Lightning Experience - Administration Training Course and Workshop in Bangalore, Mysore, Chennai, Hyderabad, Pune, Mumbai, Delhi, Noida, Gurgaon, Kolkata

In Lightning Experience Administration - Essentials training course, you will learn the setup, configuration, and maintenance of organization's Salesforce applications

The Lightning Experience Administration - Advanced training course covers topics such as extending Salesforce with custom objects and Lightning apps, generating complex reports and dashboards, and automating complex business processes to help you work more efficiently and get more out of Salesforce. Additional topics include Lightning Record Pages, Lightning Knowledge, and Lightning Data.

By attending Lightning Experience Administration - Essentials workshop, delegates will learn to:

Customize your application, including page layouts, fields, tabs, and business processes in Lightning Experience.
Learn how security settings created in Salesforce Classic are applied in Lightning.
Maintain and import clean data in Lightning.
Use Lightning features to create high-value reports and dashboards
Understand how workflow automation complies with Lightning.

By attending Lightning Experience Administration - Advanced workshop, delegates will learn 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 and apps
Extend your reporting to provide up-to-date views of your business
Customize the Salesforce mobile 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 workflow rules, Process Builder, approval processes, and flows.

The Lightning Experience Administration - Essentials class is ideal for New System Administrators. Other groups that would benefit from deepening their knowledge of Salesforce Lightning Experience, including power users, sales operations, and IT managers.

The Lightning Experience Administration - Advanced class is aimed for Administrators with at least six months of experience using Salesforce; and/ or Administrators who have completed the Lightning Experience Administration - Essentials

Getting Around the App

Data Model and Navigation
Lightning Experience

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 Transfer
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

Troubleshoot Record Access and Field Visibility

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

Change Management

Manage changes in a sandbox
Deploy changes using change sets

Extend Salesforce with Custom Objects and Apps

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

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

Increase Efficiency with Salesforce Mobile App and Quick Actions

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

Improve Data Quality

Assess, cleanse, and maintain data quality
Prevent duplicate records using Duplicate Management

Automate Complex Business Processes

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

Streamline Requests with Approval Processes

Manage approval processes
Troubleshooting approval processes

Increase Productivity with Visual Workflow

Understand use cases for Visual Workflow
Build and deploy a flow

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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Salesforce Lightning Experience - Administration

COURSE AGENDA