Administration Essentials for Experienced Admins (Salesforce ADM 211)

SalesForce ADM 211 Course Outline

• 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

• Increase Efficiency with Salesforce1 and Quick Actions

  • Customize the salesforce1 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
  • Clean and enrich data with data.com

• 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

• 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