Administrative Essentials for New Admins in Lightning Experience (ADX201)

Tijdsduur
Startdatum en plaats
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Startdata en plaatsen

Utrecht
19 aug. 2019 tot 23 aug. 2019
check_circle Startgarantie
Amsterdam
9 sep. 2019 tot 13 sep. 2019
Utrecht
14 okt. 2019 tot 18 okt. 2019
Amsterdam
4 nov. 2019 tot 8 nov. 2019
Amsterdam
2 dec. 2019 tot 6 dec. 2019
Utrecht
9 dec. 2019 tot 13 dec. 2019
Vol

Beschrijving

Course Content

  • Getting Around the App
  • Getting Your Organization Ready for Users
  • Setting Up and Managing Users
  • Security and Data Access
  • Object Customizations
  • Managing Data
  • Reports and Dashboards
  • Automation
  • Managing the Support Process

Prerequisites

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.

Who Should Attend

  • New system administra…

Lees de volledige beschrijving

Veelgestelde vragen

Heb je een vraag? Onze adviseurs helpen je graag. Bel ons op 085 7440830 of e-mail naar info@springest.nl.

Nog niet gevonden wat je zocht? Bekijk deze onderwerpen: Lightning Experience, Salesforce, Wft Basis, WFT (Wet Financieel Toezicht) en (Wft) Beleggen.

Course Content

  • Getting Around the App
  • Getting Your Organization Ready for Users
  • Setting Up and Managing Users
  • Security and Data Access
  • Object Customizations
  • Managing Data
  • Reports and Dashboards
  • Automation
  • Managing the Support Process

Prerequisites

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.

Who Should Attend

  • 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.

Gedetailleerde cursusinhoud

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 Tr an s fer
  • 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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Heb je een vraag? Onze adviseurs helpen je graag. Bel ons op 085 7440830 of e-mail naar info@springest.nl.

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