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Essentials for New Lightning Experience Administrators ( ADX201 ) by Trailhead Academy 

  • Offered bySalesforce

Essentials for New Lightning Experience Administrators ( ADX201 ) by Trailhead Academy
 at 
Salesforce 
Overview

Discover the world of a Salesforce administrator by configuring and customizing a Salesforce org

Duration

5 days

Start from

Start Now

Mode of learning

Online

Official Website

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Credential

Certificate

Essentials for New Lightning Experience Administrators ( ADX201 ) by Trailhead Academy
 at 
Salesforce 
Highlights

  • Earn a certificate from Trailhead Academy
  • Learn from industry experts
Details Icon

Essentials for New Lightning Experience Administrators ( ADX201 ) by Trailhead Academy
 at 
Salesforce 
Course details

Who should do this course?
  • This course is designed for new and beginner Salesforce system administrators, as well as Trailblazers wanting to increase their skills around the configuration, maintenance, and automation of a Salesforce org
  • This is also a great course for anyone interested in earning their Salesforce Administrator credential
What are the course deliverables?
  • Explain the Salesforce architecture and its key terminology
  • Build a Sandbox to create, test, and move data to a Salesforce production org.
  • Compare different methods for granting users access to functionality and data
  • Customize applications to meet business requirements
  • Describe use cases for data management and validation tools
  • Analyze key performance indicators (KPIs) with reports and dashboards
  • Automate business processes using key features and functionality
  • Use the Salesforce ecosystem and resources to implement and maintain your Salesforce org
More about this course
  • In this 5-day instructor-led course designed for new admins, our experts guide you through the important tasks and features that Salesforce administrators encounter daily
  • Learn about Salesforce architecture, how to manage users, and how to keep your org secure
  • Explore best practices surrounding customization, set up automations to improve efficiency, and create reports and dashboards for data analysis

Essentials for New Lightning Experience Administrators ( ADX201 ) by Trailhead Academy
 at 
Salesforce 
Curriculum

Salesforce Fundamentals

Explore Salesforce

Navigate the Salesforce Architecture

The Big Picture: All Users

Gather Company Information and Licensing

Determine your Fiscal Year and Currency

Organize and Collaborate

Manage Users

Assess Login Security Controls

Feature and Object Access

Understand Profiles

Define Permission Sets

Evaluate Field-Level Security

Record Access

Determine Record Ownership

Establish Organization-Wide Defaults

Build Role Hierarchy

Implement Sharing Rules

Design Teams and Manual Sharing Requirements

Set Restriction Rules

Standard Functionality Customizations

Understand an Object

Explore Standard and Custom Fields

Navigate Relationship Fields

Generate Custom Formula Fields

The Existing User Interface (UI)

Customize Applications

Build a Home Page

Explore Tabs and List Views

Adjust Page Layouts

Generate Dynamic Forms

Incorporate Buttons, Links, and Actions

Design Record Types, Business Process, and Path

Data Management

Back Up Data

Import, Export, and Update Data

Mass Delete and Mass Transfer

Use Data Quality and Cleansing Tools

Declarative Automation

Learn Automation Fundamentals

Build Validation Rules

Manage Leads and Cases

Design Workflows and Processes

Outline an Approval Process

The Future of Automation: Flow

Define Flow

Build a Flow To Update a Field

Build and Combine Flows

Deploy Flow with a Lightning Component

Follow Order of Execution

New Objects

Create a New Object

Build a New Custom Tab

Deploy a Change Set

Generate a Mobile Layout

Analytics

Define Report Components

Create Filters and Formulas

Implement Conditional Formatting and Charts

Manage Exports and Subscriptions

Build Dashboards

Essentials for New Lightning Experience Administrators ( ADX201 ) by Trailhead Academy
 at 
Salesforce 
Entry Requirements

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Essentials for New Lightning Experience Administrators ( ADX201 ) by Trailhead Academy
 at 
Salesforce 
Admission Process

    Important Dates

    Sep 18, 2024
    Course Commencement Date

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    Essentials for New Lightning Experience Administrators ( ADX201 ) by Trailhead Academy
     at 
    Salesforce 

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