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Salesforce Administration Essentials for Experienced Admins Training

Salesforce Administration Essentials for Experienced Admins training lays emphasis on how to use Salesforce to meet the business needs. Participants will develop knowledge on the business process execution issues; their automation and troubleshooting. This Salesforce advance admin training also explains the concepts and provides hands-on exposure on how to use analytics, improve data quality, and streamline requests with approval process. The methods of improving productivity with visual workforce are also discussed.

Course Duration :- 40 hours
Upon the completion of the Informatica course, the candidates will be able to do the following:
Determine the effective way of using Sandbox for implementing change management
Manage visibility settings and appropriate data access
Build custom objects, establish relationship between them and use them in the Salesforce applications
Extend analytical skills, categorize report data, create custom reports and prpare summarizes in reports and dashboards
Improve data quality by accessing, cleansing, and enriching data
Automate and troubleshoot business process execution issues
Simplify business process by streamlining requests, approval processes, and visual workflow


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Video Lessons

Modules / Levels

1. Troubleshoot Record Access and Field Visibility

Troubleshooting Record Access

Understanding the Impact of Territory Management on the Sharing Model

Managing Field Visibility

2. Change Management

Managing Changes in a Sandbox

Deploying Changes Using Change Sets

3. Extend Salesforce with Custom Objects and Apps

Building Custom Objects, Tabs, and Apps

Creating Relationships Between Objects

Using Delegated Administration

4. 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

5. Increase Efficiency with Salesforce1 and Publisher Actions

Customizing the Salesforce1 Mobile App

Creating Object Specific Publisher Actions

Creating Global Publisher Actions

6. Improve Data Quality

Assessing, Cleansing, and Maintaining Data Quality

Merging Duplicate Records

Cleaning and Enriching Data with Data.com

7. 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

8. Streamline Requests with Approval Processes

Managing Approval Processes

Troubleshooting Approval Processes

9. Increase Productivity with Visual Workflow

Understanding Use Cases for Visual Workflow

Building and Deploying a Flow

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