Description

The ADX-201: Administration Essentials for New Admins in Lightning Experience course is designed to provide new Salesforce administrators with a comprehensive foundation in the administration of Salesforce, specifically within the Lightning Experience interface. This hands-on, interactive course will equip you with the essential skills and knowledge required to effectively manage and optimize your organization’s Salesforce environment.

Key Learning Objectives:

• User Management: Learn how to create and manage user accounts, set up profiles and roles, and utilize permission sets to control access to data and functionality.

• Data Management: Understand the best practices for data management, including importing, exporting, updating, and deleting data. You’ll also explore data validation rules and how to maintain data integrity within your Salesforce org.

• Security and Access: Gain insight into Salesforce security features, including organization-wide defaults, sharing settings, and field-level security, to ensure sensitive data is adequately protected.

• Customization and Automation: Discover how to customize Salesforce to fit your organization’s needs using custom objects, fields, page layouts, and record types. Additionally, learn how to automate processes with tools like Workflow Rules, Process Builder, and Flow.

• Reporting and Dashboards: Learn to create reports and dashboards that provide meaningful insights into your organization’s data. Understand how to leverage Salesforce’s reporting features to monitor performance and make data-driven decisions.

• Mobile Administration: Get familiar with Salesforce Mobile capabilities and how to ensure your users can access and use Salesforce effectively on mobile devices.

Course Format:

The course will combine lectures, hands-on exercises, group discussions, and real-world scenarios to reinforce your learning experience. You will have the opportunity to apply what you’ve learned in a practical setting, ensuring you are well-prepared to handle the responsibilities of a Salesforce administrator.

Target Audience:

This course is ideal for new Salesforce administrators, individuals looking to transition into a Salesforce administration role, or anyone interested in gaining a solid understanding of Salesforce administration in the Lightning Experience.

Prerequisites:

While there are no formal prerequisites for this course, basic familiarity with Salesforce concepts and a willingness to learn are highly recommended.

By the end of this course, you will have the confidence and skills to effectively manage your Salesforce environment, enhance user adoption, and drive business success through efficient administration practices. Join us in this exciting journey to master Salesforce administration!