions
Customize the Salesforce mobile app
Create object-specific quick actions
Creating global quick actions Improve Data Quality
Assess, cleanse, and maintain data quality
Prevent duplicate records using Duplicate Management
Automate Complex Business Processes
Use validation rules, formula fields, workflow rules, and Process Builder to enforce and automate business processes
Streamline Requests with Approval Processes
Manage approval processes
Troubleshooting approval processes
Increase Productivity with Visual Workflow
Understand use cases for Visual Workflow
Build and deploy a flow
Extend and Troubleshoot 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.
The Salesforce Advanced Administrator credential is designed for seasoned Salesforce Administrators who have mastered the ability to utilize advanced Salesforce features and functionality to solve a variety of business problems.
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