Administrative Essentials for New Admins in Lightning Experience
Extensive and interactive, Administrative Essentials in Lightning Experience is the core training that ensures your success with Salesforce Lightning. It’s a must for new administrators, and we recommend completing this course before starting a Salesforce deployment or when taking over an existing deployment.
Objetivos
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.
Administración y programación bases de datos
Disponible en formato e-learning
Disponible en formato presencial
Disponible en formato a distancia
Subvención disponible
A través de Fundae, cumpliendo requisitos.
Duración
25 horas
- Dificultad 50%
- Nivel alcanzado 80%
Dirigido a
New system administrators responsible for the setup, configuration, and maintenance of their organization’s Salesforce applications.
Other groups that would benefit from deepening their knowledge of Salesforce Lightning Experience, including power users, sales operations, and IT managers.
Conocimientos requeridos
The prerequisites include a solid understanding of basic Salesforce concepts and functionality, and completion of the following online courses, which are available at help.salesforce.com.
Getting Started: Navigating Salesforce
Getting Started: Using the Sales Cloud
We also strongly recommend you complete the Get Started with Lightning Experience trail in Trailhead to get the most out of this course.
Temario
Getting Around the App
Data Model and Navigation
Lightning Experience
Help & Training
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
Comentarios recientes