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Administrative Essentials for New Admins in Lightning Experience

Extensive and interactive, Administrative Essentials in Lightning Experience is the core training that ensures your success with Salesforce Lightning.

It’s a must for new administrators, and we recommend completing this course before starting a Salesforce deployment or when taking over an existing deployment.
Who should take this course?
  •    New system administrators responsible for the setup, configuration, and maintenance of their organization’s Salesforce applications
  •    Other groups that would benefit from deepening their knowledge of Salesforce Lightning Experience, including power users, sales operations, and IT managers

Learning Objectives

Delegates will learn how to:                   

  •   Customize your application, including page layouts, fields, tabs, and business processes in Lightning Experience
  •   Learn how security settings created in Salesforce Classic are applied in Lightning
  •   Maintain and import clean data in Lightning
  •   Use Lightning features to create high-value reports and dashboards
  •   Understand how workflow automation complies with Lightning

Pre-Requisites

The prerequisites include a solid understanding of basic Salesforce concepts and functionality, and completion of the following online courses, which are available at help.salesforce.com.

  •   Getting Started: Navigating Salesforce
  •   Getting Started: Using the Sales Cloud
  •   We also strongly recommend you complete the Get Started with Lightning Experience trail in Trailhead to get the most out of this course

Course Content

Getting Around the App

  •   Data Model and Navigation
  •   Lightning Experience
  •   Help & Training
Getting Your Organization Ready for Users
  •   Setting Up the Company Profile
  •   Configuring the User Interface
  •   Setting Up Activities and Calendars
  •   Configuring Search Settings
  •   Setting Up Chatter Groups
  •   Mobile Access with Salesforce1
Setting Up and Managing Users
  •   Managing User Profiles
  •   Managing Users
  •   Setting Up Chatter Free Users and Invites
  •   Troubleshooting Login Issues
Security and Data Access
  •   Restricting Logins
  •   Determining Object Access
  •   Setting Up Record Access
  •   Creating a Role Hierarchy
  •   Dealing with Record Access Exceptions
  •   Managing Field-level Security
Object Customizations
  •   Administering Standard Fields
  •   Creating New Custom Fields
  •   Creating Selection Fields: Picklists and Lookups
  •   Creating Formula Fields
  •   Working with Page Layouts
  •   Working with Record Types and Business Processes
  •   Maintaining Data Quality
Managing Data
  •   Import Wizards
  •   Data Loader
  •   Data.com
  •   Mass Transfer
  •   Backing Up Data
  •   Mass Delete and Recycle Bin
Reports and Dashboards
  •   Running and Modifying Reports
  •   Creating New Reports with the Report Builder
  •   Working with Report Filters
  •   Summarizing with Formulas and Visual Summaries
  •   Printing, Exporting, and Emailing Reports
  •   Building Dashboards
Automation
  •   Email Templates
  •   Workflow Rules
  •   Process Builder
  •   Lead Automation
Managing the Support Process
  •   Managing and Resolving Cases
  •   Customizing a Support Process
  •   Automating Support
  •   Understanding the Salesforce Console for Service
  •   Collaborating in the Service Cloud
  •   Analyzing Support Data

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