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.
Who should take 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.
When you complete this course, you will be able 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.
Lessons and Topics
Getting Around the App
Data Model and Navigation
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
Security and Data Access
Determining Object Access
Setting Up Record Access
Creating a Role Hierarchy
Dealing with Record Access Exceptions
Managing Field-level Security
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
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
Managing the Support Process
Managing and Resolving Cases
Customizing a Support Process
Understanding the Salesforce Console for Service
Collaborating in the Service Cloud
Analyzing Support Data