Description
Administration Essentials certification for experienced admins provides to significantly raise their knowledge and skills about using Salesforce to solve their most desperate business needs. This certification includes concepts such as extending Salesforce with generating complex reports and dashboards, and custom objects and apps, and automating complex business processes to help you work more efficiently and get more out of this Salesforce certification.
What will you learn in Administration Essentials certification for experienced admins
During this course, you will learn to:
1. Manage data access and visibility settings
2. Use custom objects and fields
3. Build object relationship
4. Use custom reports and manage them
5. Customize your app to increase efficiency
6. Improve data quality to handle data maintenance
Why get enrolled in this course
Enroll in this course to:
1. Gain knowledge on data access and visibility settings
2. Create and edit custom objects
3. Set up and edit custom fields
4. Build object relationship
5. Create custom reports and manage reports
6. Create your application
7. Gain experience to implement process using workflow rules, processes, approval processes, and flows
Course Offerings
1. Live/Virtual Training in the presence of online instructors
2. Quick look at Course Details, Contents, and Demo Videos
3. Quality Training Manuals for easy understanding
4. Anytime access to Reference materials
5. Gain your Course Completion Certificate on the Topic
6. Guaranteed high pay jobs after completing certification
Course Benefits
1. Regulate and implement applicable data access and visibility settings
2. Configure and understand the capabilities of sandbox environment and move data between environments
3. Enhance the performance of implementation with custom object and define relationship types
Configure Service cloud applications
4. Improve your broadcasting to provide up-to-date prospect of your business
5. Personalize the Salesforce1 app and start quick actions to increase productivity
6. Maintain data quality using Salesforce functionality
7. Implement complex business processes using workflow rules, processes, approval processes, and flows
Audience
1. Administrators with basic working knowledge of Salesforce and
2. Administration Essentials for New Admins Certified Administrators
Prerequisite
1. Administrators holding Administration Essentials for New Admins Certification
Course Content
Lesson 1: Introduction
This chapter gives an overview of the Administration Essentials for experienced Admin
1. Course Introduction
2. Course Agenda
Lesson 2: Troubleshoot Record Access and Field Visibility
This lesson teaches you how to set the ground security and manage the record access.
1. Improve record access
2. Recognize the impact of territory administration on the sharing mode
3. Handle field visibility
Lesson 3: Management Modification
Sandbox perform different functionalities based on the deployed environment. Sandbox is another copy of your organization in a different environment. They use in development, training or testing environment.
1. Manage sandbox variation
2. Display modification using change sets
Lesson 4: Enhance Salesforce with Custom Objects and Apps
This experience enhances your capabilities to create and tailor custom objects and fields that fit organization requirements. Custom objects allow you to store data that applies to your application by creating new objects. By setting up relationships between objects, you create a custom field that links to another record.
1. Frame custom objects, tabs, and apps
2. Set up relationships between objects
3. Use authorized administration
Lesson 5: Enhance Reporting
This section teaches you to use custom report types, reporting snapshots, sophisticated charting, bucketing, custom summary formulas, joined reports, and cross-filters to build reports to meet complex business requirements.
1. Create custom report types
2. Frame exception reports with cross filters
3. Typecast report data with bucketing
4. Enhance summaries in reports and dashboards
5. Multiple views of data is displayed using joined reports
6. Using historical trending and reporting snapshots inspect data over time
Lesson 6: Increase Efficiency with Salesforce1 and Quick Actions
This chapter details the advantage of Salesforce1 and the way it improves efficiency. Salesforce1 provides critical data and features at your disposal.
1. Design the salesforce1 mobile app
2. Established object specific quick actions
3. Creating immediate global actions
Lesson 7: Upgrade Quality of Data
Data quality is very vital for any organization and is key to success. High data ensures a clean record and paves the way for business expansion.
1. Assess, cleanse, and maintain data quality
2. Duplicate records can be avoided using Duplicate Management
3. Clean and upgrade reports with data.com
Lesson 8: Automate Complex Business Processes
Automating business process helps you save time and let users perform other tasks. Salesforce offers various tools to automate several kinds of business processes like workflow processes, approval processes, wizard-based processes, and much more
1. Execute and automate business processes using validation rules, formula fields, workflow rules
Lesson 9: Streamline Requests with Approval Processes
This experience makes you understand the approval process using streamline applications. Approval process clearly explains the steps to follow and whom should contact for receiving approvals and what to do at each step.
1. Approval processes management
2. Troubleshooting approval processes
Lesson 10: Increases Productivity with Visual Enterprise
Visual workflow allows increasing productivity by automating the workflow and assigning them to the right users or systems.
1. Frame and set up a flow
2. Understand use cases for Visual Enterprise
Lesson 11: Business process Automation –Enhancement and Troubleshoot
1. Concept of Apex and Visualforce for developing business process automation
2. Read the order of execution of automated processes.
3. Business process issues is troubleshoot using debug logs
FAQs
1. What will I gain taking this certificate course?
At the end of this training, you will be able to perform most commonly requested customizations, the ability to apply your course knowledge on the job, ability to present your skills and knowledge to others for career development.
2. Who are all eligible to take this course?
Everyone who wants to add technology skills to their abilities and start to design systems on their own instead of just working on existing systems.
3. Who else other than system administrators will get benefitted from this course?
Other users who benefit from this course include power users, sales operations, and IT managers
4. What does a Sales representative need in Salesforce?
Sales representative require real data about their customers and prospects, and that can be accessed anytime.
SalesForce Administration Course topics to learn
- ADM 202 - Salesforce Administration Essentials Certification Pro
- ADM 201C - Administration Essentials for New Administrators Cert
- Declarative Development for Platform App Builders (DEV402)
- Administration Essentials for Experienced Admins (ADM211)
- Get Started with Communities (ADM271)
- Administration Essentials for New Admins (ADM201)
- Salesforce Non-Profit Success Pack (NPO101)
- ADM231 – Intro to Objection Oriented Programming Using Apex
- Salesforce Certification Preparation for Administrator (CRT101)
- Certification Preparation for Advanced Administrator (CRT211)
- Sales Cloud Administration (ADM251)
- Service Cloud Administration (ADM261)