Administration Essentials for Experienced Admins (ADM-211)

COURSE OUTLINE:

Description

Comprehensive and hands-on, this course is for administrators who are ready to significantly ramp up their skills and knowledge about using Salesforce to solve their most pressing business needs. Using real-world scenarios, this course 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.

Audience

Administrators with at least six months of experience using Salesforce
Administrators who have completed the Administration Essentials for New Admins ï¿½course

Learning Objectives

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 and apps
Extend your reporting to provide up-to-date views of your business
Customize the Salesforce1 app and create quick actions to increase efficiency
Improve data quality so that the ongoing task of data maintenance is not so overwhelming
Implement complex business processes using work flow rules, processes, approval processes, and flows

1. Troubleshoot Record Access and Field Visibility

Troubleshoot record access
Understand the impact of territory management on the sharing model
Manage field visibility

2. Change Management

Manage changes in a sandbox
Deploy changes using change sets

3. Extend Salesforce with Custom Objects and Apps

Build custom objects, tabs, and apps
Create relationships between objects
Use delegated administration

4. Extend Reporting

Create custom report types
Build exception reports with cross filters
Categorize report data with bucketing
Extend summaries in reports and dashboards
Display multiple views of data using joined reports
Analyze data over time with historical trending and reporting snapshots

5. Increase Efficiency with Salesforce1 and Quick Actions

Customize the salesforce1 mobile app
Create object-specific quick actions
Creating global quick actions

6. Improve Data Quality

Assess, cleanse, and maintain data quality
Prevent duplicate records using Duplicate Management
Clean and enrich data with data.com

7. Automate Complex Business Processes

Use validation rules, formula fields, workflow rules, and processes to enforce and automate business processes

8. Streamline Requests with Approval Processes

Manage approval processes
Troubleshooting approval processes

9. Increase Productivity with Visual Workflow

Understand use cases for Visual Workflow
Build and deploy a flow

10. Extend and Troubleshoot Business Process Automation

Understand when to use Apex and Visualforce for extending business process automation
Understand the order of execution for automated processes
Use debug logs to troubleshoot business process issues

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