Comprehensive and hands-on, this course is for administrators who are ready to significantly ramp up their skills and knowledge about how Salesforce can solve their most pressing business needs. Using real-world scenarios, Administration Essentials for Experienced Admins covers topics such as extending Salesforce with custom objects and apps, generating complex reports and dashboards, and automating complex business processes to help you work more efficiently and get more out of Salesforce.

Who should take this course?

Administration Essentials for Experienced Admins is designed for:
     Administrators with at least six months’ experience using Salesforce; and/or
     Administrators who have completed the Administration Essentials for New Admins course.

What you will learn:

When you complete this course, you’ll be able to:
     Determine and implement appropriate data access and visibility settings.
     Manage configuration changes in a sandbox environment and move data between environments using change sets.
     Extend the functionality of your implementation with custom objects, custom apps, and the AppExchange.
     Improve data quality so that the ongoing task of data maintenance is not so overwhelming.
     Extend your analytics to provide up-to-date views of your business.
     Implement complex business processes using workflow rules, approval processes, and visual workflows.

Duration:4 days





Troubleshoot Record Access and Field Visibility
     Troubleshooting Record Access
     Understanding the Impact of Territory Management on the Sharing Model
     Managing Field Visibility
Change Management
     Managing Changes in a Sandbox
     Deploying Changes Using Change Sets
Extend Salesforce with Custom Objects and Apps
     Building Custom Objects, Tabs, and Apps
     Creating Relationships Between Objects
     Using Apps from the AppExchange
Extend Analytics  Creating Custom Report Types
     Building Exception Reports with Cross Filters
     Categorizing Report Data with Bucketing
     Extending Summaries in Reports and Dashboards
     Displaying Multiple Views of Data Using Joined Reports
     Analyzing Data Over Time with Analytic Snapshots
Improve Data Quality  Assessing, Cleansing, and Maintaining Data Quality
     Merging Duplicate Records
     Cleaning and Enriching Data with
Automate Complex Business Processes
     Creating Formulas and Workflow Rules to Enforce Business Processes
     Troubleshooting Business Process Execution Issues
     Understanding When Business Process Automation Must Be Extended Using Programmatic Means
Streamline Requests with Approval Processes
     Managing Approval Processes
     Troubleshooting Approval Processes
Increase Productivity with Visual Workflow
     Understanding Use Cases for Visual Workflow
     Building and Deploying a Flow)