Course Curriculum

  • 01

    Admin Essentials: Getting Around the App

    • Understand the Data Model and Navigation

    • Explore the Lightning Experience

    • Find Answers in Help & Training
  • 02

    Getting Your Organization Ready for Users

    • Set up the Company Profile

    • Configure the User Interface

    • Set up Activities and Calendars

    • Configure Search Settings

    • Set up Chatter

    • Enable Mobile Access with Salesforce 1
  • 03

    Setting Up and Managing Users

    • Manage User Profiles

    • Create and Manage Users

    • Troubleshoot User Login Issues

    • Understand Salesforce Capabilities

    • Set up Chatter Free Users and Invites
  • 04

    Security and Data Access

    • Restrict Logins

    • Determine Object Access

    • Set up Record Access

    • Manage Record Access with the Role Hierarchy

    • Deal with Record Access Exceptions

    • Control Access to Events

    • Manage Field-Level Security
  • 05

    Customization Fields

    • Administer Standard Fields

    • Create New Custom Fields

    • Create Selection Fields: Picklists and Lookups

    • Create Formula Fields

    • Work with Page Layouts

    • Work with Record Types and Business Processes

    • Maintain Data Quality
  • 06

    Managing Data

    • Import New Records Using Import Wizards

    • Update Existing Records with the Data Loader

    • Keep Records up to date with Data.com

    • Mass Transfer Records Between Users

    • Back up data with a Weekly Export

    • Mass Delete Records
  • 07

    Reports and Dashboards

    • Run and Modify Reports

    • Create New Reports with the Report Builder

    • Filter Reports

    • Summarize Report Data with Formulas and Visual Summaries

    • Print, Export, and Email Reports

    • Build Dashboards
  • 08

    Automation

    • Email Templates

    • Set up Workflow Rules and Process Builder

    • Automate leads and Cases
  • 09

    Declarative Development: Building Your Data Model

    • Understanding Objects on the Lightning Platform

    • Creating Custom Objects

    • Creating Custom Fields

    • Creating Relationships Between Objects

    • External Objects

    • Schema Builder
  • 10

    Profiles and Permissions

    • Profiles

    • Permission Sets

    • Field Level Security
  • 11

    Controlling Access to Records

    • Record Ownership

    • Organization Wide Defaults

    • Roles and Groups

    • Sharing
  • 12

    Building Your User Interface

    • Custom Applications and Custom Tabs

    • Page Layouts

    • Lightning App, Record, and Home Page

    • Salesforce Mobile App

    • Quick Actions
  • 13

    Record Types

    • Record Types and the User Interface

    • Meeting User Requirements
  • 14

    Introducing Business Logic

    • Formula Fields

    • Roll-Up Summary Fields

    • Useful Operators and Functions
  • 15

    Monitoring Processes

    • Debug Logs

    • Developer Console
  • 16

    Preserving Data Quality

    • Enforcing Conditionally Required Fields

    • Enforcing Proper Data Format

    • Enforcing Consistency

    • Preventing Data Loss
  • 17

    Automating with Lightning Process Builder and Workflow

    • Processes

    • Scheduled Actions

    • Workflow Rules
  • 18

    Automating Business Processes with Approvals

    • Defining Approval Processes

    • Options for Approving Records
  • 19

    Automating Business Processes Using Flow

    • Understanding Flow

    • Creating Flows

    • Deploying Flows

    • Autolaunched Flows
  • 20

    Save Order of Execution

    • Exploring the Save Order of Execution

    • Working with Transactions
  • 21

    Auditing Processes

    • Auditing Configuration Changes

    • Auditing Data

    • Keeping Track of Unauthorized Changes
  • 22

    Deploying Your App

    • Sandboxes

    • Change Sets

    • Alternatives to Change Sets
  • 23

    Data Management

    • Data Operations (Export, Delete, Insert, Update, Upsert)

    • Tools for Data Management

    • Bulk API
  • 24

    Reports and Dashboards

    • Report Types

    • Reports

    • Dashboards

    • Folders

    • Reporting Snapshots
  • 25

    Deciding When Declarative Isn't Enough

    • Declarative Limits

    • Programmatic Alternatives
  • 26

    Salesforce Test

    • Test For Beginners