Administration Essentials for Experienced Admins (Salesforce ADM 211)

Course 2352

  • Language: English
  • Level:

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 Administration Essentials for Experienced Admins (ADM 211) 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.

Plus, this course will prepare you to write the exam to achieve the Salesforce Certified Advanced Administrator credential.

Administrators with at least six months of experience using Salesforce; and/or Administrators who have completed the Administration Essentials for New Admins course.

Administration Essentials for Experienced Admins is recommended as preparation for the Salesforce Certified Advanced Administrator exam.

Administration Essentials for Experienced Admins (Salesforce ADM 211) Delivery Methods

  • After-course instructor coaching benefit
  • Learning Tree end-of-course exam included

Administration Essentials for Experienced Admins (Salesforce ADM 211) Course Benefits

Determine and implement appropriate data access and visibility settingsManage configuration changes in a sandbox environment and move data between environments using change setsExtend the functionality of your implementation with custom objects and appsExtend your reporting to provide up-to-date views of your businessCustomize the Salesforce1 app and create quick actions to increase efficiencyImprove data quality so that the ongoing task of data maintenance is not so overwhelmingImplement complex business processes using work flow rules, processes, approval processes, and flows

SalesForce ADM 211 Course Outline

  • Troubleshoot record access
  • Understand the impact of territory management on the sharing model
  • Manage field visibility
  • Managechanges in a sandbox
  • Deploy changes using change sets
  • Build custom objects, tabs, and apps
  • Create relationships between objects
  • Use delegated administration
  • 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
  • Customize the salesforce1 mobile app
  • Create object-specific quick actions
  • Creating global quick actions
  • Assess, cleanse, and maintain data quality
  • Prevent duplicate records using Duplicate Management
  • Clean and enrich data with data.com
  • Use validation rules, formula fields, workflow rules, and processes to enforce and automate business processes
  • Manage approval processes
  • Troubleshooting approval processes
  • Understand use cases for Visual Workflow
  • Build and deploy a flow
  • 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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