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Salesforce高级管理认证培训
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.
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.
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
最新时间：定制课程(内训)，人满开班(公开课)
课程大纲：
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 Data.com
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)
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 Data.com
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)
