Salesforce Administration Essentials for Experienced Admin

Salesforce Administration Essentials for Experienced Admin

MODULES & TOPICS

Troubleshoot Record Access and Field Visibility

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

Change Management

  • Managechanges 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

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 processes 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
Deal Score0