Salesforce.com: Administrator (Lightning) Course
Course Details:
Length: 5 days
Price: $2,910/person (USD)
Group Price: Request Quote
Course Features:
Live Instructor Teaching
Certificate of Completion
Courseware: Print
Hands-On Learning?: Yes
Software Lab Included?: No
Delivery Methods:
Individuals and Groups
@ Your Location or Our Labs
Group Teams
@ Your Organization
This is an instructor-led course. It is taught by an instructor
live online or at organizations for groups.
For
team training, we can teach onsite at your office or private live online.
How Online Classes Work? - Learn How Our Live Online Classes Work
Course Overview
This class is designed to teach students the foundation of Salesforce in the new Lightning Experience and to help students prepare for the Salesforce Certified Administrator exam. A student in this class will learn how to administer and configure Salesforce in Lightning and develop new applications utilizing the Force.com platform.
The instructor will cover all the basic administration concepts within Salesforce in addition to sharing real-world experiences and best practices. The class presents a broad range of topics covering just about everything on which a student will be tested. These topics include but are not limited to basic administration, the Force.com architecture, configuration, customization and data management. There is in-depth coverage of system security topics such as Users, Licenses, Profiles, Field Level Security, Permission Sets, Record Security, Organization-Wide Defaults, Role Hierarchy & Roles, Sharing Rules, Account Teams, Sales Teams, and Queues. The object model related to sales force automation, marketing automation and service are thoroughly covered as well with sections on Accounts, Contacts, Opportunities, Products & Price Books, Quotes, Leads, Campaigns, Cases, Solutions, Knowledge, Ideas, and Answers. The automation of processes within Salesforce including the use of Workflow Rules, Approval Processes, and the Process Builder will be discussed and used in scenario-driven exercises. Students will also learn to develop new applications on the Force.com platform using the declarative interface. Analytics, including Lightning Reports, Lightning Dashboards, and list views will be covered in detail as well.
Register Early: Registration Deadline is 2 Weeks Prior to Class Start.
Course Notes
This class will cover the Lightning version of Salesforce.
Audience
People with a strong technical background, such as system administrators, developers or consultants, who have experience with another CRM or ERP system and are looking to quickly develop equivalent skills on Salesforce.
Related Certifications
Salesforce Certified Administrator Certification
Certification Notes: Certification exams are administered by third party testing companies. Our courses prepare you for the certification exam, which is an additional fee paid to the testing provider. You must contact the corresponding testing provider to take a certification exam.
Course Topics
Day 1
Agenda & Course Overview
Introduction to GenWatt
Setting up a Practice Site
Salesforce Overview
Lightning Experience
Mobile Access with the Salesforce App
Licensing
Object Model
System Security
Users
Network Security
Activation
Login History
Trusted IP Address Ranges
Profiles
Object Permissions
IP Login Restrictions
Login Hours
Permission Sets
Force.com Architecture & Model, View, Controller
Apex & Visualforce Overview
Record Security
Record Ownership / Full Access
Organization Wide Defaults
Role Hierarchy & Roles
Sharing Rules
Manual Sharing
Account Teams
Opportunity Teams
Queues
Case Teams
Day 2
Folder Access
Search Settings
Customization
Custom Fields
Picklists
Controlling & Dependent Picklists
Formula Fields
Field Level Security
Security & Sharing Knowledge Check
Customization
Page Layouts
Record Types
Business Processes
Products & Price Books
Quotes
Sales Productivity Tools
Field History
Day 3
Service Relationships
Cases
Solutions
Knowledge
Case Assignment Rules
Escalation Rules
Community Relationships
Ideas
Answers
Chatter
Object Relationships
Lookup & Master Detail Fields
Schema Builder
Rollup Summary Fields
Lookup Field Filters
Recruiting Application
Custom Objects
Position, Application, Interviewer, Review
Custom Tabs
Custom Apps
Setup Audit Trail
Automation
Data Validation
Day 4
Workflow
Workflow Actions
Email Templates
Time Based Workflow
Approval Processes
Lightning Process Builder and Lightning Connect
Lightning App Builder and Lightning Components
Salesforce Record IDs
Import Wizards
Data Loader
Mass Transfer
External IDs
Upsert
Mass Delete
Weekly Data Export
List Views
Reports and the Lightning Report Builder
Report Folders
Prebuilt Reports
Tabular Reports
Summary Reports
Matrix Reports
Day 5
Reports (continued…)
Date Filters
Report Charts
Bucket Fields
Report Summary Fields
Custom Report Types
Report Scheduling
Dashboards
Folders
Components
Dashboard Scheduling
Knowledge Check
Marketing Relationships
Leads
Lead Conversion
Web to Lead
Lead Assignment Rules
Lead Auto-Response Rules
Campaigns
Campaign Members
Campaign Influence
Files
Communities
Force.com Sites
Administrator Exam Prep
Session Wrap-up