Administrative Essentials for New Admins in Lightning Experience (ADX201) Training

Level: Intermediate

Extensive and interactive, Administrative Essentials for New Admins 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.

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You Will Learn How To

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Key Features of thisNew Admins in Lightning Experience Training:

Official Salesforce training curriculum
Attend online, in person, or bring this course to your facility
After-course instructor coaching

You Will Learn How To:

Customize your application, including page layouts, fields, tabs, and business processes in Lightning Experience.
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.

Choose the Training Solution That Best Fits Your Individual Needs or Organisational Goals

LIVE, INSTRUCTOR-LED

In Class & Live, Online Training

5-day instructor-led training course
One-on-one after-course instructor coaching
Tuition can be paid later by invoice -OR- at the time of checkout by credit card

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Standard $5985 CAD

Government $5265 CAD

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PRODUCT #2360

TRAINING AT YOUR SITE

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Bring this or any training to your organization
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Delivered when, where, and how you want it
Blended learning models
Tailored content
Expert team coaching

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Our FlexVouchers help you lock in your training budgets without having to commit to a traditional 1 voucher = 1 course classroom-only attendance. FlexVouchers expand your purchasing power to modern blended solutions and services that are completely customizable. For details, please call 888-843-8733 or chat live.

In Class & Live, Online Training

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Note: This course runs for 5 Days

Apr 19 - 23 8:30 AM - 5:00 PM EDT Online (WebEx) Reserve Your Seat
Apr 26 - 30 8:30 AM - 5:00 PM EDT Online (WebEx) Reserve Your Seat
May 3 - 7 8:30 AM - 5:00 PM EDT Online (WebEx) Reserve Your Seat
May 10 - 14 8:30 AM - 5:00 PM EDT Online (WebEx) Reserve Your Seat
May 17 - 21 8:30 AM - 5:00 PM EDT Online (WebEx) Reserve Your Seat
May 24 - 28 8:30 AM - 5:00 PM EDT Online (WebEx) Reserve Your Seat
Jun 7 - 11 8:30 AM - 5:00 PM EDT Online (WebEx) Reserve Your Seat
Jun 21 - 25 8:30 AM - 5:00 PM EDT Online (WebEx) Reserve Your Seat
Jun 28 - Jul 1 8:30 AM - 5:00 PM EDT Online (WebEx) Reserve Your Seat
Jul 12 - 16 8:30 AM - 5:00 PM EDT Online (WebEx) Reserve Your Seat
Jul 19 - 23 8:30 AM - 5:00 PM EDT Online (WebEx) Reserve Your Seat
Jul 26 - 30 8:30 AM - 5:00 PM EDT Online (WebEx) Reserve Your Seat

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New Admins in Lightning Experience Training Information

Who Should Attend this Course

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.
Prework
- Prepare for the course with this Trailmix.
- Trailmix, Trailhead Academy.
- Administrative Essentials for New Admins Pre-work.

New Admins in Lightning Experience Training Outline

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

Team Training

New Admins in Lightning Experience FAQs

Can I take this training course online?

Yes! We know your busy work schedule may prevent you from getting to one of our classrooms which is why we offer convenient online training to meet your needs wherever you want. This course is available online or as Private Team Training.

Preferred method of contact:

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Administrative Essentials for New Admins in Lightning Experience (ADX201) Training

Level: Intermediate

You Will Learn How To

Training Solutions

Details & Schedule

FAQs

Related Training

Get Started

Key Features of thisNew Admins in Lightning Experience Training:

You Will Learn How To:

Choose the Training Solution That Best Fits Your Individual Needs or Organisational Goals

In Class & Live, Online Training

Team Training

Save More On Training with FlexVouchers – A Unique Training Savings Account

In Class & Live, Online Training

Time Zone Legend:

Note: This course runs for 5 Days

New Admins in Lightning Experience Training Information

Who Should Attend this Course

Prework

New Admins in Lightning Experience Training Outline

Getting Around the App

Getting Your Organization Ready for Users

Setting Up and Managing Users

Security and Data Access

Object Customizations

Managing Data

Reports and Dashboards

Automation

Managing the Support Process

Team Training

New Admins in Lightning Experience FAQs

Can I take this training course online?

Related Salesforce Training

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