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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.

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

Government $5265

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PRODUCT #2360

TRAINING AT YOUR SITE

Team Training

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

Customize Your Team Training Experience

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

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 *

*Events with the Partial Day Event clock icon run longer than normal but provide the convenience of half-day sessions.

Guaranteed to Run

When you see the "Guaranteed to Run" icon next to a course event, you can rest assured that your course event — date, time — will run. Guaranteed.

Partial Day Event

Learning Tree offers a flexible schedule program. If you cannot attend full day sessions, this option consists of four-hour sessions per day instead of the full-day session.

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.

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