Administration Essentials for Experienced Admins

Gain the skills necessary to support the world’s leading CRM solution

Customer-centricity is rapidly becoming a critical success factor, and we know your organization’s Salesforce solution plays a key role. We’re here to help you obtain the skills needed to take full advantage of your Salesforce deployment. Our courses will help you learn how to implement, configure and manage your Salesforce instance as well as learn how to build, extend and deploy custom apps on Salesforce1.

Whether you’re a current or aspiring Salesforce administrator, developer or business user, we have the training you need in order to certify your skills and maximize return on your organization’s Salesforce solutions.

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. Attendees on this course will receive 30 days access to the Salesforce labs giving them the opportunity to reinforce their learning through further hands-on practice.

Objetivos

After completion of this course you will be able to:

Determine and implement appropriate data access and visibility settings
Manage configuration changes in a sandbox environment and move data between environments using change sets
Extend the functionality of your implementation with custom objects and apps
Extend your reporting to provide up-to-date views of your business
Customize the Salesforce1 app and create quick actions to increase efficiency
Improve data quality so that the ongoing task of data maintenance is not so overwhelming
Implement complex business processes using work flow rules, processes, approval processes, and flows.

Administración y programación bases de datos

Disponible en formato e-learning

Disponible en formato presencial

Disponible en formato a distancia

Subvención disponible
A través de Fundae, cumpliendo requisitos.

Duración
20 horas

  • Dificultad 50% 50%
  • Nivel alcanzado 80% 80%

Dirigido a

Administration Essentials for Experienced Admins is designed for: Administrators with at least six months of experience using Salesforce; and/or Administrators who have completed the Administration Essentials for New Admins course.

Conocimientos requeridos

The ADM-201 Administration Essentials for New Admins is a recommended prerequiste for this course.
Pre-requisitos:
ADM-201 - Administration Essentials for New Admins

Temario

roubleshoot Record Access and Field Visibility

Troubleshoot record access
Understand the impact of territory management on the sharing model
Manage field visibility
Change Management

Managechanges 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
Extend Reporting

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 Salesforce1 and Quick Actions

Customize the salesforce1 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
clean and enrich data with data.com
Automate Complex Business Processes

Use validation rules, formula fields, workflow rules, and processes 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.

Solicita información del curso

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