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

In Salesforce Administration - Essentials training course, you will learn to setup, configure, and maintain of Salesforce applications

The Salesforce Advanced Administration training course is meant for Experienced Salesforce Administrators who will significantly ramp up their skills and knowledge about how Salesforce can solve their most pressing business needs. This course covers topics such as extending Salesforce with custom objects and applications, generating complex reports and dashboards, and automating complex business processes to help working more efficiently and get more out of Salesforce.

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

Customize application, including page layouts, fields, tabs, and business processes
Create a secure Salesforce environment
Maintain and import clean data
Create high-value reports and dashboards
Set up workflow automation

By attending Salesforce Advanced Administration 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 implementation with custom objects and apps
Extend reporting to provide up-to-date views of 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.

For Salesforce Administration - Essentials

New System Administrators
Other groups that would benefit from deepening their knowledge of Salesforce, including Power Users, Sales Operations, & IT Managers

Salesforce Advanced Administration class is designed for:

Administrators with at least 6 months experience using Salesforce, and/or
Administrators who have attended the Salesforce Administration - Essentials training course

Getting Around the App

Understand the data model and navigation
Explore the Lightning Experience
Find answers in Help & Training

Getting Organization Ready for Users

Set up the company profile
Configure the user interface
Set up activities and calendars
Configure search settings
Set up Chatter
Enable mobile access with Salesforce1

Setting Up and Managing Users

Manage user profiles
Create and manage users
Troubleshoot user login issues
Understand SalesforceA capabilities
Set up Chatter Free Users and Invites

Security and Data Access

Restrict logins
Determine object access
Set up record access
Manage record access with the role hierarchy
Deal with record access exceptions
Control access to events
Manage field-level security

Customizing Fields

Administer standard fields
Create new custom fields
Create selection fields: picklists and lookups
Create formula fields
Work with page layouts
Work with record types and business processes
Maintain data quality

Managing Data

Import new records using import wizards
Update existing records with the data loader
Keep records up to date with Data.com
Mass transfer records between users
Back up data with a weekly export
Mass delete records

Reports and Dashboards

Run and modify reports
Create new reports with the report builder
Filter reports
Summarize report data with formulas and visual summaries
Print, export, and email reports
Build dashboards

Automation

Email Templates
Set up workflow rules and Process Builder
Automate leads and cases

Troubleshoot Record Access and Field Visibility

Troubleshooting Record Access
Understanding the Impact of Territory Management on the Sharing Model
Managing 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

Understanding Use Cases for Visual Workflow
Building and Deploying 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 Administration

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